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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 NVDA NVIDIA CORPORATION Technology 496,402.0 $99.3M 32.63% -43K -7.9% $200.09 +8.7%
2 FTSM FIRST TR EXCHANGE-TRADED FD 183,912.0 $11.0M 3.61% -5K -2.4% $59.73 -0.1%
3 GLD SPDR GOLD TR Financial Services 23,244.0 $8.6M 2.81% -5K -18.7% $368.38 +7.7%
4 EZPW EZCORP INC Financial Services 207,222.0 $7.2M 2.35% -35K -14.4% $34.57 -8.0%
5 CRWV COREWEAVE INC Technology 71,562.0 $7.1M 2.34% -384.0 -0.5% $99.54 -17.8%
6 IWM ISHARES TR 22,493.0 $6.8M 2.22% -366.0 -1.6% $300.45 -3.3%
7 BIL SPDR SERIES TRUST 73,439.0 $6.7M 2.21% -77K -51.1% $91.64 -0.3%
8 CAT CATERPILLAR INC Industrials 4,318.0 $4.6M 1.51% -147.0 -3.3% $1064.90 -26.8%
9 GOOGL ALPHABET INC Communication Services 10,335.0 $3.7M 1.21% -202.0 -1.9% $357.37 -6.3%
10 TXN TEXAS INSTRS INC Technology 11,065.0 $3.3M 1.08% -994.0 -8.2% $298.07 -15.0%
11 FXI ISHARES TR 75,878.0 $2.4M 0.79% -1K -1.9% $31.59 +11.9%
12 AMZN AMAZON COM INC Consumer Cyclical 8,619.0 $2.1M 0.68% -133.0 -1.5% $238.34 +7.0%
13 VTI VANGUARD INDEX FDS 4,763.0 $1.8M 0.58% -2K -24.4% $370.03 +1.4%
14 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,658.0 $324K 0.11% -49.0 -1.3% $88.60 -30.3%

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%