Ironwood Wealth Management, LLC.
13F Reported Value
ⓘ$348.7M
Holdings
47
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Ironwood Wealth Management, LLC. disclosed 47 positions worth $348.7M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (92.5% of disclosed assets). All figures are sourced directly from Ironwood Wealth Management, LLC.’s Form 13F-HR filing with the SEC under CIK 1692820.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
IEFA
—Quality
$77.9M860,968 shVGLT
—Quality
$44.8M809,466 shIEMG
—Quality
$43.9M629,332 shIVV
—Quality
$42.6M65,289 shIEF
—Quality
$42.0M440,202 sh- —
Quality
$20.8M1,063,868 sh IJH
—Quality
$15.7M232,917 shIJR
—Quality
$11.0M88,248 shSPDW
—Quality
$7.7M169,460 sh- —
Quality
$5.0M104,821 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| IEFA | — | $77.9M | 860,968 |
| VGLT | — | $44.8M | 809,466 |
| IEMG | — | $43.9M | 629,332 |
| IVV | — | $42.6M | 65,289 |
| IEF | — | $42.0M | 440,202 |
 Invesco Ltd.$IVZ | — | $20.8M | 1,063,868 |
| IJH | — | $15.7M | 232,917 |
| IJR | — | $11.0M | 88,248 |
| SPDW | — | $7.7M | 169,460 |
 BARCLAYS BANK PLC$DJP | — | $5.0M | 104,821 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ironwood Wealth Management, LLC.'s 47 positions.
Showing top 10 of 47 holdings.
Sector Allocation
Other
$322.7M
Financials
$25.9M
Technology
$118,456
Healthcare
$4,524
Full Holdings — Ironwood Wealth Management, LLC. (Q1 2026)
All 47 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | IEFA | $77.9M | 22.4% | +0% | — |
| 2 | — | VGLT | $44.8M | 12.8% | +2% | — |
| 3 | — | IEMG | $43.9M | 12.6% | +1% | — |
| 4 | — | IVV | $42.6M | 12.2% | +7% | — |
| 5 | — | IEF | $42.0M | 12.1% | +2% | — |
| 6 | $IVZ | Invesco Ltd. | $20.8M | 6.0% | +1% | — |
| 7 | — | IJH | $15.7M | 4.5% | +1% | — |
| 8 | — | IJR | $11.0M | 3.1% | -1% | — |
| 9 | — | SPDW | $7.7M | 2.2% | -1% | — |
| 10 | $DJP | BARCLAYS BANK PLC | $5.0M | 1.4% | +6% | — |
| 11 | — | MUB | $4.7M | 1.3% | +2% | — |
| 12 | — | SCHX | $4.2M | 1.2% | -4% | — |
| 13 | — | SUB | $3.4M | 1.0% | +18% | — |
| 14 | — | SPEM | $3.0M | 0.9% | -4% | — |
| 15 | — | SCHA | $2.7M | 0.8% | -0% | — |
| 16 | — | SPSM | $2.6M | 0.7% | -3% | — |
| 17 | — | SCHB | $2.6M | 0.7% | -2% | — |
| 18 | — | SCHF | $1.9M | 0.5% | +0% | — |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $1.4M | 0.4% | -3% | — |
| 20 | — | SPTL | $1.4M | 0.4% | -2% | — |
| 21 | — | SCHE | $1.2M | 0.3% | -1% | — |
| 22 | — | EFA | $1.2M | 0.3% | -1% | — |
| 23 | — | IDEV | $1.1M | 0.3% | +190% | — |
| 24 | — | SCHM | $1.0M | 0.3% | +0% | — |
| 25 | — | SHY | $873,453 | 0.3% | +1% | — |
| 26 | — | IWV | $600,502 | 0.2% | +0% | — |
| 27 | — | SPMD | $488,285 | 0.1% | -6% | — |
| 28 | — | IWR | $400,004 | 0.1% | +0% | — |
| 29 | — | VWO | $385,938 | 0.1% | +0% | — |
| 30 | — | VXF | $341,186 | 0.1% | +168% | — |
| 31 | — | ACWI | $317,321 | 0.1% | +1% | — |
| 32 | — | VO | $306,995 | 0.1% | -5% | — |
| 33 | — | VTI | $257,197 | 0.1% | +2% | — |
| 34 | — | VOO | $171,270 | 0.1% | -18% | — |
| 35 |  $META | Meta Platforms, Inc. | $118,456 | 0.0% | +56% | 80.9 |
| 36 | — | VB | $95,169 | 0.0% | +0% | — |
| 37 | $IVZ | Invesco Ltd. | $78,762 | 0.0% | +0% | — |
| 38 | — | VEA | $77,821 | 0.0% | +0% | — |
| 39 | — | VMBS | $68,742 | 0.0% | +55% | — |
| 40 | — | BIV | $61,974 | 0.0% | +56% | — |
| 41 | — | BLV | $52,781 | 0.0% | +56% | — |
| 42 | — | EMB | $40,202 | 0.0% | +0% | — |
| 43 | — | RWO | $38,767 | 0.0% | -7% | — |
| 44 | — | AGG | $11,615 | 0.0% | -7% | — |
| 45 |  $XRAY | DENTSPLY SIRONA Inc. | $4,524 | 0.0% | +0% | 37 |
| 46 | — | EEM | $4,146 | 0.0% | +0% | — |
| 47 | — | SPTM | $395 | 0.0% | +0% | — |
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