1y return+15.0%S&P 500 +20.9%
3y return+74.9%S&P 500 +68.5%
5y return+67.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $191 against $200 in the S&P 500.2
IronBridge Private Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $99.3M | 32.6% | −7.9% |
| SHVIshares Tr | $16.9M | 5.5% | +72.5% |
| JPSTJ P Morgan Exchange Traded F | $16.8M | 5.5% | +15.8% |
| ADPVSeries Portfolios Tr | $16.6M | 5.5% | +2.5% |
| FTSMFirst Tr Exchange-traded Fd | $11.0M | 3.6% | −2.4% |
| GLDSpdr Gold Tr | $8.6M | 2.8% | −18.7% |
| DFAEDimensional Etf Trust | $8.3M | 2.7% | |
| GDXVaneck Etf Trust | $8.3M | 2.7% | +13.7% |
| EZPWEzcorp Inc | $7.2M | 2.4% | −14.4% |
| CRWVCoreweave Inc | $7.1M | 2.3% | |
| IWMIshares Tr | $6.8M | 2.2% | −1.6% |
| BILSpdr Series Trust | $6.7M | 2.2% | −51.1% |
| PLTRPalantir Technologies Inc | $6.4M | 2.1% | +5.0% |
| IJHIshares Tr | $6.3M | 2.1% | |
| XRPBitwise Xrp Etf | $6.1M | 2.0% | +377.5% |
| FXLFirst Tr Exchange-traded Fd | $5.9M | 1.9% | New |
| FCXFreeport Mcmoran Inc | $5.5M | 1.8% | |
| SLVIshares Silver Tr | $4.6M | 1.5% | +21.3% |
| CATCaterpillar Inc | $4.6M | 1.5% | −3.3% |
| PDBAInvesco Actvely Mngd Etc Fd | $4.3M | 1.4% | New |
| PDBCInvesco Actvely Mngd Etc Fd | $4.1M | 1.4% | +1.7% |
| XRPIVolatility Shs Tr | $4.0M | 1.3% | +33.6% |
| GOOGLAlphabet Inc | $3.7M | 1.2% | −1.9% |
| ROBTFirst Tr Exchange Traded Fd | $3.6M | 1.2% | +66.5% |
| COPXGlobal X Fds | $3.5M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $99.3M |
| EZPWEzcorp Inc | December 31, 2020 | +621.7% | $7.2M |
| CATCaterpillar Inc | June 30, 2023 | +332.8% | $4.6M |
| JPMJpmorgan Chase & Co | September 30, 2022 | +213.2% | $542K |
| GOOGLAlphabet Inc | June 30, 2023 | +198.6% | $3.7M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $2.1M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $882K |
| TXNTexas Instrs Inc | December 31, 2020 | +81.6% | $3.3M |
| VTIVanguard Index Fds | March 31, 2023 | +81.3% | $1.8M |
| GLDSpdr Gold Tr | March 31, 2024 | +79.1% | $8.6M |
Sold off last quarter
- Putnam Etf TrustCUSIP 746729854 was $15.1M
- AMLPAlps Etf Tr was $11.4M
- XLESelect Sector Spdr Tr was $5.8M
- FXZFirst Tr Exchange-traded Fd was $5.8M
- Honeywell Intl IncCUSIP 438516106 was $5.4M
- Exxon Mobil CorpCUSIP 30231G102 was $485K
- WMBWilliams Cos Inc was $303K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.3% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +10.9% | +7.8% |
| June 30, 2025 | +18.7% | +10.5% |
| March 31, 2025 | −7.4% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +1.1% | +5.4% |
| June 30, 2024 | +8.2% | +4.0% |
| March 31, 2024 | +18.9% | +10.0% |
| December 31, 2023 | +5.1% | +11.2% |
| September 30, 2023 | −0.4% | −3.6% |
| June 30, 2023 | +6.8% | +8.3% |
| March 31, 2023 | +6.8% | +7.0% |
| December 31, 2022 | +1.7% | +7.1% |
| September 30, 2022 | −2.9% | −5.3% |
| June 30, 2022 | −13.1% | −16.5% |
| March 31, 2022 | −7.7% | −4.9% |
| December 31, 2021 | +5.3% | +10.7% |
| September 30, 2021 | +0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: IronBridge Private Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1850996&type=13F-HR&dateb=&owner=include&count=40CIK 1850996
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1850996/000117266126003351/Filed August 13, 2026 · accession 0001172661-26-003351