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Filers›Family Office›IronBridge Private Wealth, LLC
DOSSIER · 13F-HR · Q1 2026

IronBridge Private Wealth, LLC

IronBridge Private Wealth's family office based in Greenwich, CT — $310M in tracked AUM across 78 positions as of Q1 2026.

IP
IronBridge Private Wealth·Greenwich, CT·Family Office
CIK 0001850996 · last filed Mar 31, 2026
Total AUM
$310M
▲ 12.9%
vs prior
Holdings
78
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$94M539K30.3%
02
PULT
PUTNAM ETF TRUST
$15M299K4.9%
03
JPST
J P MORGAN EXCHANGE TRADED F
$15M287K4.7%
04
ADPV
SERIES PORTFOLIOS TR
$14M335K4.6%
05
BIL
SPDR SERIES TRUST
$14M150K4.4%
06
GLD
SPDR GOLD TR
$12M29K4.0%
07
AMLP
ALPS ETF TR
$11M217K3.7%
08
FTSM
FIRST TR EXCHANGE-TRADED FD
$11M188K3.6%
09
SHV
ISHARES TR
$10M89K3.2%
10
GDX
VANECK ETF TRUST
$9M97K2.9%

Filing history

Filing history loading…
AI Agent · grounded in IronBridge
haiku-4-5 · 78 positions indexed
Sector mix
  • Tech7%
  • Financials19%
  • Cons. Disc.11%
  • Industrials23%
  • Energy5%
  • Other35%
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