Ironwood Wealth Management, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Alex Marek, the Chief Compliance Officer, details the firm's holdings across a broad range of exchange-traded funds and individual stocks.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with significant positions in various equity and bond funds managed by major providers such as Vanguard, iShares, Schwab, and State Street. The top holdings by number of shares include the iShares Core S&P Small Cap ETF, the Dimensional International Core Fixed Income ETF, and the iShares Core MSCI Emerging Markets ETF. The firm also holds substantial positions in corporate bond ETFs, including the Vanguard Intermediate-Term Corporate Bond ETF and the Vanguard Short-Term Corporate Bond ETF.
Individual stock positions are relatively small compared to the ETF holdings. The largest individual stock holding is Microsoft Corporation, with 461 shares. Other individual equities listed include NVIDIA Corporation, RTX Corporation, and Apple Inc.
