IronBridge Private Wealth, LLC

CIK: 0001850996SEC EDGAR →

Portfolio Value

$316.0M

Holdings

As of

Q4 2025

New Positions

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NVDA NVIDIA CORPORATION	541,222	$101.0M	31.96%
2	IJH ISHARES TR	232,752	$15.2M	4.81%
3	PULT PUTNAM ETF TRUST	298,246	$15.1M	4.79%
4	JPST J P MORGAN EXCHANGE TRADED F	285,794	$14.5M	4.59%
5	IWM ISHARES TR	58,388	$14.4M	4.55%
6	GQ9 SPDR GOLD TR	35,761	$14.2M	4.49%
7	ADPV SERIES PORTFOLIOS TR	327,547	$13.9M	4.40%
8	AMLP ALPS ETF TR	263,983	$12.4M	3.92%
9	GDX VANECK ETF TRUST	137,232	$11.8M	3.72%
10	SPY SPDR S&P 500 ETF TR	16,864	$11.5M	3.64%

Quarterly Changes

Top Buys

NVDANEW

$101.0M

IJHNEW

$15.2M

PULTNEW

$15.1M

JPSTNEW

$14.5M

IWMNEW

$14.4M

Top Sells

No sells this quarter

New Positions (46)

NVDA

$101.0M · 541K shares

$15.2M · 233K shares

$15.1M · 298K shares

$14.5M · 286K shares

$14.4M · 58K shares

$14.2M · 36K shares

$13.9M · 328K shares

$12.4M · 264K shares

$11.8M · 137K shares

$11.5M · 17K shares

$8.9M · 50K shares

$8.5M · 27K shares

$6.9M · 65K shares

$5.9M · 54K shares

$5.1M · 30K shares

$5.1M · 10K shares

$4.8M · 70K shares

$4.6M · 242K shares

$4.4M · 23K shares

$4.3M · 47K shares

$3.9M · 7K shares

$3.8M · 17K shares

$3.1M · 21K shares

$3.1M · 21K shares

$3.0M · 77K shares

$2.4M · 17K shares

$2.1M · 12K shares

$2.1M · 6K shares

$2.0M · 31K shares

$1.2M · 2K shares

$1.2M · 113K shares

$966K · 4K shares

$874K · 12K shares

$539K · 2K shares

$460K · 4K shares

$388K · 621 shares

$349K · 2K shares

$310K · 691 shares

$305K · 1K shares

$276K · 12K shares

$263K · 4K shares

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%