IronBridge Private Wealth, LLC

CIK 0001850996 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

IronBridge Private Wealth, LLC reported 47 positions worth $304.4M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: NVDA (32.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$304.4M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.7%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$99.3M32.63%496,402
2SHVISHARES TRSH$16.9M5.55%153,098
3JPSTJ P MORGAN EXCHANGE TRADED FSH$16.8M5.52%332,184
4ADPVSERIES PORTFOLIOS TRSH$16.6M5.45%343,418
5FTSMFIRST TR EXCHANGE-TRADED FDSH$11.0M3.61%183,912
6GLDSPDR GOLD TRSH$8.6M2.81%23,244
7DFAEDIMENSIONAL ETF TRUSTSH$8.3M2.74%207,476
8GDXVANECK ETF TRUSTSH$8.3M2.73%110,233
9EZPWEZCORP INCSH$7.2M2.35%207,222
10CRWVCOREWEAVE INCSH$7.1M2.34%71,562

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does IronBridge Private Wealth, LLC hold as of Q2 2026?

IronBridge Private Wealth, LLC reported 47 positions worth $304.4M in its Q2 2026 13F filing. Largest positions: NVDA (32.6%), SHV (5.5%), JPST (5.5%), ADPV (5.5%) and FTSM (3.6%).

What did IronBridge Private Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did IronBridge Private Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.