Ironwood Wealth Management, Llc. Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Ironwood Wealth Management, Llc. disclosed 54 stock positions valued at approximately $451.23M as of quarter-end June 30, 2026. The largest holdings include IEFA, DFGX, and IVV.
- Report Period
- June 30, 2026
- No. of Stocks
- 54
- Portfolio Value
- $451.23M
Holdings by Sector
Ironwood Wealth Management, Llc. Portfolio Holdings in Q2 2026
54 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| IEFA | IEFA | Other | 17.77% | 830,395 | -30,573 | -3.55% | $80,199,503 |
| DFGX | DFGX | Other | 11.31% | 952,480 | +952,480 | +100.00% | $51,047,975 |
| IVV | IVV | Other | 10.86% | 65,461 | +172 | +0.26% | $49,023,365 |
| IEMG | IEMG | Other | 10.23% | 557,128 | -72,204 | -11.47% | $46,152,472 |
| IEF | IEF | Other | 10.07% | 480,303 | +40,101 | +9.11% | $45,422,219 |
| VCIT | VCIT | Other | 6.03% | 329,314 | +329,314 | +100.00% | $27,217,802 |
| VGSH | VGSH | Other | 4.09% | 316,720 | +316,720 | +100.00% | $18,433,104 |
| IJH | IJH | Other | 3.81% | 223,112 | -9,805 | -4.21% | $17,204,157 |
| VCSH | VCSH | Other | 3.73% | 212,762 | +212,762 | +100.00% | $16,814,581 |
| IJR | IJR | Other | 2.61% | 79,511 | -8,737 | -9.90% | $11,792,208 |
| VGLT | VGLT | Other | 2.48% | 202,849 | -606,617 | -74.94% | $11,193,188 |
| DJP | DJP | Other | 1.94% | 200,360 | +95,539 | +91.14% | $8,757,735 |
| SPDW | SPDW | Other | 1.84% | 165,020 | -4,440 | -2.62% | $8,315,367 |
| AVDV | AVDV | Other | 1.63% | 71,156 | +71,156 | +100.00% | $7,332,589 |
| VTEB | VTEB | Other | 1.42% | 126,647 | +126,647 | +100.00% | $6,405,792 |
| MUB | MUB | Other | 1.31% | 54,859 | +10,691 | +24.21% | $5,903,943 |
| BSCQ | BSCQ | Other | 1.16% | 267,436 | -796,432 | -74.86% | $5,221,690 |
| SCHX | SCHX | Other | 0.98% | 150,979 | -12,535 | -7.67% | $4,443,315 |
| SPEM | SPEM | Other | 0.71% | 62,107 | -2,751 | -4.24% | $3,215,908 |
| SPSM | SPSM | Other | 0.66% | 51,932 | -1,587 | -2.97% | $2,994,924 |
| SCHB | SCHB | Other | 0.65% | 100,622 | -1,115 | -1.10% | $2,914,004 |
| SUB | SUB | Other | 0.62% | 26,209 | -5,403 | -17.09% | $2,790,457 |
| SCHA | SCHA | Other | 0.58% | 72,702 | -19,285 | -20.96% | $2,626,727 |
| SCHF | SCHF | Other | 0.46% | 74,614 | -298 | -0.40% | $2,066,798 |
| IDEV | IDEV | Other | 0.45% | 22,853 | +9,848 | +75.72% | $2,034,119 |
| SCHZ | SCHZ | Other | 0.40% | 78,512 | +78,512 | +100.00% | $1,815,978 |
| EFA | EFA | Other | 0.27% | 11,875 | -71 | -0.59% | $1,233,575 |
| SCHE | SCHE | Other | 0.27% | 33,781 | -3,508 | -9.41% | $1,224,901 |
| BNDX | BNDX | Other | 0.25% | 23,292 | +23,292 | +100.00% | $1,128,015 |
| SCHM | SCHM | Other | 0.22% | 27,189 | -5,405 | -16.58% | $1,002,470 |
| SPY | SPY | Other | 0.22% | 1,307 | -921 | -41.34% | $975,848 |
| IWV | IWV | Other | 0.15% | 1,572 | -48 | -2.96% | $670,301 |
| VXF | VXF | Other | 0.15% | 2,704 | +1,046 | +63.09% | $665,650 |
| SPTL | SPTL | Other | 0.12% | 20,429 | -34,566 | -62.85% | $535,853 |
| SPMD | SPMD | Other | 0.11% | 7,602 | -643 | -7.80% | $513,610 |
| VO | VO | Other | 0.08% | 4,276 | +3,207 | +300.00% | $344,517 |
| BSV | BSV | Other | 0.07% | 3,943 | +2,432 | +160.95% | $307,204 |
| VMBS | VMBS | Other | 0.04% | 3,765 | +2,301 | +157.17% | $176,248 |
| BIV | BIV | Other | 0.04% | 2,079 | +1,276 | +158.90% | $159,425 |
| VOO | VOO | Other | 0.03% | 211 | -76 | -26.48% | $145,243 |
| BLV | BLV | Other | 0.03% | 1,978 | +1,211 | +157.89% | $136,329 |
| VTI | VTI | Other | 0.03% | 358 | -444 | -55.36% | $132,474 |
| IWR | IWR | Other | 0.03% | 1,046 | -3,068 | -74.57% | $115,395 |
| VB | VB | Other | 0.02% | 342 | -21 | -5.79% | $103,667 |
| VEA | VEA | Other | 0.02% | 1,215 | +1 | +0.08% | $86,569 |
| BKLN | BKLN | Other | 0.01% | 2,521 | -1,338 | -34.67% | $51,353 |
| SHY | SHY | Other | 0.01% | 602 | -9,976 | -94.31% | $49,430 |
| RWO | RWO | Other | 0.01% | 847 | - | - | $42,104 |
| EMB | EMB | Other | 0.01% | 428 | - | - | $41,276 |
| ACWI | ACWI | Other | 0.00% | 130 | -2,163 | -94.33% | $20,472 |
| VWO | VWO | Other | 0.00% | 289 | -6,851 | -95.95% | $17,276 |
| AGG | AGG | Other | 0.00% | 60 | -57 | -48.72% | $5,939 |
| XRAY | XRAY | Healthcare | 0.00% | 390 | - | - | $4,138 |
| EEM | EEM | Other | 0.00% | 59 | -14 | -19.18% | $4,036 |