Institutions / IronBridge Private Wealth, LLC

IronBridge Private Wealth, LLC

CIK 1850996 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$315.97M
Positions
46
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
NVIDIA Corpโ€”$100.98M541,22232.0%
iShares Trโ€”$15.19M232,7524.8%
Putnam ETF Trustโ€”$15.15M298,2464.8%
J P Morgan Exchange Traded Fโ€”$14.50M285,7944.6%
iShares Trโ€”$14.37M58,3884.5%
SPDR Gold Trโ€”$14.17M35,7614.5%
Series Portfolios Trโ€”$13.91M327,5474.4%
Alps ETF Trโ€”$12.39M263,9833.9%
VanEck ETF Trustโ€”$11.77M137,2323.7%
SPDR S&P 500 ETF Trโ€”$11.50M16,8643.6%
Palantir Technologies Incโ€”$8.93M50,2312.8%
Alphabet Inc.โ€”$8.51M27,1752.7%
iShares Trโ€”$6.92M65,4732.2%
iShares Trโ€”$5.92M53,5381.9%
First Tr Exchange Traded Fdโ€”$5.08M30,2261.6%
Microsoft Corpโ€”$5.07M10,4811.6%
First Tr Exchange Traded Fdโ€”$4.80M70,3031.5%
Ezcorp Incโ€”$4.61M242,2221.5%
Honeywell International Incโ€”$4.44M22,7751.4%
SPDR Series Trustโ€”$4.27M46,5161.4%
Caterpillar Incโ€”$3.87M7,3281.2%
Amazon.com Incโ€”$3.82M16,5631.2%
Alibaba Group Holding LtdBABAADR$3.14M21,4471.0%
Select Sector SPDR Trโ€”$3.09M21,4531.0%
iShares Trโ€”$2.96M77,1840.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.