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IronBridge Private Wealth

Latest statistics and disclosures from IronBridge Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, IJH, PULT, JPST, IWM, and represent 50.70% of IronBridge Private Wealth's stock portfolio.
Reduced shares in these 2 stocks: , SBR.
Sold out of its positions in ORCL, SBR.
IronBridge Private Wealth was a net seller of stock by $-479k.
IronBridge Private Wealth has $316M in assets under management (AUM), dropping by -0.34%.
Central Index Key (CIK): 0001850996

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Portfolio Holdings for IronBridge Private Wealth

IronBridge Private Wealth holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	32.0	$101M	541k	186.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.8	$15M	233k	65.26	View chart
Putnam Etf Trust Esg Ultra Short (PULT)	4.8	$15M	298k	50.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.6	$15M	286k	50.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	4.5	$14M	58k	246.16	View chart
Spdr Gold Tr Gold Shs (GLD)	4.5	$14M	36k	396.31	View chart
Series Portfolios Tr Adaptiv Select (ADPV)	4.4	$14M	328k	42.47	View chart
Alps Etf Tr Alerian Mlp (AMLP)	3.9	$12M	264k	46.93	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.7	$12M	137k	85.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.6	$12M	17k	681.92	View chart
Palantir Technologies Cl A (PLTR)	2.8	$8.9M	50k	177.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.7	$8.5M	27k	313.00	View chart
Ishares Tr Expanded Tech (IGV)	2.2	$6.9M	66k	105.69	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.9	$5.9M	54k	110.49	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	1.6	$5.1M	30k	167.99	View chart
Microsoft Corporation (MSFT)	1.6	$5.1M	11k	483.62	View chart
First Tr Exchange Traded Consumr Discre (FXD)	1.5	$4.8M	70k	68.22	View chart
Ezcorp Cl A Non Vtg (EZPW)	1.5	$4.6M	242k	19.04	View chart
Honeywell International (HON)	1.4	$4.4M	23k	195.09	View chart
Spdr Series Trust State Street Spd (BIL)	1.4	$4.3M	47k	91.75	View chart
Caterpillar (CAT)	1.2	$3.9M	7.3k	527.87	View chart
Amazon (AMZN)	1.2	$3.8M	17k	230.82	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	1.0	$3.1M	21k	146.58	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.0	$3.1M	22k	143.97	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.9	$3.0M	77k	38.29	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.7	$2.4M	17k	141.11	View chart
Texas Instruments Incorporated (TXN)	0.7	$2.1M	12k	173.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.1M	6.2k	335.27	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$2.0M	31k	64.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.2M	1.8k	669.18	View chart
Volatility Shs Tr Xrp Etf (XRPI)	0.4	$1.2M	113k	10.57	View chart
Apple (AAPL)	0.3	$967k	3.6k	271.86	View chart
Coreweave Com Cl A (CRWV)	0.3	$875k	12k	71.61	View chart
JPMorgan Chase & Co. (JPM)	0.2	$539k	1.7k	322.22	View chart
Exxon Mobil Corporation (XOM)	0.1	$460k	3.8k	120.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$389k	621.00	627.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$350k	1.8k	189.70	View chart
Tesla Motors (TSLA)	0.1	$311k	691.00	449.72	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$306k	1.1k	268.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$276k	12k	23.28	View chart
Meta Platforms Cl A (META)	0.1	$265k	401.00	660.09	View chart
Williams Companies (WMB)	0.1	$263k	4.2k	63.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$250k	498.00	502.74	View chart
Home Depot (HD)	0.1	$213k	618.00	344.10	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$183k	11k	17.16	View chart
Kosmos Energy (KOS)	0.0	$17k	10k	1.66	View chart

Past Filings by IronBridge Private Wealth

SEC 13F filings are viewable for IronBridge Private Wealth going back to 2020

IronBridge Private Wealth 2025 Q4 filed Feb. 23, 2026
IronBridge Private Wealth 2025 Q3 filed Oct. 30, 2025
IronBridge Private Wealth 2025 Q2 filed Oct. 10, 2025
IronBridge Private Wealth 2025 Q1 filed May 15, 2025
IronBridge Private Wealth 2024 Q4 filed Feb. 13, 2025
IronBridge Private Wealth 2024 Q3 filed Nov. 14, 2024
IronBridge Private Wealth 2024 Q1 filed May 15, 2024
IronBridge Private Wealth 2023 Q4 filed Feb. 12, 2024
IronBridge Private Wealth 2023 Q3 filed Nov. 13, 2023
IronBridge Private Wealth 2023 Q2 filed Aug. 8, 2023
IronBridge Private Wealth 2023 Q1 filed April 12, 2023
IronBridge Private Wealth 2022 Q4 filed Feb. 14, 2023
IronBridge Private Wealth 2022 Q3 filed Oct. 24, 2022
IronBridge Private Wealth 2022 Q2 filed July 27, 2022
IronBridge Private Wealth 2022 Q1 filed May 16, 2022
IronBridge Private Wealth 2021 Q4 filed Feb. 17, 2022

View all past filings

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