Filed: 8/6/2025ACC: 0001104659-25-074685
📋 What this filing means
IRONWOOD WEALTH MANAGEMENT, LLC. filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $273.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$273.96M
Total AUM (reported)
4.63M
Total Shares
Allocation by class
ETF$270.85M98.9%
ETN$3.10M1.1%
COMMON STOCK$6.2K0.0%
Portfolio Concentration
Top 3$124.11M45.3%
4–10$114.81M41.9%
11–25$32.04M11.7%
Rest$3.00M1.1%
Top 3 weight
45.3%
Top 10 weight
87.2%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings42
Rows:
Ishares TRUST Core Msci Eafe Etf
SOLEShares571.30K
TypeSH
Market value$47.69M
17.41%
Sole
0.00
Shared
0.00
None
571.30K
Vanguard Long-Term Treasury ETF
SOLEShares690.69K
TypeSH
Market value$38.76M
14.15%
Sole
0.00
Shared
0.00
None
690.69K
iShares 7-10 Year Treasury Bond ETF
SOLEShares393.20K
TypeSH
Market value$37.66M
13.75%
Sole
0.00
Shared
0.00
None
393.20K
iShares S&P 500 Index (ETF)
SOLEShares58.10K
TypeSH
Market value$36.07M
13.17%
Sole
0.00
Shared
0.00
None
58.10K
Ishares Inc Core Msci Emerging Mkts Etf
SOLEShares437.29K
TypeSH
Market value$26.25M
9.58%
Sole
0.00
Shared
0.00
None
437.29K
Invesco BulletShares 2026 Corp Bd ETF
SOLEShares980.75K
TypeSH
Market value$19.14M
6.99%
Sole
0.00
Shared
0.00
None
980.75K
iShares Core S&P Mid-Cap ETF
SOLEShares192.93K
TypeSH
Market value$11.97M
4.37%
Sole
0.00
Shared
0.00
None
192.93K
iShares S&P SmallCap 600 Index (ETF)
SOLEShares80.66K
TypeSH
Market value$8.82M
3.22%
Sole
0.00
Shared
0.00
None
80.66K
SPDR Developed World Ex-US ETF
SOLEShares194.71K
TypeSH
Market value$7.88M
2.88%
Sole
0.00
Shared
0.00
None
194.71K
Schwab US Large Cap Etf
SOLEShares191.30K
TypeSH
Market value$4.68M
1.71%
Sole
0.00
Shared
0.00
None
191.30K
Ishares Short-Term National Muni Bond ETF
SOLEShares37.92K
TypeSH
Market value$4.03M
1.47%
Sole
0.00
Shared
0.00
None
37.92K
Ishares National AMT Free Muni ETF
SOLEShares31.30K
TypeSH
Market value$3.27M
1.19%
Sole
0.00
Shared
0.00
None
31.30K
SPDR Portfolio Emerging Markets ETF
SOLEShares74.09K
TypeSH
Market value$3.17M
1.16%
Sole
0.00
Shared
0.00
None
74.09K
iPath Bloomberg Commodity Index Total Return ETN
SOLEShares91.17K
TypeSH
Market value$3.10M
1.13%
Sole
0.00
Shared
0.00
None
91.17K
Schwab US Broad Market Etf
SOLEShares121.61K
TypeSH
Market value$2.90M
1.06%
Sole
0.00
Shared
0.00
None
121.61K
SPDR SERIES TRUST PORTFOLIO Small Cap ETF
SOLEShares58.44K
TypeSH
Market value$2.49M
0.91%
Sole
0.00
Shared
0.00
None
58.44K
SPDR(R) Portfolio Long Term Treasury ETF
SOLEShares93.55K
TypeSH
Market value$2.49M
0.91%
Sole
0.00
Shared
0.00
None
93.55K
Schwab US Small Cap Etf
SOLEShares93.62K
TypeSH
Market value$2.37M
0.86%
Sole
0.00
Shared
0.00
None
93.62K
Schwab International Equity ETF
SOLEShares79.52K
TypeSH
Market value$1.76M
0.64%
Sole
0.00
Shared
0.00
None
79.52K
SPDR S&P 500 ETF
SOLEShares2.51K
TypeSH
Market value$1.55M
0.57%
Sole
0.00
Shared
0.00
None
2.51K
Schwab Emerging Market Equity Etf
SOLEShares40.84K
TypeSH
Market value$1.23M
0.45%
Sole
0.00
Shared
0.00
None
