IronBridge Private Wealth
Latest statistics and disclosures from IronBridge Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, PULT, JPST, ADPV, BIL, and represent 48.88% of IronBridge Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: FTSM (+$11M), BIL (+$9.5M), DFAE (+$7.0M), XLE (+$5.8M), FXZ (+$5.8M), FCX (+$5.1M), CRWV, PDBC, SHV, COPX.
- Started 12 new stock positions in XLE, COPX, FXZ, SOLS, ETH, ROBT, FTSM, PDBC, DFAE, XRP. CIM, FCX.
- Reduced shares in these 10 stocks: , IJH (-$10M), IWM (-$8.8M), IGV (-$6.9M), , , GOOGL, GDX, GLD, .
- Sold out of its positions in BRK.B, META, QQEW, FXD, FXL, RSP, IVV, IGV, SPY, XLK. TSLA, VOO, ACN.
- IronBridge Private Wealth was a net seller of stock by $-2.5M.
- IronBridge Private Wealth has $310M in assets under management (AUM), dropping by -1.87%.
- Central Index Key (CIK): 0001850996
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Portfolio Holdings for IronBridge Private Wealth
IronBridge Private Wealth holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 30.3 | $94M | 539k | 174.40 |
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| Putnam Etf Trust Esg Ultra Short (PULT) | 4.9 | $15M | 299k | 50.47 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.7 | $15M | 287k | 50.61 |
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| Series Portfolios Tr Adaptiv Select (ADPV) | 4.6 | $14M | +2% | 335k | 42.17 |
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| Spdr Series Trust State Street Spd (BIL) | 4.4 | $14M | +222% | 150k | 91.64 |
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| Spdr Gold Tr Gold Shs (GLD) | 4.0 | $12M | -20% | 29k | 430.29 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 3.7 | $11M | -17% | 217k | 52.64 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 3.6 | $11M | NEW | 188k | 59.78 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 3.2 | $9.8M | +65% | 89k | 110.39 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 2.9 | $8.9M | -29% | 97k | 91.77 |
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| Palantir Technologies Cl A (PLTR) | 2.5 | $7.6M | +3% | 52k | 146.28 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.2 | $7.0M | NEW | 205k | 33.86 |
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| Ezcorp Cl A Non Vtg (EZPW) | 2.0 | $6.1M | 242k | 25.38 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.9 | $5.8M | NEW | 95k | 61.26 |
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| First Tr Exchange-traded Materials Alph (FXZ) | 1.9 | $5.8M | NEW | 76k | 76.21 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $5.7M | -60% | 23k | 248.00 |
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| Coreweave Com Cl A (CRWV) | 1.8 | $5.6M | +488% | 72k | 77.47 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.8 | $5.5M | -64% | 82k | 67.53 |
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| Honeywell International (HON) | 1.8 | $5.4M | +5% | 24k | 226.03 |
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| Freeport Mcmoran CL B (FCX) | 1.7 | $5.1M | NEW | 88k | 58.78 |
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| Ishares Silver Tr Ishares (SLV) | 1.6 | $4.9M | +134% | 72k | 68.14 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.4 | $4.4M | NEW | 255k | 17.32 |
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| Volatility Shs Tr Xrp Etf (XRPI) | 1.3 | $3.9M | +358% | 518k | 7.58 |
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| Global X Fds Global X Copper (COPX) | 1.1 | $3.5M | NEW | 45k | 76.35 |
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| Caterpillar (CAT) | 1.0 | $3.2M | -39% | 4.5k | 708.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.0M | -61% | 11k | 287.56 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.9 | $2.8M | 77k | 35.90 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $2.7M | 22k | 125.46 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $2.3M | 12k | 194.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.0M | 6.3k | 320.81 |
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| Grayscale Ethereum Staking Shs New (ETH) | 0.6 | $2.0M | NEW | 100k | 19.86 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.9M | -51% | 5.1k | 370.17 |
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| Amazon (AMZN) | 0.6 | $1.8M | -47% | 8.8k | 208.27 |
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| First Tr Exchange Traded Nasdq Artfcial (ROBT) | 0.6 | $1.8M | NEW | 38k | 46.16 |
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| Bitwise Xrp Etf Beneficial Int (XRP) | 0.5 | $1.6M | NEW | 110k | 15.03 |
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| Apple (AAPL) | 0.2 | $773k | -14% | 3.0k | 253.82 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $485k | -25% | 2.9k | 169.65 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $485k | 1.6k | 294.13 |
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| Williams Companies (WMB) | 0.1 | $303k | 4.2k | 72.78 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $294k | 12k | 24.75 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $282k | NEW | 3.7k | 76.16 |
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| Home Depot (HD) | 0.1 | $245k | +20% | 744.00 | 328.76 |
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| Chimera Invt Corp Com Shs (CIM) | 0.1 | $222k | NEW | 18k | 12.55 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $207k | 11k | 19.30 |
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| Kosmos Energy (KOS) | 0.0 | $28k | 10k | 2.78 |
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Past Filings by IronBridge Private Wealth
SEC 13F filings are viewable for IronBridge Private Wealth going back to 2020
- IronBridge Private Wealth 2026 Q1 filed May 14, 2026
- 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