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Latest Ironwood Wealth Management, LLC. Stock Portfolio

$463Million | No. of Holdings #50

Ironwood Wealth Management, LLC. Performance

2026 Q3-1.95%
YTD+3.72%
2025+11.49%

About Ironwood Wealth Management, LLC. and 13F Hedge Fund Stock Holdings

Ironwood Wealth Management, LLC. is a hedge fund based in Chandler, AZ. On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ironwood Wealth Management, LLC. reported an equity portfolio of $463.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Ironwood Wealth Management, LLC. are IBCE, DFAC, IJR. The fund has invested 17.2% of it's portfolio in ISHARES CORE MSCI EAFE ETF and 13.1% of portfolio in DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF. <br><br> The fund managers got completely rid off SPTL (BIL), VMBS (BNDW) and BIV (BIV) stocks. They significantly reduced their stock positions in VANGUARD LONG-TERM TREASURY ETF (BNDW), INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSAE) and IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN (OIL). Ironwood Wealth Management, LLC. opened new stock positions in JPMORGAN MUNICIPAL ETF (BBAX), RTX CORPORATION COM (RTX) and NVIDIA CORPORATION COM (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD FTSE EMERGING MARKETS ETF (VEU), ISHARES MSCI ACWI ETF (AAXJ) and ISHARES RUSSELL MIDCAP ETF (IJR).
Ironwood Wealth Management, LLC. Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$463Million
  as of Oct 28, 2026

Ironwood Wealth Management, LLC. Annual Return Estimates Vs S&P 500

Our best estimate is that Ironwood Wealth Management, LLC. made a return of -1.95% in the last quarter. In trailing 12 months, it's portfolio return was 4.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
jpmorgan municipal etf4,132,890
rtx corporation com496,057
nvidia corporation com343,712
ishares trust ishares 0-1 year treasury bond etf331,732
apple inc com309,043
jpmorgan betabuilders japan etf303,324
ishares mbs etf261,153
microsoft corp com236,447
New stocks bought by Ironwood Wealth Management, LLC.

Additions

Ticker% Inc.
vanguard ftse emerging markets etf2,296
ishares msci acwi etf1,795
ishares russell midcap etf293
vanguard morningstar total stock market etf111
state street spdr s&p 500 etf61.51
vanguard s&p 500 etf54.98
vanguard intermediate-term corporate bond etf37.12
vanguard short-term corporate bond etf28.93
Additions to existing portfolio by Ironwood Wealth Management, LLC.

Reductions

Ticker% Reduced
vanguard long-term treasury etf-96.85
invesco bulletshares 2026 corporate bond etf-90.62
ipath bloomberg commodity index total return etn-52.6
ishares short-term national muni bond etf-27.86
ishares russell 3000 etf-15.78
ishares core msci international developed markets etf-10.17
state street spdr portfolio s&p 600 small cap etf-9.67
vanguard extended market etf-9.5
Ironwood Wealth Management, LLC. reduced stake in above stock

Sold off

Ticker$ Sold
sptl-535,853
vmbs-176,248
bkln-51,353
biv-159,425
blv-136,329
vea-86,569
rwo-42,104
shy-49,430
Ironwood Wealth Management, LLC. got rid off the above stocks

Sector Distribution

Ironwood Wealth Management, LLC. has about 99.7% of it's holdings in Others sector.

  • Others
Sector%
Others99.7

Market Cap. Distribution

Ironwood Wealth Management, LLC. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED99.7

Stocks belong to which Index?

About 0% of the stocks held by Ironwood Wealth Management, LLC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others99.7
Top 5 Winners (%)%
OIL
ipath bloomberg commodity index total return etn
13.2 %
AEMB
avantis international small cap value etf
5.6 %
IJR
ishares core s&p 500 etf
2.3 %
FNDA
schwab u.s. large-cap etf
1.9 %
SPY
state street spdr s&p 500 etf
1.7 %
Top 5 Winners ($)$
OIL
ipath bloomberg commodity index total return etn
1.2 M
IJR
ishares core s&p 500 etf
1.1 M
AEMB
avantis international small cap value etf
0.5 M
IBCE
ishares core msci eafe etf
0.2 M
FNDA
schwab u.s. large-cap etf
0.1 M
Top 5 Losers (%)%
FNDA
schwab u.s. small-cap etf
-9.6 %
IJR
ishares core s&p small cap etf
-8.2 %
BIL
state street spdr portfolio s&p 600 small cap etf
-7.9 %
FNDA
schwab u.s. mid-cap etf
-7.4 %
IJR
ishares core s&p mid-cap etf
-6.7 %
Top 5 Losers ($)$
DFAC
dimensional international core fixed income etf
-2.6 M
IJR
ishares 7-10 year treasury bond etf
-2.6 M
BNDW
vanguard intermediate-term corporate bond etf
-1.7 M
IJR
ishares core s&p mid-cap etf
-1.1 M
IJR
ishares core s&p small cap etf
-1.0 M

Ironwood Wealth Management, LLC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ironwood Wealth Management, LLC.

