Ironwood Wealth Management, LLC.

Q2 2026 13F-HR Holdings

Location
Chandler, AZ
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$451,233
Net value change ($000)
+102,528 (29.4%)
New positions
8
Sold out positions
1
Turnover %
28.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFGX 51,048 NEW
VCIT 27,218 NEW
VGSH 18,433 NEW
VCSH 16,815 NEW
AVDV 7,333 NEW
VTEB 6,406 NEW
IVV 6,375 14.9%
IEF 3,409 8.1%
IEFA 2,257 2.9%
IEMG 2,256 5.1%
Top Reduces (Value $000, Stocks/ETFs)
VGLT -33,619 -75.0%
BSCQ -15,555 -74.9%
SPTL -910 -62.9%
SHY -824 -94.4%
ATMP -666 -13.2%
SUB -577 -17.1%
SPY -473 -32.6%
VWO -369 -95.6%
ACWI -297 -93.7%
IWR -285 -71.3%
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