Iron Bridge Private Wealth, LLC Portfolio Holdings

Iron Bridge Private Wealth, LLC

  • $284 Million
  • Q3 2025

Iron Bridge Private Wealth, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $284 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $101M, Ishares Core S&P Mid Cap ETF with a value of $15.2M, Jp Morgan ETF Tr Ultra Short I with a value of $14.5M, Ishares Russell 2000 ETF with a value of $14.1M, and Spdr Gold Trust with a value of $12.7M.

Examining the 13F form we can see an increase of $23.2M in the current position value, from $261M to 284M.

Below you can find more details about Iron Bridge Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
ETFs: $135 Million
Technology: $119 Million
Industrials: $8.29 Million
Consumer Cyclical: $8.03 Million
Communication Services: $6.9 Million
Financial Services: $5.39 Million
Energy: $1.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$101 Million 35.5% of portfolio
541,222
Q3 2025 Reduced 0.09%
$0
$15.2 Million 5.34% of portfolio
232,752
Q3 2025 Reduced 0.29%
$0
$14.5 Million 5.1% of portfolio
285,794
Q3 2025 Added 6.5%
$0
$14.1 Million 4.97% of portfolio
58,388
Q3 2025 Added 1.37%
$130B
$12.7 Million 4.47% of portfolio
35,761
Q3 2025 Added 459.29%
$0
$12.4 Million 4.35% of portfolio
263,983
Q3 2025 Added 2.22%
$0
$11.2 Million 3.95% of portfolio
16,864
Q3 2025 Reduced 1.56%
$0
$10.5 Million 3.69% of portfolio
137,232
Q3 2025 New
$342B
$9.16 Million 3.22% of portfolio
50,231
Q3 2025 Reduced 27.98%
$0
$7.53 Million 2.65% of portfolio
65,473
Q3 2025 Reduced 35.79%
$1.65T
$6.61 Million 2.32% of portfolio
27,175
Q3 2025 Reduced 0.29%
$0
$6.05 Million 2.13% of portfolio
21,453
Q3 2025 Reduced 0.29%
$0
$5.92 Million 2.08% of portfolio
53,538
Q3 2025 Reduced 2.47%
$3.78T
$5.43 Million 1.91% of portfolio
10,481
Q3 2025 Reduced 13.42%
$0
$5.08 Million 1.78% of portfolio
30,226
Q3 2025 New
$132B
$4.79 Million 1.69% of portfolio
22,775
Q3 2025 Added 13.85%
$953M
$4.61 Million 1.62% of portfolio
242,222
Q4 2024 Added 5.4%
$0
$4.27 Million 1.5% of portfolio
46,516
Q3 2025 Reduced 79.59%
$418B
$3.83 Million 1.35% of portfolio
21,447
Q3 2025 New
$2.39T
$3.64 Million 1.28% of portfolio
16,563
Q3 2025 Added 0.58%
$291B
$3.5 Million 1.23% of portfolio
7,328
Q3 2025 Reduced 43.26%
$0
$3.18 Million 1.12% of portfolio
77,184
Q3 2025 New
$177B
$2.38 Million 0.84% of portfolio
12,241
Q2 2025 Reduced 0.67%
$0
$2.36 Million 0.83% of portfolio
16,721
Q3 2025 Reduced 11.1%
$0
$2.05 Million 0.72% of portfolio
6,249
Q3 2025 Reduced 1.75%
$24.1B
$1.29 Million 0.45% of portfolio
30,504
Q3 2025 New
$0
$1.22 Million 0.43% of portfolio
1,825
Q1 2025 Reduced 0.22%
$4.3T
$905,000 0.32% of portfolio
3,555
Q3 2025 Reduced 77.3%
$881B
$528,000 0.19% of portfolio
1,674
Q3 2025 Added 0.42%
$490B
$431,000 0.15% of portfolio
3,826
Q3 2025 Reduced 2.32%
$0
$380,000 0.13% of portfolio
621
Q3 2025 Added 5.97%
$0
$349,000 0.12% of portfolio
1,844
Q3 2024 New
$1.29T
$307,000 0.11% of portfolio
691
Q3 2025 New
$0
$276,000 0.1% of portfolio
11,870
Q4 2024 Added 100.0%
$152B
$280,000 0.1% of portfolio
1,139
Q3 2025 Added 1.24%
$593B
$277,000 0.1% of portfolio
985
Q3 2025 Added 1.34%
$1.37T
$294,000 0.1% of portfolio
401
Q2 2025 Reduced 24.2%
$662B
$250,000 0.09% of portfolio
498
Q3 2025 Added 8.03%
$367B
$250,000 0.09% of portfolio
618
Q3 2025 Added 0.49%
$74.3B
$263,000 0.09% of portfolio
4,157
Q4 2024 New
$1.15B
$201,000 0.07% of portfolio
2,540
Q3 2025 New
$52.5B
$182,000 0.06% of portfolio
10,642
Q3 2025 Added 0.28%
$647M
$16,000 0.01% of portfolio
10,000
Q4 2020 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.79%
Putnam ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 8.99%
Coreweave Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Volatility Shs Tr
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $284 Million
  • Prior Value $261 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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