Iron Bridge Private Wealth, LLC Portfolio Holdings by Sector

Iron Bridge Private Wealth, LLC

$284 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IJH JPST IWM GLD AMLP SPY GDX IGV 20 stocks	$133,314 46.86% of portfolio	10	7	5	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TXN 2 stocks	$103,363 36.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT ORCL 3 stocks	$14,868 5.23% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA AMZN 2 stocks	$7,469 2.63% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$6,900 2.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$4,794 1.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services EZPW 1 stocks	$4,611 1.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$3,496 1.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2,050 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$905 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$528 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB ET 2 stocks	$445 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$431 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$307 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$280 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$250 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$250 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy SBR KOS 2 stocks	$217 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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