Ironwood Wealth Management, LLC.

Q3 2026 13F-HR Holdings

Location
Chandler, AZ
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$463,388
Net value change ($000)
+12,155 (2.7%)
New positions
9
Sold out positions
13
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 9,856 19.3%
VCIT 8,143 29.9%
VCSH 4,376 26.0%
VGSH 4,296 23.3%
JMUB 4,133 NEW
AVDV 2,016 27.5%
IVV 1,516 3.1%
VTEB 782 12.2%
SPY 634 65.0%
ATMP 513 11.7%
Top Reduces (Value $000, Stocks/ETFs)
VGLT -10,873 -97.1%
BSCQ -4,733 -90.6%
IJH -1,272 -7.4%
IJR -1,151 -9.8%
IEMG -884 -1.9%
SUB -814 -29.2%
MUB -599 -10.1%
SPTL -536 -100.0%
IEFA -528 -0.7%
SPSM -515 -17.2%
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