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CIK: 0001850996
Total reported value
$304.4M
$304.4M
45 檔
49.8%
In Q1 2026, IronBridge Private Wealth, LLC's U.S. equity holdings reached a combined market value of $304.4M, distributed across 45 disclosed stock positions.
IronBridge Private Wealth, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 13 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 30.33% | +2.30% | -0.38% | |
| 2 | FTMH | Putnam ETF Trust - Putnam Franklin Municipal High Yield ETF | ETF-High Yield | 4.87% | -4.87% | EXIT | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.68% | +0.84% | +0.39% | |
| 4 | ADPV | Adaptiv Select ETF | ETF-Other | 4.56% | +0.89% | +2.27% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.44% | -2.23% | +222.66% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.97% | -1.16% | -20.09% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-Other | 3.68% | -3.68% | EXIT | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.63% | -0.02% | — | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.16% | +2.39% | +65.80% | |
| 10 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.87% | -0.14% | -29.34% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.45% | -0.36% | +3.51% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.24% | +0.50% | — | |
| 13 | EZPW | Ezcorp Inc-cl A | Stock-Other | 1.98% | +0.37% | — | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.88% | -1.88% | EXIT | |
| 15 | FXZ | First Trust Materials Alphad | ETF-Other | 1.87% | -1.87% | EXIT | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.83% | +0.39% | -60.85% | |
| 17 | CRWV | Coreweave Inc-cl A | Stock-Tech | 1.80% | +0.54% | +488.95% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.78% | +0.30% | -64.82% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.75% | -1.75% | EXIT | |
| 20 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.66% | +0.14% | — | |
| 21 | SLV | Ishares Silver Trust | ETF-Commodities | 1.57% | -0.05% | +134.30% | |
| 22 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.42% | -0.07% | — | |
| 23 | XRPI | Xrp ETF | ETF-Other | 1.27% | +0.03% | +358.57% | |
| 24 | COPX | Global X Copper Miners ETF | ETF-Other | 1.11% | +0.03% | — | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.49% | -39.07% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.23% | -61.23% | |
| 27 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.90% | -0.11% | +0.21% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.88% | -0.11% | +1.24% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.76% | +0.32% | -1.49% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.07% | +0.82% | |
| 31 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.64% | -0.14% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | +0.03% | -51.30% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.08% | -47.16% | |
| 34 | ROBT | First Trust Nasdaq Artificia | ETF-Tech | 0.57% | +0.60% | — | |
| 35 | XRP | Bitwise Xrp ETF | ETF-Other | 0.53% | +1.47% | — | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.04% | -14.32% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.16% | EXIT | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | +0.02% | -1.49% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.10% | -0.10% | EXIT | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.09% | +0.02% | — | |
| 41 | SOLS | Solstice Adv Materials Inc | Stock-Materials | 0.09% | +0.02% | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | +0.01% | +20.39% | |
| 43 | CIM | Chimera Investment CORP | Stock-Other | 0.07% | +0.01% | — | |
| 44 | ET | Energy Transfer LP | Stock-Energy | 0.07% | — | +0.55% | |
| 45 | KOS | Kosmos Energy LTD | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +3.1% | +222.66% | Add |
| 2 | CRWV | Coreweave Inc-cl A | +1.5% | +488.95% | Add |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | +1.3% | +65.80% | Add |
| 4 | SLV | Ishares Silver Trust | +1% | +134.30% | Add |
| 5 | XRPI | Xrp ETF | +0.9% | +358.57% | Add |
| 6 | EZPW | Ezcorp Inc-cl A | +0.5% | — | Unchanged |
| 7 | HON | Honeywell International Inc | +0.3% | +5.41% | Add |
| 8 | ADPV | Adaptiv Select ETF | +0.2% | +2.27% | Add |
| 9 | TXN | Texas Instruments Inc | +0.1% | -1.49% | Trim |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.1% | +0.39% | Add |
| 11 | FTMH | Putnam ETF Trust - Putnam Franklin Municipal High Yield ETF | +0.1% | +0.40% | Add |
| 12 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 13 | HD | Home Depot Inc | 0% | +20.39% | Add |
| 14 | XOM | Exxon Mobil CORP | 0% | -25.25% | Trim |
| 15 | ET | Energy Transfer LP | 0% | +0.55% | Add |
| 16 | SCHF | Schwab Intl Equity ETF | — | — | Unchanged |
| 17 | KOS | Kosmos Energy LTD | — | — | Unchanged |
| 18 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.82% | Add |
| 19 | JPM | Jpmorgan Chase & Co | 0% | -1.49% | Trim |
| 20 | FXI | Ishares China Large-cap ETF | 0% | +0.21% | Add |
| 21 | AAPL | Apple Inc | -0.1% | -14.32% | Trim |
| 22 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +1.24% | Add |
| 23 | CAT | Caterpillar Inc | -0.2% | -39.07% | Trim |
| 24 | AMLP | Alerian Mlp ETF | -0.2% | -17.80% | Trim |
| 25 | PLTR | Palantir Technologies Inc-a | -0.4% | +3.51% | Add |
| 26 | GLD | Spdr Gold Shares | -0.5% | -20.09% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.6% | -47.16% | Trim |
| 28 | GDX | Vaneck Gold Miners ETF | -0.9% | -29.34% | Trim |
| 29 | MSFT | Microsoft CORP | -1% | -51.30% | Trim |
| 30 | NVDA | Nvidia CORP | -1.6% | -0.38% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | -1.7% | -61.23% | Trim |
| 32 | IWM | Ishares Russell 2000 ETF | -2.7% | -60.85% | Trim |
| 33 | IJH | Ishares Core S&p Midcap ETF | -3% | -64.82% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 35 | FTSM | First Trust Enh Short Mat Fd | — | NEW | New buy |
| 36 | DFAE | Dimensional Emerging Core Eq | — | NEW | New buy |
| 37 | IGV | Ishares Expanded Tech-softwa | — | EXIT | Sold out |
| 38 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 39 | FXZ | First Trust Materials Alphad | — | NEW | New buy |
| 40 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 41 | FXL | First Trust Technology Alpha | — | EXIT | Sold out |
| 42 | FXD | First Trust Consumer Discret | — | EXIT | Sold out |
| 43 | PDBC | Invesco Optimum Yield Divers | — | NEW | New buy |
| 44 | COPX | Global X Copper Miners ETF | — | NEW | New buy |
| 45 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 46 | QQEW | First Tr Nasdaq-100 Sel Eq | — | EXIT | Sold out |
| 47 | ETH | Grayscale Ethereum Staking M | — | NEW | New buy |
| 48 | ROBT | First Trust Nasdaq Artificia | — | NEW | New buy |
| 49 | XRP | Bitwise Xrp ETF | — | NEW | New buy |
| 50 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, IronBridge Private Wealth, LLC reported a total U.S. public equity portfolio value of $304.4M across 45 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, FTMH, JPST) accounted for 49.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
FTSM
市值: $11.3M
Top Position Liquidated / Trimmed
SPY
前期市值: $11.5M
During Q1 2026, IronBridge Private Wealth, LLC's top holdings by market value included NVDA (30.3%)、FTMH (4.9%)、JPST (4.7%). The largest single position, NVDA, represented 30.3% of total portfolio value.
In Q1 2026, IronBridge Private Wealth, LLC made 54 total portfolio adjustments, initiating 12 new buys, adding to 15 positions, trimming 14 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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