IronBridge Private Wealth, LLC 13F Holdings · Q2 2026
IronBridge Private Wealth, LLC reported 47 securities worth $304.42M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (32.63%), SHV (5.55%), JPST (5.52%). Among its top 25 positions this quarter: 2 new, 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $99.3M | 32.63% | 496,402 | Trimmed |
| 2 | SHV | ISHARES TR | $16.9M | 5.55% | 153,098 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $16.8M | 5.52% | 332,184 | Added |
| 4 | ADPV | SERIES PORTFOLIOS TR | $16.6M | 5.45% | 343,418 | Added |
| 5 | FTSM | FIRST TR EXCHANGE-TRADED FD | $11.0M | 3.61% | 183,912 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $8.6M | 2.81% | 23,244 | Trimmed |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $8.3M | 2.74% | 207,476 | Added |
| 8 | GDX | VANECK ETF TRUST | $8.3M | 2.73% | 110,233 | Added |
| 9 | EZPW | EZCORP INC | $7.2M | 2.35% | 207,222 | Trimmed |
| 10 | CRWV | COREWEAVE INC | $7.1M | 2.34% | 71,562 | Trimmed |
| 11 | IWM | ISHARES TR | $6.8M | 2.22% | 22,493 | Trimmed |
| 12 | BIL | SPDR SERIES TRUST | $6.7M | 2.21% | 73,439 | Trimmed |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC | $6.4M | 2.09% | 54,596 | Added |
| 14 | IJH | ISHARES TR | $6.3M | 2.08% | 82,167 | Added |
| 15 | XRP | BITWISE XRP ETF | $6.1M | 2.00% | 522,961 | Added |
| 16 | FXL | FIRST TR EXCHANGE-TRADED FD | $5.9M | 1.94% | 27,169 | New |
| 17 | FCX | FREEPORT MCMORAN INC | $5.5M | 1.80% | 87,281 | Trimmed |
| 18 | SLV | ISHARES SILVER TR | $4.6M | 1.52% | 86,692 | Added |
| 19 | CAT | CATERPILLAR INC | $4.6M | 1.51% | 4,318 | Trimmed |
| 20 | PDBA | INVESCO ACTVELY MNGD ETC FD | $4.3M | 1.42% | 121,101 | New |
| 21 | PDBC | INVESCO ACTVELY MNGD ETC FD | $4.1M | 1.35% | 259,022 | Added |
| 22 | XRPI | VOLATILITY SHS TR | $4.0M | 1.30% | 691,852 | Added |
| 23 | GOOGL | ALPHABET INC | $3.7M | 1.21% | 10,335 | Trimmed |
| 24 | ROBT | FIRST TR EXCHANGE TRADED FD | $3.6M | 1.17% | 63,208 | Added |
| 25 | COPX | GLOBAL X FDS | $3.5M | 1.14% | 45,183 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR