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.
Filing history
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