Universe · entity
Ironwood Financial, llc
Institutional manager (13F) · CIK 1630360
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $478M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $69M | 105,992 |
| 2 | APPLE INC | $38M | 150,598 |
| 3 | ISHARES TR | $25M | 370,056 |
| 4 | ISHARES TR | $20M | 96,875 |
| 5 | ISHARES TR | $17M | 134,483 |
| 6 | ISHARES TR | $17M | 146,091 |
| 7 | ISHARES TR | $13M | 559,085 |
| 8 | VANGUARD INDEX FDS | $12M | 38,733 |
| 9 | ISHARES INC | $12M | 119,654 |
| 10 | ISHARES TR | $12M | 555,651 |
| 11 | ISHARES TR | $12M | 569,411 |
| 12 | INVESCO EXCH TRD SLF IDX FD | $10M | 512,659 |
| 13 | INVESCO EXCH TRD SLF IDX FD | $10M | 516,473 |
| 14 | ISHARES TR | $10M | 379,700 |
| 15 | INVESCO EXCHANGE TRADED FD T | $9M | 48,561 |
| 16 | INVESCO EXCH TRD SLF IDX FD | $9M | 399,427 |
| 17 | VANGUARD INDEX FDS | $9M | 29,583 |
| 18 | ISHARES TR | $9M | 365,319 |
| 19 | ISHARES TR | $8M | 84,415 |
| 20 | INVESCO EXCH TRD SLF IDX FD | $8M | 366,045 |
| 21 | ISHARES TR | $8M | 325,923 |
| 22 | ISHARES TR | $7M | 51,355 |
| 23 | INVESCO EXCH TRD SLF IDX FD | $7M | 364,152 |
| 24 | ISHARES TR | $7M | 281,089 |
| 25 | VANGUARD TAX-MANAGED FDS | $7M | 105,888 |
| 26 | AMAZON COM INC | $6M | 31,206 |
| 27 | ISHARES TR | $6M | 54,058 |
| 28 | ISHARES TR | $6M | 243,639 |
| 29 | VANGUARD INDEX FDS | $6M | 13,654 |
| 30 | VANGUARD INTL EQUITY INDEX F | $6M | 42,228 |
| 31 | ALPHABET INC | $6M | 20,249 |
| 32 | ALPHABET INC | $5M | 18,827 |
| 33 | ISHARES TR | $5M | 40,223 |
| 34 | ISHARES TR | $5M | 34,081 |
| 35 | ELI LILLY & CO | $5M | 5,222 |
| 36 | MICROSOFT CORP | $5M | 12,779 |
| 37 | JPMORGAN CHASE & CO | $5M | 15,594 |
| 38 | ISHARES TR | $4M | 43,732 |
| 39 | ISHARES TR | $4M | 50,188 |
| 40 | INVESCO QQQ TR | $4M | 6,859 |
| 41 | COSTCO WHOLESALE CORPORATION | $4M | 3,794 |
| 42 | CENCORA INC | $4M | 11,882 |
| 43 | ISHARES TR | $4M | 165,529 |
| 44 | VANGUARD INDEX FDS | $3M | 17,377 |
| 45 | ISHARES TR | $3M | 33,870 |
| 46 | VANGUARD INTL EQUITY INDEX F | $3M | 45,311 |
| 47 | ISHARES TR | $3M | 130,962 |
| 48 | STATE STR SPDR S&P 500 ETF T | $3M | 4,406 |
| 49 | ISHARES TR | $3M | 20,842 |
| 50 | INVESCO EXCH TRD SLF IDX FD | $3M | 145,218 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.