IRONWOOD WEALTH MANAGEMENT, INC.

Registered adviser

CIK

1844821

Location

HURRICANE, WV

Portfolio Value

Micro $83,243,249

Diversification

Highly concentrated

Filing Date

Global Rank

#5,849 / 8,814 ▲ 1473 · as of Jun 2026

Top Industry

Telecom Services 21.8%

Period ended 22 days ago

Filed Oct 14, 2026 · 8d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 128699

Roster of Oct 1, 2026

Regulatory AUM

$233,131,125

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$233,131,125	Individuals and high net worth (99%)
Feb 2025 to Mar 2026	$212,837,072	Individuals and high net worth (98%)
Mar 2024 to Jan 2025	$192,727,234	Individuals and high net worth (98%)
May 2023 to Feb 2024	$189,708,122	Individuals and high net worth (92%)
Apr 2023	$189,708,122	Individuals and high net worth (92%)
Mar 2022 to Mar 2023	$213,589,404	Individuals and high net worth (90%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 100.0% of the book (60%+)

Turnover

Low turnover

2.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 98.4%; sector active share 78.9% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

29 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

29.8%

−18.2 pts

Top 5

99.8%

+11.7 pts

Top 10

100.0%

−0.0 pts

HHI

2,580

Highly concentrated−188

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.8%	$83,046,375	14
Basic Materials	0.1%	$43,929	3
Communication Services	0.1%	$42,934	1
Technology	0.0%	$34,559	2
Energy	0.0%	$29,098	2
Industrials	0.0%	$21,891	1
Consumer Defensive	0.0%	$8,413	2
Financial Services	0.0%	$8,108	3
Healthcare	0.0%	$7,942	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
BKLN	Invesco Ltd.	+4,536	1,267,369	$0
—		+2,399	356,649	$0
USMV	iShares MSCI USA Min Vol Factor ETF	+597	141,996	$0
XLF	State Street Corp	+271	85,722	$0
JPST	JPMorgan Ultra-Short Income ETF	+253	493,206	$24,842,786
IVLU	iShares MSCI Intl Value Factor ETF	+179	230,700	$0
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+51	30,969	$5,171,203
CTVA	Corteva, Inc.	+21	285	$3,919
DD	DuPont de Nemours, Inc.	+7	191	$24,808
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
IJR	iShares Core S&P Small-Cap ETF	−2,023	144,049	$0
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−1,492	60,949	$11,930,766
IUSV	iShares Core S&P U.S. Value ETF	−1,213	191,562	$0
PULS	PGIM Ultra Short Bond ETF	−384	439,372	$21,731,339
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−297	91,293	$14,168,673
IUSG	iShares Core S&P U.S. Growth ETF	−260	75,042	$0
IVE	iShares S&P 500 Value ETF	−205	65,790	$0
IVV	iShares Core S&P 500 ETF	−185	23,963	$0
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−15	84,579	$5,201,608
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AAPL	Apple Inc.	100	$33,302
CAT	Caterpillar Inc	27	$21,891
COF	Capital One Financial Corp	42	$8,108
JNJ	Johnson & Johnson	30	$7,942
PG	PROCTER & GAMBLE Co	30	$4,358
XOM	ExxonMobil Holdings Corp	25	$4,068
PEP	Pepsico Inc	32	$4,055
Q	Qnity Electronics, Inc.	10	$1,257
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

29 tracked positions · $83,243,249 total · filing declares 29 positions · $237,060,385 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPST	JPMorgan Ultra-Short Income ETF	Added	493,206	+253	$24,842,786	−0.3%	29.84%
PULS	PGIM Ultra Short Bond ETF	Reduced	439,372	-384	$21,731,339	−0.3%	26.11%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	91,293	-297	$14,168,673	−2.1%	17.02%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	60,949	-1,492	$11,930,766	+0.3%	14.33%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	84,579	-15	$5,201,608	+15.8%	6.25%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	30,969	+51	$5,171,203	−9.7%	6.21%
VZ	Verizon Communications Inc Communication Services	Held	936	0	$42,934	+8.3%	0.05%
AAPL	Apple Inc. Technology	NEW	100	NEW	$33,302	NEW	0.04%
COP	Conocophillips Energy	Held	200	0	$25,030	+20.4%	0.03%
DD	DuPont de Nemours, Inc. Basic Materials	Added	191	+7	$24,808	−0.6%	0.03%
CAT	Caterpillar Inc Industrials	NEW	27	NEW	$21,891	NEW	0.03%
DOW	Dow Inc. Basic Materials	Held	552	0	$15,202	+0.7%	0.02%
COF	Capital One Financial Corp Financial Services	NEW	42	NEW	$8,108	NEW	0.01%
JNJ	Johnson & Johnson Healthcare	NEW	30	NEW	$7,942	NEW	0.01%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	30	NEW	$4,358	NEW	0.01%
XOM	ExxonMobil Holdings Corp Energy	NEW	25	NEW	$4,068	NEW	0.00%
PEP	Pepsico Inc Consumer Defensive	NEW	32	NEW	$4,055	NEW	0.00%
CTVA	Corteva, Inc. Basic Materials	Added	285	+21	$3,919	−82.5%	0.00%
Q	Qnity Electronics, Inc. Technology	NEW	10	NEW	$1,257	NEW	0.00%
		Added	356,649	+2,399	$0	−100.0%	0.00%
BKLN	Invesco Ltd. Financial Services	Added	1,267,369	+4,536	$0	−100.0%	0.00%
XLF	State Street Corp Financial Services	Added	85,722	+271	$0	−100.0%	0.00%
IJR	iShares Core S&P Small-Cap ETF	Reduced	144,049	-2,023	$0	−100.0%	0.00%
IUSG	iShares Core S&P U.S. Growth ETF	Reduced	75,042	-260	$0	−100.0%	0.00%
IUSV	iShares Core S&P U.S. Value ETF	Reduced	191,562	-1,213	$0	−100.0%	0.00%
IVE	iShares S&P 500 Value ETF	Reduced	65,790	-205	$0	−100.0%	0.00%
IVLU	iShares MSCI Intl Value Factor ETF	Added	230,700	+179	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Reduced	23,963	-185	$0	−100.0%	0.00%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	141,996	+597	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.