Ironwood Wealth Management, Llc. Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Ironwood Wealth Management, Llc. disclosed 50 stock positions valued at approximately $463.39M as of quarter-end September 30, 2026. The largest holdings include ISHARES CORE MSCI EAFE ETF, DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF, and ISHARES CORE S&P 500 ETF.
- Report Period
- September 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $463.39M
Holdings by Sector
Ironwood Wealth Management, Llc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 17.19% | 822,374 | -8,021 | -0.97% | $79,671,577 |
| DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | DFGX | Other | 13.14% | 1,190,958 | +238,478 | +25.04% | $60,903,813 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 10.91% | 65,990 | +529 | +0.81% | $50,538,758 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | Other | 9.79% | 507,918 | +27,615 | +5.75% | $45,362,124 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | Other | 9.77% | 557,768 | +640 | +0.11% | $45,268,476 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | VCIT | Other | 7.63% | 451,547 | +122,233 | +37.12% | $35,360,669 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 4.90% | 394,867 | +78,147 | +24.67% | $22,728,531 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | Other | 4.57% | 274,313 | +61,551 | +28.93% | $21,190,662 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 3.44% | 221,428 | -1,684 | -0.75% | $15,931,710 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 2.30% | 78,216 | -1,295 | -1.63% | $10,640,563 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Other | 2.02% | 85,471 | +14,315 | +20.12% | $9,348,798 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | Other | 1.78% | 164,464 | -556 | -0.34% | $8,257,747 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 1.55% | 151,776 | +25,129 | +19.84% | $7,188,103 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 1.14% | 52,472 | -2,387 | -4.35% | $5,304,941 |
| IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | DJP | Other | 1.06% | 94,968 | -105,392 | -52.60% | $4,892,751 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 0.97% | 149,897 | -1,082 | -0.72% | $4,496,913 |
| JPMORGAN MUNICIPAL ETF | JMUB | Other | 0.89% | 86,862 | +86,862 | +100.00% | $4,132,887 |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | SPEM | Other | 0.71% | 63,847 | +1,740 | +2.80% | $3,304,729 |
| SCHWAB U.S. BROAD MARKET ETF | SCHB | Other | 0.62% | 97,985 | -2,637 | -2.62% | $2,871,939 |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | SPSM | Other | 0.54% | 46,909 | -5,023 | -9.67% | $2,479,615 |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | Other | 0.52% | 74,432 | +1,730 | +2.38% | $2,428,701 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | Other | 0.44% | 74,614 | - | - | $2,049,637 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | Other | 0.43% | 18,906 | -7,303 | -27.86% | $1,976,410 |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | Other | 0.40% | 20,529 | -2,324 | -10.17% | $1,836,943 |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Other | 0.36% | 74,823 | -3,689 | -4.70% | $1,653,597 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.35% | 2,111 | +804 | +61.51% | $1,609,728 |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | Other | 0.28% | 35,187 | +1,406 | +4.16% | $1,282,568 |
| ISHARES MSCI EAFE ETF | EFA | Other | 0.27% | 11,875 | - | - | $1,233,694 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | BNDX | Other | 0.24% | 24,021 | +729 | +3.13% | $1,125,882 |
| SCHWAB U.S. MID-CAP ETF | SCHM | Other | 0.22% | 29,857 | +2,668 | +9.81% | $1,015,739 |
Showing 30 of 50 holdings in the latest reporting period.