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IRONBRIDGE PRIVATE WEALTH, LLC 13F portfolio summary

IRONBRIDGE PRIVATE WEALTH, LLC of IRONBRIDGE PRIVATE WEALTH, LLC has 45 current stock holdings with a reported portfolio value of $310.1M. The portfolio 1 year return is +27.59%. Top holdings include NVDA (30.33%), PULT (4.87%), JPST (4.68%), ADPV (4.56%), BIL (4.44%).

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IRONBRIDGE PRIVATE WEALTH, LLC

IRONBRIDGE PRIVATE WEALTH, LLC
Latest filing: 2026-03-31

IRONBRIDGE PRIVATE WEALTH, LLC runs IRONBRIDGE PRIVATE WEALTH, LLC and currently holds 45 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $310.05M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. IRONBRIDGE PRIVATE WEALTH, LLC ranks #375 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, IRONBRIDGE PRIVATE WEALTH, LLC's portfolio at IRONBRIDGE PRIVATE WEALTH, LLC has delivered returns of +27.59%. Their 3-year annualized return is +76.06%. Looking at the 5-year horizon, IRONBRIDGE PRIVATE WEALTH, LLC has achieved +88.32% annualized returns at IRONBRIDGE PRIVATE WEALTH, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+27.59%
#423/1000
3 Year
+76.06%
#404/1000
5 Year
+88.32%
#313/1000

Portfolio Value

$310.05M

Alpha Score

63.5

#375 of 1000

Holdings

45

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change