Ironwood Wealth Management, LLC.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Ironwood Wealth Management, LLC. reported 47 stock positions worth $348.7 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 22.4% of the portfolio, followed by Vanguard Long-Term Treasury (VGLT, 12.9%) and iShares Core MSCI Emerging (IEMG, 12.6%). Compared with Q4 2025, it added to 21 and reduced 16. The biggest buy was Ipath Bloomberg Commodity (DJP, shares +6%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- CHANDLER, AZ
- CIK
- 0001692820
- Portfolio Value
- $348.7M (Q1 2026)
- SEC Filing
- 0001104659-26-047829 ↗ filed Apr 23, 2026
Holdings Value
Holdings 47 stocks · $348.7M
| IEFA iShares Core MSCI Eafe ETF | 22.35% | 860,968 | $77.9M | Add +0.5% |
| VGLT Vanguard Long-Term Treasury | 12.85% | 809,466 | $44.8M | Add +2.4% |
| IEMG iShares Core MSCI Emerging | 12.59% | 629,332 | $43.9M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 12.23% | 65,289 | $42.6M | Add +7.4% |
| IEF iShares 7-10 Year Treasury B | 12.05% | 440,202 | $42.0M | Add +2.2% |
| BSCQ Invesco Bulletshares 2026 CB | 5.96% | 1,063,868 | $20.8M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 4.51% | 232,917 | $15.7M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 3.15% | 88,248 | $11.0M | Reduce -1.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.22% | 169,460 | $7.7M | Reduce -0.9% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 1.45% | 104,821 | $5.0M | Add +5.9% |
| MUB iShares National Muni Bond E | 1.34% | 44,168 | $4.7M | Add +1.7% |
| SCHX Schwab US Large-Cap ETF | 1.20% | 163,514 | $4.2M | Reduce -3.5% |
| SUB iShares Short-Term National | 0.97% | 31,612 | $3.4M | Add +17.6% |
| SPEM State Street SP PTF Em ETF | 0.87% | 64,858 | $3.0M | Reduce -4.5% |
| SCHA Schwab US Small-Cap ETF | 0.77% | 91,987 | $2.7M | Reduce -0.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.74% | 53,519 | $2.6M | Reduce -3.3% |
| SCHB Schwab US Broad Market ETF | 0.73% | 101,737 | $2.6M | Reduce -2.1% |
| SCHF Schwab Intl Equity ETF | 0.53% | 74,912 | $1.9M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 2,228 | $1.4M | Reduce -3.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.41% | 54,995 | $1.4M | Reduce -1.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.35% | 37,289 | $1.2M | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 0.33% | 11,946 | $1.2M | Reduce -0.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.31% | 13,005 | $1.1M | Add +190.0% |
| SCHM Schwab US Mid Cap ETF | 0.29% | 32,594 | $1.0M | Add +0.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.25% | 10,578 | $873K | Add +1.4% |
| IWV iShares Russell 3000 ETF | 0.17% | 1,620 | $601K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 8,245 | $488K | Reduce -5.9% |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 4,114 | $400K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 7,140 | $386K | Add +0.4% |
| VXF Vanguard Extended Market ETF | 0.10% | 1,658 | $341K | Add +167.8% |
| ACWI iShares MSCI Acwi ETF | 0.09% | 2,293 | $317K | Add +0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,069 | $307K | Reduce -4.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 802 | $257K | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 0.05% | 287 | $171K | Reduce -18.5% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 1,511 | $118K | Add +56.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 363 | $95K | No change |
| BKLN Invesco Senior Loan ETF | 0.02% | 3,859 | $79K | No change |
| VEA Vanguard Ftse Developed ETF | 0.02% | 1,214 | $78K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.02% | 1,464 | $69K | Add +55.1% |
| BIV Vanguard Intermediate-Term B | 0.02% | 803 | $62K | Add +55.9% |
| BLV Vanguard Long-Term Bond ETF | 0.02% | 767 | $53K | Add +55.6% |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 428 | $40K | No change |
| RWO State Street SPDR Dow Jones | 0.01% | 847 | $39K | Reduce -7.1% |
| AGG iShares Core U.S. Aggregate | 0.00% | 117 | $12K | Reduce -7.1% |
| XRAY Dentsply Sirona Inc. | 0.00% | 390 | $5K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 73 | $4K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 5 | $395 | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SCHX Schwab US Large-Cap ETF | Reduce -3.5% | 1.20% | −0.14 |
| SCHB Schwab US Broad Market ETF | Reduce -2.1% | 0.73% | −0.07 |
| SPEM State Street SP PTF Em ETF | Reduce -4.5% | 0.87% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.1% | 0.42% | −0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -1.8% | 0.41% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -3.3% | 0.74% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -18.5% | 0.05% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.9% | 2.22% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.7% | 0.35% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -5.9% | 0.14% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.5% | 0.09% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.6% | 0.33% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.0% | 3.15% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.1% | 0.77% | −0.00 |
| RWO State Street SPDR Dow Jones | Reduce -7.1% | 0.01% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -7.1% | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| DJP Ipath Bloomberg Commodity Inc. | Add +5.9% | 1.45% | +0.35 |
| IEMG iShares Core MSCI Emerging | Add +0.9% | 12.59% | +0.27 |
| IDEV iShares Core MSCI Dev MKTS | Add +190.0% | 0.31% | +0.20 |
| SUB iShares Short-Term National | Add +17.6% | 0.97% | +0.12 |
| VXF Vanguard Extended Market ETF | Add +167.8% | 0.10% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +0.6% | 4.51% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +56.1% | 0.03% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +55.1% | 0.02% | +0.01 |
| BIV Vanguard Intermediate-Term B | Add +55.9% | 0.02% | +0.01 |
| BLV Vanguard Long-Term Bond ETF | Add +55.6% | 0.02% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +0.0% | 0.29% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.4% | 0.11% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +1.4% | 0.25% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Add +0.6% | 0.09% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 0.07% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +7.4% | 12.23% | −0.01 |
| MUB iShares National Muni Bond E | Add +1.7% | 1.34% | −0.02 |
| VGLT Vanguard Long-Term Treasury | Add +2.4% | 12.85% | −0.12 |
| BSCQ Invesco Bulletshares 2026 CB | Add +0.6% | 5.96% | −0.13 |
| IEF iShares 7-10 Year Treasury B | Add +2.2% | 12.05% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.5% | 22.35% | −0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $451.2M | IEFA, DFGX, IVV, IEMG, IEF |
| Q1 2026 | 47 | $348.7M | IEFA, VGLT, IEMG, IVV, IEF |
| Q4 2025 | 47 | $340.1M | IEFA, VGLT, IEMG, IVV, IEF |
| Q3 2025 | 41 | $298.4M | IEFA, VGLT, IEMG, IEF, IVV |
| Q2 2025 | 42 | $274.0M | IEFA, VGLT, IEF, IVV, IEMG |
| Q1 2025 | 42 | $325.8M | IEFA, VGLT, IEF, IVV, IEMG |
| Q4 2024 | 45 | $322.3M | IEFA, VGLT, IEF, IVV, IEMG |
| Q3 2024 | 44 | $332.3M | VGLT, IEFA, IEF, IVV, IEMG |
| Q2 2024 | 44 | $306.3M | VGLT, IEFA, IEF, IVV, IEMG |
| Q1 2024 | 44 | $308.4M | IEFA, VGLT, IEF, IVV, IEMG |