Filed: 10/27/2025ACC: 0001104659-25-102445
📋 What this filing means
IRONWOOD WEALTH MANAGEMENT, LLC. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $298.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$298.41M
Total AUM (reported)
4.78M
Total Shares
Allocation by class
ETF$294.87M98.8%
ETN$3.54M1.2%
COMMON STOCK$4.9K0.0%
Portfolio Concentration
Top 3$130.44M43.7%
4–10$133.46M44.7%
11–25$31.64M10.6%
Rest$2.87M1.0%
Top 3 weight
43.7%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 4.78M
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
4.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings41
Rows:
Ishares TRUST Core Msci Eafe Etf
SOLEShares540.94K
TypeSH
Market value$47.23M
15.83%
Sole
0.00
Shared
0.00
None
540.94K
Vanguard Long-Term Treasury ETF
SOLEShares756.18K
TypeSH
Market value$43.00M
14.41%
Sole
0.00
Shared
0.00
None
756.18K
Ishares Inc Core Msci Emerging Mkts Etf
SOLEShares610.09K
TypeSH
Market value$40.22M
13.48%
Sole
0.00
Shared
0.00
None
610.09K
iShares 7-10 Year Treasury Bond ETF
SOLEShares411.40K
TypeSH
Market value$39.68M
13.30%
Sole
0.00
Shared
0.00
None
411.40K
iShares S&P 500 Index (ETF)
SOLEShares57.99K
TypeSH
Market value$38.81M
13.01%
Sole
0.00
Shared
0.00
None
57.99K
Invesco BulletShares 2026 Corp Bd ETF
SOLEShares1.02M
TypeSH
Market value$19.96M
6.69%
Sole
0.00
Shared
0.00
None
1.02M
iShares Core S&P Mid-Cap ETF
SOLEShares190.99K
TypeSH
Market value$12.46M
4.18%
Sole
0.00
Shared
0.00
None
190.99K
iShares S&P SmallCap 600 Index (ETF)
SOLEShares88.49K
TypeSH
Market value$10.52M
3.52%
Sole
0.00
Shared
0.00
None
88.49K
SPDR Developed World Ex-US ETF
SOLEShares173.26K
TypeSH
Market value$7.41M
2.48%
Sole
0.00
Shared
0.00
None
173.26K
Ishares National AMT Free Muni ETF
SOLEShares43.31K
TypeSH
Market value$4.61M
1.55%
Sole
0.00
Shared
0.00
None
43.31K
Schwab US Large Cap Etf
SOLEShares172.43K
TypeSH
Market value$4.54M
1.52%
Sole
0.00
Shared
0.00
None
172.43K
iPath Bloomberg Commodity Index Total Return ETN
SOLEShares99.79K
TypeSH
Market value$3.54M
1.19%
Sole
0.00
Shared
0.00
None
99.79K
SPDR Portfolio Emerging Markets ETF
SOLEShares68.55K
TypeSH
Market value$3.21M
1.08%
Sole
0.00
Shared
0.00
None
68.55K
Ishares Short-Term National Muni Bond ETF
SOLEShares26.78K
TypeSH
Market value$2.86M
0.96%
Sole
0.00
Shared
0.00
None
26.78K
Schwab US Broad Market Etf
SOLEShares105.27K
TypeSH
Market value$2.71M
0.91%
Sole
0.00
Shared
0.00
None
105.27K
SPDR SERIES TRUST PORTFOLIO Small Cap ETF
SOLEShares55.90K
TypeSH
Market value$2.59M
0.87%
Sole
0.00
Shared
0.00
None
55.90K
Schwab US Small Cap Etf
SOLEShares92.49K
TypeSH
Market value$2.58M
0.86%
Sole
0.00
Shared
0.00
None
92.49K
Schwab International Equity ETF
SOLEShares74.99K
TypeSH
Market value$1.75M
0.59%
Sole
0.00
Shared
0.00
None
74.99K
SPDR(R) Portfolio Long Term Treasury ETF
SOLEShares56.91K
TypeSH
Market value$1.53M
0.51%
Sole
0.00
Shared
0.00
None
56.91K
SPDR S&P 500 ETF
SOLEShares2.30K
TypeSH
Market value$1.53M
0.51%
Sole
0.00
Shared
0.00
None
2.30K
Schwab Emerging Market Equity Etf
SOLEShares37.58K
TypeSH
Market value$1.25M
