Institutional Fund
Ironbridge Private Wealth, LLC
Austin, TXCIK 18509965 filings on record
Portfolio Value
$310.05M
Q1 2026
Holdings
45
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-1.9%
from $315.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation30.3%
- Putnam ETF Trust4.9%
- J P Morgan Exchange Traded F4.7%
- Series Portfolios Tr4.6%
- Spdr Series Trust4.4%
- Spdr Gold Tr4.0%
- Other47.2%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 539.2K | $94.03M | 30.3% | −2.1K | Reduced |
| 2 | Putnam ETF Trust | 299.4K | $15.11M | 4.9% | +1.2K | Added |
| 3 | J P Morgan Exchange Traded F | 286.9K | $14.52M | 4.7% | +1.1K | Added |
| 4 | Series Portfolios Tr | 335.0K | $14.13M | 4.6% | +7.4K | Added |
| 5 | Spdr Series Trust | 150.1K | $13.75M | 4.4% | +103.6K | Added |
| 6 | Spdr Gold Tr | 28.6K | $12.30M | 4.0% | −7.2K | Reduced |
| 7 | Alps ETF Tr | 217.0K | $11.42M | 3.7% | −47.0K | Reduced |
| 8 | First Tr Exchange-Traded Fd | 188.4K | $11.26M | 3.6% | +188.4K | New |
| 9 | Ishares Tr | 88.8K | $9.80M | 3.2% | +35.2K | Added |
| 10 | Vaneck ETF Trust | 97.0K | $8.90M | 2.9% | −40.3K | Reduced |
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