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The Analysis of IronBridge Private Wealth, LLC's Holdings & P&L

Currently, IronBridge Private Wealth, LLC holds 45 types of securities in its portfolio with a total value $310.1M. In the most recent quarter, they have increased their positions in FTSM (+188.4K shares, valued at $11.3M), BIL (+103.6K shares, valued at $9.5M), DFAE (+205.4K shares, valued at $7.0M); decreased their positions in IJH (-150.9K shares, valued at $10.2M), IWM (-35.5K shares, valued at $8.8M), N/A (-16.6K shares, valued at $4.8M); initiated new positions in FTSM (+188.4K shares, valued at $11.3M), DFAE (+205.4K shares, valued at $7.0M), XLE (+95.2K shares, valued at $5.8M).

1M P&L

+13.4M+4.55%

3M P&L

+20.9M+7.31%

HY P&L

+35.5M+13.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A152.7M

52.0%

2Semiconductors103.1M

35.1%

3Software - Infrastructure14.9M

5.1%

Top Industries by Stock Count

1N/A21 stocks

52.5%

2Software - Infrastructure3 stocks

7.5%

3Internet Retail2 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION539.2K shares-0.38%2026-03-312026-05-14

PULT PUTNAM ETF TRUST299.4K shares0.40%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F286.9K shares0.39%2026-03-312026-05-14

ADPV SERIES PORTFOLIOS TR335.0K shares2.27%2026-03-312026-05-14

BIL SPDR SERIES TRUST150.1K shares222.66%2026-03-312026-05-14

GLD SPDR GOLD TR28.6K shares-20.09%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR217.0K shares-17.80%2026-03-312026-05-14

FTSM FIRST TR EXCHANGE-TRADED FD188.4K sharesnew addition2026-03-312026-05-14

Sponsored

SHV ISHARES TR88.8K shares65.80%2026-03-312026-05-14

GDX VANECK ETF TRUST97.0K shares-29.34%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC52.0K shares3.51%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST205.4K sharesnew addition2026-03-312026-05-14

EZPW EZCORP INC242.2K shares0.00%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR95.2K sharesnew addition2026-03-312026-05-14

FXZ FIRST TR EXCHANGE-TRADED FD76.2K sharesnew addition2026-03-312026-05-14

IWM ISHARES TR22.9K shares-60.85%2026-03-312026-05-14

Sponsored

CRWV COREWEAVE INC71.9K shares488.95%2026-03-312026-05-14

IJH ISHARES TR81.9K shares-64.82%2026-03-312026-05-14

HON HONEYWELL INTL INC24.0K shares5.41%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC87.5K sharesnew addition2026-03-312026-05-14

SLV ISHARES SILVER TR71.5K shares134.30%2026-03-312026-05-14

PDBC INVESCO ACTVELY MNGD ETC FD254.8K sharesnew addition2026-03-312026-05-14

XRPI VOLATILITY SHS TR517.8K shares358.57%2026-03-312026-05-14

COPX GLOBAL X FDS45.2K sharesnew addition2026-03-312026-05-14

Sponsored

CAT CATERPILLAR INC4.5K shares-39.07%2026-03-312026-05-14

ALPHABET INC ALPHABET INC10.5K shares-61.23%2026-03-312026-05-14

FXI ISHARES TR77.3K shares0.21%2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD21.7K shares1.24%2026-03-312026-05-14

TXN TEXAS INSTRS INC12.1K shares-1.49%2026-03-312026-05-14

VTI VANGUARD INDEX FDS6.3K shares0.82%2026-03-312026-05-14

ETH GRAYSCALE ETHEREUM STAKING100.4K sharesnew addition2026-03-312026-05-14

MSFT MICROSOFT CORP5.1K shares-51.30%2026-03-312026-05-14

Sponsored

AMZN AMAZON COM INC8.8K shares-47.16%2026-03-312026-05-14

ROBT FIRST TR EXCHANGE TRADED FD38.0K sharesnew addition2026-03-312026-05-14

BITWISE XRP ETF BITWISE XRP ETF109.5K sharesnew addition2026-03-312026-05-14

AAPL APPLE INC3.0K shares-14.32%2026-03-312026-05-14

XOM EXXON MOBIL CORP2.9K shares-25.25%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO1.6K shares-1.49%2026-03-312026-05-14