0.42%
Sole
0.00
Shared
0.00
None
37.58K
Ishares Msci EAFE Index ETF
SOLEShares11.74K
TypeSH
Market value$1.10M
0.37%
Sole
0.00
Shared
0.00
None
11.74K
Schwab US Mid-Cap Etf
SOLEShares32.86K
TypeSH
Market value$974.0K
0.33%
Sole
0.00
Shared
0.00
None
32.86K
Ishares Tr Barclays 1-3 Bond (SHY)
SOLEShares10.50K
TypeSH
Market value$871.1K
0.29%
Sole
0.00
Shared
0.00
None
10.50K
iShares Russell 3000 Index (ETF)
SOLEShares1.62K
TypeSH
Market value$613.9K
0.21%
Sole
0.00
Shared
0.00
None
1.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Ishares TRUST Core Msci Eafe EtfSOLE | ETF | 540.94K | SH | $47.23M 15.83% | 0.00 | 0.00 | 540.94K |
Vanguard Long-Term Treasury ETFSOLE | ETF | 756.18K | SH | $43.00M 14.41% | 0.00 | 0.00 | 756.18K |
Ishares Inc Core Msci Emerging Mkts EtfSOLE | ETF | 610.09K | SH | $40.22M 13.48% | 0.00 | 0.00 | 610.09K |
iShares 7-10 Year Treasury Bond ETFSOLE | ETF | 411.40K | SH | $39.68M 13.30% | 0.00 | 0.00 | 411.40K |
iShares S&P 500 Index (ETF)SOLE | ETF | 57.99K | SH | $38.81M 13.01% | 0.00 | 0.00 | 57.99K |
Invesco BulletShares 2026 Corp Bd ETFSOLE | ETF | 1.02M | SH | $19.96M 6.69% | 0.00 | 0.00 | 1.02M |
iShares Core S&P Mid-Cap ETFSOLE | ETF | 190.99K | SH | $12.46M 4.18% | 0.00 | 0.00 | 190.99K |
iShares S&P SmallCap 600 Index (ETF)SOLE | ETF | 88.49K | SH | $10.52M 3.52% | 0.00 | 0.00 | 88.49K |
SPDR Developed World Ex-US ETFSOLE | ETF | 173.26K | SH | $7.41M 2.48% | 0.00 | 0.00 | 173.26K |
Ishares National AMT Free Muni ETFSOLE | ETF | 43.31K | SH | $4.61M 1.55% | 0.00 | 0.00 | 43.31K |
Schwab US Large Cap EtfSOLE | ETF | 172.43K | SH | $4.54M 1.52% | 0.00 | 0.00 | 172.43K |
iPath Bloomberg Commodity Index Total Return ETNSOLE | ETN | 99.79K | SH | $3.54M 1.19% | 0.00 | 0.00 | 99.79K |
SPDR Portfolio Emerging Markets ETFSOLE | ETF | 68.55K | SH | $3.21M 1.08% | 0.00 | 0.00 | 68.55K |
Ishares Short-Term National Muni Bond ETFSOLE | ETF | 26.78K | SH | $2.86M 0.96% | 0.00 | 0.00 | 26.78K |
Schwab US Broad Market EtfSOLE | ETF | 105.27K | SH | $2.71M 0.91% | 0.00 | 0.00 | 105.27K |
SPDR SERIES TRUST PORTFOLIO Small Cap ETFSOLE | ETF | 55.90K | SH | $2.59M 0.87% | 0.00 | 0.00 | 55.90K |
Schwab US Small Cap EtfSOLE | ETF | 92.49K | SH | $2.58M 0.86% | 0.00 | 0.00 | 92.49K |
Schwab International Equity ETFSOLE | ETF | 74.99K | SH | $1.75M 0.59% | 0.00 | 0.00 | 74.99K |
SPDR(R) Portfolio Long Term Treasury ETFSOLE | ETF | 56.91K | SH | $1.53M 0.51% | 0.00 | 0.00 | 56.91K |
SPDR S&P 500 ETFSOLE | ETF | 2.30K | SH | $1.53M 0.51% | 0.00 | 0.00 | 2.30K |
Schwab Emerging Market Equity EtfSOLE | ETF | 37.58K | SH | $1.25M 0.42% | 0.00 | 0.00 | 37.58K |
Ishares Msci EAFE Index ETFSOLE | ETF | 11.74K | SH | $1.10M 0.37% | 0.00 | 0.00 | 11.74K |
Schwab US Mid-Cap EtfSOLE | ETF | 32.86K | SH | $974.0K 0.33% | 0.00 | 0.00 | 32.86K |
Ishares Tr Barclays 1-3 Bond (SHY)SOLE | ETF | 10.50K | SH | $871.1K 0.29% | 0.00 | 0.00 | 10.50K |
iShares Russell 3000 Index (ETF)SOLE | ETF | 1.62K | SH | $613.9K 0.21% | 0.00 | 0.00 | 1.62K |
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