Ironwood Wealth Management, LLC.
CIK: 0001692820Latest portfolio: $340.1M · Q4 2025
Holdings
47
Total Value
$340.1M
New Positions
47
Closed Positions
0
Top Holdings
View All 47 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AQLTIEFA | 856,832 | $76.7M | 22.54% | NEW | |
| 2 | VGLTVGLT | 790,691 | $44.1M | 12.97% | NEW | |
| 3 | IEMGIEMG | 623,437 | $41.9M | 12.32% | NEW | |
| 4 | IVVIVV | 60,793 | $41.6M | 12.24% | NEW | |
| 5 | IEFIEF | 430,869 | $41.4M | 12.18% | NEW | |
| 6 | BSCQBSCQ | 1,057,133 | $20.7M | 6.08% | NEW | |
| 7 | IJHIJH | 231,495 | $15.3M | 4.49% | NEW | |
| 8 | IJRIJR | 89,171 | $10.7M | 3.15% | NEW | |
| 9 | SPDWSPDW | 170,954 | $7.6M | 2.23% | NEW | |
| 10 | MUBMUB | 43,427 | $4.7M | 1.37% | NEW | |
| 11 | SCHXSCHX | 169,446 | $4.6M | 1.34% | NEW | |
| 12 | DJPDJP | 99,023 | $3.7M | 1.09% | NEW | |
| 13 | SPEMSPEM | 67,903 | $3.2M | 0.93% | NEW | |
| 14 | SUBSUB | 26,879 | $2.9M | 0.84% | NEW | |
| 15 | SCHBSCHB | 103,931 | $2.7M | 0.80% | NEW | |
| 16 | SCHASCHA | 92,079 | $2.6M | 0.77% | NEW | |
| 17 | SPSMSPSM | 55,327 | $2.6M | 0.76% | NEW | |
| 18 | SCHFSCHF | 74,912 | $1.8M | 0.53% | NEW | |
| 19 | SPYSPY | 2,300 | $1.6M | 0.46% | NEW | |
| 20 | SPTLSPTL | 55,983 | $1.5M | 0.44% | NEW | |
| 21 | SCHESCHE | 37,554 | $1.2M | 0.36% | NEW | |
| 22 | EFAEFA | 12,020 | $1.2M | 0.34% | NEW | |
| 23 | SCHMSCHM | 32,589 | $979K | 0.29% | NEW | |
| 24 | SHYSHY | 10,431 | $863K | 0.25% | NEW | |
| 25 | IWVIWV | 1,620 | $626K | 0.18% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.412041907416395e+135T)
Unknown0.0% ($76.7M)
Technology0.0% ($3.7M)
Healthcare0.0% ($4K)
Filing History
Fund Information
Ironwood Wealth Management, LLC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $340.1M across 47 holdings. The largest position is IEFA (AQLT), representing 22.5% of the portfolio. Compared to the previous quarter, the fund opened 47 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.