Skip to content

Ironwood Wealth Management reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 30 July 2026, signed by Alex Marek, CCO. Retrieved 14 October 2026. Page updated 21 October 2026.

Ironwood Wealth Management’s reported 13F holdings total $451M across 54 positions as of 30 June 2026. The ten largest make up 80.5% of it, and its value rose 29.4% from the prior quarter.

$451M
Reported 13F value
54
Positions
80.5%
In the 10 largest
+29.4%
Value vs. prior quarter

Largest positions

IefaETF$80.2M
Class
ETF
Share
17.8%
DfgxETF$51M
Class
ETF
Share
11.3%
IvvETF$49M
Class
ETF
Share
10.9%
IemgETF$46.2M
Class
ETF
Share
10.2%
IefETF$45.4M
Class
ETF
Share
10.1%
VcitETF$27.2M
Class
ETF
Share
6.0%
VgshETF$18.4M
Class
ETF
Share
4.1%
IjhETF$17.2M
Class
ETF
Share
3.8%
VcshETF$16.8M
Class
ETF
Share
3.7%
IjrETF$11.8M
Class
ETF
Share
2.6%
VgltETF$11.2M
Class
ETF
Share
2.5%
DjpETF$8.76M
Class
ETF
Share
1.9%
SpdwETF$8.32M
Class
ETF
Share
1.8%
AvdvETF$7.33M
Class
ETF
Share
1.6%
VtebETF$6.41M
Class
ETF
Share
1.4%
MubETF$5.9M
Class
ETF
Share
1.3%
BscqETF$5.22M
Class
ETF
Share
1.2%
SchxETF$4.44M
Class
ETF
Share
1.0%
SpemETF$3.22M
Class
ETF
Share
0.7%
SpsmETF$2.99M
Class
ETF
Share
0.7%
SchbETF$2.91M
Class
ETF
Share
0.6%
SubETF$2.79M
Class
ETF
Share
0.6%
SchaETF$2.63M
Class
ETF
Share
0.6%
SchfETF$2.07M
Class
ETF
Share
0.5%
IdevETF$2.03M
Class
ETF
Share
0.5%
SchzETF$1.82M
Class
ETF
Share
0.4%
EfaETF$1.23M
Class
ETF
Share
0.3%
ScheETF$1.22M
Class
ETF
Share
0.3%
BndxETF$1.13M
Class
ETF
Share
0.2%
SchmETF$1M
Class
ETF
Share
0.2%
SpyETF$976K
Class
ETF
Share
0.2%
IwvETF$670K
Class
ETF
Share
0.1%
VxfETF$666K
Class
ETF
Share
0.1%
SptlETF$536K
Class
ETF
Share
0.1%
SpmdETF$514K
Class
ETF
Share
0.1%
VOETF$345K
Class
ETF
Share
0.1%
BsvETF$307K
Class
ETF
Share
0.1%
VmbsETF$176K
Class
ETF
Share
0.0%
BivETF$159K
Class
ETF
Share
0.0%
VooETF$145K
Class
ETF
Share
0.0%
BlvETF$136K
Class
ETF
Share
0.0%
VtiETF$132K
Class
ETF
Share
0.0%
IwrETF$115K
Class
ETF
Share
0.0%
VBETF$104K
Class
ETF
Share
0.0%
VeaETF$86.6K
Class
ETF
Share
0.0%
BklnETF$51.4K
Class
ETF
Share
0.0%
ShyETF$49.4K
Class
ETF
Share
0.0%
RwoETF$42.1K
Class
ETF
Share
0.0%
EmbETF$41.3K
Class
ETF
Share
0.0%
AcwiETF$20.5K
Class
ETF
Share
0.0%

The share class is shown on a wider screen.

The 50 largest of 54 positions by value, with holdings of the same security combined. The 54 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1692820
File number
028-18287
Options
0 call, 0 put
In the 25 largest
97.4%
Prior quarter
$349M at 31 March 2026
Positions opened
8
Positions closed
1

Common questions

What are Ironwood Wealth Management’s 13F holdings worth?

$451 million across 54 positions for the quarter ended 30 June 2026.

What is Ironwood Wealth Management’s largest 13F holding?

IEFA (ETF) was the largest position at $80.2 million, or 17.8% of reported 13F value, as of 30 June 2026.

How concentrated is Ironwood Wealth Management’s 13F portfolio?

The ten largest positions accounted for 80.5% of reported value and the twenty-five largest for 97.4%, across 54 positions as of 30 June 2026.

Does Form 13F show everything Ironwood Wealth Management manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Ironwood Wealth Management file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Ironwood Wealth Management profile

Sources

  1. Form 13F-HR, accession 0001104659-26-088417, filed 30 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001104659-26-047829, filed 23 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Ironwood Wealth Management, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.