Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

IRONWOOD WEALTH MANAGEMENT, INC.

•CIK: 1844821•Filing: Q4 2025

**IRONWOOD WEALTH MANAGEMENT, INC.** manages $223M across a concentrated portfolio of 23 positions. The firm exhibits significant allocation to core holdings, notably maintaining substantial positions in BKLN ($24.5M) and JPST ($23.5M). Further diversification is evident with notable weightings in PULS ($20.8M) and IUSV ($20.4M). This structure suggests a focused, multi-sector approach within its current mandate.

Total AUM

$222.9M

QoQ Performance

+2.2%

Positions

14

Top 10 Concentration

80.8%

Latest Filing

Q4 2025

Top Holdings Allocation

BKLN

JPST

PULS

IUSV

IJR

IVV

IVE

VYM

BKLN11.0%

JPST10.5%

PULS9.3%

IUSV9.2%

IJR8.9%

IVV7.7%

IVE6.4%

VYM6.1%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+92.0%

4.3% of portfolio

SELECT SECTOR SPDR TR

+96.8%

2.0% of portfolio

METLIFE INC

NEW

0.0% of portfolio

📉 Biggest Sells

ISHARES TR

-5.2%

7.7% of portfolio

ISHARES TR

-4.1%

8.9% of portfolio

ISHARES TR

-4.7%

4.6% of portfolio

ISHARES TR

-2.4%

9.2% of portfolio

ISHARES TR

-3.1%

5.8% of portfolio

Sector Breakdown

Other92.2%

ETF7.7%

Financial0.0%

Energy0.0%

Changes from Q3 2025

NEW1 new position

↑2 increased

↓15 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

INVESCO EXCH TRADED FD TR II

J P MORGAN EXCHANGE TRADED F

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