Skip to content
Disclosery

IronBridge Private Wealth, LLC

Follow

13F filer, CIK 1850996, Austin, TX

IronBridge Private Wealth, LLC reported $310,052,751 across 45 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 66.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001846

Period
2026-03-31
Reported value
$310M
Holdings
45
Top 10 weight
66.19%
New
12
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FTSMnew+188,413$11.3M
BILadded+103,571$9.49M
DFAEnew+205,435$6.96M
XLEnew+95,192$5.83M
FXZnew+76,220$5.81M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYexited-16,864-$11.5M
IJHreduced-150,870-$10.2M
IWMreduced-35,529-$8.81M
IGVexited-65,473-$6.92M
FXLexited-30,226-$5.08M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001846, largest first. % of portfolio is the value over $310,052,751, 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; 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; 2026Q1: 539,155 shares 539,155$94M30.33%-2,067Timeline
PULTPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 299,431 shares 299,431$15.1M4.87%+1,185Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 286,919 shares 286,919$14.5M4.68%+1,125Timeline
ADPVSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,118 shares; 2025Q2: 312,569 shares; 2025Q3: 327,547 shares; 2025Q4: 327,547 shares; 2026Q1: 334,984 shares 334,984$14.1M4.56%+7,437Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 150,087 shares 150,087$13.8M4.44%+103,571Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,575 shares 28,575$12.3M3.97%-7,186Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 216,983 shares 216,983$11.4M3.68%-47,000Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,413 shares 188,413$11.3M3.63%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,527 shares; 2025Q2: 54,894 shares; 2025Q3: 53,538 shares; 2025Q4: 53,538 shares; 2026Q1: 88,764 shares 88,764$9.8M3.16%+35,226Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,232 shares; 2025Q4: 137,232 shares; 2026Q1: 96,967 shares 96,967$8.9M2.87%-40,265Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,596 shares; 2025Q2: 69,745 shares; 2025Q3: 50,231 shares; 2025Q4: 50,231 shares; 2026Q1: 51,992 shares 51,992$7.61M2.45%+1,761Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205,435 shares 205,435$6.96M2.24%newTimeline
EZPWEZCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 242,222 shares 242,222$6.15M1.98%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,224 shares; 2024Q4: 43,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,192 shares 95,192$5.83M1.88%newTimeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,220 shares 76,220$5.81M1.87%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,859 shares 22,859$5.67M1.83%-35,529Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,216 shares; 2025Q4: 12,216 shares; 2026Q1: 71,946 shares 71,946$5.57M1.8%+59,730Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 81,882 shares 81,882$5.53M1.78%-150,870Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,006 shares 24,006$5.43M1.75%+1,231Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,468 shares 87,468$5.14M1.66%newTimeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,504 shares; 2025Q4: 30,504 shares; 2026Q1: 71,471 shares 71,471$4.87M1.57%+40,967Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254,794 shares 254,794$4.41M1.42%newTimeline
XRPIVOLATILITY SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,926 shares; 2025Q4: 112,926 shares; 2026Q1: 517,847 shares 517,847$3.93M1.27%+404,921Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,207 shares 45,207$3.45M1.11%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,465 shares 4,465$3.16M1.02%-2,863Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,537 shares 10,537$3.03M0.98%-16,638Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,184 shares; 2025Q4: 77,184 shares; 2026Q1: 77,348 shares 77,348$2.78M0.9%+164Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,447 shares; 2025Q4: 21,447 shares; 2026Q1: 21,713 shares 21,713$2.72M0.88%+266Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,059 shares 12,059$2.34M0.76%-182Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,300 shares 6,300$2.02M0.65%+51Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,405 shares 100,405$1.99M0.64%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,104 shares 5,104$1.89M0.61%-5,377Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,752 shares 8,752$1.82M0.59%-7,811Timeline
ROBTFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,963 shares 37,963$1.75M0.57%newTimeline
XRPBITWISE XRP ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,526 shares 109,526$1.65M0.53%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,046 shares 3,046$773K0.25%-509Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,860 shares 2,860$485K0.16%-966Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,649 shares 1,649$485K0.16%-25Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,157 shares 4,157$303K0.1%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,870 shares 11,870$294K0.09%0Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,707 shares 3,707$282K0.09%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 627 shares; 2025Q1: 616 shares; 2025Q2: 615 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 744 shares 744$245K0.08%+126Timeline
CIMCHIMERA INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,710 shares 17,710$222K0.07%newTimeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,701 shares 10,701$207K0.07%+59Timeline
KOSKOSMOS ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,000 shares 10,000$27.8K0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T16,864$11.5Mshares
IGVISHARES TR65,473$6.92Mshares
FXLFIRST TR EXCHANGE-TRADED FD30,226$5.08Mshares
FXDFIRST TR EXCHANGE-TRADED FD70,303$4.8Mshares
XLKSELECT SECTOR SPDR TR21,453$3.09Mshares
QQEWFIRST TR EXCHANGE-TRADED FD16,721$2.36Mshares
IVVISHARES TR1,825$1.22Mshares
VOOVANGUARD INDEX FDS621$389Kshares
RSPINVESCO EXCHANGE TRADED FD T1,844$350Kshares
TSLATESLA INC691$311Kshares
ACNACCENTURE PLC IRELAND1,139$306Kshares
METAMETA PLATFORMS INC401$265Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL498$250Kshares

How Q1 2026 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 0001172661-26-001846 base2026-05-14acceptance time not in the bulk data set