IronBridge Private Wealth, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 310,053
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 175.1 K | 56.5% | 0 | 77.02 K | -77.02 K |
| ETFs | 134.9 K | 43.5% | 71.11 K | 0 | 71.11 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
310,053
Holdings
45
QoQ value change ($000)
-5,915
(-1.9%)
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.