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IronBridge Private Wealth, LLC

Portfolio Manager
IronBridge Private Wealth, LLC
Performance
+1.53% (2025 Q4)
AUM (13F)
$310.05M
# of Holdings
45
Performance Rank
Allocation (Top 20)
85.43%

IronBridge Private Wealth, LLC Holdings Map

Top 45 IronBridge Private Wealth, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
30.33%539.2K$94.0M
-0.38%(-2.07K)
2025-Q1: 575.7K shares2025-Q2: 541.7K shares2025-Q3: 541.2K shares2025-Q4: 541.2K shares2026-Q1: 539.2K shares
$22.06(+968.51%)
2026-03-31
PULT
PUTNAM ETF TRUST
4.87%299.4K$15.1M
+0.40%(+1.19K)
2025-Q1: 234.0K shares2025-Q2: 273.6K shares2025-Q3: 298.2K shares2025-Q4: 298.2K shares2026-Q1: 299.4K shares
$50.36(-0.02%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
4.68%286.9K$14.5M
+0.39%(+1.12K)
2025-Q1: 228.7K shares2025-Q2: 268.3K shares2025-Q3: 285.8K shares2025-Q4: 285.8K shares2026-Q1: 286.9K shares
$50.33(+0.36%)
2026-03-31
ADPV
SERIES PORTFOLIOS TR
4.56%335.0K$14.1M
+2.27%(+7.44K)
2025-Q1: 193.1K shares2025-Q2: 312.6K shares2025-Q3: 327.5K shares2025-Q4: 327.5K shares2026-Q1: 335.0K shares
$35.62(+27.46%)
2026-03-31
BIL
SPDR SERIES TRUST
4.44%150.1K$13.8M
+222.66%(+103.57K)
2025-Q1: 15.9K shares2025-Q2: 227.9K shares2025-Q3: 46.5K shares2025-Q4: 46.5K shares2026-Q1: 150.1K shares
$91.58(-0.07%)
2026-03-31
GLD
SPDR GOLD TR
3.97%28.6K$12.3M
-20.09%(-7.19K)
2025-Q1: 23.1K shares2025-Q2: 6.4K shares2025-Q3: 35.8K shares2025-Q4: 35.8K shares2026-Q1: 28.6K shares
$308.27(+38.58%)
2026-03-31
AMLP
ALPS ETF TR
3.68%217.0K$11.4M
-17.80%(-47.00K)
2025-Q1: 244.3K shares2025-Q2: 258.2K shares2025-Q3: 264.0K shares2025-Q4: 264.0K shares2026-Q1: 217.0K shares
$40.34(+33.55%)
2026-03-31
FTSM
FIRST TR EXCHANGE-TRADED FD
3.63%188.4K$11.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 188.4K shares
$59.85(+0.03%)
2026-03-31
SHV
ISHARES TR
3.16%88.8K$9.8M
+65.80%(+35.23K)
2025-Q1: 41.5K shares2025-Q2: 54.9K shares2025-Q3: 53.5K shares2025-Q4: 53.5K shares2026-Q1: 88.8K shares
$110.30(-0.09%)
2026-03-31
GDX
VANECK ETF TRUST
2.87%97.0K$8.9M
-29.34%(-40.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 137.2K shares2025-Q4: 137.2K shares2026-Q1: 97.0K shares
$64.23(+46.27%)
2026-03-31

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