IRONWOOD WEALTH MANAGEMENT, INC. - Portfolio Stock Holdings
IRONWOOD WEALTH MANAGEMENT, INC. disclosed 29 stock positions in a recent SEC 13F filing. $234,742,798 of stock holdings were filed, with the largest holdings including BKLN, JPST, and PULS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $233,131,125 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
29Est. Stock Holding Value:
$234,742,798Top Stock Holdings By Sector
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Portfolio Stock Holdings - IRONWOOD WEALTH MANAGEMENT, INC.
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