IronBridge Private Wealth, LLC 13F Holdings

CIK 0001850996 · AUSTIN, TX

As of Sep 30, 2025, IronBridge Private Wealth, LLC reported 48 positions worth $317.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology541,222 01.0M31.85%
ISHARES CORE S&P MID-CAP ETFIJH—232,752 5.2M4.79%
PUTNAM ETF TRUSTPULT—298,246 5.1M4.78%
JPMORGAN ULTRA-SHORT INCOMEJPST—285,794 4.5M4.57%
ISHARES RUSSELL 2000 ETFIWM—58,388 4.1M4.46%
SERIES PORTFOLIOS TRADPV—327,547 3.9M4.39%
SPDR GOLD TRUSTGQ9—35,761 2.7M4.01%
ALERIAN MLP ETFAMLP—263,983 2.4M3.91%
SPDR S&P 500 ETF TRUSTSPY—16,864 1.2M3.54%
VANECK GOLD MINERS ETFGDX—137,232 0.5M3.31%
PALANTIR TECHNOLOGIES INCPLTRTechnology50,231$9.2M2.89%
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFIGV—65,473$7.5M2.38%
ALPHABET INCGOOGLEquity27,175$6.6M2.08%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—21,453$6.0M1.91%
ISHARES SHORT TREASURY BOND ETFSHV—53,538$5.9M1.87%
MICROSOFT CORPMSFTTechnology10,481$5.4M1.71%
FIRST TR EXCHANGE TRADED FD——30,226$5.1M1.60%
FIRST TR EXCHANGE TRADED FD——70,303$4.8M1.51%
HONEYWELL INTERNATIONAL INCHONIndustrials22,775$4.8M1.51%
EZCORP INCEZPWFinancial Services242,222$4.6M1.45%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—46,516$4.3M1.35%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical21,447$3.8M1.21%
AMAZON.COM INCAMZNEquity16,563$3.6M1.15%
CATERPILLAR INCCATIndustrials7,328$3.5M1.10%
ISHARES CHINA LARGE-CAP ETFFXI—77,184$3.2M1.00%