Ironwood Wealth Management, LLC. has 50 stocks in it's portfolio. About 83.6% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. OIL was the most profitable stock for Ironwood Wealth Management, LLC. last quarter.

$463.39MTotal Value
63.00Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Ironwood Wealth Management, LLC., last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
Ironwood Wealth Management, LLC.'s holding in Ishares National Muni Bond Etf over time
1.15%52,472
$5.30M
1.15%
decreased 4.35 percentreduced
AAXJ
Ishares Short-Term National Muni Bond Etf

Ishares Short-Term National Muni Bond Etf

AAXJ
Ironwood Wealth Management, LLC.'s holding in Ishares Short-Term National Muni Bond Etf over time
0.43%18,906
$1.98M
0.43%
decreased 27.86 percentreduced
AAXJ
Ishares Msci Acwi Etf

Ishares Msci Acwi Etf

AAXJ
Ironwood Wealth Management, LLC.'s holding in Ishares Msci Acwi Etf over time
0.08%2,464
$391.1K
0.08%
increased 1795.38 percentadded
AAXJ
Ishares Trust Ishares 0-1 Year Treasury Bond Etf

Ishares Trust Ishares 0-1 Year Treasury Bond Etf

AAXJ
Ironwood Wealth Management, LLC.'s holding in Ishares Trust Ishares 0-1 Year Treasury Bond Etf over time
0.07%3,007
$331.7K
0.07%
new position
AAXJ
Ishares Mbs Etf

Ishares Mbs Etf

AAXJ
Ironwood Wealth Management, LLC.'s holding in Ishares Mbs Etf over time
0.06%2,914
$261.2K
0.06%
new position
AAXJ
Emb

Emb

AAXJ
Ironwood Wealth Management, LLC.'s holding in Emb over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
Avantis International Small Cap Value Etf

Avantis International Small Cap Value Etf

AEMB
Ironwood Wealth Management, LLC.'s holding in Avantis International Small Cap Value Etf over time
2.02%85,471
$9.35M
2.02%
increased 20.12 percentadded
AGT
Ishares Core Msci International Developed Markets Etf

Ishares Core Msci International Developed Markets Etf

AGT
Ironwood Wealth Management, LLC.'s holding in Ishares Core Msci International Developed Markets Etf over time
0.4%20,529
$1.84M
0.4%
decreased 10.17 percentreduced
BAB
Bkln

Bkln

BAB
Ironwood Wealth Management, LLC.'s holding in Bkln over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BBAX
Jpmorgan Municipal Etf

Jpmorgan Municipal Etf

BBAX
Ironwood Wealth Management, LLC.'s holding in Jpmorgan Municipal Etf over time
0.89%86,862
$4.13M
0.89%
new position
BBAX
Jpmorgan Betabuilders Japan Etf

Jpmorgan Betabuilders Japan Etf

BBAX
Ironwood Wealth Management, LLC.'s holding in Jpmorgan Betabuilders Japan Etf over time
0.06%3,864
$303.3K
0.06%
new position
BBAX
Jpmorgan Betabuilders Canada Etf

Jpmorgan Betabuilders Canada Etf

BBAX
Ironwood Wealth Management, LLC.'s holding in Jpmorgan Betabuilders Canada Etf over time
0.05%2,308
$231.6K
0.05%
new position
BIL
State Street Spdr Portfolio S&P 600 Small Cap Etf

State Street Spdr Portfolio S&P 600 Small Cap Etf

BIL
Ironwood Wealth Management, LLC.'s holding in State Street Spdr Portfolio S&P 600 Small Cap Etf over time
0.54%46,909
$2.48M
0.54%
decreased 9.67 percentreduced
BIL
State Street Spdr Portfolio S&P 400 Mid Cap Etf

State Street Spdr Portfolio S&P 400 Mid Cap Etf

BIL
Ironwood Wealth Management, LLC.'s holding in State Street Spdr Portfolio S&P 400 Mid Cap Etf over time
0.1%7,169
$452.0K
0.1%
decreased 5.7 percentreduced
BIL
Sptl

Sptl

BIL
Ironwood Wealth Management, LLC.'s holding in Sptl over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIV
Vanguard Short-Term Bond Etf

Vanguard Short-Term Bond Etf

BIV
Ironwood Wealth Management, LLC.'s holding in Vanguard Short-Term Bond Etf over time
0.07%4,044
$309.0K
0.07%
increased 2.56 percentadded
BIV
Biv

Biv

BIV
Ironwood Wealth Management, LLC.'s holding in Biv over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIV
Blv

Blv

BIV
Ironwood Wealth Management, LLC.'s holding in Blv over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNDW
Vanguard Intermediate-Term Corporate Bond Etf

Vanguard Intermediate-Term Corporate Bond Etf

BNDW
Ironwood Wealth Management, LLC.'s holding in Vanguard Intermediate-Term Corporate Bond Etf over time
7.63%451,547
$35.36M
7.63%
increased 37.12 percentadded