40.84K
Ishares Msci EAFE Index ETF
SOLEShares13.52K
TypeSH
Market value$1.21M
0.44%
Sole
0.00
Shared
0.00
None
13.52K
Schwab US Mid-Cap Etf
SOLEShares36.41K
TypeSH
Market value$1.02M
0.37%
Sole
0.00
Shared
0.00
None
36.41K
Ishares Tr Barclays 1-3 Bond (SHY)
SOLEShares9.45K
TypeSH
Market value$783.2K
0.29%
Sole
0.00
Shared
0.00
None
9.45K
iShares Russell 3000 Index (ETF)
SOLEShares1.93K
TypeSH
Market value$675.7K
0.25%
Sole
0.00
Shared
0.00
None
1.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Ishares TRUST Core Msci Eafe EtfSOLE | ETF | 571.30K | SH | $47.69M 17.41% | 0.00 | 0.00 | 571.30K |
Vanguard Long-Term Treasury ETFSOLE | ETF | 690.69K | SH | $38.76M 14.15% | 0.00 | 0.00 | 690.69K |
iShares 7-10 Year Treasury Bond ETFSOLE | ETF | 393.20K | SH | $37.66M 13.75% | 0.00 | 0.00 | 393.20K |
iShares S&P 500 Index (ETF)SOLE | ETF | 58.10K | SH | $36.07M 13.17% | 0.00 | 0.00 | 58.10K |
Ishares Inc Core Msci Emerging Mkts EtfSOLE | ETF | 437.29K | SH | $26.25M 9.58% | 0.00 | 0.00 | 437.29K |
Invesco BulletShares 2026 Corp Bd ETFSOLE | ETF | 980.75K | SH | $19.14M 6.99% | 0.00 | 0.00 | 980.75K |
iShares Core S&P Mid-Cap ETFSOLE | ETF | 192.93K | SH | $11.97M 4.37% | 0.00 | 0.00 | 192.93K |
iShares S&P SmallCap 600 Index (ETF)SOLE | ETF | 80.66K | SH | $8.82M 3.22% | 0.00 | 0.00 | 80.66K |
SPDR Developed World Ex-US ETFSOLE | ETF | 194.71K | SH | $7.88M 2.88% | 0.00 | 0.00 | 194.71K |
Schwab US Large Cap EtfSOLE | ETF | 191.30K | SH | $4.68M 1.71% | 0.00 | 0.00 | 191.30K |
Ishares Short-Term National Muni Bond ETFSOLE | ETF | 37.92K | SH | $4.03M 1.47% | 0.00 | 0.00 | 37.92K |
Ishares National AMT Free Muni ETFSOLE | ETF | 31.30K | SH | $3.27M 1.19% | 0.00 | 0.00 | 31.30K |
SPDR Portfolio Emerging Markets ETFSOLE | ETF | 74.09K | SH | $3.17M 1.16% | 0.00 | 0.00 | 74.09K |
iPath Bloomberg Commodity Index Total Return ETNSOLE | ETN | 91.17K | SH | $3.10M 1.13% | 0.00 | 0.00 | 91.17K |
Schwab US Broad Market EtfSOLE | ETF | 121.61K | SH | $2.90M 1.06% | 0.00 | 0.00 | 121.61K |
SPDR SERIES TRUST PORTFOLIO Small Cap ETFSOLE | ETF | 58.44K | SH | $2.49M 0.91% | 0.00 | 0.00 | 58.44K |
SPDR(R) Portfolio Long Term Treasury ETFSOLE | ETF | 93.55K | SH | $2.49M 0.91% | 0.00 | 0.00 | 93.55K |
Schwab US Small Cap EtfSOLE | ETF | 93.62K | SH | $2.37M 0.86% | 0.00 | 0.00 | 93.62K |
Schwab International Equity ETFSOLE | ETF | 79.52K | SH | $1.76M 0.64% | 0.00 | 0.00 | 79.52K |
SPDR S&P 500 ETFSOLE | ETF | 2.51K | SH | $1.55M 0.57% | 0.00 | 0.00 | 2.51K |
Schwab Emerging Market Equity EtfSOLE | ETF | 40.84K | SH | $1.23M 0.45% | 0.00 | 0.00 | 40.84K |
Ishares Msci EAFE Index ETFSOLE | ETF | 13.52K | SH | $1.21M 0.44% | 0.00 | 0.00 | 13.52K |
Schwab US Mid-Cap EtfSOLE | ETF | 36.41K | SH | $1.02M 0.37% | 0.00 | 0.00 | 36.41K |
Ishares Tr Barclays 1-3 Bond (SHY)SOLE | ETF | 9.45K | SH | $783.2K 0.29% | 0.00 | 0.00 | 9.45K |
iShares Russell 3000 Index (ETF)SOLE | ETF | 1.93K | SH | $675.7K 0.25% | 0.00 | 0.00 | 1.93K |
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