Ironbridge Private Wealth, LLC Top Holdings and 13F Report (2026) About Ironbridge Private Wealth, LLCInvestment ActivityIronbridge Private Wealth, LLC has $310.05 million in total holdings as of March 31, 2026.Ironbridge Private Wealth, LLC owns shares of 45 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 23.77% of the portfolio was purchased this quarter.About 24.58% of the portfolio was sold this quarter.This quarter, Ironbridge Private Wealth, LLC has purchased 46 new stocks and bought additional shares in 15 stocks.Ironbridge Private Wealth, LLC sold shares of 14 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $94,028,636Putnam ESG Ultra Short ETF $15,112,284JPMorgan Ultra-Short Income ETF $14,520,971Adaptiv Select ETF $14,125,573SPDR Bloomberg 1-3 Month T-Bill ETF $13,753,974 Largest New Holdings this Quarter 33739Q408 - First Trust Enhanced Short Maturity ETF $11,263,330 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $6,956,034 Holding81369Y506 - Energy Select Sector SPDR Fund $5,831,463 Holding33734X168 - First Trust Materials AlphaDEX Fund $5,808,727 Holding35671D857 - Freeport-McMoRan $5,141,370 Holding Largest Purchases this Quarter First Trust Enhanced Short Maturity ETF 188,413 shares (about $11.26M)SPDR Bloomberg 1-3 Month T-Bill ETF 103,571 shares (about $9.49M)Dimensional Emerging Core Equity Market ETF 205,435 shares (about $6.96M)Energy Select Sector SPDR Fund 95,192 shares (about $5.83M)First Trust Materials AlphaDEX Fund 76,220 shares (about $5.81M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 150,870 shares (about $10.19M)iShares Russell 2000 ETF 35,529 shares (about $8.81M)Alphabet 16,638 shares (about $4.78M)VanEck Gold Miners ETF 40,265 shares (about $3.70M)SPDR Gold Shares 7,186 shares (about $3.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronbridge Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$94,028,636$360,485 â–¼-0.4%539,15530.3%Computer and TechnologyPULTPutnam ESG Ultra Short ETF$15,112,284$59,807 â–²0.4%299,4314.9%ETFJPSTJPMorgan Ultra-Short Income ETF$14,520,971$56,936 â–²0.4%286,9194.7%ETFADPVAdaptiv Select ETF$14,125,573$313,603 â–²2.3%334,9844.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$13,753,974$9,491,247 â–²222.7%150,0874.4%ETFGLDSPDR Gold Shares$12,295,538$3,092,064 â–¼-20.1%28,5754.0%FinanceAMLPAlerian MLP ETF$11,421,986$2,474,080 â–¼-17.8%216,9833.7%ETFFTSMFirst Trust Enhanced Short Maturity ETF$11,263,330$11,263,330 â–²New Holding188,4133.6%ManufacturingSHViShares Short Treasury Bond ETF$9,798,659$3,888,599 â–²65.8%88,7643.2%ETFGDXVanEck Gold Miners ETF$8,898,662$3,695,119 â–¼-29.3%96,9672.9%ETFPALANTIR TECHNOLOGIES INC$7,605,391$257,599 â–²3.5%51,9922.5%CL ADFAEDimensional Emerging Core Equity Market ETF$6,956,034$6,956,034 â–²New Holding205,4352.2%ETFEZPWEZCORP$6,147,5950.0%242,2222.0%FinanceXLEEnergy Select Sector SPDR Fund$5,831,463$5,831,463 â–²New Holding95,1921.9%ETFFXZFirst Trust Materials AlphaDEX Fund$5,808,727$5,808,727 â–²New Holding76,2201.9%ETFIWMiShares Russell 2000 ETF$5,669,032$8,811,192 â–¼-60.8%22,8591.8%FinanceCOREWEAVE INC$5,573,658$4,627,284 â–²488.9%71,9461.8%COM CL AIJHiShares Core S&P Mid-Cap ETF$5,529,508$10,188,282 â–¼-64.8%81,8821.8%ETFHONHoneywell International$5,426,077$278,243 â–²5.4%24,0061.8%Multi-Sector ConglomeratesFCXFreeport-McMoRan$5,141,370$5,141,370 â–²New Holding87,4681.7%Basic MaterialsSLViShares Silver Trust$4,870,035$2,791,492 â–²134.3%71,4711.6%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$4,413,033$4,413,033 â–²New Holding254,7941.4%ManufacturingVOLATILITY SHS TR$3,925,281$3,069,302 â–²358.6%517,8471.3%XRP ETFCOPXGlobal X Copper Miners ETF$3,451,556$3,451,556 â–²New Holding45,2071.1%ETFCATCaterpillar$3,163,275$2,028,322 â–¼-39.1%4,4651.0%IndustrialsGOOGLAlphabet$3,030,021$4,784,425 â–¼-61.2%10,5371.0%Computer and TechnologyFXIiShares China Large-Cap ETF$2,776,794$5,888 â–²0.2%77,3480.9%ETFBABAAlibaba Group$2,724,114$33,372 â–²1.2%21,7130.9%Retail/WholesaleTXNTexas Instruments$2,341,135$35,333 â–¼-1.5%12,0590.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,021,090$16,361 â–²0.8%6,3000.7%ETFGRAYSCALE ETHEREUM STAKING$1,994,044$1,994,044 â–²New Holding100,4050.6%SHS NEWMSFTMicrosoft$1,889,349$1,990,405 â–¼-51.3%5,1040.6%Computer and TechnologyAMZNAmazon.com$1,822,780$1,626,798 â–¼-47.2%8,7520.6%Retail/WholesaleROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$1,752,380$1,752,380 â–²New Holding37,9630.6%ManufacturingBITWISE XRP ETF$1,646,177$1,646,177 â–²New Holding109,5260.5%BENEFICIAL INTAAPLApple$773,149$129,197 â–¼-14.3%3,0460.2%Computer and TechnologyXOMExxonMobil$485,199$163,882 â–¼-25.2%2,8600.2%EnergyJPMJPMorgan Chase & Co.$485,018$7,353 â–¼-1.5%1,6490.2%FinanceWMBWilliams Companies$302,5470.0%4,1570.1%EnergySCHFSchwab International Equity ETF$293,7830.0%11,8700.1%ETFSOLSTICE ADVANCED MATLS INC$282,326$282,326 â–²New Holding3,7070.1%COM SHSHDHome Depot$244,597$41,424 â–²20.4%7440.1%Retail/WholesaleCHIMERA INVT CORP$222,261$222,261 â–²New Holding17,7100.1%COM SHSETEnergy Transfer$206,539$1,139 â–²0.6%10,7010.1%EnergyKOSKosmos Energy$27,8000.0%10,0000.0%EnergySPYSPDR S&P 500 ETF Trust$0$11,499,899 â–¼-100.0%00.0%FinanceIGViShares Expanded Tech-Software Sector ETF$0$6,919,841 â–¼-100.0%00.0%ETFFXLFirst Trust Technology AlphaDEX Fund$0$5,077,667 â–¼-100.0%00.0%ETFFXDFirst Trust Consumer Discretionary AlphaDEX Fund$0$4,796,072 â–¼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$3,088,589 â–¼-100.0%00.0%ETFQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$0$2,359,502 â–¼-100.0%00.0%ManufacturingIVViShares Core S&P 500 ETF$0$1,221,249 â–¼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$389,448 â–¼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$349,807 â–¼-100.0%00.0%ETFTSLATesla$0$310,756 â–¼-100.0%00.0%Auto/Tires/TrucksACNAccenture$0$305,593 â–¼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$264,696 â–¼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$250,366 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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