Universe · entity

Ironwood Financial, llc

Institutional manager (13F) · CIK 1630360
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $478M
#IssuerValueShares
1ISHARES TR$69M105,992
2APPLE INC$38M150,598
3ISHARES TR$25M370,056
4ISHARES TR$20M96,875
5ISHARES TR$17M134,483
6ISHARES TR$17M146,091
7ISHARES TR$13M559,085
8VANGUARD INDEX FDS$12M38,733
9ISHARES INC$12M119,654
10ISHARES TR$12M555,651
11ISHARES TR$12M569,411
12INVESCO EXCH TRD SLF IDX FD$10M512,659
13INVESCO EXCH TRD SLF IDX FD$10M516,473
14ISHARES TR$10M379,700
15INVESCO EXCHANGE TRADED FD T$9M48,561
16INVESCO EXCH TRD SLF IDX FD$9M399,427
17VANGUARD INDEX FDS$9M29,583
18ISHARES TR$9M365,319
19ISHARES TR$8M84,415
20INVESCO EXCH TRD SLF IDX FD$8M366,045
21ISHARES TR$8M325,923
22ISHARES TR$7M51,355
23INVESCO EXCH TRD SLF IDX FD$7M364,152
24ISHARES TR$7M281,089
25VANGUARD TAX-MANAGED FDS$7M105,888
26AMAZON COM INC$6M31,206
27ISHARES TR$6M54,058
28ISHARES TR$6M243,639
29VANGUARD INDEX FDS$6M13,654
30VANGUARD INTL EQUITY INDEX F$6M42,228
31ALPHABET INC$6M20,249
32ALPHABET INC$5M18,827
33ISHARES TR$5M40,223
34ISHARES TR$5M34,081
35ELI LILLY & CO$5M5,222
36MICROSOFT CORP$5M12,779
37JPMORGAN CHASE & CO$5M15,594
38ISHARES TR$4M43,732
39ISHARES TR$4M50,188
40INVESCO QQQ TR$4M6,859
41COSTCO WHOLESALE CORPORATION$4M3,794
42CENCORA INC$4M11,882
43ISHARES TR$4M165,529
44VANGUARD INDEX FDS$3M17,377
45ISHARES TR$3M33,870
46VANGUARD INTL EQUITY INDEX F$3M45,311
47ISHARES TR$3M130,962
48STATE STR SPDR S&P 500 ETF T$3M4,406
49ISHARES TR$3M20,842
50INVESCO EXCH TRD SLF IDX FD$3M145,218
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.