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Portfolio (Quarterly) Guide ↗

IronBridge Private Wealth, LLC

· CIK 0001850996
13F Portfolio $310M AUM 78 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 12 Added 13 Reduced 13 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 539,155.0 $94.0M 30.33% $174.40 +22.6%
2 PULT PUTNAM ETF TRUST 299,431.0 $15.1M 4.87% $50.47 -0.1%
3 J P MORGAN EXCHANGE TRADED F 286,919.0 $14.5M 4.68% $50.61
4 ADPV SERIES PORTFOLIOS TR 334,984.0 $14.1M 4.56% +7K +2.3% $42.17 +10.9%
5 BIL SPDR SERIES TRUST 150,087.0 $13.8M 4.44% +104K +222.7% $91.64 -0.0%
6 GLD SPDR GOLD TR Financial Services 28,575.0 $12.3M 3.97% -7K -20.1% $430.29 -4.3%
7 AMLP ALPS ETF TR 216,983.0 $11.4M 3.68% -47K -17.8% $52.64 +1.8%
8 FTSM FIRST TR EXCHANGE-TRADED FD 188,413.0 $11.3M 3.63% NEW $59.78 +0.2%
9 SHV ISHARES TR 88,764.0 $9.8M 3.16% +35K +65.8% $110.39 -0.1%
10 GDX VANECK ETF TRUST 96,967.0 $8.9M 2.87% -40K -29.3% $91.77 -4.3%
11 PLTR PALANTIR TECHNOLOGIES INC Technology 51,992.0 $7.6M 2.45% +2K +3.5% $146.28 -6.3%
12 DFAE DIMENSIONAL ETF TRUST 205,435.0 $7.0M 2.24% NEW $33.86 +19.4%
13 EZPW EZCORP INC Financial Services 242,222.0 $6.1M 1.98% $25.38 +36.4%
14 XLE SELECT SECTOR SPDR TR 95,192.0 $5.8M 1.88% NEW $61.26 -4.8%
15 FXZ FIRST TR EXCHANGE-TRADED FD 76,220.0 $5.8M 1.87% NEW $76.21 +7.0%
16 IWM ISHARES TR 22,859.0 $5.7M 1.83% -36K -60.9% $248.00 +16.9%
17 CRWV COREWEAVE INC Technology 71,946.0 $5.6M 1.80% +60K +488.9% $77.47 +37.6%
18 IJH ISHARES TR 81,882.0 $5.5M 1.78% -151K -64.8% $67.53 +10.3%
19 HON HONEYWELL INTL INC Industrials 24,006.0 $5.4M 1.75% +1K +5.4% $226.03 +2.5%
20 FCX FREEPORT MCMORAN INC Basic Materials 87,468.0 $5.1M 1.66% NEW $58.78 +9.2%
Page 1 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 69.0%
Financial Services 16.9%
Industrials 5.3%
Basic Materials 3.3%
Consumer Cyclical 2.9%
Communication Services 1.9%
Energy 0.6%
Real Estate 0.1%