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Livermore
Livermore
ZHEN

Ironwood Wealth Management, LLC.

SEC CIK
0001692820
Latest filing
Jul 30, 2026

The latest 13F from Ironwood Wealth Management, LLC. covers Q2 2026 (filed Jul 30, 2026): 54 long positions worth $451.2M. The top 10 holdings make up 80.5% of the portfolio, and the largest is iShares Core MSCI Eafe ETF at 17.8%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$130.2M
Added
11
Est. +$10.9M
Reduced
31
Est. −$66.3M
Sold out
1
Est. −$395

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core MSCI Eafe ETF46432F842
    17.8%$80.2M
  2. Dimensional ETF Trust25434V575
    11.3%$51.0M
  3. iShares Core S&P 500 ETF464287200
    10.9%$49.0M
  4. iShares Core MSCI Emerging Markets ETF46434G103
    10.2%$46.2M
  5. iShares Tr464287440
    10.1%$45.4M

Share of portfolio

Top 5 holdings and the other 49 positions, by share of portfolio value

  1. iShares Core MSCI Eafe ETF17.8%
  2. Dimensional ETF Trust11.3%
  3. iShares Core S&P 500 ETF10.9%
  4. iShares Core MSCI Emerging Markets ETF10.2%
  5. iShares Tr10.1%
  6. Other 49 positions39.8%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V575
    +$51.0MNew
  2. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +$27.2MNew
  3. Vanguard Scottsdale FDS92206C102
    +$18.4MNew
  4. Vanguard Scottsdale FDS92206C409
    +$16.8MNew
  5. American Centy ETF Tr025072802
    +$7.33MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V575
    +11.31 pp0.0% → 11.3%
  2. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +6.03 pp0.0% → 6.0%
  3. Vanguard Scottsdale FDS92206C102
    +4.09 pp0.0% → 4.1%
  4. Vanguard Scottsdale FDS92206C409
    +3.73 pp0.0% → 3.7%
  5. American Centy ETF Tr025072802
    +1.63 pp0.0% → 1.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Long-Term Treasury ETF92206C847
    −$33.5MReduced
  2. Invesco Exch TRD SLF Idx FD46138J791
    −$15.6MReduced
  3. iShares Core MSCI Emerging Markets ETF46434G103
    −$5.98MReduced
  4. iShares Core MSCI Eafe ETF46432F842
    −$2.95MReduced
  5. iShares Core S&P Small Cap ETF464287804
    −$1.30MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Long-Term Treasury ETF92206C847
    −10.37 pp12.9% → 2.5%
  2. Invesco Exch TRD SLF Idx FD46138J791
    −4.80 pp6.0% → 1.2%
  3. iShares Core MSCI Eafe ETF46432F842
    −4.58 pp22.4% → 17.8%
  4. iShares Core MSCI Emerging Markets ETF46434G103
    −2.36 pp12.6% → 10.2%
  5. iShares Core S&P Mid-Cap ETF464287507
    −0.70 pp4.5% → 3.8%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$451.2M
+$102.5M (+29.4%) vs. prior quarter
Positions
54
+7 vs. prior quarter
Top 10 concentration
80.5%
Top 10 as share of value
Turnover
16.6%
Q2 2026, one quarter
Average holding period
14.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $451.2M (Q2 2026)

