Ironwood Wealth Management, LLC. holds a concentrated book of 54 stocks worth $451.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +18% (+9.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund 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.
Following at the filing date actually beat the quarter-end book by 1.6 points over this window.
Growth of $10,000 cloning Ironwood Wealth Management, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Ironwood Wealth Management, LLC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 60 / 54 | $2.7B |
| MORGAN STANLEY | 59 / 54 | $133.4B |
| ENVESTNET ASSET MANAGEMENT INC | 59 / 54 | $89.3B |
| LPL Financial LLC | 59 / 54 | $60.1B |
| UBS Group AG | 59 / 54 | $49.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 59 / 54 | $10.5B |
| OSAIC HOLDINGS, INC. | 59 / 54 | $8.7B |
| CWM, LLC | 59 / 54 | $5.6B |
Ranked by how many of Ironwood Wealth Management, LLC.'s top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | 0.0% | ▲+157% Added · +2K sh | |
| 39 | BIV ETF | $159K | 2.1K | 0.0% | ▲+159% Added · +1K sh | |
| 40 | VOO ETF | $145K | 211 | 0.0% | ▼−26% Reduced · −76 sh | |
| 41 | BLV ETF | $136K | 2.0K | 0.0% | ▲+158% Added · +1K sh | |
| 42 | VTI ETF | $132K | 358 | 0.0% | ▼−55% Reduced · −444 sh | |
| 43 | IWR ETF | $115K | 1.0K | 0.0% | ▼−75% Reduced · −3K sh | |
| 44 | VB ETF | $104K | 342 | 0.0% | ▼−5.8% Reduced · −21 sh | |
| 45 | VEA ETF | $87K | 1.2K | 0.0% | ▲+0.1% Added · +1 sh | |
| 46 | BKLN ETF | $51K | 2.5K | 0.0% | ▼−35% Reduced · −1K sh | |
| 47 | SHY ETF | $49K | 602 | 0.0% | ▼−94% Reduced · −10K sh | |
| 48 | RWO ETF | $42K | 847 | 0.0% | —Held | |
| 49 | EMB ETF | $41K | 428 | 0.0% | —Held | |
| 50 | ACWI ETF | $20K | 130 | 0.0% | ▼−94% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 55 | $451.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 47 | $348.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 47 | $340.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 41 | $298.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 42 | $274.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 42 | $325.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 45 | $322.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 44 | $332.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.