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IronBridge Private Wealth, LLC

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13F filer, CIK 1850996, Austin, TX

IronBridge Private Wealth, LLC reported $315,967,593 across 46 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-23. Its ten largest share positions make up 70.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001321

Period
2025-12-31
Reported value
$316M
Holdings
46
Top 10 weight
70.87%
New
0
Sold out
2

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ORCLexited-985-$277K
SBRexited-2,540-$202K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-001321, largest first. % of portfolio is the value over $315,967,593, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,225 shares; 2024Q4: 556,164 shares; 2025Q1: 575,716 shares; 2025Q2: 541,684 shares; 2025Q3: 541,222 shares; 2025Q4: 541,222 shares 541,222$101M31.96%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,399 shares; 2024Q4: 231,611 shares; 2025Q1: 252,644 shares; 2025Q2: 233,436 shares; 2025Q3: 232,752 shares; 2025Q4: 232,752 shares 232,752$15.2M4.81%0Timeline
PULTPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,886 shares; 2024Q4: 235,974 shares; 2025Q1: 233,951 shares; 2025Q2: 273,645 shares; 2025Q3: 298,246 shares; 2025Q4: 298,246 shares 298,246$15.1M4.79%0Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,093 shares; 2024Q4: 229,436 shares; 2025Q1: 228,704 shares; 2025Q2: 268,347 shares; 2025Q3: 285,794 shares; 2025Q4: 285,794 shares 285,794$14.5M4.59%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,037 shares; 2024Q4: 84,502 shares; 2025Q1: 90,468 shares; 2025Q2: 57,597 shares; 2025Q3: 58,388 shares; 2025Q4: 58,388 shares 58,388$14.4M4.55%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,470 shares; 2024Q4: 47,445 shares; 2025Q1: 23,147 shares; 2025Q2: 6,394 shares; 2025Q3: 35,761 shares; 2025Q4: 35,761 shares 35,761$14.2M4.49%0Timeline
ADPVSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,118 shares; 2025Q2: 312,569 shares; 2025Q3: 327,547 shares; 2025Q4: 327,547 shares 327,547$13.9M4.4%0Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,538 shares; 2024Q4: 245,922 shares; 2025Q1: 244,343 shares; 2025Q2: 258,241 shares; 2025Q3: 263,983 shares; 2025Q4: 263,983 shares 263,983$12.4M3.92%0Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,232 shares; 2025Q4: 137,232 shares 137,232$11.8M3.73%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,577 shares; 2024Q4: 16,046 shares; 2025Q1: 17,186 shares; 2025Q2: 17,131 shares; 2025Q3: 16,864 shares; 2025Q4: 16,864 shares 16,864$11.5M3.64%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,596 shares; 2025Q2: 69,745 shares; 2025Q3: 50,231 shares; 2025Q4: 50,231 shares 50,231$8.93M2.83%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,721 shares; 2024Q4: 18,649 shares; 2025Q1: 27,563 shares; 2025Q2: 27,255 shares; 2025Q3: 27,175 shares; 2025Q4: 27,175 shares 27,175$8.51M2.69%0Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,174 shares; 2025Q2: 101,966 shares; 2025Q3: 65,473 shares; 2025Q4: 65,473 shares 65,473$6.92M2.19%0Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,527 shares; 2025Q2: 54,894 shares; 2025Q3: 53,538 shares; 2025Q4: 53,538 shares 53,538$5.92M1.87%0Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,226 shares; 2025Q4: 30,226 shares 30,226$5.08M1.61%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 14,732 shares; 2025Q1: 15,491 shares; 2025Q2: 12,105 shares; 2025Q3: 10,481 shares; 2025Q4: 10,481 shares 10,481$5.07M1.6%0Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,303 shares; 2025Q4: 70,303 shares 70,303$4.8M1.52%0Timeline
EZPWEZCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,819 shares; 2024Q4: 242,222 shares; 2025Q1: 242,222 shares; 2025Q2: 242,222 shares; 2025Q3: 242,222 shares; 2025Q4: 242,222 shares 242,222$4.61M1.46%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,162 shares; 2024Q4: 17,789 shares; 2025Q1: 20,594 shares; 2025Q2: 20,004 shares; 2025Q3: 22,775 shares; 2025Q4: 22,775 shares 22,775$4.44M1.41%0Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,903 shares; 2024Q4: 15,903 shares; 2025Q1: 15,903 shares; 2025Q2: 227,873 shares; 2025Q3: 46,516 shares; 2025Q4: 46,516 shares 46,516$4.27M1.35%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,728 shares; 2024Q4: 13,102 shares; 2025Q1: 12,665 shares; 2025Q2: 12,916 shares; 2025Q3: 7,328 shares; 2025Q4: 7,328 shares 7,328$3.87M1.22%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,304 shares; 2024Q4: 25,948 shares; 2025Q1: 26,858 shares; 2025Q2: 16,468 shares; 2025Q3: 16,563 shares; 2025Q4: 16,563 shares 16,563$3.82M1.21%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,447 shares; 2025Q4: 21,447 shares 21,447$3.14M0.99%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,775 shares; 2024Q4: 19,049 shares; 2025Q1: 20,899 shares; 2025Q2: 21,516 shares; 2025Q3: 21,453 shares; 2025Q4: 21,453 shares 21,453$3.09M0.98%0Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,184 shares; 2025Q4: 77,184 shares 77,184$2.96M0.94%0Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,274 shares; 2024Q4: 15,293 shares; 2025Q1: 18,114 shares; 2025Q2: 18,809 shares; 2025Q3: 16,721 shares; 2025Q4: 16,721 shares 16,721$2.36M0.75%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,678 shares; 2024Q4: 12,678 shares; 2025Q1: 12,324 shares; 2025Q2: 12,241 shares; 2025Q3: 12,241 shares; 2025Q4: 12,241 shares 12,241$2.12M0.67%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 6,338 shares; 2025Q1: 6,360 shares; 2025Q2: 6,360 shares; 2025Q3: 6,249 shares; 2025Q4: 6,249 shares 6,249$2.1M0.66%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,504 shares; 2025Q4: 30,504 shares 30,504$1.97M0.62%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares 1,825$1.22M0.39%0Timeline
XRPIVOLATILITY SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,926 shares; 2025Q4: 112,926 shares 112,926$1.19M0.38%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,395 shares; 2024Q4: 26,572 shares; 2025Q1: 27,589 shares; 2025Q2: 15,661 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares 3,555$966K0.31%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,216 shares; 2025Q4: 12,216 shares 12,216$875K0.28%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,794 shares; 2025Q1: 1,774 shares; 2025Q2: 1,667 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares 1,674$539K0.17%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,433 shares; 2024Q4: 64,531 shares; 2025Q1: 3,926 shares; 2025Q2: 3,917 shares; 2025Q3: 3,826 shares; 2025Q4: 3,826 shares 3,826$460K0.15%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 586 shares; 2025Q3: 621 shares; 2025Q4: 621 shares 621$389K0.12%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares 1,844$350K0.11%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 894 shares; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 691 shares 691$311K0.1%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,141 shares; 2025Q2: 1,125 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares 1,139$306K0.1%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 11,870 shares; 2025Q1: 11,870 shares; 2025Q2: 11,870 shares; 2025Q3: 11,870 shares; 2025Q4: 11,870 shares 11,870$276K0.09%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 462 shares; 2025Q1: 529 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares 401$265K0.08%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,157 shares; 2025Q1: 4,157 shares; 2025Q2: 4,157 shares; 2025Q3: 4,157 shares; 2025Q4: 4,157 shares 4,157$263K0.08%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 498 shares; 2025Q4: 498 shares 498$250K0.08%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 627 shares; 2025Q1: 616 shares; 2025Q2: 615 shares; 2025Q3: 618 shares; 2025Q4: 618 shares 618$213K0.07%0Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,491 shares; 2024Q4: 10,559 shares; 2025Q1: 10,584 shares; 2025Q2: 10,612 shares; 2025Q3: 10,642 shares; 2025Q4: 10,642 shares 10,642$183K0.06%0Timeline
KOSKOSMOS ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$16.6K0.01%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ORCLORACLE CORP985$277Kshares
SBRSABINE RTY TR2,540$202Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-001321 base2026-02-23acceptance time not in the bulk data set