IronBridge Private Wealth

IronBridge Private Wealth as of March 31, 2026

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
Putnam Etf Trust Esg Ultra Short (PULT) 4.9 $15M 299k 50.47
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.7 $15M 287k 50.61
Series Portfolios Tr Adaptiv Select (ADPV) 4.6 $14M 335k 42.17
Spdr Series Trust State Street Spd (BIL) 4.4 $14M 150k 91.64
Spdr Gold Tr Gold Shs (GLD) 4.0 $12M 29k 430.29
Alps Etf Tr Alerian Mlp (AMLP) 3.7 $11M 217k 52.64
First Tr Exchange-traded First Tr Enh New (FTSM) 3.6 $11M 188k 59.78
Ishares Tr Trust Ishare 0-1 (SHV) 3.2 $9.8M 89k 110.39
Vaneck Etf Trust Gold Miners Etf (GDX) 2.9 $8.9M 97k 91.77
Palantir Technologies Cl A (PLTR) 2.5 $7.6M 52k 146.28
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.2 $7.0M 205k 33.86
Ezcorp Cl A Non Vtg (EZPW) 2.0 $6.1M 242k 25.38
Select Sector Spdr Tr State Street Ene (XLE) 1.9 $5.8M 95k 61.26
First Tr Exchange-traded Materials Alph (FXZ) 1.9 $5.8M 76k 76.21
Ishares Tr Russell 2000 Etf (IWM) 1.8 $5.7M 23k 248.00
Coreweave Com Cl A (CRWV) 1.8 $5.6M 72k 77.47
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $5.5M 82k 67.53
Honeywell International (HON) 1.8 $5.4M 24k 226.03
Freeport Mcmoran CL B (FCX) 1.7 $5.1M 88k 58.78
Ishares Silver Tr Ishares (SLV) 1.6 $4.9M 72k 68.14
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.4 $4.4M 255k 17.32
Volatility Shs Tr Xrp Etf (XRPI) 1.3 $3.9M 518k 7.58
Global X Fds Global X Copper (COPX) 1.1 $3.5M 45k 76.35
Caterpillar (CAT) 1.0 $3.2M 4.5k 708.46
Alphabet Cap Stk Cl A (GOOGL) 1.0 $3.0M 11k 287.56
Ishares Tr China Lg-cap Etf (FXI) 0.9 $2.8M 77k 35.90
Alibaba Group Hldg Sponsored Ads (BABA) 0.9 $2.7M 22k 125.46
Texas Instruments Incorporated (TXN) 0.8 $2.3M 12k 194.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.0M 6.3k 320.81
Grayscale Ethereum Staking Shs New (ETH) 0.6 $2.0M 100k 19.86
Microsoft Corporation (MSFT) 0.6 $1.9M 5.1k 370.17
Amazon (AMZN) 0.6 $1.8M 8.8k 208.27
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.6 $1.8M 38k 46.16
Bitwise Xrp Etf Beneficial Int (XRP) 0.5 $1.6M 110k 15.03
Apple (AAPL) 0.2 $773k 3.0k 253.82
Exxon Mobil Corporation (XOM) 0.2 $485k 2.9k 169.65
JPMorgan Chase & Co. (JPM) 0.2 $485k 1.6k 294.13
Williams Companies (WMB) 0.1 $303k 4.2k 72.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $294k 12k 24.75
Solstice Advanced Matls Com Shs (SOLS) 0.1 $282k 3.7k 76.16
Home Depot (HD) 0.1 $245k 744.00 328.76
Chimera Invt Corp Com Shs (CIM) 0.1 $222k 18k 12.55
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $207k 11k 19.30
Kosmos Energy (KOS) 0.0 $28k 10k 2.78