Q2 2026 13F · SEC CIK 1692820

Ironwood Wealth Management, LLC.

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $451.2M
Reported positions: 54
Top holdings a year, 3 yrs: +10.1%
Assets under management: $233.1M

Ironwood Wealth Management, LLC. is a wealth manager that reported 54 positions worth $451.2M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Ishares Core Msci Eafe ETF (IEFA, 17.8%), Dimensional ETF Trust (DFGX, 11.3%), Ishares Core S&p 500 ETF (IVV, 10.9%). A portfolio copying its top holdings returned 10.1% a year over the last 3 years, against 20.4% for the S&P 500.

Ironwood Wealth Management, LLC. holdings largest 50 of 54 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ironwood Wealth Management, LLC. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IEFAIshares Core Msci Eafe ETF	17.8%	22.4%	830,395	-3.6%	$80.2M
DFGXDimensional ETF Trust	11.3%	New	952,480	—	$51.0M
IVVIshares Core S&p 500 ETF	10.9%	12.2%	65,461	+0.3%	$49.0M
IEMGIshares	10.2%	12.6%	557,128	-11.5%	$46.2M
IEFiShs 7-10 ys Tsy	10.1%	12.0%	480,303	+9.1%	$45.4M
VCITVanguard Scottsdale Fds	6.0%	New	329,314	—	$27.2M
VGSHVanguard Short-Term Treasury ETF Total	4.1%	New	316,720	—	$18.4M
IJHIshares Tr	3.8%	4.5%	223,112	-4.2%	$17.2M
VCSHVanguard Scottsdale Fds	3.7%	New	212,762	—	$16.8M
IJRIshares Core S&p Small Cap ETF	2.6%	3.1%	79,511	-9.9%	$11.8M
VGLTVanguard Long-Term Treasury ETF Total	2.5%	12.9%	202,849	-74.9%	$11.2M
DJPIpath Bloomberg Commodity Index Total Re	1.9%	1.4%	200,360	+91.1%	$8.8M
SPDWSPDR Portfolio Developed World	1.8%	2.2%	165,020	-2.6%	$8.3M
AVDVAvantis International Small Cap Value Et	1.6%	New	71,156	—	$7.3M
VTEBVanguard Tx Ex Bd	1.4%	New	126,647	—	$6.4M
MUBIshares National Muni Bond ETF	1.3%	1.3%	54,859	+24.2%	$5.9M
BSCQInvesco Exch Trd Slf Idx Fd	1.2%	6.0%	267,436	-74.9%	$5.2M
SCHXSchwab Stratgc Tr	1.0%	1.2%	150,979	-7.7%	$4.4M
SPEMState Street Spdr Portfolio Emerging Mar	0.7%	0.9%	62,107	-4.2%	$3.2M
SPSMSpdr Series Trust	0.7%	0.7%	51,932	-3.0%	$3.0M
SCHBSchwb US Broad	0.6%	0.7%	100,622	-1.1%	$2.9M
SUBIshares Tr	0.6%	1.0%	26,209	-17.1%	$2.8M
SCHASchwab U.s. Small-Cap ETF	0.6%	0.8%	72,702	-21.0%	$2.6M
SCHFSchwab Intl Equity	0.5%	0.5%	74,614	-0.4%	$2.1M
IDEVIshares Tr	0.5%	0.3%	22,853	+75.7%	$2.0M
SCHZSchwab Strategic Tr	0.4%	New	78,512	—	$1.8M
EFAiShs MSCI EAFE	0.3%	0.3%	11,875	-0.6%	$1.2M
SCHESchwab Strategic Tr	0.3%	0.4%	33,781	-9.4%	$1.2M
BNDXVanguard Charlotte Fds	0.3%	New	23,292	—	$1.1M
SCHMSchwab Strategic Tr	0.2%	0.3%	27,189	-16.6%	$1.0M
SPYSpdr S&p 500 ETF Tr	0.2%	0.4%	1,307	-41.3%	$976K
IWVIshares Russell 3000 Index	0.1%	0.2%	1,572	-3.0%	$670K
VXFVanguard Index Fds	0.1%	0.1%	2,704	+63.1%	$666K
SPTLSpdr Series Trust	0.1%	0.4%	20,429	-62.9%	$536K
SPMDSpdr Series Trust	0.1%	0.1%	7,602	-7.8%	$514K
VOVanguard Index Fds	0.1%	0.1%	4,276	+300.0%	$345K
BSVVanguard Bd Index Fds Vanguard Short Ter	0.1%	0.0%	3,943	+161.0%	$307K
VMBSVmbs	0.0%	0.0%	3,765	+157.2%	$176K
BIVVanguard Bd Index Fds	0.0%	0.0%	2,079	+158.9%	$159K
VOOVanguard S&p 500 ETF	0.0%	0.0%	211	-26.5%	$145K
BLVVanguard Bd Index Fds	0.0%	0.0%	1,978	+157.9%	$136K
VTIVanguard Index Fds	0.0%	0.1%	358	-55.4%	$132K
IWRIshares Russell Midcap ETF	0.0%	0.1%	1,046	-74.6%	$115K
VBVanguard Indx Fd	0.0%	0.0%	342	-5.8%	$104K
VEAVanguard Tax-Managed Fds	0.0%	0.0%	1,215	+0.1%	$87K
BKLNInvesco Exch Traded Fd Tr II	0.0%	0.0%	2,521	-34.7%	$51K
SHYiShs Lehman 1-3Tsy	0.0%	0.3%	602	-94.3%	$49K
RWOSPDR Dow Jones Global Real Estate ETF	0.0%	0.0%	847	+0.0%	$42K
EMBIshares Tr	0.0%	0.0%	428	+0.0%	$41K
ACWIIshares Tr	0.0%	0.1%	130	-94.3%	$20K

