SEC Form 13F · Q1 2026

Ironwood Financial, llc

Institutional Holdings Report

13F-HRAZ
$572.7M
Portfolio Value
168
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Ironwood Financial, llc
CIK
1630360
Accession No.
0001630360-26-000003
Location
TUCSON, AZ
Form Type
13F-HR
Portfolio Value
$572.7M
Holdings Reported
168
Reporting Period
Q1 2026
Filed
April 16, 2026

About this Filing

Ironwood Financial, llc is an institutional investment manager based in TUCSON, AZ reporting approximately $572.7M in 13(f) securities across 168 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.