Ironwood Wealth Management, LLC.

Q1 2026 13F-HR Holdings

Location
Chandler, AZ
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$348,705
Net value change ($000)
+8,576 (2.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,989 4.7%
ATMP 1,322 35.5%
IEFA 1,291 1.7%
IVV 1,008 2.4%
IDEV 717 193.8%
VGLT 691 1.6%
IEF 581 1.4%
SUB 499 17.4%
IJH 450 2.9%
IJR 253 2.4%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -367 -8.0%
SCHB -172 -6.3%
SPEM -137 -4.3%
SPY -119 -7.6%
VOO -50 -22.6%
SPTL -36 -2.4%
IWV -26 -4.1%
SPMD -19 -3.7%
VO -18 -5.5%
SPSM -7 -0.3%
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