What Ironwood Wealth Management, LLC. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.0% /yr; S&P 500 +20.1%
3 years: +10.1% /yr; S&P 500 +20.4%
5 years: +3.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$451.2M	54
Q1 2026	$348.7M	47
Q4 2025	$340.1M	47
Q3 2025	$298.4M	41
Q2 2025	$274.0M	42
Q1 2025	$325.8M	42
Q4 2024	$322.3M	45
Q3 2024	$332.3M	44
Q2 2024	$306.3M	44
Q1 2024	$308.4M	44
Q4 2023	$299.7M	44
Q3 2023	$245.1M	46

Questions about Ironwood Wealth Management, LLC.'s portfolio

What stocks does Ironwood Wealth Management, LLC. own?

Ironwood Wealth Management, LLC.'s latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 54 positions worth $451.2M. The largest are Ishares Core Msci Eafe ETF (IEFA) at 17.8%, Dimensional ETF Trust (DFGX) at 11.3%, Ishares Core S&p 500 ETF (IVV) at 10.9%, Ishares (IEMG) at 10.2% and iShs 7-10 ys Tsy (IEF) at 10.1%.

What did Ironwood Wealth Management, LLC. buy last quarter?

In Q2 2026, Ironwood Wealth Management, LLC. added a new position in Dimensional ETF Trust (DFGX), a new position in Vanguard Scottsdale Fds (VCIT), a new position in Vanguard Short-Term Treasury ETF Total (VGSH), a new position in Vanguard Scottsdale Fds (VCSH), a new position in Avantis International Small Cap Value Et (AVDV), Vanguard Index Fds (VO) (+300.0% shares), Vanguard Bd Index Fds Vanguard Short Ter (BSV) (+161.0% shares) and Vanguard Bd Index Fds (BIV) (+158.9% shares), compared with its Q1 2026 filing.

What did Ironwood Wealth Management, LLC. sell last quarter?

In Q2 2026, Ironwood Wealth Management, LLC. cut from its top 50 Vanguard Intl Equity Index F (VWO), cut from its top 50 Ishares Tr (AGG), cut from its top 50 Dentsply Sirona Inc (XRAY), cut from its top 50 Ishares (EEM), cut from its top 50 Spdr Series Trust (SPTM), Ishares Tr (ACWI) (-94.3% shares), iShs Lehman 1-3Tsy (SHY) (-94.3% shares) and Vanguard Long-Term Treasury ETF Total (VGLT) (-74.9% shares), compared with its Q1 2026 filing.

How has Ironwood Wealth Management, LLC.'s portfolio performed?

A portfolio copying Ironwood Wealth Management, LLC.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.0% against +20.1%. Over 5 years: +3.9% a year against +11.6%.

When is Ironwood Wealth Management, LLC.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ironwood Wealth Management, LLC.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ironwood Wealth Management, LLC. manage?

Ironwood Wealth Management, LLC. reported $233.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $451.2M.