Ironwood Wealth Management, LLC.
Ironwood Wealth Management, LLC. reported 50 stocks worth $463M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are IEFA (17.2%), DFGX (13.1%) and IVV (10.9%). Compared with Q2 2026, the fund opened new positions in JMUB, RTX and NVDA, added to DFGX, IVV and IEF, trimmed IEFA, IJH and IJR and sold out of SPTL, VMBS and BIV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IEFA Ishares TR | $79.7M | 17.2% | 822K | −8,021 (−1%) | 8 of 8 | |
| 2 |  DFGX Dimensional ETF Trust | $60.9M | 13.1% | 1.2M | +238K (+25%) | 2 of 8 | |
| 3 |  IVV Ishares TR | $50.5M | 10.9% | 66K | +529 (+1%) | 8 of 8 | |
| 4 |  IEF Ishares TR | $45.4M | 9.8% | 508K | +28K (+6%) | 8 of 8 | |
| 5 |  IEMG Ishares Inc | $45.3M | 9.8% | 558K | +640 (+0%) | 8 of 8 | |
| 6 |  VCIT Vanguard Scottsdale Fds | $35.4M | 7.6% | 452K | +122K (+37%) | 2 of 8 | |
| 7 |  VGSH Vanguard Scottsdale Fds | $22.7M | 4.9% | 395K | +78K (+25%) | 2 of 8 | |
| 8 |  VCSH Vanguard Scottsdale Fds | $21.2M | 4.6% | 274K | +62K (+29%) | 2 of 8 | |
| 9 |  IJH Ishares TR | $15.9M | 3.4% | 221K | −1,684 (−1%) | 8 of 8 | |
| 10 |  IJR Ishares TR | $10.6M | 2.3% | 78K | −1,295 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPTL Spdr Series Trust | $536K | 20K |
 VMBS Vanguard Scottsdale Fds | $176K | 3,765 |
 BIV Vanguard Intermediate | $159K | 2,079 |
 BLV Vanguard BD Index Fds | $136K | 1,978 |
 VB Vanguard Index Fds | $104K | 342 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ironwood Wealth Management, LLC. 13F FAQ
What does Ironwood Wealth Management, LLC. own?
Ironwood Wealth Management, LLC. reported 50 stocks worth $463M in its 13F filing for Q3 2026, filed Oct 28, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Ironwood Wealth Management, LLC. buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 21 added to, 18 trimmed and 13 sold out. New positions include JMUB, RTX and NVDA. It sold all of SPTL, VMBS and BIV.
When will Ironwood Wealth Management, LLC. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ironwood Wealth Management, LLC.'s portfolio worth?
The Q3 2026 filing reports $463M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.