Ironwood Wealth Management, LLC. — 13F Holdings & Portfolio
CIK 1692820 · latest 13F-HR filed 2026-04-23
Ironwood Wealth Management, LLC. manages $348.7M in 13F-reported U.S. long-equity assets across 47 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IEFA (22.35%), VGLT (12.85%), IEMG (12.59%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 8, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$348.7M
Long-equity book
47
Distinct positions
2026-03-31
Filed 2026-04-23
+0 / −0 / ↑8 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DJP$1.3M +35.5%
- IDEV$716.9K +193.8%
- SUB$498.7K +17.4%
- VXF$211.8K +163.7%
- BSV$42.2K +55.2%
Top Trims
- SCHX-$367.3K -8.1%
- SCHB-$172.5K -6.3%
- SPY-$119.5K -7.6%
- VOO-$49.7K -22.5%
- VO-$18.1K -5.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | IEFA | 46432F842 | $77.9M | 22.35% | 860,968 | SH |
| 2 | VGLT | VGLT | 92206C847 | $44.8M | 12.85% | 809,466 | SH |
| 3 | IEMG | IEMG | 46434G103 | $43.9M | 12.59% | 629,332 | SH |
| 4 | IVV | IVV | 464287200 | $42.6M | 12.23% | 65,289 | SH |
| 5 | IEF | IEF | 464287440 | $42.0M | 12.05% | 440,202 | SH |
| 6 | BSCQ | BSCQ | 46138J791 | $20.8M | 5.96% | 1,063,868 | SH |
| 7 | IJH | IJH | 464287507 | $15.7M | 4.51% | 232,917 | SH |
| 8 | IJR | IJR | 464287804 | $11.0M | 3.15% | 88,248 | SH |
| 9 | SPDW | SPDW | 78463X889 | $7.7M | 2.22% | 169,460 | SH |
| 10 | DJP | DJP | 06738C778 | $5.0M | 1.45% | 104,821 | SH |
| 11 | MUB | MUB | 464288414 | $4.7M | 1.34% | 44,168 | SH |
| 12 | SCHX | SCHX | 808524201 | $4.2M | 1.20% | 163,514 | SH |
| 13 | SUB | SUB | 464288158 | $3.4M | 0.97% | 31,612 | SH |
| 14 | SPEM | SPEM | 78463X509 | $3.0M | 0.87% | 64,858 | SH |
| 15 | SCHA | SCHA | 808524607 | $2.7M | 0.77% | 91,987 | SH |
| 16 | SPSM | SPSM | 78468R853 | $2.6M | 0.74% | 53,519 | SH |
| 17 | SCHB | SCHB | 808524102 | $2.6M | 0.73% | 101,737 | SH |
| 18 | SCHF | SCHF | 808524805 | $1.9M | 0.53% | 74,912 | SH |
| 19 | SPY | SPY | 78462F103 | $1.4M | 0.42% | 2,228 | SH |
| 20 | SPTL | SPTL | 78464A664 | $1.4M | 0.41% | 54,995 | SH |
| 21 | SCHE | SCHE | 808524706 | $1.2M | 0.35% | 37,289 | SH |
| 22 | EFA | EFA | 464287465 | $1.2M | 0.33% | 11,946 | SH |
| 23 | IDEV | IDEV | 46435G326 | $1.1M | 0.31% | 13,005 | SH |
| 24 | SCHM | SCHM | 808524508 | $1.0M | 0.29% | 32,594 | SH |
| 25 | SHY | SHY | 464287457 | $873.5K | 0.25% | 10,578 | SH |
| 26 | IWV | IWV | 464287689 | $600.5K | 0.17% | 1,620 | SH |
| 27 | SPMD | SPMD | 78464A847 | $488.3K | 0.14% | 8,245 | SH |
| 28 | IWR | IWR | 464287499 | $400.0K | 0.11% | 4,114 | SH |
| 29 | VWO | VWO | 922042858 | $385.9K | 0.11% | 7,140 | SH |
| 30 | VXF | VXF | 922908652 | $341.2K | 0.10% | 1,658 | SH |
| 31 | ACWI | ACWI | 464288257 | $317.3K | 0.09% | 2,293 | SH |
| 32 | VO | VO | 922908629 | $307.0K | 0.09% | 1,069 | SH |
| 33 | VTI | VTI | 922908769 | $257.2K | 0.07% | 802 | SH |
| 34 | VOO | VOO | 922908363 | $171.3K | 0.05% | 287 | SH |
| 35 | BSV | BSV | 921937827 | $118.5K | 0.03% | 1,511 | SH |
| 36 | VB | VB | 922908751 | $95.2K | 0.03% | 363 | SH |
| 37 | BKLN | BKLN | 46138G508 | $78.8K | 0.02% | 3,859 | SH |
| 38 | VEA | VEA | 921943858 | $77.8K | 0.02% | 1,214 | SH |
| 39 | VMBS | VMBS | 92206C771 | $68.7K | 0.02% | 1,464 | SH |
| 40 | BIV | BIV | 921937819 | $62.0K | 0.02% | 803 | SH |
| 41 | BLV | BLV | 921937793 | $52.8K | 0.02% | 767 | SH |
| 42 | EMB | EMB | 464288281 | $40.2K | 0.01% | 428 | SH |
| 43 | RWO | RWO | 78463X749 | $38.8K | 0.01% | 847 | SH |
| 44 | AGG | AGG | 464287226 | $11.6K | 0.00% | 117 | SH |
| 45 | XRAY | XRAY | 24906P109 | $4.5K | 0.00% | 390 | SH |
| 46 | EEM | EEM | 464287234 | $4.1K | 0.00% | 73 | SH |
| 47 | SPTM | SPTM | 78464A805 | $395 | 0.00% | 5 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $348.7M | 47 | 0001104659-26-047829 |
| 2025-12-31 | 2026-02-02 | $340.1M | 47 | 0001104659-26-009141 |