Filed: 4/23/2026ACC: 0001104659-26-047829
📋 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 $348.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$348.70M
Total AUM (reported)
5.29M
Total Shares
Allocation by class
ETF$343.65M98.6%
ETN$5.05M1.4%
COMMON STOCK$4.5K0.0%
Portfolio Concentration
Top 3$166.65M47.8%
4–10$144.92M41.6%
11–25$33.21M9.5%
Rest$3.92M1.1%
Top 3 weight
47.8%
Top 10 weight
89.4%
Voting Authority Distribution
Total shares with voting rights: 5.29M
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
5.29M
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
SOLEShares860.97K
TypeSH
Market value$77.94M
22.35%
Sole
0.00
Shared
0.00
None
860.97K
VGLT
SOLEShares809.47K
TypeSH
Market value$44.81M
12.85%
Sole
0.00
Shared
0.00
None
809.47K
IEMG
SOLEShares629.33K
TypeSH
Market value$43.90M
12.59%
Sole
0.00
Shared
0.00
None
629.33K
IVV
SOLEShares65.29K
TypeSH
Market value$42.65M
12.23%
Sole
0.00
Shared
0.00
None
65.29K
IEF
SOLEShares440.20K
TypeSH
Market value$42.01M
12.05%
Sole
0.00
Shared
0.00
None
440.20K
BSCQ
SOLEShares1.06M
TypeSH
Market value$20.78M
5.96%
Sole
0.00
Shared
0.00
None
1.06M
IJH
SOLEShares232.92K
TypeSH
Market value$15.73M
4.51%
Sole
0.00
Shared
0.00
None
232.92K
IJR
SOLEShares88.25K
TypeSH
Market value$10.97M
3.15%
Sole
0.00
Shared
0.00
None
88.25K
SPDW
SOLEShares169.46K
TypeSH
Market value$7.74M
2.22%
Sole
0.00
Shared
0.00
None
169.46K
DJP
SOLEShares104.82K
TypeSH
Market value$5.05M
1.45%
Sole
0.00
Shared
0.00
None
104.82K
MUB
SOLEShares44.17K
TypeSH
Market value$4.69M
1.34%
Sole
0.00
Shared
0.00
None
44.17K
SCHX
SOLEShares163.51K
TypeSH
Market value$4.19M
1.20%
Sole
0.00
Shared
0.00
None
163.51K
SUB
SOLEShares31.61K
TypeSH
Market value$3.37M
0.97%
Sole
0.00
Shared
0.00
None
31.61K
SPEM
SOLEShares64.86K
TypeSH
Market value$3.04M
0.87%
Sole
0.00
Shared
0.00
None
64.86K
SCHA
SOLEShares91.99K
TypeSH
Market value$2.67M
0.77%
Sole
0.00
Shared
0.00
None
91.99K
SPSM
SOLEShares53.52K
TypeSH
Market value$2.59M
0.74%
Sole
0.00
Shared
0.00
None
53.52K
SCHB
SOLEShares101.74K
TypeSH
Market value$2.55M
0.73%
Sole
0.00
Shared
0.00
None
101.74K
SCHF
SOLEShares74.91K
TypeSH
Market value$1.85M
0.53%
Sole
0.00
Shared
0.00
None
74.91K
SPY
SOLEShares2.23K
TypeSH
Market value$1.45M
0.42%
Sole
0.00
Shared
0.00
None
2.23K
SPTL
SOLEShares54.99K
TypeSH
Market value$1.45M
0.41%
Sole
0.00
Shared
0.00
None
54.99K
SCHE
SOLEShares37.29K
TypeSH
Market value$1.23M
0.35%
Sole
0.00
Shared
0.00
None
37.29K
EFA
SOLEShares11.95K
TypeSH
Market value$1.16M
0.33%
Sole
0.00
Shared
0.00
None
11.95K
IDEV
SOLEShares13.01K
TypeSH
Market value$1.09M
0.31%
Sole
0.00
Shared
0.00
None
13.01K
SCHM
SOLEShares32.59K
TypeSH
Market value$1.01M
0.29%
Sole
0.00
Shared
0.00
None
32.59K
SHY
SOLEShares10.58K
TypeSH
Market value$873.5K
0.25%
Sole
0.00
Shared
0.00
None
10.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IEFASOLE | ETF | 860.97K | SH | $77.94M 22.35% | 0.00 | 0.00 | 860.97K |
VGLTSOLE | ETF | 809.47K | SH | $44.81M 12.85% | 0.00 | 0.00 | 809.47K |
IEMGSOLE | ETF | 629.33K | SH | $43.90M 12.59% | 0.00 | 0.00 | 629.33K |
IVVSOLE | ETF | 65.29K | SH | $42.65M 12.23% | 0.00 | 0.00 | 65.29K |
IEFSOLE | ETF | 440.20K | SH | $42.01M 12.05% | 0.00 | 0.00 | 440.20K |
BSCQSOLE | ETF | 1.06M | SH | $20.78M 5.96% | 0.00 | 0.00 | 1.06M |
IJHSOLE | ETF | 232.92K | SH | $15.73M 4.51% | 0.00 | 0.00 | 232.92K |
IJRSOLE | ETF | 88.25K | SH | $10.97M 3.15% | 0.00 | 0.00 | 88.25K |
SPDWSOLE | ETF | 169.46K | SH | $7.74M 2.22% | 0.00 | 0.00 | 169.46K |
DJPSOLE | ETN | 104.82K | SH | $5.05M 1.45% | 0.00 | 0.00 | 104.82K |
MUBSOLE | ETF | 44.17K | SH | $4.69M 1.34% | 0.00 | 0.00 | 44.17K |
SCHXSOLE | ETF | 163.51K | SH | $4.19M 1.20% | 0.00 | 0.00 | 163.51K |
SUBSOLE | ETF | 31.61K | SH | $3.37M 0.97% | 0.00 | 0.00 | 31.61K |
SPEMSOLE | ETF | 64.86K | SH | $3.04M 0.87% | 0.00 | 0.00 | 64.86K |
SCHASOLE | ETF | 91.99K | SH | $2.67M 0.77% | 0.00 | 0.00 | 91.99K |
SPSMSOLE | ETF | 53.52K | SH | $2.59M 0.74% | 0.00 | 0.00 | 53.52K |
SCHBSOLE | ETF | 101.74K | SH | $2.55M 0.73% | 0.00 | 0.00 | 101.74K |
SCHFSOLE | ETF | 74.91K | SH | $1.85M 0.53% | 0.00 | 0.00 | 74.91K |
SPYSOLE | ETF | 2.23K | SH | $1.45M 0.42% | 0.00 | 0.00 | 2.23K |
SPTLSOLE | ETF | 54.99K | SH | $1.45M 0.41% | 0.00 | 0.00 | 54.99K |
SCHESOLE | ETF | 37.29K | SH | $1.23M 0.35% | 0.00 | 0.00 | 37.29K |
EFASOLE | ETF | 11.95K | SH | $1.16M 0.33% | 0.00 | 0.00 | 11.95K |
IDEVSOLE | ETF | 13.01K | SH | $1.09M 0.31% | 0.00 | 0.00 | 13.01K |
SCHMSOLE | ETF | 32.59K | SH | $1.01M 0.29% | 0.00 | 0.00 | 32.59K |
SHYSOLE | ETF | 10.58K | SH | $873.5K 0.25% | 0.00 | 0.00 | 10.58K |
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