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Portfolio (Quarterly) Guide ↗

IronBridge Private Wealth, LLC

· CIK 0001850996
13F Portfolio $304M AUM 81 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 14 Added 14 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FXL FIRST TR EXCHANGE-TRADED FD 27,169.0 $5.9M 1.94% NEW $217.22 -2.9%
2 PDBA INVESCO ACTVELY MNGD ETC FD 121,101.0 $4.3M 1.42% NEW $35.62 +10.5%
3 HONEYWELL INTL INC 12,403.0 $2.8M 0.91% NEW $223.89
4 HONEYWELL AEROSPACE INC 12,309.0 $2.7M 0.89% NEW $221.08
5 NOW SERVICENOW INC Technology 21,012.0 $2.1M 0.69% NEW $99.28 +43.9%
6 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,674.0 $1.6M 0.51% NEW $935.47 +0.5%
7 AMD ADVANCED MICRO DEVICES INC Technology 803.0 $466K 0.15% NEW $580.91 -20.9%
8 AMAT APPLIED MATLS INC Technology 418.0 $302K 0.10% NEW $723.00 -38.9%
9 V VISA INC Financial Services 602.0 $207K 0.07% NEW $343.09 +8.6%

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 71.1%
Financial Services 16.8%
Basic Materials 3.4%
Consumer Cyclical 2.7%
Industrials 2.7%
Communication Services 2.2%
Consumer Defensive 0.9%
Real Estate 0.1%
Energy 0.1%