Iron Gate Global Advisors LLC
Registered adviserFiling Date
Global Rank
#2,472
/ 8,827
▼ 94
Top Industry
Internet Content & Information
17.3%
Period ended 4 months ago
Filed Aug 14, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Nov 1, 2026
Regulatory AUM
$1,323,170,082
Main clients
Individuals and high net worth
(83% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $1,323,170,082 | Individuals and high net worth (83%) |
| Apr 2025 to Mar 2026 | $1,059,413,573 | Individuals and high net worth (83%) |
| Apr 2024 to Mar 2025 | $725,170,361 | Individuals and high net worth (80%) |
| May 2023 to Mar 2024 | $542,716,661 | Individuals and high net worth (80%) |
| Apr 2023 | $542,716,661 | Individuals and high net worth (80%) |
| Apr 2022 to Mar 2023 | $615,031,491 | Individuals and high net worth (78%) |
3 earlier changes not shown.
Stated strategy
Fundamental active, Value, Income, Fixed income / rates, Multi-asset, Long/short hedge
Form ADV Part 2A, Mar 31, 2026
· original
In the firm's words
- Fundamental active:
Our firm employs fundamental analysis as one of the methods to evaluate securities and provide investment advice.
- Value:
We calculate the intrinsic value of a business and aim to acquire it at a significant discount, providing a margin of safety and enhancing potential returns.
- Income:
The firm employs an options overlay strategy with the primary objective of generating income within client portfolios.
- Fixed income / rates:
To implement our fixed income strategy efficiently and cost-effectively, we often utilize low-cost Exchange Traded Funds (ETFs) that provide broad exposure to the desired asset classes.
- Multi-asset:
Our fixed income philosophy is primarily designed for clients in our balanced portfolio strategies, such as our 70/30 (70% equity, 30% fixed income) and 50/50 (50% equity, 50% fixed income) allocations.
- Long/short hedge:
A short sale is a transaction in which an investor sells borrowed securities in anticipation of a price decline and is required to return an equal number of shares at some point in the future.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 70.8% of the book (60%+)
Turnover
Low turnover
10.6% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 22.6 quarters (12+), a floor since 69.8% of the book was already held when coverage starts
Closest benchmark: the S&P 500 as of 2026-06-30, active share 60.0%; sector active share 22.0% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
109 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.8%
−0.6 pts
Top 5
42.9%
−1.6 pts
Top 10
70.8%
−0.9 pts
HHI
588
Diversified−24
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.5% | $305,761,295 |
| Financial Services | 18.4% | $190,218,929 |
| Communication Services | 17.1% | $177,236,200 |
| Unclassified | 11.6% | $120,376,964 |
| Consumer Cyclical | 11.0% | $113,736,661 |
| Industrials | 4.0% | $41,594,865 |
| Basic Materials | 3.2% | $33,335,553 |
| Consumer Defensive | 2.8% | $28,682,759 |
| Healthcare | 2.2% | $22,368,303 |
| Energy | 0.1% | $1,254,459 |
| Utilities | 0.0% | $278,130 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ICSH | iShares Ultra Short Duration Bond Active ETF | +190,053 | 1,368,146 | $69,200,824 | |
| HD | Home Depot, Inc. | +37,018 | 39,285 | $13,855,033 | |
| VUG | VANGUARD GROWTH INDEX FUND | +25,776 | 30,794 | $2,652,595 | |
| MSFT | Microsoft Corp | +24,074 | 147,040 | $54,848,860 | |
| META | Meta Platforms, Inc. | +10,702 | 132,836 | $74,825,190 | |
| UBER | Uber Technologies, Inc | +4,776 | 484,844 | $34,986,343 | |
| NFLX | Netflix Inc | +4,223 | 259,047 | $18,495,955 | |
| PLTR | Palantir Technologies Inc. | +4,037 | 103,982 | $12,131,579 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | +3,471 | 125,484 | $19,830,236 | |
| HSY | Hershey Co | +3,134 | 111,568 | $19,574,605 | |
| NVDA | Nvidia Corp | +2,767 | 415,391 | $83,115,585 | |
| V | Visa Inc. | +2,415 | 74,346 | $25,507,369 | |
| BRK-B | Berkshire Hathaway Inc | +2,338 | 200,882 | $100,519,343 | |
| AXP | American Express Co | +1,940 | 163,779 | $55,398,246 | |
| AMZN | Amazon Com Inc | +920 | 401,973 | $95,806,244 | |
| COST | Costco Wholesale Corp | +791 | 2,618 | $2,449,060 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +205 | 3,891 | $741,313 | |
| CVX | Chevron Corp | +110 | 5,582 | $925,272 | |
| SPY | Spdr S&P 500 ETF Trust | +106 | 7,824 | $5,842,728 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +100 | 3,792 | $313,408 | |
| VOO | VANGUARD 500 INDEX FUND | +77 | 796 | $546,700 | |
| QQQ | Invesco Qqq Trust, Series 1 | +70 | 7,753 | $5,709,309 | |
| JPM | Jpmorgan Chase & Co | +62 | 3,617 | $1,183,952 | |
| TSLA | Tesla, Inc. | +32 | 7,481 | $3,146,508 | |
| AVGO | Broadcom Inc. | +20 | 4,028 | $1,521,577 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOG | Alphabet Inc. | −8,485 | 235,795 | $83,313,447 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | −6,893 | 48,882 | $2,844,932 | |
| PDSB | PDS Biotechnology Corp | −4,616 | 70,406 | $62,027 | |
| RTX | RTX Corp | −3,002 | 145,998 | $27,700,200 | |
| AAPL | Apple Inc. | −2,428 | 277,192 | $80,208,277 | |
| WMT | Walmart Inc. | −1,104 | 34,927 | $3,955,832 | |
| HQY | Healthequity, Inc. | −1,055 | 4,358 | $393,614 | |
| APD | Air Products & Chemicals, Inc. | −851 | 106,414 | $31,198,456 | |
| PEP | Pepsico Inc | −715 | 4,121 | $557,983 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | −666 | 8,603 | $390,060 | |
| SNOW | Snowflake Inc. | −602 | 3,914 | $996,113 | |
| MVIS | Microvision, Inc. | −535 | 13,511 | $4,458 | |
| MCD | Mcdonalds Corp | −456 | 2,140 | $578,463 | |
| MA | Mastercard Inc | −328 | 1,951 | $1,002,033 | |
