Institutional Manager · CIK 0001692820
Ironwood Wealth Management, LLC.
Phoenix, AZ · File #028-18287
Latest AUM
$340.1M
Positions
47
Top-10 Concentration
89.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202547 pos · $340.1M
- 13F HOLDINGS REPORTQ/E Sep 202541 pos · $298.4M
- 13F HOLDINGS REPORTQ/E Jun 202542 pos · $274.0M
- 13F HOLDINGS REPORTQ/E Mar 202542 pos · $325.8M
- 13F HOLDINGS REPORTQ/E Dec 202445 pos · $322.3M
- 13F HOLDINGS REPORTQ/E Sep 202444 pos · $332.3M
- 13F HOLDINGS REPORTQ/E Jun 202444 pos · $306.3M
- 13F HOLDINGS REPORTQ/E Mar 202444 pos · $308.4M
- 13F HOLDINGS REPORTQ/E Dec 202348 pos · $245.1M
- 13F HOLDINGS REPORTQ/E Sep 202342 pos · $268.6M
- 13F HOLDINGS REPORTQ/E Jun 202345 pos · $253.3M
- 13F HOLDINGS REPORTQ/E Mar 202346 pos · $239.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | IEFA | 46432F842 | 856,832 | $76.7M | 22.54% |
| 2 | VGLT | 92206C847 | 790,691 | $44.1M | 12.97% |
| 3 | IEMG | 46434G103 | 623,437 | $41.9M | 12.32% |
| 4 | IVV | 464287200 | 60,793 | $41.6M | 12.24% |
| 5 | IEF | 464287440 | 430,869 | $41.4M | 12.18% |
| 6 | BSCQ | IVZ | 1,057,133 | $20.7M | 6.08% |
| 7 | IJH | 464287507 | 231,495 | $15.3M | 4.49% |
| 8 | IJR | 464287804 | 89,171 | $10.7M | 3.15% |
| 9 | SPDW | 78463X889 | 170,954 | $7.6M | 2.23% |
| 10 | MUB | 464288414 | 43,427 | $4.7M | 1.37% |
| 11 | SCHX | 808524201 | 169,446 | $4.6M | 1.34% |
| 12 | DJP | VXZ | 99,023 | $3.7M | 1.09% |
| 13 | SPEM | 78463X509 | 67,903 | $3.2M | 0.93% |
| 14 | SUB | 464288158 | 26,879 | $2.9M | 0.84% |
| 15 | SCHB | 808524102 | 103,931 | $2.7M | 0.80% |
| 16 | SCHA | 808524607 | 92,079 | $2.6M | 0.77% |
| 17 | SPSM | 78468R853 | 55,327 | $2.6M | 0.76% |
| 18 | SCHF | 808524805 | 74,912 | $1.8M | 0.53% |
| 19 | SPY | SPY | 2,300 | $1.6M | 0.46% |
| 20 | SPTL | 78464A664 | 55,983 | $1.5M | 0.44% |