Ironwood Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity holdings as of September 30, 2026. The filing lists 172 separate positions held by the firm, with a total value of approximately $64.37 billion.
The portfolio is heavily weighted toward large-cap technology and healthcare companies. The top individual stock holding is Apple Inc., with 129,866 shares. Other major positions include Alphabet Inc. (Class A and Class C shares), Amazon.com Inc., and Microsoft Corporation. In the healthcare sector, Eli Lilly & Co. and Merck & Co. are listed among the largest positions.
Ironwood Financial also holds significant stakes in exchange-traded funds (ETFs). The filing shows substantial investments in the Invesco S&P 500 ETF Trust, the iShares Core S&P 500 ETF, and the Vanguard Total Stock Market ETF. Additionally, the firm holds various bond ETFs, including the iShares Core U.S. Aggregate Bond ETF and the iShares Core U.S. Treasury Bond ETF.
The filing identifies Robin Dolezal as the Chief Compliance Officer for Ironwood Financial, with the report signed on October 20, 2026.
