Ironwood Wealth Management, LLC.

CIK 0001692820 · CHANDLER, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Ironwood Wealth Management, LLC. reported 54 positions worth $451.2M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IEFA (17.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$451.2M
2026 Q2
Positions
54
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.5%
Est. Net Flow (Q)
2026 Q2
10 / 54 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IEFAIEFASH$80.2M17.77%830,395
2DFGXDFGXSH$51.0M11.31%952,480
3IVVIVVSH$49.0M10.86%65,461
4IEMGIEMGSH$46.2M10.23%557,128
5IEFIEFSH$45.4M10.07%480,303
6VCITVCITSH$27.2M6.03%329,314
7VGSHVGSHSH$18.4M4.09%316,720
8IJHIJHSH$17.2M3.81%223,112
9VCSHVCSHSH$16.8M3.73%212,762
10IJRIJRSH$11.8M2.61%79,511

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ironwood Wealth Management, LLC. hold as of Q2 2026?

Ironwood Wealth Management, LLC. reported 54 positions worth $451.2M in its Q2 2026 13F filing. Largest positions: IEFA (17.8%), DFGX (11.3%), IVV (10.9%), IEMG (10.2%) and IEF (10.1%).

What did Ironwood Wealth Management, LLC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ironwood Wealth Management, LLC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.