IronBridge Private Wealth

IronBridge Private Wealth as of June 30, 2026

Portfolio Holdings for IronBridge Private Wealth

IronBridge Private Wealth holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 32.6 $99M 496k 200.09
Ishares Tr Trust Ishare 0-1 (SHV) 5.5 $17M 153k 110.35
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.5 $17M 332k 50.57
Series Portfolios Tr Adaptiv Select (ADPV) 5.5 $17M 343k 48.32
First Tr Exchange-traded First Tr Enh New (FTSM) 3.6 $11M 184k 59.73
Spdr Gold Tr Gold Shs (GLD) 2.8 $8.6M 23k 368.38
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.7 $8.3M 208k 40.21
Vaneck Etf Trust Gold Miners Etf (GDX) 2.7 $8.3M 110k 75.45
Ezcorp Cl A Non Vtg (EZPW) 2.4 $7.2M 207k 34.57
Coreweave Com Cl A (CRWV) 2.3 $7.1M 72k 99.54
Ishares Tr Russell 2000 Etf (IWM) 2.2 $6.8M 23k 300.45
Spdr Series Trust St Str Blo 1 Etf (BIL) 2.2 $6.7M 73k 91.64
Palantir Technologies Cl A (PLTR) 2.1 $6.4M 55k 116.67
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $6.3M 82k 77.11
Bitwise Xrp Etf Beneficial Int (XRP) 2.0 $6.1M 523k 11.66
First Tr Exchange-traded Tech Alphadex (FXL) 1.9 $5.9M 27k 217.22
Freeport Mcmoran CL B (FCX) 1.8 $5.5M 87k 62.89
Ishares Silver Tr Ishares (SLV) 1.5 $4.6M 87k 53.47
Caterpillar (CAT) 1.5 $4.6M 4.3k 1064.90
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 1.4 $4.3M 121k 35.62
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.4 $4.1M 259k 15.88
Volatility Shs Tr Xrp Etf (XRPI) 1.3 $4.0M 692k 5.74
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.7M 10k 357.37
First Tr Exchange Traded Nasdq Artfcial (ROBT) 1.2 $3.6M 63k 56.26
Global X Fds Global X Copper (COPX) 1.1 $3.5M 45k 76.97
Texas Instruments Incorporated (TXN) 1.1 $3.3M 11k 298.07
Honeywell International (HON) 0.9 $2.8M 12k 223.84
Honeywell Aerospace (HONA) 0.9 $2.7M 12k 221.08
Ishares Tr China Lg-cap Etf (FXI) 0.8 $2.4M 76k 31.59
Alibaba Group Hldg Sponsored Ads (BABA) 0.8 $2.3M 25k 95.98
Servicenow (NOW) 0.7 $2.1M 21k 99.28
Amazon (AMZN) 0.7 $2.1M 8.6k 238.34
Microsoft Corporation (MSFT) 0.6 $2.0M 5.2k 373.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.8M 4.8k 370.03
Costco Wholesale Corporation (COST) 0.5 $1.6M 1.7k 935.47
Grayscale Ethereum Staking Shs New (ETH) 0.5 $1.5M 102k 15.03
Apple (AAPL) 0.3 $882k 3.0k 289.36
JPMorgan Chase & Co. (JPM) 0.2 $542k 1.7k 327.35
Advanced Micro Devices (AMD) 0.2 $467k 803.00 580.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $329k 12k 27.70
Solstice Advanced Matls Com Shs (SOLS) 0.1 $324k 3.7k 88.60
Applied Materials (AMAT) 0.1 $302k 418.00 723.00
Home Depot (HD) 0.1 $263k 747.00 352.63
Chimera Invt Corp Com Shs (CIM) 0.1 $236k 18k 13.34
Visa Com Cl A (V) 0.1 $207k 602.00 343.09
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $205k 11k 19.12
Kosmos Energy (KOS) 0.0 $21k 10k 2.11