IronBridge Private Wealth, LLC
CIK: 0001850996SEC EDGAR →
Portfolio Value
$316.0M
Holdings
46
As of
Q4 2025
New Positions
9
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 541,222 | $101.0M | 31.96% |
| 2 | ISHARES TR | 232,752 | $15.2M | 4.81% |
| 3 | PUTNAM ETF TRUST | 298,246 | $15.1M | 4.79% |
| 4 | J P MORGAN EXCHANGE TRADED F | 285,794 | $14.5M | 4.59% |
| 5 | ISHARES TR | 58,388 | $14.4M | 4.55% |
| 6 | SPDR GOLD TR | 35,761 | $14.2M | 4.49% |
| 7 | SERIES PORTFOLIOS TR | 327,547 | $13.9M | 4.40% |
| 8 | ALPS ETF TR | 263,983 | $12.4M | 3.92% |
| 9 | VANECK ETF TRUST | 137,232 | $11.8M | 3.72% |
| 10 | SPDR S&P 500 ETF TR | 16,864 | $11.5M | 3.64% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $154.8M | 49.0% |
| Technology | 8 | $121.2M | 38.4% |
| Unknown | 2 | $14.4M | 4.6% |
| Communication Services | 2 | $8.8M | 2.8% |
| Industrials | 2 | $8.3M | 2.6% |
| Consumer Cyclical | 4 | $7.5M | 2.4% |
| Energy | 4 | $921K | 0.3% |