Funds › IronBridge Private Wealth, LLC
IronBridge Private Wealth, LLC
13F for Q3 2026, filed Nov 3, 2026. 48 positions worth $337.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$337.6M
+$33.2M (10.9%) vs Q2 2026
Positions
48
47 in Q2 2026
Top 10 share
65.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 496,109 | $113.3M | 33.6% | -0.1% | 13F ↗ |
| 2 | J P Morgan Exchange Traded F Ultra Shrt Etf | 329,974 | $16.6M | 4.9% | -0.7% | 13F ↗ |
| 3 | Series Portfolios Tr Adaptiv Select | 351,104 | $15.2M | 4.5% | +2.2% | 13F ↗ |
| 4 | Simplify Exchange Traded Fun Aggregate Bd Etf | 731,326 | $13.8M | 4.1% | New | 13F ↗ |
| 5 | Vaneck ETF Trust Gold Miners Etf | 152,397 | $13.4M | 4.0% | +38.2% | 13F ↗ |
| 6 | First Tr Exchange-Traded Fd First Tr Enh New | 188,172 | $11.2M | 3.3% | +2.3% | 13F ↗ |
| 7 | PLTR Palantir Technologies Inc. | 53,882 | $10.1M | 3.0% | -1.3% | 13F ↗ |
| 8 | GLD SPDR Gold Shares · Gold Shs | 25,152 | $9.6M | 2.8% | +8.2% | 13F ↗ |
| 9 | XRP Bitwise XRP ETF · Etf | 523,291 | $8.7M | 2.6% | +0.1% | 13F ↗ |
| 10 | Dimensional ETF Trust Emgr Cre Eqt Mng | 214,121 | $8.4M | 2.5% | +3.2% | 13F ↗ |
| 11 | Global X Fds Global X Copper | 91,148 | $7.7M | 2.3% | +102% | 13F ↗ |
| 12 | iShares Tr Etf | 22,026 | $6.1M | 1.8% | -2.1% | 13F ↗ |
| 13 | FCX Freeport-McMoRan, Inc. | 86,319 | $6.0M | 1.8% | -1.1% | 13F ↗ |
| 14 | EZPW EZCORP, Inc. | 197,222 | $5.9M | 1.7% | -4.8% | 13F ↗ |
| 15 | iShares Tr Trust Ishare 0-1 | 52,290 | $5.8M | 1.7% | -65.8% | 13F ↗ |
| 16 | iShares Tr Core S&P Mcp Etf | 79,845 | $5.7M | 1.7% | -2.8% | 13F ↗ |
| 17 | SLV iShares Silver Trust · Ishares | 102,318 | $5.6M | 1.7% | +18.0% | 13F ↗ |
| 18 | Volatility Shs Tr Xrp Etf | 681,086 | $5.5M | 1.6% | -1.6% | 13F ↗ |
| 19 | Select Sector Spdr Tr St Str Care Etf | 31,152 | $5.2M | 1.6% | New | 13F ↗ |
| 20 | First Tr Exchange-Traded Fd Hlth Care Alph | 39,152 | $5.1M | 1.5% | New | 13F ↗ |
| 21 | Select Sector Spdr Tr St Str Energ Etf | 83,086 | $5.1M | 1.5% | New | 13F ↗ |
| 22 | CRWV CoreWeave, Inc. | 53,262 | $4.6M | 1.4% | -25.6% | 13F ↗ |
| 23 | Invesco Actvely Mngd Etc Fd Agri Cmdty Stra | 123,391 | $4.6M | 1.4% | +1.9% | 13F ↗ |
| 24 | NOW ServiceNow, Inc. | 34,027 | $4.6M | 1.4% | +61.9% | 13F ↗ |
| 25 | First Tr Exchange Traded Fd Etf | 74,616 | $4.4M | 1.3% | +18.0% | 13F ↗ |
| 26 | CAT Caterpillar, Inc. | 4,247 | $3.4M | 1.0% | -1.6% | 13F ↗ |
| 27 | Global X Fds Global X Silver | 39,037 | $3.4M | 1.0% | New | 13F ↗ |
| 28 | iShares Tr China LG-CAP Etf | 95,405 | $3.2M | 1.0% | +25.7% | 13F ↗ |
| 29 | TXN Texas Instruments Incorporated | 11,015 | $3.1M | 0.9% | -0.5% | 13F ↗ |
| 30 | Vaneck ETF Trust Etf | 37,252 | $2.7M | 0.8% | New | 13F ↗ |
| 31 | HON Honeywell International Inc. | 12,010 | $2.5M | 0.8% | -3.2% | 13F ↗ |
| 32 | AMZN Amazon.com, Inc. | 9,795 | $2.4M | 0.7% | +13.6% | 13F ↗ |
| 33 | BABA Alibaba Group Holding Limited · ADR | 22,687 | $2.4M | 0.7% | -7.2% | 13F ↗ |
| 34 | DE Deere & Company | 3,028 | $2.0M | 0.6% | New | 13F ↗ |
| 35 | CF CF Industries Holdings, Inc. | 16,830 | $1.9M | 0.6% | New | 13F ↗ |
| 36 | Vanguard Index Fds Mrngstr Ttl Stk | 4,783 | $1.8M | 0.5% | +0.4% | 13F ↗ |
| 37 | GOOGL Alphabet Inc. Class A | 4,017 | $1.4M | 0.4% | -61.1% | 13F ↗ |
| 38 | MSFT Microsoft Corporation | 2,548 | $1.3M | 0.4% | -51.3% | 13F ↗ |
| 39 | AAPL Apple Inc. | 2,798 | $931.6K | 0.3% | -8.2% | 13F ↗ |
| 40 | JPM JPMorgan Chase & Co. | 1,559 | $515.6K | 0.2% | -5.9% | 13F ↗ |
| 41 | Invesco Qqq Tr | 644 | $476.1K | 0.1% | New | 13F ↗ |
| 42 | AMD Advanced Micro Devices, Inc. | 613 | $375.0K | 0.1% | -23.7% | 13F ↗ |
| 43 | Schwab Strategic Tr Intl Eqty Etf | 13,114 | $360.2K | 0.1% | +10.5% | 13F ↗ |
| 44 | XOM ExxonMobil Holdings Corporation | 1,412 | $229.7K | 0.1% | New | 13F ↗ |
| 45 | V Visa Inc. | 602 | $216.3K | 0.1% | Unchanged | 13F ↗ |
| 46 | ET Energy Transfer LP · Com Ut Ltd Ptn | 10,756 | $212.6K | 0.1% | +0.3% | 13F ↗ |
| 47 | ANET Arista Networks, Inc. | 1,008 | $205.2K | 0.1% | New | 13F ↗ |
| 48 | KOS Kosmos Energy Ltd. | 10,000 | $25.4K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
11 new, 16 added to, 19 trimmed, 10 exited, 2 unchanged. By estimated dollars.