Q1 2021: $156.0MQ2 2021: $173.4MQ3 2021: $212.4MQ4 2021: $229.3MQ1 2022: $243.4MQ2 2022: $223.6MQ3 2022: $223.6MQ4 2022: $239.5MQ1 2023: $253.3MQ2 2023: $268.6MQ3 2023: $245.1MQ4 2023: $299.7MQ1 2024: $308.4MQ2 2024: $306.3MQ3 2024: $332.3MQ4 2024: $322.3MQ1 2025: $325.8MQ2 2025: $274.0MQ3 2025: $298.4MQ4 2025: $340.1MQ1 2026: $348.7MQ2 2026: $451.2M
Q1 2021Q2 2026
13F filings of Ironwood Wealth Management, LLC. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 202654$451.2MiShares Core MSCI Eafe ETFDimensional ETF TrustiShares Core S&P 500 ETFvs. Q1 2026SEC
Q1 2026Apr 23, 202647$348.7MiShares Core MSCI Eafe ETFVanguard Long-Term Treasury ETFiShares Core MSCI Emerging Markets ETFvs. Q4 2025SEC
Q4 2025Feb 2, 202647$340.1MiShares Core MSCI Eafe ETFVanguard Long-Term Treasury ETFiShares Core MSCI Emerging Markets ETFvs. Q3 2025SEC
Q3 2025Oct 27, 202541$298.4MiShares Core MSCI Eafe ETFVanguard Long-Term Treasury ETFiShares Core MSCI Emerging Markets ETFvs. Q2 2025SEC
Q2 2025Aug 6, 202542$274.0MiShares Core MSCI Eafe ETFVanguard Long-Term Treasury ETFiShares Trvs. Q1 2025SEC
Q1 2025Apr 25, 202542$325.8MiShares Core MSCI Eafe ETFVanguard Long-Term Treasury ETFiShares Trvs. Q4 2024SEC
Q4 2024Feb 4, 202545$322.3MiShares Core MSCI Eafe ETFVanguard Long-Term Treasury ETFiShares Trvs. Q3 2024SEC
Q3 2024Oct 8, 202444$332.3MVanguard Long-Term Treasury ETFiShares Core MSCI Eafe ETFiShares Trvs. Q2 2024SEC
Q2 2024Aug 8, 202444$306.3MVanguard Long-Term Treasury ETFiShares Core MSCI Eafe ETFiShares Trvs. Q1 2024SEC
Q1 2024Apr 17, 202444$308.4MiShares Core MSCI Eafe ETFVanguard Long-Term Treasury ETFiShares Trvs. Q4 2023SEC
Q4 2023Jan 29, 202444$299.7MVanguard Long-Term Treasury ETFiShares Core MSCI Eafe ETFiShares Trvs. Q3 2023SEC
Q3 2023Oct 26, 202346$245.1MiShares Core MSCI Eafe ETFiShares TriShares Core S&P 500 ETFvs. Q2 2023SEC
Q2 2023Aug 8, 202342$268.6MiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Trvs. Q1 2023SEC
Q1 2023Apr 27, 202345$253.3MiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Trvs. Q4 2022SEC
Q4 2022Feb 14, 202346$239.5MiShares Core MSCI Eafe ETFiShares Core S&P 500 ETFiShares Trvs. Q3 2022SEC
Q3 2022Nov 18, 202254$223.6MiShares Core MSCI Eafe ETFiShares Core S&P 500 ETFiShares Trvs. Q2 2022SEC
Q2 2022Jul 22, 202254$223.6MiShares Core MSCI Eafe ETFiShares Core S&P 500 ETFiShares Trvs. Q1 2022SEC
Q1 2022May 12, 202255$243.4MiShares Core MSCI Eafe ETFiShares Core S&P 500 ETFiShares Trvs. Q4 2021SEC
Q4 2021Feb 1, 202252$229.3MiShares Core MSCI Eafe ETFiShares Core S&P 500 ETFiShares Trvs. Q3 2021SEC
Q3 2021Oct 21, 2021Amended51$212.4MiShares Core MSCI Eafe ETFiShares TriShares Core S&P 500 ETFvs. Q2 2021SEC
Q2 2021Jul 28, 202151$173.4MiShares Core MSCI Eafe ETFiShares Core S&P 500 ETFInvesco Exch TRD SLF Idx FDvs. Q1 2021SEC
Q1 2021Apr 8, 202149$156.0MiShares Core MSCI Eafe ETFiShares Core S&P 500 ETFBSCL–SEC