Ironwood Wealth Management, LLC.

Q4 2025 13F-HR Holdings

Location
Chandler, AZ
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$340,129
Net value change ($000)
+41,715 (14.0%)
New positions
7
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IEFA 29,423 62.3%
IVV 2,828 7.3%
IJH 2,815 22.6%
IEF 1,749 4.4%
IEMG 1,690 4.2%
VGLT 1,125 2.6%
BSCQ 735 3.7%
IDEV 370 NEW
IJR 202 1.9%
ATMP 187 5.3%
Top Reduces (Value $000, Stocks/ETFs)
VOO -130 -37.0%
SPTL -52 -3.4%
SPEM -30 -0.9%
SCHE -24 -1.9%
BSCP -21 -100.0%
VEA -14 -15.6%
SHY -7 -0.8%
VWO -6 -1.5%
VO -5 -1.5%
XRAY -1 -20.0%
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