IronBridge Private Wealth, LLC

CIK

1850996

Location

Austin, TX

Portfolio Value

Small $162,728,656

Diversification

Highly concentrated

Filing Date

Global Rank

#4,328 / 8,232 ▲ 38

Top Industry

Semiconductors 67.9%

3Y Alpha vs SPY

+2.3%

Period ended 2 months ago

Filed May 14, 2026 · 31d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+86.5%

SPY

+76.3%

Annualised alpha

+2.3%

Max drawdown

−26.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

57.8%

+1.1 pts

Top 5

77.2%

−3.6 pts

Top 10

90.5%

−2.8 pts

HHI

3,492

Highly concentrated+90

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	69.0%	$112,211,201	6
Unclassified	12.8%	$20,805,786	4
Industrials	5.3%	$8,589,348	2
Financial Services	4.1%	$6,632,663	2
Basic Materials	3.3%	$5,423,693	2
Consumer Cyclical	2.9%	$4,791,584	3
Communication Services	1.9%	$3,030,019	1
Energy	0.6%	$1,022,102	4
Real Estate	0.1%	$222,260	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
CRWV	CoreWeave, Inc.	+59,730	71,946	$5,573,656
SLV	iShares Silver Trust	+40,967	71,471	$4,870,033
PLTR	Palantir Technologies Inc.	+1,761	51,992	$7,605,389
HON	Honeywell International Inc	+1,231	24,006	$5,426,075
BABA	Alibaba Group Holding Ltd	+266	21,713	$2,724,112
HD	Home Depot, Inc.	+126	744	$244,694
ET	Energy Transfer LP	+59	10,701	$206,529
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−16,638	10,537	$3,030,019
AMZN	Amazon Com Inc	−7,811	8,752	$1,822,778
GLD	Spdr Gold Trust	−7,186	28,575	$12,295,536
MSFT	Microsoft Corp	−5,377	5,104	$1,889,347
CAT	Caterpillar Inc	−2,863	4,465	$3,163,273
NVDA	Nvidia Corp	−2,067	539,155	$94,028,631
XOM	Exxon Mobil Corp	−966	2,860	$485,227
AAPL	Apple Inc.	−509	3,046	$773,044
TXN	Texas Instruments Inc	−182	12,059	$2,341,134
JPM	Jpmorgan Chase & Co	−25	1,649	$485,069
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
FCX	Freeport-Mcmoran Inc	87,468	$5,141,368
ETH	Grayscale Ethereum Staking Mini ETF	100,405	$1,994,042
XRP	Bitwise XRP ETF	109,526	$1,646,175
SOLS	Solstice Advanced Materials Inc.	3,707	$282,325
CIM	Chimera Investment Corp	17,710	$222,260
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	16,864	$11,499,898
TSLA	Tesla, Inc.	691	$310,756
ACN	Accenture plc	1,139	$305,593
META	Meta Platforms, Inc.	401	$264,695
BRK-B	Berkshire Hathaway Inc	498	$250,318
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $162,728,656 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	539,155	-2,067	$94,028,631	−6.8%	57.78%
GLD	Spdr Gold Trust	Reduced	28,575	-7,186	$12,295,536	−13.2%	7.56%
PLTR	Palantir Technologies Inc. Technology	Added	51,992	+1,761	$7,605,389	−14.8%	4.67%
EZPW	Ezcorp Inc Financial Services	Held	242,222	0	$6,147,594	+30.7%	3.78%
CRWV	CoreWeave, Inc. Technology	Added	71,946	+59,730	$5,573,656	+537.1%	3.43%
HON	Honeywell International Inc Industrials	Added	24,006	+1,231	$5,426,075	+22.1%	3.33%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	87,468	NEW	$5,141,368	NEW	3.16%
SLV	iShares Silver Trust	Added	71,471	+40,967	$4,870,033	+147.8%	2.99%
CAT	Caterpillar Inc Industrials	Reduced	4,465	-2,863	$3,163,273	−24.6%	1.94%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,537	-16,638	$3,030,019	−64.4%	1.86%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	21,713	+266	$2,724,112	−13.3%	1.67%
TXN	Texas Instruments Inc Technology	Reduced	12,059	-182	$2,341,134	+10.2%	1.44%
ETH	Grayscale Ethereum Staking Mini ETF	NEW	100,405	NEW	$1,994,042	NEW	1.23%
MSFT	Microsoft Corp Technology	Reduced	5,104	-5,377	$1,889,347	−62.7%	1.16%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,752	-7,811	$1,822,778	−52.3%	1.12%
XRP	Bitwise XRP ETF	NEW	109,526	NEW	$1,646,175	NEW	1.01%
AAPL	Apple Inc. Technology	Reduced	3,046	-509	$773,044	−20.0%	0.48%
XOM	Exxon Mobil Corp Energy	Reduced	2,860	-966	$485,227	+5.4%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,649	-25	$485,069	−10.1%	0.30%
WMB	Williams Companies, Inc. Energy	Held	4,157	0	$302,546	+21.1%	0.19%
SOLS	Solstice Advanced Materials Inc. Basic Materials	NEW	3,707	NEW	$282,325	NEW	0.17%
HD	Home Depot, Inc. Consumer Cyclical	Added	744	+126	$244,694	+15.1%	0.15%
CIM	Chimera Investment Corp Real Estate	NEW	17,710	NEW	$222,260	NEW	0.14%
ET	Energy Transfer LP Energy	Added	10,701	+59	$206,529	+17.7%	0.13%
KOS	Kosmos Energy Ltd. Energy	Held	10,000	0	$27,800	+205.5%	0.02%