IronBridge Private Wealth

IronBridge Private Wealth as of Dec. 31, 2025

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