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IRONBRIDGE PRIVATE WEALTH, LLC
IRONBRIDGE PRIVATE WEALTH, LLC
Latest filing: 2026-06-30
IRONBRIDGE PRIVATE WEALTH, LLC runs IRONBRIDGE PRIVATE WEALTH, LLC and currently holds 47 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $304.42M. Their top holdings are NVDA, SHV, JPST, FTSM, GLD. The top five represent 50.1% of reported portfolio weight. IRONBRIDGE PRIVATE WEALTH, LLC ranks #399 out of 1000 investors tracked by Alpha Score. In the most recent quarter, IRONBRIDGE PRIVATE WEALTH, LLC initiated 6 new positions. They added to 17 existing positions. They trimmed 16 positions. Their current best-performing preview position is TXN with returns of +53.53%.
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47 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 32.63% | $23.37 | $214.76 | +818.96% | Trimmed -7.93% |
 SHV ISHARES TR | 5.55% | $110.39 | $110.31 | -0.07% | Added +72.48% |
 JPST J P MORGAN EXCHANGE TRADED F | 5.52% | $50.40 | $50.53 | +0.25% | Added +15.78% |
 FTSM FIRST TR EXCHANGE-TRADED FD | 3.61% | $59.78 | $59.87 | +0.15% | Trimmed -2.39% |
 GLD SPDR GOLD TR | 2.81% | $330.23 | $423.45 | +28.23% | Trimmed -18.66% |
 DFAE DIMENSIONAL ETF TRUST | 2.74% | $33.92 | $39.48 | +16.39% | Added +0.99% |
 GDX VANECK ETF TRUST | 2.73% | $76.29 | $102.83 | +34.79% | Added +13.68% |
 EZPW EZCORP INC | 2.35% | $6.53 | $32.22 | +393.42% | Trimmed -14.45% |
 CRWV COREWEAVE INC | 2.34% | $87.55 | $87.85 | +0.34% | Trimmed -0.53% |
 IWM ISHARES TR | 2.22% | $206.61 | $299.93 | +45.17% | Trimmed -1.60% |
Showing 1-10 of 47