Data as of Q4 2025 (Dec 31, 2025)

Ironwood Wealth Management, LLC.

โ€ขCIK: 1692820โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

IEFA
IEFA
+58.4%
22.5% of portfolio
IJH
IJH
+21.2%
4.5% of portfolio
VGLT
VGLT
+4.6%
13.0% of portfolio
IVV
IVV
+4.8%
12.2% of portfolio
IEF
IEF
+4.7%
12.2% of portfolio

๐Ÿ“‰ Biggest Sells

VOO
VOO
-38.5%
0.1% of portfolio
SPDW
SPDW
-1.3%
2.2% of portfolio
SCHX
SCHX
-1.7%
1.3% of portfolio
SCHB
SCHB
-1.3%
0.8% of portfolio
SPEM
SPEM
-0.9%
0.9% of portfolio

Sector Breakdown

Other87.2%
ETF12.8%

๐Ÿšช Exited Positionssold since Q3 2025

BSCP
Invesco BulletShares 2025 Corp Bd ETF
SOLD
$21.5K

Changes from Q3 2025

NEW7 new positions
โ†‘15 increased
โ†“18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023