Ironwood Wealth Management, LLC.
CIK 0001692820 · CHANDLER, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
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
Top Holdings
IEFA
IEFA
17.8%
DFGX
DFGX
11.3%
IVV
IVV
10.9%
IEMG
IEMG
10.2%
IEF
IEF
10.1%
VCIT
VCIT
6.0%
VGSH
VGSH
4.1%
IJH
IJH
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.