IronBridge Private Wealth, LLC
CIK
1850996
Location
Austin, TX
Portfolio Value
Micro
$5,423,693
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 69.0% | $112,211,201 |
| Unclassified | 12.8% | $20,805,786 |
| Industrials | 5.3% | $8,589,348 |
| Financial Services | 4.1% | $6,632,663 |
| Basic Materials | 3.3% | $5,423,693 |
| Consumer Cyclical | 2.9% | $4,791,584 |
| Communication Services | 1.9% | $3,030,019 |
| Energy | 0.6% | $1,022,102 |
| Real Estate | 0.1% | $222,260 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
2 positions ·
$5,423,693 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 87,468 | $5,141,368 | 94.79% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
NEW | 3,707 | $282,325 | 5.21% |