Ironwood Wealth Management, LLC. holds a concentrated book of 54 reported positions worth $451.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Dimsnl Intr CF In ETF-Usd In and trimmed Ishares Core Msci Eafe ETF. Their largest long position is Ishares Core Msci Eafe ETF at 18% of the reported non-option book. Cloning the disclosed picks since 2024 would be +20% (+9.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Ironwood Wealth Management, LLC. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Ironwood Wealth Management, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ironwood Wealth Management, LLC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| West Virginia University Foundation, Inc | 6 / 54 | $1.2B |
| International City Management Association Retirement Corp | 6 / 54 | $230.0M |
| P/E Global LLC | 7 / 54 | $1.5B |
| United Services Automobile Association | 7 / 54 | $1.2B |
| Avalon Advisory Group | 6 / 54 | $241.3M |
| WLTH Capital Management, LLC | 27 / 54 | $137.6M |
| Planning Project LLC | 10 / 54 | $438.4M |
| Kearns & Associates LLC | 11 / 54 | $181.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Ironwood Wealth Management, LLC.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | IEFA ETF | $80.2M | 830.4K | 17.8% | ▼−3.5% Reduced · −31K sh | |
| 2 | DFGX ETF | $51.0M | 952.5K | 11.3% | ▲New New position | |
| 3 | IVV ETF | $49.0M | 65.5K | 10.9% | ▲+0.3% Added · +172 sh | |
| 4 | IEMG ETF | $46.2M | 557.1K | 10.2% | ▼−11% Reduced · −72K sh | |
| 5 | IEF ETF | $45.4M | 480.3K | 10.1% | ▲+9.1% Added · +40K sh | |
| 6 | VCIT ETF | $27.2M | 329.3K | 6.0% | ▲New New position | |
| 7 | VGSH ETF | $18.4M | 316.7K | 4.1% | ▲New New position | |
| 8 | IJH ETF | $17.2M | 223.1K | 3.8% | ▼−4.2% Reduced · −10K sh | |
| 9 | VCSH ETF | $16.8M | 212.8K | 3.7% | ▲New New position | |
| 10 | IJR ETF | $11.8M | 79.5K | 2.6% | ▼−9.9% Reduced · −9K sh | |
| 11 | VGLT ETF | $11.2M | 202.8K | 2.5% | ▼−75% Reduced · −607K sh | |
| 12 | DJP ETN | $8.8M | 200.4K | 1.9% | ▲+91% Added · +96K sh | |
| 13 | SPDW ETF | $8.3M | 165.0K | 1.8% | ▼−2.6% Reduced · −4K sh | |
| 14 | AVDV ETF | $7.3M | 71.2K | 1.6% | ▲New New position | |
| 15 | VTEB ETF | $6.4M | 126.6K | 1.4% | ▲New New position | |
| 16 | MUB ETF | $5.9M | 54.9K | 1.3% | ▲+24% Added · +11K sh | |
| 17 | BSCQ ETF | $5.2M | 267.4K | 1.2% | ▼−75% Reduced · −796K sh | |
| 18 | SCHX ETF | $4.4M | 151.0K | 1.0% | ▼−7.7% Reduced · −13K sh | |
| 19 | SPEM ETF | $3.2M | 62.1K | 0.7% | ▼−4.2% Reduced · −3K sh | |
| 20 | SPSM ETF | $3.0M | 51.9K | 0.7% | ▼−3.0% Reduced · −2K sh | |
| 21 | SCHB ETF | $2.9M | 100.6K | 0.6% | ▼−1.1% Reduced · −1K sh | |
| 22 | SUB ETF | $2.8M | 26.2K | 0.6% | ▼−17% Reduced · −5K sh | |
| 23 | SCHA ETF | $2.6M | 72.7K | 0.6% | ▼−21% Reduced · −19K sh | |
| 24 | SCHF ETF | $2.1M | 74.6K | 0.5% | ▼−0.4% Reduced · −298 sh | |
| 25 | IDEV ETF | $2.0M | 22.9K | 0.5% | ▲+76% Added · +10K sh | |
| 26 | SCHZ ETF | $1.8M | 78.5K | 0.4% | ▲New New position | |
| 27 | EFA ETF | $1.2M | 11.9K | 0.3% | ▼−0.6% Reduced · −71 sh | |
| 28 | SCHE ETF | $1.2M | 33.8K | 0.3% | ▼−9.4% Reduced · −4K sh | |
| 29 | BNDX ETF | $1.1M | 23.3K | 0.2% | ▲New New position | |
| 30 | SCHM ETF | $1.0M | 27.2K | 0.2% | ▼−17% Reduced · −5K sh | |
| 31 | SPY ETF | $976K | 1.3K | 0.2% | ▼−41% Reduced · −921 sh | |
| 32 | IWV ETF | $670K | 1.6K | 0.1% | ▼−3.0% Reduced · −48 sh | |
| 33 | VXF ETF | $666K | 2.7K | 0.1% | ▲+63% Added · +1K sh | |
| 34 | SPTL ETF | $536K | 20.4K | 0.1% | ▼−63% Reduced · −35K sh | |
| 35 | SPMD ETF | $514K | 7.6K | 0.1% | ▼−7.8% Reduced · −643 sh | |
| 36 | VO ETF | $345K | 4.3K | 0.1% | ▲+300% Added · +3K sh | |
| 37 | BSV ETF | $307K | 3.9K | 0.1% | ▲+161% Added · +2K sh | |
| 38 | VMBS ETF | $176K | 3.8K | <0.1% | ▲+157% Added · +2K sh | |
| 39 | BIV ETF | $159K | 2.1K | <0.1% | ▲+159% Added · +1K sh | |
| 40 | VOO ETF | $145K | 211 | <0.1% | ▼−26% Reduced · −76 sh | |
| 41 | BLV ETF | $136K | 2.0K | <0.1% | ▲+158% Added · +1K sh | |
| 42 | VTI ETF | $132K | 358 | <0.1% | ▼−55% Reduced · −444 sh | |
| 43 | IWR ETF | $115K | 1.0K | <0.1% | ▼−75% Reduced · −3K sh | |
| 44 | VB ETF | $104K | 342 | <0.1% | ▼−5.8% Reduced · −21 sh | |
| 45 | VEA ETF | $87K | 1.2K | <0.1% | ▲+0.1% Added · +1 sh | |
| 46 | BKLN ETF | $51K | 2.5K | <0.1% | ▼−35% Reduced · −1K sh | |
| 47 | SHY ETF | $49K | 602 | <0.1% | ▼−94% Reduced · −10K sh | |
| 48 | RWO ETF | $42K | 847 | <0.1% | —Held | |
| 49 | EMB ETF | $41K | 428 | <0.1% | —Held | |
| 50 | ACWI ETF | $20K | 130 | <0.1% | ▼−94% Reduced · −2K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1692820/holdings"
Use Arkolith to show Ironwood Wealth Management, LLC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 55 | $451.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 47 | $348.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 47 | $340.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 27d | 41 | $298.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 37d | 42 | $274.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 42 | $325.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35d | 45 | $322.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 8d | 44 | $332.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.