IronBridge Private Wealth, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 304,416
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 47 | 304,416 | 13F-HR | IronBridge Private Wealth, LLC |
| Q1 2026 | 5/13/2026 | 45 | 310,053 | 13F-HR | IronBridge Private Wealth, LLC |
| Q4 2025 | 2/23/2026 | 46 | 315,968 | 13F-HR | IronBridge Private Wealth, LLC |
| Q3 2025 | 10/30/2025 | 48 | 317,047 | 13F-HR | IronBridge Private Wealth, LLC |
| Q2 2025 | 10/10/2025 | 41 | 286,911 | 13F-HR | IronBridge Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 191 K | 62.8% | 15.91 K | 0 | 15.91 K |
| ETFs | 113.4 K | 37.2% | 0 | 21.55 K | -21.55 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
304,416
Holdings
47
QoQ value change ($000)
-5,637
(-1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.