StockDriftsStockDriftsTop 45 Ironbridge Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 32.63% | 496.4K | $99.3M | -7.93%(-42.75K) | $22.06(+924.65%) | 2026-06-30 | |
| SHV | ISHARES TR | 5.55% | 153.1K | $16.9M | +72.48%(+64.33K) | $110.33(-0.08%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.52% | 332.2K | $16.8M | +15.78%(+45.27K) | $50.36(+0.28%) | 2026-06-30 | |
| ADPV | SERIES PORTFOLIOS TR | 5.45% | 343.4K | $16.6M | +2.52%(+8.43K) | $35.84(+28.41%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 3.61% | 183.9K | $11.0M | -2.39%(-4.50K) | $59.85(-0.01%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.81% | 23.2K | $8.6M | -18.66%(-5.33K) | $308.27(+31.12%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.74% | 207.5K | $8.3M | +0.99%(+2.04K) | $30.63(+28.50%) | 2026-06-30 | |
| GDX | VANECK ETF TRUST | 2.73% | 110.2K | $8.3M | +13.68%(+13.27K) | $66.20(+35.90%) | 2026-06-30 | |
| EZPW | EZCORP INC | 2.35% | 207.2K | $7.2M | -14.45%(-35.00K) | $6.49(+354.56%) | 2026-06-30 | |
| CRWV | COREWEAVE INC | 2.34% | 71.6K | $7.1M | -0.53%(-384) | $87.35(+20.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.91% | +85.66% | +12.22% | +77.97% |
| Top 20 Holdings Unweighted | +14.34% | +49.49% | +8.24% | +48.55% |
Ironbridge Private Wealth LLC reports $304.42M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (32.6%), SHV (5.5%) and JPST (5.5%). The top 20 holdings account for 84.52% of reported assets. Its disclosed equity book has returned +85.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ironbridge Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1850996). View Ironbridge Private Wealth LLC’s 13F filings on SEC