Ironwood Wealth Management, LLC.

Registered adviser

CIK

1692820

Location

CHANDLER, AZ

Portfolio Value

Small $405,080,786

Diversification

Highly concentrated

Filing Date

Global Rank

#4,347 / 8,814 ▲ 386

Top Industry

Asset Management 92.5%

Period ended 4 months ago

Filed Jul 30, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 200511

Roster of Oct 1, 2026

Regulatory AUM

$607,666,705

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$607,666,705	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$662,230,787	Individuals and high net worth (97%)
Apr 2024 to Feb 2025	$617,577,703	Individuals and high net worth (97%)
May 2023 to Mar 2024	$539,546,611	Individuals and high net worth (99%)
Apr 2023	$539,546,611	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$541,180,852	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.7% of the book (60%+)

Turnover

Low turnover

20.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.1 quarters (12+), a floor since 49.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 93.8%; sector active share 87.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

53.4%

−12.8 pts

Top 5

91.1%

−4.6 pts

Top 10

98.7%

−0.9 pts

HHI

3,385

Highly concentrated−1,300

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	100.0%	$405,025,297	52
Financial Services	0.0%	$51,352	1
Healthcare	0.0%	$4,137	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
DJP		+95,539	200,360	$8,757,735
IEF	iShares 7-10 Year Treasury Bond ETF	+40,101	480,303	$45,422,254
MUB	iShares National Muni Bond ETF	+10,691	54,859	$5,903,925
IDEV	iShares Core MSCI International Developed Markets ETF	+9,848	22,853	$2,034,145
VO	VANGUARD MID-CAP INDEX FUND	+3,207	4,276	$344,517
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+2,432	3,943	$307,199
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+2,301	3,765	$176,239
BIV	Vanguard Bond Index Funds	+1,276	2,079	$159,459
BLV	VANGUARD LONG-TERM BOND INDEX FUND	+1,211	1,978	$136,343
—		+1,046	2,704	$665,751
IVV	iShares Core S&P 500 ETF	+172	65,461	$49,023,088
VEA	Vanguard FTSE Developed Markets ETF	+1	1,215	$86,568
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	−796,432	267,436	$5,221,687
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	−606,617	202,849	$11,193,207
IEMG	iShares Trust	−72,204	557,128	$0
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	−34,566	20,429	$535,852
IEFA	iShares Core MSCI EAFE ETF	−30,573	830,395	$80,199,549
SCHA	Schwab U.S. Small-Cap ETF	−19,285	72,702	$2,626,723
SCHX	Schwab U.S. Large-Cap ETF	−12,535	150,979	$4,443,311
SHY	iShares 1-3 Year Treasury Bond ETF	−9,976	602	$49,430
IJH	iShares Core S&P Mid-Cap ETF	−9,805	223,112	$17,204,166
IJR	iShares Core S&P Small-Cap ETF	−8,737	79,511	$11,792,276
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−6,851	289	$17,250
SCHM	Schwab U.S. Mid-Cap ETF	−5,405	27,189	$1,002,458
SUB	iShares Short-Term National Muni Bond ETF	−5,403	26,209	$2,790,472
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−4,440	165,020	$8,315,357
SCHE	Schwab Emerging Markets Equity ETF	−3,508	33,781	$1,224,899
IWR	iShares Russell Mid-Cap ETF	−3,068	1,046	$115,394
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−2,751	62,107	$3,215,900
ACWI	iShares MSCI ACWI ETF	−2,163	130	$20,406
—		−1,587	51,932	$2,994,918
BKLN	Invesco Ltd.	−1,338	2,521	$51,352
SCHB	Schwab U.S. Broad Market ETF	−1,115	100,622	$2,914,013
SPY	Spdr S&P 500 ETF Trust	−921	1,307	$976,028
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	−643	7,602	$513,591
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−444	358	$132,474
SCHF	Schwab International Equity ETF	−298	74,614	$2,066,807
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
DFGX	Dimensional International Core Fixed Income ETF	952,480	$51,048,165
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	329,314	$27,217,802
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	316,720	$18,433,104
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	212,762	$16,814,580
AVDV	Avantis International Small Cap Value ETF	71,156	$7,332,625
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	126,647	$6,405,805
SCHZ	Schwab U.S. Aggregate Bond ETF	78,512	$1,815,982
BNDX	Vanguard Total International Bond ETF	23,292	$1,128,031
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	5	$395
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $405,080,786 total · filing declares 55 positions · $451,233,238 · as of Jun 30, 2026

