13F Insight
DOSSIER · 13F-HR · Q2 2026

IronBridge Private Wealth, LLC

$304M in tracked AUM across 81 positions as of Q2 2026.

IP
CIK 0001850996 · last filed Jun 30, 2026
Total AUM
$304M
as of Q2 2026
Holdings
81
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

IronBridge Private Wealth, LLC manages a concentrated portfolio with a total market value of approximately $223.57 million as of the report date September 30, 2025. The firm executed a strategic pivot during the quarter, growing the portfolio by 15.5% (an increase of $30.05M) from the previous quarter's $193.52M. The portfolio consists of 45 holdings, indicating a focused management style rather than broad diversification. The composition suggests a "Barbell" strategy, bal...

Key Holdings

The portfolio is dominated by a massive concentration in NVIDIA Corporation (NVDA), which stands as the singular largest position valued at $100.98 million. Despite a reduction of 15.40 million dollars in value during the quarter, NVDA still commands a staggering 45.17% of the total portfolio. This indicates an extremely high conviction bet on the AI/semiconductor sector.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$99M496K32.6%02
SHV
ISHARES TR
$17M153K5.5%03
JPST
J P MORGAN EXCHANGE TRADED F
$17M332K5.5%04
ADPV
SERIES PORTFOLIOS TR
$17M343K5.5%05
FTSM
FIRST TR EXCHANGE-TRADED FD
$11M184K3.6%06
GLD
SPDR GOLD TR
$9M23K2.8%07
DFAE
DIMENSIONAL ETF TRUST
$8M207K2.7%08
GDX
VANECK ETF TRUST
$8M110K2.7%09
EZPW
EZCORP INC
$7M207K2.4%10
CRWV
COREWEAVE INC
$7M72K2.3%

Filing history

2026Q2Jun 30
$304M▼ 1.8%
81 positionsView →2026Q1Mar 31
$310M▼ 1.9%
78 positionsView →2025Q4Dec 31
$316M▲ 41.3%
79 positionsView →2025Q3Sep 30
$224M▲ 15.5%
45 positionsView →2025Q2Jun 30
$194M▲ 30.4%
34 positionsLocked2025Q1Mar 31
$148M▼ 45.5%
46 positionsLocked2024Q4Dec 31
$272M▲ 1.7%
82 positionsLocked2024Q3Sep 30
$268M▲ 0.2%
80 positionsLocked2024Q2Jun 30
$267M▲ 10.8%
75 positionsLocked2024Q1Mar 31
$241M▲ 17.6%
76 positionsLocked2023Q4Dec 31
$205M▲ 11.2%
75 positionsLocked2023Q3Sep 30
$184M▲ 3.7%
65 positionsLocked
Showing 12 of 23