Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

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.

RankTickerCompanyValue% PortfolioSharesAction
1IEFAIEFA$80.2M17.77%830,395Trimmed
2DFGXDFGX$51.0M11.31%952,480New
3IVVIVV$49.0M10.86%65,461Added
4IEMGIEMG$46.2M10.23%557,128Trimmed
5IEFIEF$45.4M10.07%480,303Added
6VCITVCIT$27.2M6.03%329,314New
7VGSHVGSH$18.4M4.09%316,720New
8IJHIJH$17.2M3.81%223,112Trimmed
9VCSHVCSH$16.8M3.73%212,762New
10IJRIJR$11.8M2.61%79,511Trimmed
11VGLTVGLT$11.2M2.48%202,849Trimmed
12DJPDJP$8.8M1.94%200,360Added
13SPDWSPDW$8.3M1.84%165,020Trimmed
14AVDVAVDV$7.3M1.63%71,156New
15VTEBVTEB$6.4M1.42%126,647New
16MUBMUB$5.9M1.31%54,859Added
17BSCQBSCQ$5.2M1.16%267,436Trimmed
18SCHXSCHX$4.4M0.98%150,979Trimmed
19SPEMSPEM$3.2M0.71%62,107Trimmed
20SPSMSPSM$3.0M0.66%51,932Trimmed
21SCHBSCHB$2.9M0.65%100,622Trimmed
22SUBSUB$2.8M0.62%26,209Trimmed
23SCHASCHA$2.6M0.58%72,702Trimmed
24SCHFSCHF$2.1M0.46%74,614Trimmed
25IDEVIDEV$2.0M0.45%22,853Added

Source: SEC Form 13F filings · as of 2026-06-30