Filed: 2/2/2026ACC: 0001104659-26-009141
📋 What this filing means
IRONWOOD WEALTH MANAGEMENT, LLC. filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $340.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$340.13M
Total AUM (reported)
5.24M
Total Shares
Allocation by class
ETF$336.40M98.9%
ETN$3.72M1.1%
COMMON STOCK$4.5K0.0%
Portfolio Concentration
Top 3$162.68M47.8%
4–10$142.00M41.8%
11–25$31.98M9.4%
Rest$3.47M1.0%
Top 3 weight
47.8%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 5.24M
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
5.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:
IEFA
SOLEShares856.83K
TypeSH
Market value$76.65M
22.54%
Sole
0.00
Shared
0.00
None
856.83K
VGLT
SOLEShares790.69K
TypeSH
Market value$44.12M
12.97%
Sole
0.00
Shared
0.00
None
790.69K
IEMG
SOLEShares623.44K
TypeSH
Market value$41.91M
12.32%
Sole
0.00
Shared
0.00
None
623.44K
IVV
SOLEShares60.79K
TypeSH
Market value$41.64M
12.24%
Sole
0.00
Shared
0.00
None
60.79K
IEF
SOLEShares430.87K
TypeSH
Market value$41.43M
12.18%
Sole
0.00
Shared
0.00
None
430.87K
BSCQ
SOLEShares1.06M
TypeSH
Market value$20.69M
6.08%
Sole
0.00
Shared
0.00
None
1.06M
IJH
SOLEShares231.50K
TypeSH
Market value$15.28M
4.49%
Sole
0.00
Shared
0.00
None
231.50K
IJR
SOLEShares89.17K
TypeSH
Market value$10.72M
3.15%
Sole
0.00
Shared
0.00
None
89.17K
SPDW
SOLEShares170.95K
TypeSH
Market value$7.59M
2.23%
Sole
0.00
Shared
0.00
None
170.95K
MUB
SOLEShares43.43K
TypeSH
Market value$4.65M
1.37%
Sole
0.00
Shared
0.00
None
43.43K
SCHX
SOLEShares169.45K
TypeSH
Market value$4.56M
1.34%
Sole
0.00
Shared
0.00
None
169.45K
DJP
SOLEShares99.02K
TypeSH
Market value$3.72M
1.09%
Sole
0.00
Shared
0.00
None
99.02K
SPEM
SOLEShares67.90K
TypeSH
Market value$3.18M
0.93%
Sole
0.00
Shared
0.00
None
67.90K
SUB
SOLEShares26.88K
TypeSH
Market value$2.87M
0.84%
Sole
0.00
Shared
0.00
None
26.88K
SCHB
SOLEShares103.93K
TypeSH
Market value$2.73M
0.80%
Sole
0.00
Shared
0.00
None
103.93K
SCHA
SOLEShares92.08K
TypeSH
Market value$2.62M
0.77%
Sole
0.00
Shared
0.00
None
92.08K
SPSM
SOLEShares55.33K
TypeSH
Market value$2.59M
0.76%
Sole
0.00
Shared
0.00
None
55.33K
SCHF
SOLEShares74.91K
TypeSH
Market value$1.80M
0.53%
Sole
0.00
Shared
0.00
None
74.91K
SPY
SOLEShares2.30K
TypeSH
Market value$1.57M
0.46%
Sole
0.00
Shared
0.00
None
2.30K
SPTL
SOLEShares55.98K
TypeSH
Market value$1.48M
0.44%
Sole
0.00
Shared
0.00
None
55.98K
SCHE
SOLEShares37.55K
TypeSH
Market value$1.23M
0.36%
Sole
0.00
Shared
0.00
None
37.55K
EFA
SOLEShares12.02K
TypeSH
Market value$1.15M
0.34%
Sole
0.00
Shared
0.00
None
12.02K
SCHM
SOLEShares32.59K
TypeSH
Market value$980.0K
0.29%
Sole
0.00
Shared
0.00
None
32.59K
SHY
SOLEShares10.43K
TypeSH
Market value$863.9K
0.25%
Sole
0.00
Shared
0.00
None
10.43K
IWV
SOLEShares1.62K
TypeSH
Market value$626.7K
0.18%
Sole
0.00
Shared
0.00
None
1.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IEFASOLE | ETF | 856.83K | SH | $76.65M 22.54% | 0.00 | 0.00 | 856.83K |
VGLTSOLE | ETF | 790.69K | SH | $44.12M 12.97% | 0.00 | 0.00 | 790.69K |
IEMGSOLE | ETF | 623.44K | SH | $41.91M 12.32% | 0.00 | 0.00 | 623.44K |
IVVSOLE | ETF | 60.79K | SH | $41.64M 12.24% | 0.00 | 0.00 | 60.79K |
IEFSOLE | ETF | 430.87K | SH | $41.43M 12.18% | 0.00 | 0.00 | 430.87K |
BSCQSOLE | ETF | 1.06M | SH | $20.69M 6.08% | 0.00 | 0.00 | 1.06M |
IJHSOLE | ETF | 231.50K | SH | $15.28M 4.49% | 0.00 | 0.00 | 231.50K |
IJRSOLE | ETF | 89.17K | SH | $10.72M 3.15% | 0.00 | 0.00 | 89.17K |
SPDWSOLE | ETF | 170.95K | SH | $7.59M 2.23% | 0.00 | 0.00 | 170.95K |
MUBSOLE | ETF | 43.43K | SH | $4.65M 1.37% | 0.00 | 0.00 | 43.43K |
SCHXSOLE | ETF | 169.45K | SH | $4.56M 1.34% | 0.00 | 0.00 | 169.45K |
DJPSOLE | ETN | 99.02K | SH | $3.72M 1.09% | 0.00 | 0.00 | 99.02K |
SPEMSOLE | ETF | 67.90K | SH | $3.18M 0.93% | 0.00 | 0.00 | 67.90K |
SUBSOLE | ETF | 26.88K | SH | $2.87M 0.84% | 0.00 | 0.00 | 26.88K |
SCHBSOLE | ETF | 103.93K | SH | $2.73M 0.80% | 0.00 | 0.00 | 103.93K |
SCHASOLE | ETF | 92.08K | SH | $2.62M 0.77% | 0.00 | 0.00 | 92.08K |
SPSMSOLE | ETF | 55.33K | SH | $2.59M 0.76% | 0.00 | 0.00 | 55.33K |
SCHFSOLE | ETF | 74.91K | SH | $1.80M 0.53% | 0.00 | 0.00 | 74.91K |
SPYSOLE | ETF | 2.30K | SH | $1.57M 0.46% | 0.00 | 0.00 | 2.30K |
SPTLSOLE | ETF | 55.98K | SH | $1.48M 0.44% | 0.00 | 0.00 | 55.98K |
SCHESOLE | ETF | 37.55K | SH | $1.23M 0.36% | 0.00 | 0.00 | 37.55K |
EFASOLE | ETF | 12.02K | SH | $1.15M 0.34% | 0.00 | 0.00 | 12.02K |
SCHMSOLE | ETF | 32.59K | SH | $980.0K 0.29% | 0.00 | 0.00 | 32.59K |
SHYSOLE | ETF | 10.43K | SH | $863.9K 0.25% | 0.00 | 0.00 | 10.43K |
IWVSOLE | ETF | 1.62K | SH | $626.7K 0.18% | 0.00 | 0.00 | 1.62K |
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