Ironwood Financial, llc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Ironwood Financial, llc held in its portfolio 161 assets valued at $589,604,667 (i.e. $589.61M).
The most valuable assets in the portfolio included: ISHARES TR ($73.81M), APPLE INC ($40.62M), and ISHARES TR ($25.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 161 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ironwood Financial, llc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 105716 | 73814104 | CORE S&P500 ETF |
| APPLE INC | 156075 | 40618577 | COM |
| ISHARES TR | 367127 | 25412531 | CORE S&P MCP ETF |
| ISHARES TR | 97922 | 21271535 | S&P 500 VAL ETF |
| ISHARES TR | 148474 | 18572645 | S&P 500 GRWT ETF |
| ISHARES TR | 132093 | 16715033 | CORE S&P SCP ETF |
| ISHARES INC | 120848 | 12896606 | MSCI EQUAL WEITE |
| ISHARES TR | 537151 | 12574706 | IBONDS DEC 29 |
| VANGUARD INDEX FDS | 36565 | 12542832 | TOTAL STK MKT |
| ISHARES TR | 533013 | 11758271 | IBONDS DEC 2030 |
| ISHARES TR | 545326 | 11528202 | IBONDS DEC 2031 |
| INVESCO EXCH TRD SLF IDX FD | 512096 | 10544060 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 524036 | 10344477 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 426770 | 9962958 | INVSCO BLSH 26 |
| INVESCO EXCHANGE TRADED FD T | 46015 | 9100848 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 28362 | 9093519 | LARGE CAP ETF |
| ISHARES TR | 355922 | 9083117 | IBONDS DEC 2032 |
| INVESCO EXCH TRD SLF IDX FD | 450900 | 8828619 | BULSHS 2026 CB |
| ISHARES TR | 84538 | 8403924 | MSCI EAFE ETF |
| INVESCO EXCH TRD SLF IDX FD | 370330 | 8393520 | BULETSHS 2027 |
| ISHARES TR | 346107 | 8216589 | IBONDS 28 TR HI |
| ISHARES TR | 336465 | 8155912 | IBONDS DEC2026 |
| ISHARES TR | 51092 | 7769035 | CORE S&P TTL STK |
| AMAZON COM INC | 31206 | 7691249 | COM |
| ALPHABET INC | 20261 | 6723815 | CAP STK CL A |
| ISHARES TR | 54734 | 6565873 | SP SMCP600VL ETF |
| VANGUARD TAX-MANAGED FDS | 100658 | 6534706 | VAN FTSE DEV MKT |
| ISHARES TR | 261413 | 6347116 | IBONDS 27 ETF |
| ALPHABET INC | 18818 | 6261165 | CAP STK CL C |
| MICROSOFT CORP | 12700 | 6060341 | COM |
| ISHARES TR | 225237 | 5732270 | IBDS DEC28 ETF |
| VANGUARD INTL EQUITY INDEX F | 39439 | 5728161 | TT WRLD ST ETF |
| ELI LILLY & CO | 5222 | 5644982 | COM |
| ISHARES TR | 40911 | 5624502 | S&P MC 400VL ETF |
| ISHARES TR | 35013 | 5087095 | SELECT DIVID ETF |
| JPMORGAN CHASE & CO. | 15582 | 5056320 | COM |
| ISHARES TR | 44612 | 4466084 | CORE US AGGBD ET |
| INVESCO QQQ TR | 6868 | 4307114 | UNIT SER 1 |
| ISHARES TR | 50938 | 4128051 | IBOXX HI YD ETF |
| CENCORA INC | 11882 | 4065545 | COM |
| COSTCO WHSL CORP NEW | 3777 | 3561816 | COM |
| ISHARES TR | 154545 | 3452535 | IBONDS 2027 TERM |
| ISHARES TR | 33404 | 3402176 | S&P MC 400GR ETF |
| INTERNATIONAL BUSINESS MACHS | 10567 | 3298806 | COM |
| VANGUARD INTL EQUITY INDEX F | 41378 | 3172485 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 6440 | 3171663 | GROWTH ETF |
