Ironwood Wealth Management, LLC.

Q3 2025 13F-HR Holdings

Location
Chandler, AZ
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
41
Total value ($000)
$298,414
Net value change ($000)
+24,459 (8.9%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEMG 13,967 53.2%
VGLT 4,234 10.9%
IVV 2,740 7.6%
IEF 2,026 5.4%
IJR 1,699 19.3%
MUB 1,341 41.0%
BSCQ 814 4.3%
IJH 499 4.2%
ATMP 439 14.2%
SCHA 211 8.9%
Top Reduces (Value $000, Stocks/ETFs)
SUB -1,173 -29.1%
SPTL -952 -38.3%
SPDW -470 -6.0%
IEFA -463 -1.0%
BSCP -274 -92.9%
SCHB -192 -6.6%
SCHX -133 -2.8%
EFA -113 -9.3%
EBND -74 -100.0%
IWV -62 -9.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type