Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2025 data
IronBridge Private Wealth, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

IronBridge Private Wealth, LLC

โ€ขCIK: 1850996โ€ขFiling: Q3 2025

**IronBridge Private Wealth, LLC** manages $332M across a diversified portfolio of 51 positions. The fund exhibits significant concentration in technology, evidenced by the top holding in NVDA at $101.0M, representing approximately 30.4% of reported assets. Other notable allocations include substantial positions in IJH ($15.2M), PULT ($15.1M), and JPST ($14.5M). This structure suggests a focused, growth-oriented mandate with tactical exposure across key market sectors.

Total AUM
$331.7M
QoQ Performance
N/A
Positions
43
Top 10 Concentration
66.5%
Latest Filing
Q3 2025

Top Holdings Allocation

NVDA
NVDA30.4%
IJH4.6%
PULT4.6%
JPST4.4%
IWM4.3%
ADPV4.2%
GQ93.8%
AMLP3.7%

๐Ÿ“ˆ Biggest Buys

GDX
VANECK ETF TRUST
NEW
3.2% of portfolio
ADPV
SERIES PORTFOLIOS TR
+69.6%
4.2% of portfolio
FXL
FIRST TR EXCHANGE TRADED FD
NEW
1.5% of portfolio
FXD
FIRST TR EXCHANGE TRADED FD
NEW
1.4% of portfolio
PLTR
PALANTIR TECHNOLOGIES INC
+96.2%
2.8% of portfolio

๐Ÿ“‰ Biggest Sells

IWM
ISHARES TR
-35.5%
4.3% of portfolio
NVDA
NVIDIA CORPORATION
-6.0%
30.4% of portfolio
AAPL
APPLE INC
-87.1%
0.3% of portfolio
IGV
ISHARES TR
-34.0%
2.3% of portfolio
MSFT
MICROSOFT CORP
-32.3%
1.6% of portfolio

Sector Breakdown

Other56.7%
Technology35.3%
ETF3.9%
Industrial2.5%
Consumer1.3%
Financial0.3%
Energy0.1%

๐Ÿšช Exited Positionssold since Q1 2025

AMD
ADVANCED MICRO DEVICES INC
SOLD
$5.0M
XYZ
BLOCK INC
SOLD
$4.2M
XLC
SELECT SECTOR SPDR TR
SOLD
$3.4M
CRM
SALESFORCE INC
SOLD
$3.1M
SDVY
FIRST TR EXCHANGE-TRADED FD
SOLD
$2.2M
+8 more exited positions

Changes from Q1 2025

NEW11 new positions
โ†‘14 increased
โ†“20 decreased

Historical Filings

Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023