Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IronBridge Private Wealth, LLC (CIK 1850996) reported $310.1M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($94.0M, 30.33%), PULT ($15.1M, 4.87%), JPST ($14.5M, 4.68%), ADPV ($14.1M, 4.56%), BIL ($13.8M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $94.0M | 30.33% | 539,155 | Trimmed |
| 2 | PULT | PUTNAM ETF TRUST | $15.1M | 4.87% | 299,431 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $14.5M | 4.68% | 286,919 | Added |
| 4 | ADPV | SERIES PORTFOLIOS TR | $14.1M | 4.56% | 334,984 | Added |
| 5 | BIL | SPDR SERIES TRUST | $13.8M | 4.44% | 150,087 | Added |
| 6 | GLD | SPDR GOLD TR | $12.3M | 3.97% | 28,575 | Trimmed |
| 7 | AMLP | ALPS ETF TR | $11.4M | 3.68% | 216,983 | Trimmed |
| 8 | FTSM | FIRST TR EXCHANGE-TRADED FD | $11.3M | 3.63% | 188,413 | New |
| 9 | SHV | ISHARES TR | $9.8M | 3.16% | 88,764 | Added |
| 10 | GDX | VANECK ETF TRUST | $8.9M | 2.87% | 96,967 | Trimmed |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | $7.6M | 2.45% | 51,992 | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $7.0M | 2.24% | 205,435 | New |
| 13 | EZPW | EZCORP INC | $6.1M | 1.98% | 242,222 | Hold |
| 14 | XLE | SELECT SECTOR SPDR TR | $5.8M | 1.88% | 95,192 | New |
| 15 | FXZ | FIRST TR EXCHANGE-TRADED FD | $5.8M | 1.87% | 76,220 | New |
| 16 | IWM | ISHARES TR | $5.7M | 1.83% | 22,859 | Trimmed |
| 17 | CRWV | COREWEAVE INC | $5.6M | 1.80% | 71,946 | Added |
| 18 | IJH | ISHARES TR | $5.5M | 1.78% | 81,882 | Trimmed |
| 19 | HON | HONEYWELL INTL INC | $5.4M | 1.75% | 24,006 | Added |
| 20 | FCX | FREEPORT MCMORAN INC | $5.1M | 1.66% | 87,468 | New |
| 21 | SLV | ISHARES SILVER TR | $4.9M | 1.57% | 71,471 | Added |
| 22 | PDBC | INVESCO ACTVELY MNGD ETC FD | $4.4M | 1.42% | 254,794 | New |
| 23 | XRPI | VOLATILITY SHS TR | $3.9M | 1.27% | 517,847 | Added |
| 24 | COPX | GLOBAL X FDS | $3.5M | 1.11% | 45,207 | New |
| 25 | CAT | CATERPILLAR INC | $3.2M | 1.02% | 4,465 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31