Ironwood Wealth Management, LLC.
โขCIK: 1692820โขFiling: Q4 2025
**Ironwood Wealth Management, LLC.** manages $340M across a diversified portfolio of 47 positions. The strategy exhibits a notable allocation toward broad international and US equity exposure, highlighted by significant holdings in IEFA ($76.7M) and VGLT ($44.1M). Further core allocations include substantial positions in IEMG ($41.9M) and IVV ($41.6M). This structure suggests a disciplined, multi-asset approach targeting global market capture.
Total AUM
$340.1M
QoQ Performance
+14.0%
Positions
47
Top 10 Concentration
89.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IEFA
VGLT
IEMG
IVV
IEF
BSCQ
IEFA22.5%
VGLT13.0%
IEMG12.3%
IVV12.2%
IEF12.2%
BSCQ6.1%
IJH4.5%
IJR3.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other87.2%
ETF12.8%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
โ15 increased
โ18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023