Iron Bridge Private Wealth, LLC Portfolio Holdings

Iron Bridge Private Wealth, LLC

  • $261 Million
  • Q2 2025

Iron Bridge Private Wealth, LLC has filed its 13F form on October 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $261 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $85.6M, Spdr Bloomberg 1 3 Month T Bil with a value of $20.9M, Ishares Core S&P Mid Cap ETF with a value of $14.5M, Jp Morgan ETF Tr Ultra Short I with a value of $13.6M, and Alps ETF Tr Alerian Mlp ETF with a value of $12.6M.

Examining the 13F form we can see an increase of $25.8M in the current position value, from $236M to 261M.

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

Portfolio value $261 Million
ETFs: $130 Million
Technology: $107 Million
Industrials: $9.67 Million
Communication Services: $5.1 Million
Financial Services: $4.27 Million
Consumer Cyclical: $3.84 Million
Energy: $892,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$85.6 Million 32.75% of portfolio
541,684
Q2 2025 Reduced 5.91%
$0
$20.9 Million 8.0% of portfolio
227,873
Q2 2025 Added 1,332.89%
$0
$14.5 Million 5.54% of portfolio
233,436
Q2 2025 Reduced 7.6%
$0
$13.6 Million 5.2% of portfolio
268,347
Q2 2025 Added 17.33%
$0
$12.6 Million 4.83% of portfolio
258,241
Q2 2025 Added 5.69%
$0
$12.4 Million 4.76% of portfolio
57,597
Q2 2025 Reduced 36.33%
$0
$11.2 Million 4.27% of portfolio
101,966
Q2 2025 Added 2.82%
$0
$10.6 Million 4.05% of portfolio
17,131
Q2 2025 Reduced 0.32%
$0
$9.7 Million 3.71% of portfolio
298,507
Q2 2025 Reduced 0.66%
$350B
$9.51 Million 3.64% of portfolio
69,745
Q2 2025 Added 172.48%
$0
$6.06 Million 2.32% of portfolio
54,894
Q2 2025 Added 32.19%
$3.81T
$6.02 Million 2.3% of portfolio
12,105
Q2 2025 Reduced 21.86%
$0
$5.45 Million 2.08% of portfolio
21,516
Q2 2025 Added 2.95%
$286B
$5.01 Million 1.92% of portfolio
12,916
Q2 2025 Added 1.98%
$1.5T
$4.8 Million 1.84% of portfolio
27,255
Q2 2025 Reduced 1.12%
$0
$4.79 Million 1.83% of portfolio
32,454
Q2 2025 Reduced 0.18%
$2.18T
$3.61 Million 1.38% of portfolio
16,468
Q2 2025 Reduced 38.68%
$1.02B
$3.36 Million 1.29% of portfolio
242,222
Q4 2024 Added 5.4%
$3.98T
$3.21 Million 1.23% of portfolio
15,661
Q2 2025 Reduced 43.23%
$0
$2.57 Million 0.98% of portfolio
18,809
Q2 2025 Added 3.84%
$177B
$2.38 Million 0.91% of portfolio
12,241
Q2 2025 Reduced 0.67%
$137B
$1.95 Million 0.75% of portfolio
6,394
Q2 2025 Reduced 72.38%
$0
$1.93 Million 0.74% of portfolio
6,360
Q1 2025 Added 0.35%
$0
$1.13 Million 0.43% of portfolio
1,825
Q1 2025 Reduced 0.22%
$876B
$483,000 0.18% of portfolio
1,667
Q2 2025 Reduced 6.03%
$461B
$422,000 0.16% of portfolio
3,917
Q2 2025 Reduced 0.23%
$147B
$336,000 0.13% of portfolio
1,125
Q2 2025 Reduced 1.4%
$0
$332,000 0.13% of portfolio
586
Q2 2025 Added 6.55%
$0
$335,000 0.13% of portfolio
1,844
Q3 2024 New
$1.61T
$295,000 0.11% of portfolio
401
Q2 2025 Reduced 24.2%
$0
$262,000 0.1% of portfolio
11,870
Q4 2024 Added 100.0%
$76.2B
$261,000 0.1% of portfolio
4,157
Q4 2024 New
$397B
$225,000 0.09% of portfolio
615
Q2 2025 Reduced 0.16%
$646B
$223,000 0.09% of portfolio
461
Q1 2025 New
$548B
$206,000 0.08% of portfolio
582
Q2 2025 New
$844B
$212,000 0.08% of portfolio
972
Q2 2025 New
$51.5B
$192,000 0.07% of portfolio
10,612
Q2 2025 Added 0.26%
$666M
$17,000 0.01% of portfolio
10,000
Q4 2020 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 61.85%
Putnam ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 16.97%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $261 Million
  • Prior Value $236 Million
  • Filing
  • Period Q2 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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