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Size ($ in 1000's)
At 09/30/2025: $317,045
At 06/30/2025: $286,910IronBridge Private Wealth LLC AUM history
IronBridge Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IronBridge Private Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the IronBridge Private Wealth LLC top holdings by largest position size, as per the latest 13f filing made by IronBridge Private Wealth LLC.
In the IronBridge Private Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by IronBridge Private Wealth LLC in that top holding, then the share count change between reporting periods, and finally the IronBridge Private Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| NVIDIA CORPORATION |
541,222 |
-462 |
$100,981 | | NVDA | 541,222 | -462 | $100,981 | | ISHARES TR (IJH) |
232,752 |
-684 |
$15,189 | | IJH | 232,752 | -684 | $15,189 | | PUTNAM ETF TRUST (PULT) |
298,246 |
+24,601 |
$15,148 | | PULT | 298,246 | +24,601 | $15,148 | | J P MORGAN EXCHANGE TRADED F (JPST) |
285,794 |
+17,447 |
$14,498 | | JPST | 285,794 | +17,447 | $14,498 | | ISHARES TR (IWM) |
58,388 |
+791 |
$14,128 | | IWM | 58,388 | +791 | $14,128 | | SERIES PORTFOLIOS TR |
327,547 |
+14,978 |
$13,911 | | ADPV | 327,547 | +14,978 | $13,911 | | SPDR GOLD TR (GLD) |
35,761 |
+29,367 |
$12,712 | | GLD | 35,761 | +29,367 | $12,712 | | ALPS ETF TR (AMLP) |
263,983 |
+5,742 |
$12,389 | | AMLP | 263,983 | +5,742 | $12,389 | | SPDR S&P 500 ETF TR (SPY) |
16,864 |
-267 |
$11,234 | | SPY | 16,864 | -267 | $11,234 | | VANECK ETF TRUST (GDX) |
137,232 |
+137,232 |
$10,485 | | GDX | 137,232 | +137,232 | $10,485 | | PALANTIR TECHNOLOGIES INC |
50,231 |
-19,514 |
$9,163 | | PLTR | 50,231 | -19,514 | $9,163 | | ISHARES TR (IGV) |
65,473 |
-36,493 |
$7,530 | | IGV | 65,473 | -36,493 | $7,530 | | ALPHABET INC |
27,175 |
-80 |
$6,606 | | GOOGL | 27,175 | -80 | $6,606 | | SELECT SECTOR SPDR TR (XLK) |
21,453 |
-63 |
$6,047 | | XLK | 21,453 | -63 | $6,047 | | ISHARES TR (SHV) |
53,538 |
-1,356 |
$5,915 | | SHV | 53,538 | -1,356 | $5,915 | | MICROSOFT CORP |
10,481 |
-1,624 |
$5,429 | | MSFT | 10,481 | -1,624 | $5,429 | | FIRST TR EXCHANGE TRADED FD (FXL) |
30,226 |
+30,226 |
$5,078 | | FXL | 30,226 | +30,226 | $5,078 | | FIRST TR EXCHANGE TRADED FD (FXD) |
70,303 |
+70,303 |
$4,796 | | FXD | 70,303 | +70,303 | $4,796 | | HONEYWELL INTL INC |
22,775 |
+2,771 |
$4,794 | | HON | 22,775 | +2,771 | $4,794 | | EZCORP INC |
242,222 |
UNCH |
$4,612 | | EZPW | 242,222 | UNCH | $4,612 | | SPDR SERIES TRUST (BIL) |
46,516 |
-181,357 |
$4,268 | | BIL | 46,516 | -181,357 | $4,268 | | ALIBABA GROUP HLDG LTD |
21,447 |
+21,447 |
$3,833 | | BABA | 21,447 | +21,447 | $3,833 | | AMAZON COM INC |
16,563 |
+95 |
$3,637 | | AMZN | 16,563 | +95 | $3,637 | | CATERPILLAR INC |
7,328 |
-5,588 |
$3,497 | | CAT | 7,328 | -5,588 | $3,497 | | ISHARES TR (FXI) |
77,184 |
+77,184 |
$3,175 | | FXI | 77,184 | +77,184 | $3,175 | | FIRST TR EXCHANGE TRADED FD (QQEW) |
16,721 |
-2,088 |
$2,360 | | QQEW | 16,721 | -2,088 | $2,360 | | TEXAS INSTRS INC |
12,241 |
UNCH |
$2,249 | | TXN | 12,241 | UNCH | $2,249 | | VANGUARD INDEX FDS (VTI) |
6,249 |
-111 |
$2,051 | | VTI | 6,249 | -111 | $2,051 | | VOLATILITY SHS TR |
112,926 |
+112,926 |
$1,951 | | XRPI | 112,926 | +112,926 | $1,951 | | COREWEAVE INC |
12,216 |
+12,216 |
$1,672 | | CRWV | 12,216 | +12,216 | $1,672 | | ISHARES SILVER TR (SLV) |
30,504 |
+30,504 |
$1,292 | | SLV | 30,504 | +30,504 | $1,292 | | ISHARES TR (IVV) |
1,825 |
UNCH |
$1,221 | | IVV | 1,825 | UNCH | $1,221 | | APPLE INC |
3,555 |
-12,106 |
$905 | | AAPL | 3,555 | -12,106 | $905 | | JPMORGAN CHASE & CO. |
1,674 |
+7 |
$528 | | JPM | 1,674 | +7 | $528 | | EXXON MOBIL CORP |
3,826 |
-91 |
$431 | | XOM | 3,826 | -91 | $431 | | VANGUARD INDEX FDS (VOO) |
621 |
+35 |
$380 | | VOO | 621 | +35 | $380 | | INVESCO EXCHANGE TRADED FD T (RSP) |
1,844 |
UNCH |
$350 | | RSP | 1,844 | UNCH | $350 | | TESLA INC |
691 |
+691 |
$307 | | TSLA | 691 | +691 | $307 | | META PLATFORMS INC |
401 |
UNCH |
$294 | | META | 401 | UNCH | $294 | | ACCENTURE PLC IRELAND |
1,139 |
+14 |
$281 | | ACN | 1,139 | +14 | $281 | | ORACLE CORP |
985 |
+13 |
$277 | | ORCL | 985 | +13 | $277 | | SCHWAB STRATEGIC TR |
11,870 |
UNCH |
$276 | | SCHF | 11,870 | UNCH | $276 | | WILLIAMS COS INC |
4,157 |
UNCH |
$263 | | WMB | 4,157 | UNCH | $263 |  BERKSHIRE HATHAWAY INC DEL |
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$250 | | BRK.B | 498 | +37 | $250 | | HOME DEPOT INC |
618 |
+3 |
$250 | | HD | 618 | +3 | $250 | | SABINE RTY TR |
2,540 |
+2,540 |
$202 | | SBR | 2,540 | +2,540 | $202 | | ENERGY TRANSFER L P |
10,642 |
+30 |
$183 | | ET | 10,642 | +30 | $183 |
See Full List: All Stocks Held By IronBridge Private Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By IronBridge Private Wealth LLC
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