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Ironwood Investment Counsel, LLC
Ironwood Investment Counsel, LLC is a registered investment adviser based in Scottsdale, Arizona. Founded in 2005, the firm provides discretionary investment advisory services to approximately 500 clients, primarily high net worth individuals, as well as individuals, pension and profit sharing plans, charitable organizations, and other investment advisers. With 19 employees, a majority of whom are investment professionals, Ironwood seeks to serve clients through customized portfolio management and investment solutions.
Investment Strategy
Ironwood Investment Counsel offers discretionary, fee-only investment advisory services tailored to each client’s needs and objectives. The firm conducts a detailed assessment of each client’s investment goals and risk tolerance, and then allocates assets accordingly. Investment strategies are focused on public market securities, and clients may impose reasonable investment restrictions. Ironwood provides advice specific to the client, does not offer wrap fee programs, and regularly manages portfolio allocations, balancing risk and reward to achieve the client’s stated financial objectives.
Latest 13F Filing Activity
Ironwood Investment Counsel, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 247 equity positions with a total 13F market value of $647M. The fund increased holdings in Amazon.com Inc., Alphabet Inc. Class A, Microsoft among other positions. Ironwood Investment Counsel, LLC reduced exposure to Amazon.com Inc., Alphabet Inc. Class A, Adobe Systems Inc. among others.
Top Holdings
Equity Positions (247)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft | 6.94% | $44.9M | 90,351 | $54.91 | $497.41 | +$10.8M |
F FNDA | Schwab Fundemental US Small Company ETF | 5.22% | $33.8M | 1,179,447 | $27.61 | $28.65 | -$309.8K |
A AAPL | Apple | 4.09% | $26.5M | 128,987 | $49.74 | $205.17 | -$1.6M |
X XOM | Alphabet Inc Class A | 2.82% | $18.2M | 116,461 | $98.91 | $107.80 | +$14.3M |
S SPGI | Amazon.com Inc. | 2.62% | $17.0M | 74,245 | $521.69 | $527.29 | +$16.2M |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Scottsdale, AZ , United States | |
B Bruce Williams | Partner | Scottsdale, AZ , United States | |
 | Senior Associate | Scottsdale, AZ , United States | |
 | Managing Partner | Scottsdale, AZ , United States | |
 | Portfolio Manager | Scottsdale, AZ , United States | |
 | Associate | Phoenix, AZ , United States | |
 | Associate | Scottsdale, AZ , United States | |
 | Portfolio Manager | Phoenix, AZ , United States | |
 | Associate | Scottsdale, AZ , United States |
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