Ironwood Wealth Management, LLC. — 13F Holdings

2026 Q1  ·  47 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Ironwood Wealth Management, LLC. maintained a portfolio of 47 distinct positions. They heavily accumulated shares in DJP, increasing the position by 5.9%.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
47
Quarter
2026 Q1
Top Holding
IEFA (22.4%)
Top 10 Concentration
89.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-47 of 47

Ironwood Wealth Management, LLC. Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IEFA
IEFA
ETF 22.35% 22.54% #1
Prev: #1
6.5
4,136 0.5%
P
S
860,968 $77,943,451
$65.10 +49.6%
$90.53 +7.6%
2017 Q4 13F Filing 2026-03-31 2026-04-23
VGLT
VGLT
ETF 12.85% 12.97% #2
Prev: #2
6.0
18,775 2.4%
P
S
809,466 $44,812,016
$53.38 +1.8%
$54.71 -0.7%
2023 Q3 13F Filing 2026-03-31 2026-04-23
IEMG
IEMG
ETF 12.59% 12.32% #3
Prev: #3
5.5
5,895 0.9%
P
S
629,332 $43,895,914
$49.87 +70.1%
$69.75 +21.6%
2017 Q4 13F Filing 2026-03-31 2026-04-23
IVV
IVV
ETF 12.23% 12.24% #4
Prev: #4
6.5
4,496 7.4%
P
S
65,289 $42,647,722 2017 Q4 13F Filing 2026-03-31 2026-04-23
IEF
IEF
ETF 12.05% 12.18% #5
Prev: #5
5.0
9,333 2.2%
P
S
440,202 $42,012,867 2022 Q1 13F Filing 2026-03-31 2026-04-23
BSCQ
BSCQ
ETF 5.96% 6.08% #6
Prev: #6
2.9
6,735 0.6%
P
S
1,063,868 $20,777,336 2025 Q2 13F Filing 2026-03-31 2026-04-23
IJH
IJH
ETF 4.51% 4.49% #7
Prev: #7
2.3
1,422 0.6%
P
S
232,917 $15,728,913 2017 Q4 13F Filing 2026-03-31 2026-04-23
IJR
IJR
ETF 3.15% 3.15% #8
Prev: #8
1.8
-923 -1.0%
P
S
88,248 $10,970,055 2017 Q4 13F Filing 2026-03-31 2026-04-23
SPDW
SPDW
ETF 2.22% 2.23% #9
Prev: #9
1.4
-1,494 -0.9%
P
S
169,460 $7,735,858 2018 Q3 13F Filing 2026-03-31 2026-04-23
DJP
DJP
ETF 1.45% 1.09% #10 2
Prev: #12
2.6
5,798 5.9%
P
S
104,821 $5,046,083 2019 Q2 13F Filing 2026-03-31 2026-04-23
MUB
MUB
ETF 1.34% 1.37% #11 1
Prev: #10
1.0
741 1.7%
P
S
44,168 $4,688,454 2017 Q4 13F Filing 2026-03-31 2026-04-23
SCHX
SCHX
ETF 1.20% 1.34% #12 1
Prev: #11
1.0
-5,932 -3.5%
P
S
163,514 $4,192,502 2017 Q4 13F Filing 2026-03-31 2026-04-23
SUB
SUB
ETF 0.97% 0.84% #13 1
Prev: #14
2.4
4,733 17.6%
P
S
31,612 $3,366,674 2017 Q4 13F Filing 2026-03-31 2026-04-23
SPEM
SPEM
ETF 0.87% 0.93% #14 1
Prev: #13
0.8
-3,045 -4.5%
P
S
64,858 $3,042,496 2018 Q3 13F Filing 2026-03-31 2026-04-23
SCHA
SCHA
ETF 0.77% 0.77% #15 1
Prev: #16
0.8
-92 -0.1%
P
S
91,987 $2,674,979 2017 Q4 13F Filing 2026-03-31 2026-04-23
SPSM
SPSM
ETF 0.74% 0.76% #16 1
Prev: #17
0.8
-1,808 -3.3%
P
S
53,519 $2,586,042 2018 Q2 13F Filing 2026-03-31 2026-04-23
SCHB
SCHB
ETF 0.73% 0.80% #17 2
Prev: #15
0.8
-2,194 -2.1%
P
S
101,737 $2,553,598 2017 Q4 13F Filing 2026-03-31 2026-04-23
SCHF
SCHF
ETF 0.53% 0.53% #18
Prev: #18
1.2
no change no change
P
S
74,912 $1,854,061 2017 Q4 13F Filing 2026-03-31 2026-04-23
SPY
SPY
ETF 0.42% 0.46% #19
Prev: #19
0.7
-72 -3.1%
P
S
2,228 $1,448,801 2017 Q4 13F Filing 2026-03-31 2026-04-23
SPTL
SPTL
ETF 0.41% 0.44% #20
Prev: #20
0.7
-988 -1.8%
P
S
54,995 $1,446,369 2023 Q3 13F Filing 2026-03-31 2026-04-23
SCHE
SCHE
ETF 0.35% 0.36% #21
Prev: #21
0.6
-265 -0.7%
P
S
37,289 $1,228,674 2017 Q4 13F Filing 2026-03-31 2026-04-23
