Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ironwood Wealth Management, LLC. (CIK 1692820) reported $451.2M across 54 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEFA ($80.2M, 17.77%), DFGX ($51.0M, 11.31%), IVV ($49.0M, 10.86%), IEMG ($46.2M, 10.23%), IEF ($45.4M, 10.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | IEFA | $80.2M | 17.77% | 830,395 | Trimmed |
| 2 | DFGX | DFGX | $51.0M | 11.31% | 952,480 | New |
| 3 | IVV | IVV | $49.0M | 10.86% | 65,461 | Added |
| 4 | IEMG | IEMG | $46.2M | 10.23% | 557,128 | Trimmed |
| 5 | IEF | IEF | $45.4M | 10.07% | 480,303 | Added |
| 6 | VCIT | VCIT | $27.2M | 6.03% | 329,314 | New |
| 7 | VGSH | VGSH | $18.4M | 4.09% | 316,720 | New |
| 8 | IJH | IJH | $17.2M | 3.81% | 223,112 | Trimmed |
| 9 | VCSH | VCSH | $16.8M | 3.73% | 212,762 | New |
| 10 | IJR | IJR | $11.8M | 2.61% | 79,511 | Trimmed |
| 11 | VGLT | VGLT | $11.2M | 2.48% | 202,849 | Trimmed |
| 12 | DJP | DJP | $8.8M | 1.94% | 200,360 | Added |
| 13 | SPDW | SPDW | $8.3M | 1.84% | 165,020 | Trimmed |
| 14 | AVDV | AVDV | $7.3M | 1.63% | 71,156 | New |
| 15 | VTEB | VTEB | $6.4M | 1.42% | 126,647 | New |
| 16 | MUB | MUB | $5.9M | 1.31% | 54,859 | Added |
| 17 | BSCQ | BSCQ | $5.2M | 1.16% | 267,436 | Trimmed |
| 18 | SCHX | SCHX | $4.4M | 0.98% | 150,979 | Trimmed |
| 19 | SPEM | SPEM | $3.2M | 0.71% | 62,107 | Trimmed |
| 20 | SPSM | SPSM | $3.0M | 0.66% | 51,932 | Trimmed |
| 21 | SCHB | SCHB | $2.9M | 0.65% | 100,622 | Trimmed |
| 22 | SUB | SUB | $2.8M | 0.62% | 26,209 | Trimmed |
| 23 | SCHA | SCHA | $2.6M | 0.58% | 72,702 | Trimmed |
| 24 | SCHF | SCHF | $2.1M | 0.46% | 74,614 | Trimmed |
| 25 | IDEV | IDEV | $2.0M | 0.45% | 22,853 | Added |
Source: SEC Form 13F filings · as of 2026-06-30