IronBridge Private Wealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
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
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| NVIDIA CORP | NVDA | Technology | 541,222 |
|
01.0M
31.85% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 232,752 |
5.2M | 4.79% |
| PUTNAM ETF TRUST | PULT | — | 298,246 |
5.1M | 4.78% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 285,794 |
4.5M | 4.57% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 58,388 |
4.1M | 4.46% |
| SERIES PORTFOLIOS TR | ADPV | — | 327,547 |
3.9M | 4.39% |
| SPDR GOLD TRUST | GQ9 | — | 35,761 |
2.7M | 4.01% |
| ALERIAN MLP ETF | AMLP | — | 263,983 |
2.4M | 3.91% |
| SPDR S&P 500 ETF TRUST | SPY | — | 16,864 |
1.2M | 3.54% |
| VANECK GOLD MINERS ETF | GDX | — | 137,232 |
0.5M | 3.31% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 50,231 | $9.2M | 2.89% |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | IGV | — | 65,473 | $7.5M | 2.38% |
| ALPHABET INC | GOOGL | Equity | 27,175 | $6.6M | 2.08% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 21,453 | $6.0M | 1.91% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 53,538 | $5.9M | 1.87% |
| MICROSOFT CORP | MSFT | Technology | 10,481 | $5.4M | 1.71% |
| FIRST TR EXCHANGE TRADED FD | — | — | 30,226 | $5.1M | 1.60% |
| FIRST TR EXCHANGE TRADED FD | — | — | 70,303 | $4.8M | 1.51% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 22,775 | $4.8M | 1.51% |
| EZCORP INC | EZPW | Financial Services | 242,222 | $4.6M | 1.45% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 46,516 | $4.3M | 1.35% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 21,447 | $3.8M | 1.21% |
| AMAZON.COM INC | AMZN | Equity | 16,563 | $3.6M | 1.15% |
| CATERPILLAR INC | CAT | Industrials | 7,328 | $3.5M | 1.10% |
| ISHARES CHINA LARGE-CAP ETF | FXI | — | 77,184 | $3.2M | 1.00% |