IronBridge Private Wealth, LLC
CIK 0001850996 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
NVDA
NVIDIA CORPORATION
32.6%
SHV
ISHARES TR
5.5%
JPST
J P MORGAN EXCHANGE TRADED F
5.5%
ADPV
SERIES PORTFOLIOS TR
5.5%
FTSM
FIRST TR EXCHANGE-TRADED FD
3.6%
GLD
SPDR GOLD TR
2.8%
DFAE
DIMENSIONAL ETF TRUST
2.7%
GDX
VANECK ETF TRUST
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.