| SPDR S&P 500 ETF TR | 4466 | 3104528 | TR UNIT |
| VANGUARD INDEX FDS | 15158 | 2984651 | VALUE ETF |
| ISHARES TR | 125266 | 2892399 | IBONDS 2026 TERM |
| INTUIT | 4336 | 2755268 | COM |
| INVESCO EXCH TRD SLF IDX FD | 145283 | 2737130 | BULETSHS 2029 |
| SPDR SERIES TRUST | 41457 | 2687046 | STATE STREET SPD |
| ISHARES TR | 24003 | 2652614 | IBOXX INV CP ETF |
| ISHARES TR | 20236 | 2508710 | CORE HIGH DV ETF |
| INVESCO EXCH TRD SLF IDX FD | 106536 | 2351258 | INVSCO 28 HYCORP |
| RTX CORPORATION | 12063 | 2338483 | COM |
| VANGUARD INDEX FDS | 7469 | 2234590 | MID CAP ETF |
| ISHARES TR | 88628 | 2103142 | IBONDS 29 TR HI |
| JOHNSON & JOHNSON | 9907 | 2077710 | COM |
| SCHWAB STRATEGIC TR | 65329 | 2072240 | US MID-CAP ETF |
| LOWES COS INC | 7429 | 2012457 | COM |
| VANGUARD INDEX FDS | 7194 | 1958226 | SMALL CP ETF |
| ISHARES TR | 3971 | 1895123 | RUS 1000 GRW ETF |
| AMERICAN CENTY ETF TR | 17415 | 1861015 | US SML CP VALU |
| AMGEN INC | 5688 | 1851672 | COM |
| ISHARES TR | 12184 | 1805242 | S&P SML 600 GWT |
| ISHARES TR | 5141 | 1771205 | RUS 2000 GRW ETF |
| SCHWAB STRATEGIC TR | 61547 | 1690688 | US LRG CAP ETF |
| HOME DEPOT INC | 4466 | 1674326 | COM |
| VANGUARD INDEX FDS | 8811 | 1615078 | MCAP VL IDXVIP |
| SELECT SECTOR SPDR TR | 29050 | 1606201 | STATE STREET FIN |
| INVESCO EXCH TRD SLF IDX FD | 91094 | 1540407 | INVSCO 30 CORP |
| VANGUARD INDEX FDS | 4755 | 1530699 | SML CP GRW ETF |
| MCDONALDS CORP | 4875 | 1495406 | COM |
| SCHWAB STRATEGIC TR | 44755 | 1349821 | US SML CAP ETF |
| NVIDIA CORPORATION | 7103 | 1313629 | COM |
| ZIONS BANCORPORATION N A | 20568 | 1220916 | COM |
| VANGUARD INDEX FDS | 4083 | 1169695 | MCAP GR IDXVIP |
| SELECT SECTOR SPDR TR | 24732 | 1146084 | STATE STREET ENE |
| DIMENSIONAL ETF TRUST | 14986 | 1101471 | US SMALL CAP ETF |
| WALMART INC | 9097 | 1073136 | COM |
| SCHWAB STRATEGIC TR | 42724 | 1068957 | INTL EQTY ETF |
| ISHARES U S ETF TR | 10264 | 1062632 | U.S. TECH INDEPD |
| ISHARES TR | 3191 | 1054147 | ISHARES SEMICDTR |
| SCHWAB STRATEGIC TR | 38053 | 1021330 | US BRD MKT ETF |
| SCHWAB CHARLES CORP | 9803 | 998886 | COM |
| SCHWAB STRATEGIC TR | 32075 | 914127 | US DIVIDEND EQ |
| ISHARES TR | 8269 | 891233 | GLOBAL TECH ETF |
| VANGUARD INDEX FDS | 1361 | 869893 | S&P 500 ETF SHS |
| ORACLE CORP | 4209 | 861498 | COM |
| SCHWAB STRATEGIC TR | 27705 | 849721 | US LCAP VA ETF |
| ISHARES TR | 8338 | 834815 | RUS MID CAP ETF |
| PFIZER INC | 32722 | 826885 | COM |
| ISHARES TR | 3055 | 798801 | RUSSELL 2000 ETF |
| HONEYWELL INTL INC | 3760 | 784336 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1566 | 780743 | CL B NEW |
| YUM BRANDS INC | 4851 | 761219 | COM |
| ISHARES TR | 5664 | 742390 | U.S. FINLS ETF |
| ISHARES TR | 15075 | 739730 | U.S. ENERGY ETF |
| DIMENSIONAL ETF TRUST | 14227 | 727569 | INTERNATNAL VAL |
| LOCKHEED MARTIN CORP | 1310 | 722124 | COM |
| BOEING CO | 2868 | 687775 | COM |
| ISHARES TR | 16901 | 675046 | INTL SEL DIV ETF |
