Ironwood Wealth Management, Inc. has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The report lists 29 individual securities held by the firm.
The largest holding disclosed in the filing is the iShares Exchange Traded Fund Trust II Short Leveraged ETF, which accounts for 1,267,369 shares. The firm also holds significant positions in several other exchange-traded funds, including the iShares Core S&P Small-Cap ETF (144,049 shares) and the iShares Core S&P 500 ETF (23,963 shares).
Among the individual company stocks held, Caterpillar Inc. is the largest position with 27 shares. Other notable individual stock holdings include ConocoPhillips (200 shares), Corteva Inc. (285 shares), and Dow Inc. (552 shares). The filing also lists positions in Apple Inc., Capital One Financial Corp., ExxonMobil Holdings Corp., Johnson & Johnson, PepsiCo Inc., Procter & Gamble Co., QNITY Electronics Inc., and Verizon Communications Inc.
The report indicates that all holdings are held in a Sole capacity, with no shared voting or dispositive power for the listed securities.
