Ironwood Wealth Management, LLC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1692820
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13F Reported Value

ⓘ

$451.2M

Holdings

54

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Ironwood Wealth Management, LLC. disclosed 54 positions worth $451.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 1. The portfolio is most concentrated in Other (96.8% of disclosed assets). All figures are sourced directly from Ironwood Wealth Management, LLC.’s Form 13F-HR filing with the SEC under CIK 1692820.

Sector Allocation

OtherFinancialsTechnologyHealthcare

13fpro.ai/research/fund/ironwood-wealth-management-llc-1692820

AUM History

13fpro.ai/research/fund/ironwood-wealth-management-llc-1692820

Top Equity Holdings by Value

13fpro.ai/research/fund/ironwood-wealth-management-llc-1692820

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • IEFA - ETF

    —

    Quality

    $80.2M830,395 sh
  • DFGX - ETF

    —

    Quality

    $51.0M952,480 sh
  • IVV - ETF

    —

    Quality

    $49.0M65,461 sh
  • IEMG - ETF

    —

    Quality

    $46.2M557,128 sh
  • IEF - ETF

    —

    Quality

    $45.4M480,303 sh
  • VCIT - ETF

    —

    Quality

    $27.2M329,314 sh
  • VGSH - ETF

    —

    Quality

    $18.4M316,720 sh
  • IJH - ETF

    —

    Quality

    $17.2M223,112 sh
  • VCSH - ETF

    —

    Quality

    $16.8M212,762 sh
  • IJR - ETF

    —

    Quality

    $11.8M79,511 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Ironwood Wealth Management, LLC.'s 54 positions.

Showing top 10 of 54 holdings.

Sector Allocation

Other

$436.9M

Financials

$14.0M

Technology

$307,204

Healthcare

$4,138

Full Holdings — Ironwood Wealth Management, LLC. (Q2 2026)

All 54 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—IEFA - ETF$80.2M
—DFGX - ETF$51.0M
—IVV - ETF$49.0M
—IEMG - ETF$46.2M
—IEF - ETF$45.4M
—VCIT - ETF$27.2M
—VGSH - ETF$18.4M
—IJH - ETF$17.2M
—VCSH - ETF$16.8M
—IJR - ETF$11.8M
—VGLT - ETF$11.2M
DJP$DJPBARCLAYS BANK PLC$8.8M
—SPDW - ETF$8.3M
—AVDV - ETF$7.3M
—VTEB - ETF$6.4M
—MUB - ETF$5.9M
IVZ$IVZInvesco Ltd.$5.2M
—SCHX - ETF$4.4M
—SPEM - ETF$3.2M
—SPSM - ETF$3.0M
—SCHB - ETF$2.9M
—SUB - ETF$2.8M
—SCHA - ETF$2.6M
—SCHF - ETF$2.1M
—IDEV - ETF$2.0M
—SCHZ - ETF$1.8M
—EFA - ETF$1.2M
—SCHE - ETF$1.2M
—BNDX - ETF$1.1M
—SCHM - ETF$1.0M
SPY$SPYSPDR S&P 500 ETF TRUST$975,848
—IWV - ETF$670,301
—VXF - ETF$665,650
—SPTL - ETF$535,853
—SPMD - ETF$513,610
—VO - ETF$344,517
META$METAMeta Platforms, Inc.$307,204
—VMBS - ETF$176,248
—BIV - ETF$159,425
—VOO - ETF$145,243
—BLV - ETF$136,329
—VTI - ETF$132,474
—IWR - ETF$115,395
—VB - ETF$103,667
—VEA - ETF$86,569
IVZ$IVZInvesco Ltd.$51,353
—SHY - ETF$49,430
—RWO - ETF$42,104
—EMB - ETF$41,276
—ACWI - ETF$20,472
—VWO - ETF$17,276
—AGG - ETF$5,939
XRAY$XRAYDENTSPLY SIRONA Inc.$4,138
—EEM - ETF$4,036

New Positions (8)

DFGX - ETF$51.0M
VCIT - ETF$27.2M
VGSH - ETF$18.4M
VCSH - ETF$16.8M
AVDV - ETF$7.3M
VTEB - ETF$6.4M
SCHZ - ETF$1.8M
BNDX - ETF$1.1M

Exited Positions (1)

SPTM

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AI-Powered Hedge Fund Analysis: Ironwood Wealth Management, LLC.

13F Pro is an AI hedge fund tracker and stock research platform. For Ironwood Wealth Management, LLC. (SEC CIK: 1692820), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Ironwood Wealth Management, LLC.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.