IronBridge Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 23, 2026, for the 2025 Q4 period, IronBridge Private Wealth, LLC held in its portfolio 46 assets valued at $315,967,593 (i.e. $315.97M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($100.98M), ISHARES TR ($15.19M), and PUTNAM ETF TRUST ($15.15M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
IronBridge Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 541222 | 100981205 | COM |
| ISHARES TR | 232752 | 15189413 | CORE S&P MCP ETF |
| PUTNAM ETF TRUST | 298246 | 15147916 | ESG ULTRA SHORT |
| J P MORGAN EXCHANGE TRADED F | 285794 | 14498331 | ULTRA SHRT ETF |
| ISHARES TR | 58388 | 14372790 | RUSSELL 2000 ETF |
| SPDR GOLD TR | 35761 | 14172441 | GOLD SHS |
| SERIES PORTFOLIOS TR | 327547 | 13910923 | ADAPTIV SELECT |
| ALPS ETF TR | 263983 | 12388724 | ALERIAN MLP |
| VANECK ETF TRUST | 137232 | 11770388 | GOLD MINERS ETF |
| SPDR S&P 500 ETF TR | 16864 | 11499899 | TR UNIT |
| PALANTIR TECHNOLOGIES INC | 50231 | 8928561 | CL A |
| ALPHABET INC | 27175 | 8505775 | CAP STK CL A |
| ISHARES TR | 65473 | 6919841 | EXPANDED TECH |
| ISHARES TR | 53538 | 5915415 | TRUST ISHARE 0-1 |
| FIRST TR EXCHANGE TRADED FD | 30226 | 5077667 | TECH ALPHADEX |
| MICROSOFT CORP | 10481 | 5068821 | COM |
| FIRST TR EXCHANGE TRADED FD | 70303 | 4796072 | CONSUMR DISCRE |
| EZCORP INC | 242222 | 4611907 | CL A NON VTG |
| HONEYWELL INTL INC | 22775 | 4443175 | COM |
| SPDR SERIES TRUST | 46516 | 4267844 | STATE STREET SPD |
| CATERPILLAR INC | 7328 | 3868232 | COM |
| AMAZON COM INC | 16563 | 3823071 | COM |
| ALIBABA GROUP HLDG LTD | 21447 | 3143701 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 21453 | 3088589 | STATE STREET TEC |
| ISHARES TR | 77184 | 2955376 | CHINA LG-CAP ETF |
| FIRST TR EXCHANGE-TRADED FD | 16721 | 2359502 | NASDAQ-100 SEL |
| TEXAS INSTRS INC | 12241 | 2123691 | COM |
| VANGUARD INDEX FDS | 6249 | 2095102 | TOTAL STK MKT |
| ISHARES SILVER TR | 30504 | 1965068 | ISHARES |
| ISHARES TR | 1825 | 1221249 | CORE S&P500 ETF |
| VOLATILITY SHS TR | 112926 | 1193628 | XRP ETF |
| APPLE INC | 3555 | 966462 | COM |
| COREWEAVE INC | 12216 | 874787 | COM CL A |
| JPMORGAN CHASE & CO. | 1674 | 539396 | COM |
| EXXON MOBIL CORP | 3826 | 460421 | COM |
| VANGUARD INDEX FDS | 621 | 389448 | S&P 500 ETF SHS |
| INVESCO EXCHANGE TRADED FD T | 1844 | 349807 | S&P500 EQL WGT |
| TESLA INC | 691 | 310756 | COM |
| ACCENTURE PLC IRELAND | 1139 | 305593 | SHS CLASS A |
| SCHWAB STRATEGIC TR | 11870 | 276334 | INTL EQTY ETF |
| META PLATFORMS INC | 401 | 264696 | CL A |
| WILLIAMS COS INC | 4157 | 263346 | COM |
| BERKSHIRE HATHAWAY INC DEL | 498 | 250366 | CL B NEW |
| HOME DEPOT INC | 618 | 212654 | COM |
| ENERGY TRANSFER L P | 10642 | 182610 | COM UT LTD PTN |
| KOSMOS ENERGY LTD | 10000 | 16600 | COM |
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