| GLD | Spdr Gold Trust | −324 | 1,128 | $415,532 | |
| PANW | Palo Alto Networks Inc | −237 | 99,117 | $33,800,879 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −204 | 14,981 | $5,543,569 | |
| IVV | iShares Core S&P 500 ETF | −68 | 564 | $422,373 | |
| GEV | GE Vernova Inc. | −39 | 275 | $323,086 | |
| VRT | Vertiv Holdings Co | −30 | 1,043 | $349,217 | |
| CRWD | CrowdStrike Holdings, Inc. | −28 | 1,024 | $781,455 | |
| GE | General Electric Co | −18 | 901 | $336,730 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | −16 | 5,262 | $1,278,613 | |
| BAC | Bank Of America Corp | −9 | 9,325 | $531,338 | |
| ABBV | AbbVie Inc. | −5 | 1,488 | $374,440 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 796 | $462,404 | |
| CORT | Corcept Therapeutics Inc | 3,500 | $304,325 | |
| ORKA | Oruka Therapeutics, Inc. | 2,750 | $261,717 | |
| KNX | Knight-Swift Transportation Holdings Inc. | 3,209 | $249,884 | |
| BSX | Boston Scientific Corp | 5,818 | $248,312 | |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | 886 | $239,813 | |
| CSCO | Cisco Systems, Inc. | 2,003 | $235,272 | |
| CINF | Cincinnati Financial Corp | 1,238 | $229,203 | |
| LRCX | Lam Research Corp | 499 | $216,231 | |
| GBCI | Glacier Bancorp, Inc. | 3,887 | $200,491 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
109 tracked positions ·
$1,034,844,118 total
· filing declares
109 positions · $1,034,842,538
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 109 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 200,882 | $100,519,343 | 9.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 401,973 | $95,806,244 | 9.26% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 235,795 | $83,313,447 | 8.05% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 415,391 | $83,115,585 | 8.03% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 277,192 | $80,208,277 | 7.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 132,836 | $74,825,190 | 7.23% | |
| ICSH |
iShares Ultra Short Duration Bond Active ETF
|
Added | 1,368,146 | $69,200,824 | 6.69% | |
| AXP |
American Express Co
Financial Services
|
Added | 163,779 | $55,398,246 | 5.35% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 147,040 | $54,848,860 | 5.30% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 484,844 | $34,986,343 | 3.38% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 99,117 | $33,800,879 | 3.27% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 106,414 | $31,198,456 | 3.01% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 145,998 | $27,700,200 | 2.68% | |
| V |
Visa Inc.
Financial Services
|
Added | 74,346 | $25,507,369 | 2.46% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Added | 125,484 | $19,830,236 | 1.92% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 111,568 | $19,574,605 | 1.89% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 259,047 | $18,495,955 | 1.79% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 68,370 | $17,363,928 | 1.68% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 39,285 | $13,855,033 | 1.34% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 103,982 | $12,131,579 | 1.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,824 | $5,842,728 | 0.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 7,753 | $5,709,309 | 0.55% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 14,981 | $5,543,569 | 0.54% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 5,143 | $5,476,780 | 0.53% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 34,927 | $3,955,832 | 0.38% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 7,481 | $3,146,508 | 0.30% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Reduced | 48,882 | $2,844,932 | 0.27% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 30,794 | $2,652,595 | 0.26% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 6,061 | $2,582,713 | 0.25% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 2,618 | $2,449,060 | 0.24% | |
| SMH |
VanEck Semiconductor ETF
|
Held | 3,300 | $2,164,437 | 0.21% | |
| CATY |
Cathay General Bancorp
Financial Services
|
Held | 31,125 | $1,929,438 | 0.19% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 12,833 | $1,881,831 | 0.18% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,028 | $1,521,577 | 0.15% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Reduced | 5,262 | $1,278,613 | 0.12% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 8,555 | $1,224,648 | 0.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 989 | $1,186,236 | 0.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,617 | $1,183,952 | 0.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 2,336 | $1,115,603 | 0.11% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 8,077 | $1,037,894 | 0.10% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,951 | $1,002,033 | 0.10% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 3,914 | $996,113 | 0.10% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Held | 8,117 | $984,510 | 0.10% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Held | 13,211 | $969,026 | 0.09% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,582 | $925,272 | 0.09% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 4,387 | $917,058 | 0.09% | |
| ASML |
Asml Holding NV
Technology
|
Added | 402 | $799,754 | 0.08% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 1,024 | $781,455 | 0.08% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 1 | $748,850 | 0.07% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 3,891 | $741,313 | 0.07% |
Showing the top 50 of 109 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.