| DIMENSIONAL ETF TRUST | 8898 | 674379 | US EQUITY MARKET |
| ABBVIE INC | 3051 | 671333 | COM |
| SNAP ON INC | 1872 | 670438 | COM |
| BIOGEN INC | 3535 | 656202 | COM |
| ISHARES TR | 6574 | 609251 | CORE MSCI EAFE |
| ISHARES SILVER TR | 7735 | 597374 | ISHARES |
| MERCK & CO INC | 5395 | 589124 | COM |
| INVESCO EXCH TRD SLF IDX FD | 31710 | 529240 | BULETSHS 2031 CP |
| SCHWAB STRATEGIC TR | 15718 | 517282 | US LCAP GR ETF |
| BRISTOL-MYERS SQUIBB CO | 9129 | 509124 | COM |
| INVESCO EXCHANGE TRADED FD T | 7938 | 490636 | LEISURE AND ENTE |
| SPDR GOLD TR | 1136 | 479653 | GOLD SHS |
| VANGUARD ADMIRAL FDS INC | 4014 | 468655 | SMLLCP 600 IDX |
| DIMENSIONAL ETF TRUST | 9070 | 437900 | US MKTWIDE VALUE |
| FIDELITY COMWLTH TR | 4603 | 429544 | NASDAQ COMPSIT |
| COMCAST CORP NEW | 14748 | 428577 | CL A |
| ISHARES TR | 7366 | 426763 | MSCI EMG MKT ETF |
| TESLA INC | 936 | 420227 | COM |
| VANGUARD WORLD FD | 540 | 413375 | INF TECH ETF |
| MAPLEBEAR INC | 9536 | 399654 | COM |
| INVESCO EXCH TRD SLF IDX FD | 17673 | 381904 | BULETSHS 2029 HG |
| PROSHARES TR | 6704 | 374687 | ULTRAPRO QQQ |
| VANGUARD SPECIALIZED FUNDS | 1606 | 362253 | DIV APP ETF |
| DISNEY WALT CO | 3197 | 360686 | COM |
| ISHARES TR | 3405 | 358717 | EXPANDED TECH |
| ISHARES TR | 1496 | 353924 | US AER DEF ETF |
| ABBOTT LABS | 2756 | 343508 | COM |
| STRYKER CORPORATION | 939 | 339326 | COM |
| SELECT SECTOR SPDR TR | 2638 | 328484 | STATE STREET CON |
| ISHARES TR | 9903 | 313142 | PFD AND INCM SEC |
| META PLATFORMS INC | 482 | 309681 | CL A |
| THE CIGNA GROUP | 1113 | 307210 | COM |
| SELECT SECTOR SPDR TR | 2519 | 296108 | STATE STREET COM |
| SCHWAB STRATEGIC TR | 8752 | 293280 | 1000 INDEX ETF |
| OCCIDENTAL PETE CORP | 6755 | 288574 | COM |
| ISHARES U S ETF TR | 4946 | 288465 | US CONSUMER FOC |
| WELLS FARGO CO NEW | 2972 | 282221 | COM |
| ISHARES TR | 3924 | 277275 | EUROPE ETF |
| ADVANCED MICRO DEVICES INC | 1304 | 270828 | COM |
| DIMENSIONAL ETF TRUST | 6509 | 264981 | US CORE EQUITY 2 |
| VISA INC | 768 | 263578 | COM CL A |
| INTEL CORP | 5863 | 258324 | COM |
| INVESCO EXCH TRADED FD TR II | 999 | 257960 | NASDAQ 100 ETF |
| PEPSICO INC | 1800 | 254456 | COM |
| VANECK ETF TRUST | 1770 | 253216 | URANIUM AND NUCL |
| GSK PLC | 4985 | 251194 | SPONSORED ADR |
| OMEGA HEALTHCARE INVS INC | 5574 | 247710 | COM |
| AMERICAN HOMES 4 RENT | 7895 | 244824 | CL A |
| MARKEL GROUP INC | 114 | 241614 | COM |
| TRAVELERS COMPANIES INC | 860 | 241221 | COM |
| DIMENSIONAL ETF TRUST | 3653 | 227838 | US TARGETED VLU |
| PRICESMART INC | 1664 | 225705 | COM |
| SCHWAB STRATEGIC TR | 6349 | 218152 | EMRG MKTEQ ETF |
| YUM CHINA HLDGS INC | 4474 | 217615 | COM |
| PERMIAN BASIN RTY TR | 12300 | 217218 | UNIT BEN INT |
| ISHARES TR | 8244 | 215581 | IBONDS DEC 2033 |
| SPDR INDEX SHS FDS | 4512 | 208274 | PORTFOLIO DEVLPD |
| ISHARES TR | 3090 | 204589 | CORE 60/40 BALAN |
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