EFA
EFA
ETF 0.33% 0.34% #22
Prev: #22
0.6
-74 -0.6%
P
S
11,946 $1,160,315 2017 Q4 13F Filing 2026-03-31 2026-04-23
IDEV
IDEV
ETF 0.31% 0.11% #23 6
Prev: #29
3.1
8,520 190.0%
P
S
13,005 $1,086,816 2025 Q4 13F Filing 2026-03-31 2026-04-23
SCHM
SCHM
ETF 0.29% 0.29% #24 1
Prev: #23
0.6
5 0.0%
P
S
32,594 $1,009,115 2017 Q4 13F Filing 2026-03-31 2026-04-23
SHY
SHY
ETF 0.25% 0.25% #25 1
Prev: #24
0.6
147 1.4%
P
S
10,578 $873,453 2023 Q3 13F Filing 2026-03-31 2026-04-23
IWV
IWV
ETF 0.17% 0.18% #26 1
Prev: #25
1.1
no change no change
P
S
1,620 $600,502 2017 Q4 13F Filing 2026-03-31 2026-04-23
SPMD
SPMD
ETF 0.14% 0.15% #27 1
Prev: #26
0.6
-516 -5.9%
P
S
8,245 $488,285 2018 Q2 13F Filing 2026-03-31 2026-04-23
IWR
IWR
ETF 0.11% 0.12% #28 1
Prev: #27
1.0
no change no change
P
S
4,114 $400,004 2017 Q4 13F Filing 2026-03-31 2026-04-23
VWO
VWO
ETF 0.11% 0.11% #29 1
Prev: #28
0.5
28 0.4%
P
S
7,140 $385,938 2017 Q4 13F Filing 2026-03-31 2026-04-23
VXF
VXF
ETF 0.10% 0.04% #30 4
Prev: #34
3.0
1,039 167.9%
P
S
1,658 $341,186 2025 Q4 13F Filing 2026-03-31 2026-04-23
ACWI
ACWI
ETF 0.09% 0.09% #31
Prev: #31
0.5
13 0.6%
P
S
2,293 $317,321 2020 Q4 13F Filing 2026-03-31 2026-04-23
VO
VO
ETF 0.09% 0.10% #32 2
Prev: #30
0.5
-51 -4.6%
P
S
1,069 $306,995 2017 Q4 13F Filing 2026-03-31 2026-04-23
VTI
VTI
ETF 0.07% 0.08% #33 1
Prev: #32
0.5
14 1.8%
P
S
802 $257,197 2017 Q4 13F Filing 2026-03-31 2026-04-23
VOO
VOO
ETF 0.05% 0.06% #34 1
Prev: #33
0.5
-65 -18.5%
P
S
287 $171,270 2017 Q4 13F Filing 2026-03-31 2026-04-23
BSV
BSV
ETF 0.03% 0.02% #35 2
Prev: #37
3.0
543 56.1%
P
S
1,511 $118,456 2025 Q4 13F Filing 2026-03-31 2026-04-23
VB
VB
ETF 0.03% 0.03% #36 1
Prev: #35
1.0
no change no change
P
S
363 $95,169 2018 Q4 13F Filing 2026-03-31 2026-04-23
BKLN
BKLN
ETF 0.02% 0.02% #37 1
Prev: #36
1.0
no change no change
P
S
3,859 $78,762 2020 Q2 13F Filing 2026-03-31 2026-04-23
VEA
VEA
ETF 0.02% 0.02% #38
Prev: #38
1.0
no change no change
P
S
1,214 $77,821 2017 Q4 13F Filing 2026-03-31 2026-04-23
VMBS
VMBS
ETF 0.02% 0.01% #39
Prev: #39
3.0
520 55.1%
P
S
1,464 $68,742 2025 Q4 13F Filing 2026-03-31 2026-04-23
BIV
BIV
ETF 0.02% 0.01% #40 2
Prev: #42
3.0
288 55.9%
P
S
803 $61,974 2025 Q4 13F Filing 2026-03-31 2026-04-23
BLV
BLV
ETF 0.02% 0.01% #41 2
Prev: #43
3.0
274 55.6%
P
S
767 $52,781 2025 Q4 13F Filing 2026-03-31 2026-04-23
EMB
EMB
ETF 0.01% 0.01% #42 2
Prev: #40
1.0
no change no change
P
S
428 $40,202 2018 Q3 13F Filing 2026-03-31 2026-04-23
RWO
RWO
ETF 0.01% 0.01% #43 2
Prev: #41
0.5
-65 -7.1%
P
S
847 $38,767 2017 Q4 13F Filing 2026-03-31 2026-04-23
AGG
AGG
ETF 0.00% 0.00% #44
Prev: #44
0.5
-9 -7.1%
P
S
117 $11,615 2017 Q4 13F Filing 2026-03-31 2026-04-23
XRAY
XRAY
Healthcare 0.00% 0.00% #45
Prev: #45
1.0
no change no change
P
S
390 $4,524 2017 Q4 13F Filing 2026-03-31 2026-04-23
EEM
EEM
ETF 0.00% 0.00% #46
Prev: #46
1.0
no change no change
P
S
73 $4,146 2017 Q4 13F Filing 2026-03-31 2026-04-23
SPTM
SPTM
ETF 0.00% 0.00% #47
Prev: #47
1.0
no change no change
P
S
5 $395 2018 Q2 13F Filing 2026-03-31 2026-04-23
Showing 1-47 of 47 holdings

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