IronBridge Private Wealth
IronBridge Private Wealth reported 47 stocks worth $304M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (32.6%), SHV (5.5%) and JPST (5.5%). Compared with Q1 2026, the fund opened new positions in FXL, PDBA and HON, added to SHV, JPST and ADPV, trimmed NVDA, FTSM and GLD and sold out of AMLP, XLE and FXZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() NVDA Nvidia Corporation | $99.3M | 32.6% | 496K | −43K (−8%) | 8 of 8 | |
| 2 | ![]() SHV Ishares TR | $16.9M | 5.5% | 153K | +64K (+72%) | 6 of 8 | |
| 3 | ![]() JPST J P Morgan Exchange Traded F | $16.8M | 5.5% | 332K | +45K (+16%) | 8 of 8 | |
| 4 | ![]() ADPV Series Portfolios TR | $16.6M | 5.5% | 343K | +8,434 (+3%) | 6 of 8 | |
| 5 | ![]() FTSM First TR Exchange-Traded FD | $11M | 3.6% | 184K | −4,501 (−2%) | 2 of 8 | |
| 6 | ![]() GLD Spdr Gold TR | $8.6M | 2.8% | 23K | −5,331 (−19%) | 8 of 8 | |
| 7 | ![]() DFAE Dimensional Emerg Core | $8.3M | 2.7% | 207K | +2,041 (+1%) | 2 of 8 | |
| 8 | ![]() GDX Vaneck ETF Trust | $8.3M | 2.7% | 110K | +13K (+14%) | 4 of 8 | |
| 9 | ![]() EZPW Ezcorp Inc | $7.2M | 2.4% | 207K | −35K (−14%) | 8 of 8 | |
| 10 | ![]() CRWV Coreweave Inc | $7.1M | 2.3% | 72K | −384 (−1%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
PUTNAM ETF TRUST | $15.1M | 299K |
![]() AMLP Alerian Mlp ETF | $11.4M | 217K |
![]() XLE Select Sector Spdr TR | $5.8M | 95K |
![]() FXZ First Trust | $5.8M | 76K |
HONEYWELL INTL INC | $5.4M | 24K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →IronBridge Private Wealth 13F FAQ
What does IronBridge Private Wealth own?
IronBridge Private Wealth reported 47 stocks worth $304M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (32.6%), SHV (5.5%) and JPST (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did IronBridge Private Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 18 added to, 15 trimmed and 7 sold out. New positions include FXL, PDBA and HON. It sold all of AMLP, XLE and FXZ.
When will IronBridge Private Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is IronBridge Private Wealth's portfolio worth?
The Q2 2026 filing reports $304M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.












