CIK 1630360
Ironwood Financial, llc
Institutional 13F holdings & portfolio
Holdings
166
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–166 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 999 | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| NLR | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| GSK | GSK PLC | 5K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 6K | $100K–$500K | SH |
| AMH | AMERICAN HOMES 4 RENT | 8K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 114 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 860 | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| PSMT | PRICESMART INC | 2K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 4K | $100K–$500K | SH |
| PBT | PERMIAN BASIN RTY TR | 12K | $100K–$500K | SH |
| IBDY | ISHARES TR | 8K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| AOR | ISHARES TR | 3K | $100K–$500K | SH |