Back to funds
View filing
IronBridge Private Wealth, LLC
Updated 2 days agoManaged by Ironbridge Private Wealth, Llc • Latest filing Q3 2026
Portfolio value
$337.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $316M |
| Q1 2026 | $310.1M |
| Q2 2026 | $304.4M |
| Q3 2026 | $337.6M |
Top holdings
83 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $107.7M | 471.7K | 31.91% | — | |
| 2 | $15.7M | 310.9K | 4.64% | — | |
| 3 | ? N/A SERIES PORTFOLIOS TR | $12.6M | 291.9K | 3.74% | — |
| 4 | $11.4M | 129.7K | 3.37% | — | |
| 5 | $10.9M | 574.1K | 3.22% | — | |
| 6 | $9.4M | 157.2K | 2.77% | — | |
| 7 | $8.6M | 46.1K | 2.55% | — | |
| 8 | $8.1M | 21.2K | 2.39% | — | |
| 9 | $7.4M | 447.5K | 2.20% | — | |
| 10 | $6.8M | 173.1K | 2.02% | — | |
| 11 | $6.4M | 75.8K | 1.90% | — | |
| 12 | $5.9M | 197.2K | 1.74% | — | |
| 13 | $5.6M | 24.4K | 1.65% | — | |
| 14 | $5.2M | 18.8K | 1.55% | — | |
| 15 | $5.2M | 74.4K | 1.54% | — | |
| 16 | $4.9M | 68.3K | 1.46% | — | |
| 17 | $4.8M | 43.8K | 1.43% | — | |
| 18 | $4.7M | 86.9K | 1.40% | — | |
| 19 | ? N/A VOLATILITY SHS TR | $4.7M | 588.3K | 1.40% | — |
| 20 | $4.4M | 33.6K | 1.30% | — |