Ironwood Wealth Management, LLC. - Portfolio overview

Ironwood Wealth Management, LLC. has 48 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Healthcare.

Largest reported holdings by portfolio allocation

  1. IEFA - IEFA, 22.35%
  2. VGLT - VGLT, 12.85%
  3. IEMG - IEMG, 12.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.