IronBridge Private Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), IronBridge Private Wealth, LLC reported 53 stock positions worth $253.9 million. Its top holding was Nvidia (NVDA) at 24.6% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 7.1%) and iShares Core S&P Midcap ETF (IJH, 5.8%). Compared with Q4 2024, it opened 10 new positions, sold out of 8, added to 20 and reduced 13. The biggest buy was a new position in iShares Expanded Tech-Softwa (IGV) and the biggest sale Exxon Mobil (XOM, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- Austin, TX
- CIK
- 0001850996
- Portfolio Value
- $253.9M (Q1 2025)
- SEC Filing
- 0001172661-25-002410 ↗ filed May 15, 2025
Holdings Value
Holdings 53 stocks · $253.9M
| NVDA Nvidia Corp. | 24.58% | 575,716 | $62.4M | Add +3.5% |
| IWM iShares Russell 2000 ETF | 7.11% | 90,468 | $18.0M | Add +7.1% |
| IJH iShares Core S&P Midcap ETF | 5.81% | 252,644 | $14.7M | Add +9.1% |
| AMLP Alerian MLP ETF | 5.00% | 244,343 | $12.7M | Reduce -0.6% |
| PULT Putnam ESG Ultra Short ETF | 4.67% | 233,951 | $11.9M | Reduce -0.9% |
| JPST JPMorgan Ultra-Short Income | 4.56% | 228,704 | $11.6M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.79% | 17,186 | $9.6M | Add +7.1% |
| IGV iShares Expanded Tech-Softwa | 3.48% | 99,174 | $8.8M | New |
| INNOVATOR IBD 50 ETF | 3.19% | 300,498 | $8.1M | Add +4.3% |
| GLD SPDR Gold Shares | 2.63% | 23,147 | $6.7M | Reduce -51.2% |
| ADPV Adaptiv Select ETF | 2.62% | 193,118 | $6.6M | New |
| AAPL Apple Inc. | 2.41% | 27,589 | $6.1M | Add +3.8% |
| MSFT Microsoft Corp. | 2.29% | 15,491 | $5.8M | Add +5.2% |
| AMZN Amazon.com Inc. | 2.01% | 26,858 | $5.1M | Add +3.5% |
| AMD Advanced Micro Devices | 1.96% | 48,362 | $5.0M | Add +17.9% |
| SHV iShares 0-1 Year Treasury Bo | 1.81% | 41,527 | $4.6M | New |
| HON Honeywell International Inc. | 1.72% | 20,594 | $4.4M | Add +15.8% |
| XLK SS Technology Select Sector | 1.70% | 20,899 | $4.3M | Add +9.7% |
| GOOGL Alphabet Inc. Class A | 1.68% | 27,563 | $4.3M | Add +47.8% |
| XLI SS Industrial Select Sector | 1.68% | 32,514 | $4.3M | Add +3.1% |
| XYZ Block Inc. | 1.67% | 78,163 | $4.2M | Add +120.3% |
| CAT Caterpillar Inc. | 1.65% | 12,665 | $4.2M | Reduce -3.3% |
| EZPW Ezcorp Inc. Class A | 1.40% | 242,222 | $3.6M | No change |
| XLC SS Comm Select Sector SPDR | 1.36% | 35,675 | $3.4M | New |
| CRM Salesforce Inc. | 1.20% | 11,386 | $3.1M | New |
| SDVY First Trust Smid Cap Rising | 0.88% | 66,734 | $2.2M | Reduce -11.5% |
| TXN Texas Instruments Inc. | 0.87% | 12,324 | $2.2M | Reduce -2.8% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.86% | 18,114 | $2.2M | Add +18.4% |
| PLTR Palantir Technologies Inc. Class A | 0.85% | 25,596 | $2.2M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 6,360 | $1.7M | Add +0.3% |
| XBI SS SPDR S&P Biotech ETF | 0.66% | 20,662 | $1.7M | Reduce -69.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.57% | 15,903 | $1.5M | No change |
| IVV iShares Core S&P 500 ETF | 0.40% | 1,825 | $1.0M | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.19% | 3,903 | $476K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 3,926 | $467K | Reduce -93.9% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,774 | $435K | Reduce -1.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.17% | 1,635 | $420K | No change |
| ACN Accenture PLC Class A | 0.14% | 1,141 | $356K | Reduce -7.6% |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 1,844 | $319K | No change |
| META Meta Platforms Inc. Class A | 0.12% | 529 | $305K | Add +14.5% |
| AVGO Broadcom Inc. | 0.12% | 1,778 | $298K | Add +11.8% |
| VOO Vanguard S&P 500 ETF | 0.11% | 550 | $283K | New |
| USPX Franklin U.S. Equity Index E | 0.10% | 5,184 | $254K | No change |
| WMB Williams Cos Inc. | 0.10% | 4,157 | $248K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 461 | $246K | New |
| RTX RTX Corp. | 0.09% | 1,816 | $241K | New |
| SCHF Schwab Intl Equity ETF | 0.09% | 11,870 | $235K | No change |