WMB WILLIAMS COS INC4.2K shares0.00%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR11.9K shares0.00%2026-03-312026-05-14

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.7K sharesnew addition2026-03-312026-05-14

HD HOME DEPOT INC744 shares20.39%2026-03-312026-05-14

CHIMERA INVT CORP CHIMERA INVT CORP17.7K sharesnew addition2026-03-312026-05-14

ET ENERGY TRANSFER L P10.7K shares0.55%2026-03-312026-05-14

KOS KOSMOS ENERGY LTD10.0K shares0.00%2026-03-312026-05-14

NVDA

NVIDIA CORPORATION

-0.38%

Shares539.2K

Event2026-03-31

Filed2026-05-14

PULT

PUTNAM ETF TRUST

0.40%

Shares299.4K

Event2026-03-31

Filed2026-05-14

JPST

J P MORGAN EXCHANGE TRADED F

0.39%

Shares286.9K

Event2026-03-31

Filed2026-05-14

ADPV

SERIES PORTFOLIOS TR

2.27%

Shares335.0K

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

222.66%

Shares150.1K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-20.09%

Shares28.6K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR

-17.80%

Shares217.0K

Event2026-03-31

Filed2026-05-14

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares188.4K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

65.80%

Shares88.8K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

-29.34%

Shares97.0K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

3.51%

Shares52.0K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

New

Shares205.4K

Event2026-03-31

Filed2026-05-14

EZPW

EZCORP INC

0.00%

Shares242.2K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

New

Shares95.2K

Event2026-03-31

Filed2026-05-14

FXZ

FIRST TR EXCHANGE-TRADED FD

New

Shares76.2K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-60.85%

Shares22.9K

Event2026-03-31

Filed2026-05-14

CRWV

COREWEAVE INC

488.95%

Shares71.9K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-64.82%

Shares81.9K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

5.41%

Shares24.0K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC

New

Shares87.5K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

134.30%

Shares71.5K

Event2026-03-31

Filed2026-05-14

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares254.8K

Event2026-03-31

Filed2026-05-14

XRPI

VOLATILITY SHS TR

358.57%

Shares517.8K

Event2026-03-31

Filed2026-05-14

COPX

GLOBAL X FDS

New

Shares45.2K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-39.07%

Shares4.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-61.23%

Shares10.5K

Event2026-03-31

Filed2026-05-14

FXI

ISHARES TR

0.21%

Shares77.3K

Event2026-03-31

Filed2026-05-14

BABA

ALIBABA GROUP HLDG LTD

1.24%

Shares21.7K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

-1.49%

Shares12.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

0.82%

Shares6.3K

Event2026-03-31

Filed2026-05-14

ETH

GRAYSCALE ETHEREUM STAKING

New

Shares100.4K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-51.30%

Shares5.1K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-47.16%

Shares8.8K

Event2026-03-31

Filed2026-05-14

ROBT

FIRST TR EXCHANGE TRADED FD

New

Shares38.0K

Event2026-03-31

Filed2026-05-14

BITWISE XRP ETF

New

Shares109.5K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-14.32%

Shares3.0K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-25.25%

Shares2.9K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-1.49%

Shares1.6K

Event2026-03-31

Filed2026-05-14

WMB

WILLIAMS COS INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-14

SOLSTICE ADVANCED MATLS INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

20.39%

Shares744

Event2026-03-31

Filed2026-05-14

CHIMERA INVT CORP

New

Shares17.7K

Event2026-03-31

Filed2026-05-14

ENERGY TRANSFER L P

0.55%

Shares10.7K

Event2026-03-31

Filed2026-05-14

KOS

KOSMOS ENERGY LTD

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available