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Latest Ironwood Wealth Management, LLC. Stock Portfolio

$451Million | No. of Holdings #54

Ironwood Wealth Management, LLC. Performance

2026 Q2+5.32%
YTD+5.78%
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 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ironwood Wealth Management, LLC. reported an equity portfolio of $451.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Ironwood Wealth Management, LLC. are IBCE, DFAC, IJR. The fund has invested 17.8% of it's portfolio in IEFA and 11.3% of portfolio in DFGX. <br><br> The fund managers got completely rid off SPTM (BIL) stocks. They significantly reduced their stock positions in VWO (VEU), ACWI (AAXJ) and SHY (IJR). Ironwood Wealth Management, LLC. opened new stock positions in DFGX (DFAC), VCIT (BNDW) and AVDV (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to VO (VB), BSV (BIV) and VMBS (BNDW).
Ironwood Wealth Management, LLC. Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$451Million
  as of Jul 30, 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 5.32% in the last quarter. In trailing 12 months, it's portfolio return was 11.58%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dfgx51,048,000
vcit27,217,800
vgsh18,433,100
vcsh16,814,600
avdv7,332,590
vteb6,405,790
schz1,815,980
bndx1,128,020
New stocks bought by Ironwood Wealth Management, LLC.

Additions

Ticker% Inc.
vo300
bsv160
biv158
blv157
vmbs157
djp91.14
idev75.72
vxf63.09
Additions to existing portfolio by Ironwood Wealth Management, LLC.

Reductions

Ticker% Reduced
vwo-95.95
acwi-94.33
shy-94.31
vglt-74.94
bscq-74.86
iwr-74.57
sptl-62.85
vti-55.36
Ironwood Wealth Management, LLC. reduced stake in above stock

Sold off

Ticker$ Sold
sptm-395
Ironwood Wealth Management, LLC. got rid off the above stocks

Sector Distribution

Ironwood Wealth Management, LLC. has about 100% of it's holdings in Others sector.

  • Others
Sector%
Others100

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%
UNALLOCATED100

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%
Others100
Top 5 Winners (%)%
FNDA
scha
21.7 %
BIL
spsm
19.1 %
IJR
eem
18.5 %
IJR
ijr
18.4 %
EMGF
iemg
17.7 %
Top 5 Winners ($)$
EMGF
iemg
7.8 M
IJR
ivv
6.3 M
IBCE
iefa
5.1 M
IJR
ijh
2.2 M
IJR
ijr
2.0 M
Top 5 Losers (%)%
VB
vo
-61.6 %
XRAY
xray
-8.5 %
OIL
djp
-7.2 %
IJR
ief
-0.9 %
BIV
biv
-0.5 %
Top 5 Losers ($)$
OIL
djp
-0.7 M
VB
vo
-0.6 M
IJR
ief
-0.4 M
BNDW
vglt
-0.1 M
BSAE
bscq
0.0 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 54 stocks in it's portfolio. About 80.5% of the portfolio is in top 10 stocks. OIL proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for Ironwood Wealth Management, LLC. last quarter.

$451.23MTotal Value
55.00Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Ironwood Wealth Management, LLC., last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Mub

Mub

AAXJ
Ironwood Wealth Management, LLC.'s holding in Mub over time
1.31%54,859
$5.90M
1.31%
increased 24.21 percentadded
AAXJ
Sub

Sub

AAXJ
Ironwood Wealth Management, LLC.'s holding in Sub over time
0.62%26,209
$2.79M
0.62%
decreased 17.09 percentreduced
AAXJ
Emb

Emb

AAXJ
Ironwood Wealth Management, LLC.'s holding in Emb over time
0.01%428
$41.3K
0.01%
unchanged 0 percentunchanged
AAXJ
Acwi

Acwi

AAXJ
Ironwood Wealth Management, LLC.'s holding in Acwi over time
0%130
$20.5K
0%
decreased 94.33 percentreduced
AEMB
Avdv

Avdv

AEMB
Ironwood Wealth Management, LLC.'s holding in Avdv over time
1.62%71,156
$7.33M
1.62%
new position
AGT
Idev

Idev

AGT
Ironwood Wealth Management, LLC.'s holding in Idev over time
0.45%22,853
$2.03M
0.45%
increased 75.72 percentadded
BAB
Bkln

Bkln

BAB
Ironwood Wealth Management, LLC.'s holding in Bkln over time
0.01%2,521
$51.4K
0.01%
decreased 34.67 percentreduced
BIL
Spsm

Spsm

BIL
Ironwood Wealth Management, LLC.'s holding in Spsm over time
0.66%51,932
$2.99M
0.66%
decreased 2.97 percentreduced
BIL
Sptl

Sptl

BIL
Ironwood Wealth Management, LLC.'s holding in Sptl over time
0.12%20,429
$535.9K
0.12%
decreased 62.85 percentreduced
BIL
Spmd

Spmd

BIL
Ironwood Wealth Management, LLC.'s holding in Spmd over time
0.11%7,602
$513.6K
0.11%
decreased 7.8 percentreduced
BIL
Sptm

Sptm

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

Bsv

BIV
Ironwood Wealth Management, LLC.'s holding in Bsv over time
0.07%3,943
$307.2K
0.07%
increased 160.95 percentadded
BIV
Biv

Biv

BIV
Ironwood Wealth Management, LLC.'s holding in Biv over time
0.04%2,079
$159.4K
0.04%
increased 158.9 percentadded
BIV
Blv

Blv

BIV
Ironwood Wealth Management, LLC.'s holding in Blv over time
0.03%1,978
$136.3K
0.03%
increased 157.89 percentadded
BNDW
Vcit

Vcit

BNDW
Ironwood Wealth Management, LLC.'s holding in Vcit over time
6.03%329,314
$27.22M
6.03%
new position
BNDW
Vgsh

Vgsh

BNDW
Ironwood Wealth Management, LLC.'s holding in Vgsh over time
4.08%316,720
$18.43M
4.08%
new position
BNDW
Vcsh

Vcsh

BNDW
Ironwood Wealth Management, LLC.'s holding in Vcsh over time
3.73%212,762
$16.81M
3.73%
new position
BNDW
Vglt

Vglt

BNDW
Ironwood Wealth Management, LLC.'s holding in Vglt over time
2.48%202,849
$11.19M
2.48%
decreased 74.94 percentreduced
BNDW
Vmbs

Vmbs

BNDW
Ironwood Wealth Management, LLC.'s holding in Vmbs over time
0.04%3,765
$176.2K
0.04%
increased 157.17 percentadded
BNDX
Bndx

Bndx

BNDX
Ironwood Wealth Management, LLC.'s holding in Bndx over time
0.25%23,292
$1.13M
0.25%
new position