Ironwood Wealth Management, LLC. has filed its 13F-HR report for the quarter ending September 30, 2026, disclosing a total of $463,387,746 in assets under management. This filing is significant as it provides insight into the firm’s investment strategies and portfolio allocations, especially in the competitive landscape of investment management.

Background

Ironwood Wealth Management, LLC is a financial services firm based in Chandler, Arizona. The company focuses on providing investment management services, and its recent filings indicate a strong emphasis on exchange-traded funds (ETFs). The firm’s Central Index Key (CIK) is 0001692820, and it has been active in filing reports with the SEC, including its recent 13F-HR submissions.

What the Filing Says

The recent filing, accession number 0001104659-26-119287, indicates that Ironwood holds a diverse range of investments, primarily in ETFs. The report includes a total of 50 entries, showcasing a variety of assets across sectors. Notable holdings include:

“Vanguard Morningstar Total Stock Market ETF,” valued at $282,925.

“Schwab U.S. Small-Cap ETF,” valued at $2,428,701.

These figures reflect Ironwood's strategic focus on ETFs, which are popular for their liquidity and cost-effectiveness.

Impact

This filing may impact various stakeholders, including clients, competitors, and the broader investment management industry. Clients may find reassurance in the firm’s robust asset management capabilities, while competitors such as Vanguard and Schwab may need to adjust their strategies in response to Ironwood's growing presence in the ETF market.

What's Next

The filing does not say what happens next. However, it is likely that Ironwood will continue to monitor its investments and may make further adjustments in future filings based on market conditions and performance.