Holdings of IronBridge Private Wealth, LLC
40 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 70.7 % of the equity sleeve
Sector breakdown
- Technology 39.6 %
- Funds 4.2 %
- Industrials 3.2 %
- Materials 1.9 %
- Consumer discretionary 1.8 %
- Communication 1.1 %
- Energy 0.3 %
- Financials 0.2 %
- Unattributed 47.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 40 | 269.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | NVIDIA Corp | 539,155 | 94M $ | |
| 2 | JPMorgan Ultra-Short Income ETF | 286,919 | 14.5M $ | |
| 3 | SPDR Series Trust | 150,087 | 13.8M $ | |
| 4 | SPDR Gold Shares | 28,575 | 12.3M $ | |
| 5 | ALPS ETF Trust | 216,983 | 11.4M $ | |
| 6 | First Trust Exchange-Traded Fund IV | 188,413 | 11.3M $ | |
| 7 | iShares 0-1 Year Treasury Bond ETF | 88,764 | 9.8M $ | |
| 8 | VanEck Gold Miners ETF/USA | 96,967 | 8.9M $ | |
| 9 | Palantir Technologies Inc | 51,992 | 7.6M $ | |
| 10 | Dimensional ETF Trust | 205,435 | 7M $ | |
| 11 | EZCORP Inc | 242,222 | 6.1M $ | |
| 12 | Select Sector Spdr Trust | 95,192 | 5.8M $ | |
| 13 | iShares Russell 2000 ETF | 22,859 | 5.7M $ | |
| 14 | CoreWeave Inc | 71,946 | 5.6M $ | |
| 15 | iShares Core S&P Mid-Cap ETF | 81,882 | 5.5M $ | |
| 16 | Honeywell International Inc | 24,006 | 5.4M $ | |
| 17 | Freeport-McMoRan Inc | 87,468 | 5.1M $ | |
| 18 | iShares Silver Trust | 71,471 | 4.9M $ | |
| 19 | INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS | 254,794 | 4.4M $ | |
| 20 | Global X Funds | 45,207 | 3.5M $ | |
| 21 | Caterpillar Inc | 4,465 | 3.2M $ | |
| 22 | Alphabet Inc | 10,537 | 3M $ | |
| 23 | iShares China Large-Cap ETF | 77,348 | 2.8M $ | |
| 24 | Alibaba Group Holding Ltd | 21,713 | 2.7M $ | |
| 25 | Texas Instruments Inc | 12,059 | 2.3M $ | |
| 26 | Vanguard Total Stock Market ETF | 6,300 | 2M $ | |
| 27 | Grayscale Ethereum Staking Min | 100,405 | 2M $ | |
| 28 | Microsoft Corp | 5,104 | 1.9M $ | |
| 29 | Amazon.com Inc | 8,752 | 1.8M $ | |
| 30 | Bitwise XRP ETF | 109,526 | 1.6M $ | |
| 31 | Apple Inc | 3,046 | 773.1K $ | |
| 32 | Exxon Mobil Corp | 2,860 | 485.2K $ | |
| 33 | JPMorgan Chase & Co | 1,649 | 485K $ | |
| 34 | Williams Cos Inc/The | 4,157 | 302.5K $ | |
| 35 | Schwab International Equity ETF | 11,870 | 293.8K $ | |
| 36 | Solstice Advanced Materials Inc | 3,707 | 282.3K $ | |
| 37 | Home Depot Inc/The | 744 | 244.6K $ | |
| 38 | Chimera Investment Corp | 17,710 | 222.3K $ | |
| 39 | Energy Transfer LP | 10,701 | 206.5K $ | |
| 40 | Kosmos Energy Ltd | 10,000 | 27.8K $ | |