New positions (11)
| Simplify Exchange Traded Fun Aggregate Bd Etf | 731,326 | New | $13.8M |
| Select Sector Spdr Tr St Str Care Etf | 31,152 | New | $5.2M |
| First Tr Exchange-Traded Fd Hlth Care Alph | 39,152 | New | $5.1M |
| Select Sector Spdr Tr St Str Energ Etf | 83,086 | New | $5.1M |
| Global X Fds Global X Silver | 39,037 | New | $3.4M |
| Vaneck ETF Trust Etf | 37,252 | New | $2.7M |
| DE Deere & Company | 3,028 | New | $2.0M |
| CF CF Industries Holdings, Inc. | 16,830 | New | $1.9M |
| Invesco Qqq Tr | 644 | New | $476.1K |
| XOM ExxonMobil Holdings Corporation | 1,412 | New | $229.7K |
Added to (16)
| Global X Fds Global X Copper | 91,148 | +102% | $3.9M |
| Vaneck ETF Trust Gold Miners Etf | 152,397 | +38.2% | $3.7M |
| NOW ServiceNow, Inc. | 34,027 | +61.9% | $1.7M |
| SLV iShares Silver Trust · Ishares | 102,318 | +18.0% | $851.8K |
| GLD SPDR Gold Shares · Gold Shs | 25,152 | +8.2% | $726.6K |
| First Tr Exchange Traded Fd Etf | 74,616 | +18.0% | $675.7K |
| iShares Tr China LG-CAP Etf | 95,405 | +25.7% | $664.3K |
| Series Portfolios Tr Adaptiv Select | 351,104 | +2.2% | $332.3K |
| AMZN Amazon.com, Inc. | 9,795 | +13.6% | $293.0K |
| Dimensional ETF Trust Emgr Cre Eqt Mng | 214,121 | +3.2% | $261.2K |
Trimmed (19)
| iShares Tr Trust Ishare 0-1 | 52,290 | -65.8% | -$11.1M |
| GOOGL Alphabet Inc. Class A | 4,017 | -61.1% | -$2.2M |
| CRWV CoreWeave, Inc. | 53,262 | -25.6% | -$1.6M |
| MSFT Microsoft Corporation | 2,548 | -51.3% | -$1.4M |
| EZPW EZCORP, Inc. | 197,222 | -4.8% | -$297.6K |
| BABA Alibaba Group Holding Limited · ADR | 22,687 | -7.2% | -$190.7K |
| iShares Tr Core S&P Mcp Etf | 79,845 | -2.8% | -$167.1K |
| PLTR Palantir Technologies Inc. | 53,882 | -1.3% | -$133.6K |
| iShares Tr Etf | 22,026 | -2.1% | -$129.8K |
| AMD Advanced Micro Devices, Inc. | 613 | -23.7% | -$116.2K |
Exited (10)
| Spdr Series Trust St Str Blo 1 Etf | 73,439 | Exited | -$6.7M |
| First Tr Exchange-Traded Fd Tech Alphadex | 27,169 | Exited | -$5.9M |
| Invesco Actvely Mngd Etc Fd Etf | 259,022 | Exited | -$4.1M |
| HONA Honeywell Aerospace Inc. | 12,309 | Exited | -$2.7M |
| COST Costco Wholesale Corporation | 1,674 | Exited | -$1.6M |
| ETH Grayscale Ethereum Staking Mini ETF | 101,781 | Exited | -$1.5M |
| SOLS Solstice Advanced Materials Inc. | 3,658 | Exited | -$324.1K |
| AMAT Applied Materials, Inc. | 418 | Exited | -$302.2K |
| HD Home Depot, Inc. | 747 | Exited | -$263.4K |
| CIM Chimera Investment Corporation | 17,710 | Exited | -$236.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 48 | $337.6M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 47 | $304.4M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 45 | $310.1M | Current | SEC ↗ |
| Q4 2025 | Feb 23, 2026 | 13F-HR | 46 | $316.0M | Current | SEC ↗ |
| Q3 2025 | Oct 30, 2025 | 13F-HR | 48 | $317.0M | Current | SEC ↗ |
| Q2 2025 | Oct 10, 2025 | 13F-HR | 41 | $286.9M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 53 | $253.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer