IronBridge Private Wealth, LLC

Est. AUM

$310.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$87.6M	502441	28.26%	DFND
2	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$13.6M	268911	4.39%	SOLE
3	PUTNAM ETF TRUST	ESG ULTRA SHORT	$12.8M	254086	4.14%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$11.8M	128508	3.80%	SOLE
5	VANECK ETF TRUST	GOLD MINERS ETF	$7.7M	83696	2.48%	SOLE
6	EZCORP INC	CL A NON VTG	$6.1M	242222	1.98%	SOLE
7	FIRST TR EXCHANGE-TRADED FD	MATERIALS ALPH	$5.0M	66063	1.62%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET ENE	$5.0M	81044	1.60%	SOLE
9	HONEYWELL INTL INC	COM	$4.6M	20297	1.48%	SOLE
10	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$3.8M	216662	1.21%	SOLE
11	GLOBAL X FDS	GLOBAL X COPPER	$3.0M	38886	0.96%	SOLE
12	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$2.3M	18697	0.76%	SOLE
13	TEXAS INSTRS INC	COM	$2.3M	12059	0.76%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	6300	0.65%	SOLE
15	SERIES PORTFOLIOS TR	ADAPTIV SELECT	$2.0M	46960	0.64%	DFND
16	SPDR GOLD TR	GOLD SHS	$1.7M	3939	0.55%	DFND
17	ALPS ETF TR	ALERIAN MLP	$1.6M	29681	0.50%	DFND
18	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.5M	24484	0.47%	DFND
19	BITWISE XRP ETF	BENEFICIAL INT	$1.4M	91157	0.44%	SOLE
20	ISHARES TR	TRUST ISHARE 0-1	$1.3M	12218	0.44%	DFND
21	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.2M	34773	0.38%	DFND
22	PALANTIR TECHNOLOGIES INC	CL A	$1.1M	7491	0.35%	DFND
23	ISHARES SILVER TR	ISHARES	$805K	11817	0.26%	DFND
24	ISHARES TR	RUSSELL 2000 ETF	$803K	3237	0.26%	DFND
25	COREWEAVE INC	COM CL A	$798K	10301	0.26%	DFND
26	ISHARES TR	CORE S&P MCP ETF	$782K	11584	0.25%	DFND
27	APPLE INC	COM	$773K	3046	0.25%	SOLE
28	FREEPORT MCMORAN INC	CL B	$710K	12074	0.23%	DFND
29	VOLATILITY SHS TR	XRP ETF	$519K	68434	0.17%	DFND
30	JPMORGAN CHASE & CO	COM	$485K	1649	0.16%	SOLE
31	EXXON MOBIL CORP	COM	$485K	2860	0.16%	SOLE
32	CATERPILLAR INC	COM	$452K	638	0.15%	DFND
33	ALPHABET INC	CAP STK CL A	$415K	1444	0.13%	DFND
34	ISHARES TR	CHINA LG-CAP ETF	$386K	10765	0.12%	DFND
35	FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$335K	7247	0.11%	DFND
36	WILLIAMS COS INC	COM	$303K	4157	0.10%	SOLE
37	SCHWAB STRATEGIC TR	INTL EQTY ETF	$294K	11870	0.09%	SOLE
38	GRAYSCALE ETHEREUM STAKING	SHS NEW	$288K	14526	0.09%	DFND
39	MICROSOFT CORP	COM	$259K	701	0.08%	DFND
40	AMAZON COM INC	COM	$251K	1207	0.08%	DFND
41	HOME DEPOT INC	COM	$245K	744	0.08%	SOLE
42	SOLSTICE ADVANCED MATLS INC	COM SHS	$230K	3025	0.07%	SOLE
43	CHIMERA INVT CORP	COM SHS	$222K	17710	0.07%	SOLE
44	ENERGY TRANSFER L P	COM UT LTD PTN	$207K	10701	0.07%	SOLE
45	KOSMOS ENERGY LTD	COM	$28K	10000	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.