| VST Vistra Corp. | 0.09% | 1,990 | $234K | No change |
| TSLA Tesla Inc. | 0.09% | 894 | $232K | New |
| NEE Nextera Energy Inc. | 0.09% | 3,266 | $232K | Add +0.1% |
| HD Home Depot Inc. | 0.09% | 616 | $226K | Reduce -1.8% |
| ET Energy Transfer LP | 0.08% | 10,584 | $197K | Add +0.2% |
| KOS Kosmos Energy Ltd. | 0.01% | 10,000 | $23K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| XOM Exxon Mobil Corp. | Reduce -93.9% | 0.18% | −2.36 |
| CVX Chevron Corp. | Sold out | 0.00% | −1.64 |
| GLD SPDR Gold Shares | Reduce -51.2% | 2.63% | −1.59 |
| XBI SS SPDR S&P Biotech ETF | Reduce -69.3% | 0.66% | −1.56 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −1.55 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −1.37 |
| DFAS Dimensional US Small Cap ETF | Sold out | 0.00% | −1.36 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.99 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.65 |
| SDVY First Trust Smid Cap Rising | Reduce -11.5% | 0.88% | −0.11 |
| CAT Caterpillar Inc. | Reduce -3.3% | 1.65% | −0.10 |
| DFAU Dimensional US Core Equity M | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.08 |
| ACN Accenture PLC Class A | Reduce -7.6% | 0.14% | −0.02 |
| HD Home Depot Inc. | Reduce -1.8% | 0.09% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -2.8% | 0.87% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 0.40% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 0.17% | +0.01 |
| PULT Putnam ESG Ultra Short ETF | Reduce -0.9% | 4.67% | +0.30 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.3% | 4.56% | +0.32 |
| AMLP Alerian MLP ETF | Reduce -0.6% | 5.00% | +0.65 |
Portfolio Buys Q4 2024 → Q1 2025
| IGV iShares Expanded Tech-Softwa | New | 3.48% | +3.48 |
| ADPV Adaptiv Select ETF | New | 2.62% | +2.62 |
| SHV iShares 0-1 Year Treasury Bo | New | 1.81% | +1.81 |
| XLC SS Comm Select Sector SPDR | New | 1.36% | +1.36 |
| CRM Salesforce Inc. | New | 1.20% | +1.20 |
| PLTR Palantir Technologies Inc. Class A | New | 0.85% | +0.85 |
| XYZ Block Inc. | Add +120.3% | 1.67% | +0.57 |
| IJH iShares Core S&P Midcap ETF | Add +9.1% | 5.81% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +47.8% | 1.68% | +0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.1% | 3.79% | +0.33 |
| IWM iShares Russell 2000 ETF | Add +7.1% | 7.11% | +0.25 |
| HON Honeywell International Inc. | Add +15.8% | 1.72% | +0.24 |
| INNOVATOR IBD 50 ETF | Add +4.3% | 3.19% | +0.17 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +18.4% | 0.86% | +0.16 |
| XLI SS Industrial Select Sector | Add +3.1% | 1.68% | +0.15 |
| AMD Advanced Micro Devices | Add +17.9% | 1.96% | +0.14 |
| VOO Vanguard S&P 500 ETF | New | 0.11% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.10% | +0.10 |
| RTX RTX Corp. | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| XLK SS Technology Select Sector | Add +9.7% | 1.70% | +0.07 |
| META Meta Platforms Inc. Class A | Add +14.5% | 0.12% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.69% | +0.01 |
| MSFT Microsoft Corp. | Add +5.2% | 2.29% | +0.01 |
| NEE Nextera Energy Inc. | Add +0.1% | 0.09% | +0.01 |
| ET Energy Transfer LP | Add +0.2% | 0.08% | +0.00 |
| AVGO Broadcom Inc. | Add +11.8% | 0.12% | −0.02 |
| AAPL Apple Inc. | Add +3.8% | 2.41% | −0.03 |
| AMZN Amazon.com Inc. | Add +3.5% | 2.01% | −0.08 |
| NVDA Nvidia Corp. | Add +3.5% | 24.58% | −2.84 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $304.4M | NVDA, SHV, JPST, ADPV, FTSM |
| Q1 2026 | 45 | $310.1M | NVDA, PULT, JPST, ADPV, BIL |
| Q4 2025 | 46 | $316.0M | NVDA, IJH, PULT, JPST, IWM |
| Q3 2025 | 48 | $317.0M | NVDA, IJH, PULT, JPST, IWM |
| Q2 2025 | 41 | $286.9M | NVDA, BIL, IJH, PULT, JPST |
| Q1 2025 | 53 | $253.9M | NVDA, IWM, IJH, AMLP, PULT |
| Q4 2024 | 51 | $272.4M | NVDA, IWM, IJH, PULT, AMLP |
| Q3 2024 | 48 | $267.6M | NVDA, IWM, PULT, JPST, GLD |
| Q2 2024 | 43 | $267.0M | NVDA, IWM, AMLP, PULT, JPST |
| Q1 2024 | 43 | $241.0M | NVDA, IWM, AMLP, PULT, JPST |