Top Institutional Investors

Ironwood Wealth Management, LLC. — 13F Holdings & Portfolio

CIK 1692820 · latest 13F-HR filed 2026-07-30

Backtest portfolio

Ironwood Wealth Management, LLC. manages $451.2M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IEFA (17.77%), DFGX (11.31%), IVV (10.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 1, added to 26, and trimmed 14.

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.

Filer Information
Address
3100 W. RAY ROAD
SUITE 301
CHANDLER, AZ 85226
Phone
(480) 776-5960
Filing Manager
Ironwood Wealth Management, LLC.
CHANDLER, AZ
Signatory
Alex Marek
CCO
Loading holdings…
AUM

$451.2M

Long-equity book

Holdings

55

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+8 / −1 / ↑26 / ↓14

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • IVV$6.4M +14.9%
  • DJP$3.7M +73.6%
  • IEF$3.4M +8.1%
  • IEMG$2.3M +5.1%
  • IJH$1.5M +9.4%
Show all 26 →

Top Trims

  • VGLT-$33.6M -75.0%
  • BSCQ-$15.6M -74.9%
  • SPTL-$910.5K -63.0%
  • SHY-$824.0K -94.3%
  • SUB-$576.2K -17.1%
Show all 14 →

New Positions

  • DFGX$51.0M
  • VCIT$27.2M
  • VGSH$18.4M
  • VCSH$16.8M
  • AVDV$7.3M
Show all 8 →

Exited Positions

  • SPTM$395
Show all 1 →
All Holdings

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 $80.2M 17.77% 830,395 SH
2 DFGX DFGX 25434V575 $51.0M 11.31% 952,480 SH
3 IVV IVV 464287200 $49.0M 10.86% 65,461 SH
4 IEMG IEMG 46434G103 $46.2M 10.23% 557,128 SH
5 IEF IEF 464287440 $45.4M 10.07% 480,303 SH
6 VCIT VCIT 92206C870 $27.2M 6.03% 329,314 SH
7 VGSH VGSH 92206C102 $18.4M 4.09% 316,720 SH
8 IJH IJH 464287507 $17.2M 3.81% 223,112 SH
9 VCSH VCSH 92206C409 $16.8M 3.73% 212,762 SH
10 IJR IJR 464287804 $11.8M 2.61% 79,511 SH
11 VGLT VGLT 92206C847 $11.2M 2.48% 202,849 SH
12 SPDW SPDW 78463X889 $8.3M 1.84% 165,020 SH
13 AVDV AVDV 025072802 $7.3M 1.63% 71,156 SH
14 VTEB VTEB 922907746 $6.4M 1.42% 126,647 SH
15 MUB MUB 464288414 $5.9M 1.31% 54,859 SH
16 BSCQ BSCQ 46138J791 $5.2M 1.16% 267,436 SH
17 SCHX SCHX 808524201 $4.4M 0.98% 150,979 SH
18 DJP DJP 06738C778 $4.4M 0.97% 100,195 SH
19 DJP DJP 06738C778 $4.4M 0.97% 100,165 SH
20 SPEM SPEM 78463X509 $3.2M 0.71% 62,107 SH
21 SPSM SPSM 78468R853 $3.0M 0.66% 51,932 SH
22 SCHB SCHB 808524102 $2.9M 0.65% 100,622 SH
23 SUB SUB 464288158 $2.8M 0.62% 26,209 SH
24 SCHA SCHA 808524607 $2.6M 0.58% 72,702 SH
25 SCHF SCHF 808524805 $2.1M 0.46% 74,614 SH
26 IDEV IDEV 46435G326 $2.0M 0.45% 22,853 SH
27 SCHZ SCHZ 808524839 $1.8M 0.40% 78,512 SH
28 EFA EFA 464287465 $1.2M 0.27% 11,875 SH
29 SCHE SCHE 808524706 $1.2M 0.27% 33,781 SH
30 BNDX BNDX 92203J407 $1.1M 0.25% 23,292 SH
31 SCHM SCHM 808524508 $1.0M 0.22% 27,189 SH
32 SPY SPY 78462F103 $975.8K 0.22% 1,307 SH
33 IWV IWV 464287689 $670.3K 0.15% 1,572 SH
34 VXF VXF 922908652 $665.6K 0.15% 2,704 SH
35 SPTL SPTL 78464A664 $535.9K 0.12% 20,429 SH
36 SPMD SPMD 78464A847 $513.6K 0.11% 7,602 SH
37 VO VO 922908629 $344.5K 0.08% 4,276 SH
38 BSV BSV 921937827 $307.2K 0.07% 3,943 SH
39 VMBS VMBS 92206C771 $176.2K 0.04% 3,765 SH
40 BIV BIV 921937819 $159.4K 0.04% 2,079 SH
41 VOO VOO 922908363 $145.2K 0.03% 211 SH
42 BLV BLV 921937793 $136.3K 0.03% 1,978 SH
43 VTI VTI 922908769 $132.5K 0.03% 358 SH
44 IWR IWR 464287499 $115.4K 0.03% 1,046 SH
45 VB VB 922908751 $103.7K 0.02% 342 SH
46 VEA VEA 921943858 $86.6K 0.02% 1,215 SH
47 BKLN BKLN 46138G508 $51.4K 0.01% 2,521 SH
48 SHY SHY 464287457 $49.4K 0.01% 602 SH
49 RWO RWO 78463X749 $42.1K 0.01% 847 SH
50 EMB EMB 464288281 $41.3K 0.01% 428 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $451.2M 55 0001104659-26-088417
2026-03-31 2026-04-23 $348.7M 47 0001104659-26-047829
2025-12-31 2026-02-02 $340.1M 47 0001104659-26-009141