All sectors Financial Services Healthcare

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IEFA	iShares Core MSCI EAFE ETF	Reduced	830,395	-30,573	$80,199,549	+2.9%	26+	before history	19.80%
DFGX	Dimensional International Core Fixed Income ETF	NEW	952,480	NEW	$51,048,165	NEW	1	$52.96	12.60%
IVV	iShares Core S&P 500 ETF	Added	65,461	+172	$49,023,088	+14.9%	26+	before history	12.10%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	480,303	+40,101	$45,422,254	+8.1%	18	unpriced	11.21%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	NEW	329,314	NEW	$27,217,802	NEW	1	$82.64	6.72%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	NEW	316,720	NEW	$18,433,104	NEW	1	$58.29	4.55%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	223,112	-9,805	$17,204,166	+9.4%	26+	before history	4.25%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	NEW	212,762	NEW	$16,814,580	NEW	1	$79.05	4.15%
IJR	iShares Core S&P Small-Cap ETF	Reduced	79,511	-8,737	$11,792,276	+7.5%	26+	before history	2.91%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Reduced	202,849	-606,617	$11,193,207	−75.0%	12	$57.61	2.76%
DJP		Added	200,360	+95,539	$8,757,735	+73.6%	26+	before history	2.16%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	165,020	-4,440	$8,315,357	+7.5%	26+	before history	2.05%
AVDV	Avantis International Small Cap Value ETF	NEW	71,156	NEW	$7,332,625	NEW	1	$106.44	1.81%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	NEW	126,647	NEW	$6,405,805	NEW	1	$50.25	1.58%
MUB	iShares National Muni Bond ETF	Added	54,859	+10,691	$5,903,925	+25.9%	23	unpriced	1.46%
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	Reduced	267,436	-796,432	$5,221,687	−74.9%	5	$19.50	1.29%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	150,979	-12,535	$4,443,311	+6.0%	26+	before history	1.10%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	62,107	-2,751	$3,215,900	+5.7%	26+	before history	0.79%
		Reduced	51,932	-1,587	$2,994,918	+15.8%	26+	before history	0.74%
SCHB	Schwab U.S. Broad Market ETF	Reduced	100,622	-1,115	$2,914,013	+14.1%	26+	before history	0.72%
SUB	iShares Short-Term National Muni Bond ETF	Reduced	26,209	-5,403	$2,790,472	−17.1%	23	unpriced	0.69%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	72,702	-19,285	$2,626,723	−1.8%	26+	before history	0.65%
SCHF	Schwab International Equity ETF	Reduced	74,614	-298	$2,066,807	+11.5%	26+	before history	0.51%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	22,853	+9,848	$2,034,145	+87.2%	3	unpriced	0.50%
SCHZ	Schwab U.S. Aggregate Bond ETF	NEW	78,512	NEW	$1,815,982	NEW	1	$23.14	0.45%
EFA	iShares MSCI EAFE ETF	Reduced	11,875	-71	$1,233,575	+6.3%	26+	before history	0.30%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	33,781	-3,508	$1,224,899	−0.3%	26+	before history	0.30%
BNDX	Vanguard Total International Bond ETF	NEW	23,292	NEW	$1,128,031	NEW	1	$48.10	0.28%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	27,189	-5,405	$1,002,458	−0.7%	26+	before history	0.25%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,307	-921	$976,028	−32.6%	26+	before history	0.24%
IWV	iShares Russell 3000 ETF	Reduced	1,572	-48	$670,300	+11.6%	26+	before history	0.17%
		Added	2,704	+1,046	$665,751	+95.1%	3	$218.96	0.16%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	Reduced	20,429	-34,566	$535,852	−63.0%	12	$26.50	0.13%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Reduced	7,602	-643	$513,591	+5.2%	26+	before history	0.13%
VO	VANGUARD MID-CAP INDEX FUND	Added	4,276	+3,207	$344,517	+12.2%	26+	before history	0.09%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	3,943	+2,432	$307,199	+159.3%	3	$78.35	0.08%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	3,765	+2,301	$176,239	+156.4%	3	$46.93	0.04%
BIV	Vanguard Bond Index Funds	Added	2,079	+1,276	$159,459	+157.3%	3	$77.28	0.04%
VOO	VANGUARD 500 INDEX FUND	Reduced	211	-76	$144,916	−15.5%	26+	before history	0.04%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	Added	1,978	+1,211	$136,343	+158.5%	3	$69.30	0.03%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	358	-444	$132,474	−48.5%	26+	before history	0.03%
IWR	iShares Russell Mid-Cap ETF	Reduced	1,046	-3,068	$115,394	−71.2%	26+	before history	0.03%
VB	Vanguard Index Funds	Reduced	342	-21	$103,667	+9.0%	26+	before history	0.03%
VEA	Vanguard FTSE Developed Markets ETF	Added	1,215	+1	$86,568	+11.3%	26+	before history	0.02%
BKLN	Invesco Ltd. Financial Services	Reduced	2,521	-1,338	$51,352	−34.8%	26+	before history	0.01%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	602	-9,976	$49,430	−94.3%	12	unpriced	0.01%
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	Held	847	0	$42,104	+8.6%	26+	before history	0.01%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Held	428	0	$41,276	+2.7%	7	unpriced	0.01%
ACWI	iShares MSCI ACWI ETF	Reduced	130	-2,163	$20,406	−93.6%	23	unpriced	0.01%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	289	-6,851	$17,250	−95.5%	26+	before history	0.00%

Showing the top 50 of 54 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.