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Ironbridge Private Wealth, LLC
IronBridge Private Wealth, LLC is an independent Registered Investment Adviser (RIA) headquartered in Austin, Texas. Founded in February 2017, the firm provides individualized financial planning and investment management services primarily for high net worth individuals and families. IronBridge employs a fiduciary standard, operates as a process-driven and actively managed wealth management firm, and emphasizes helping clients navigate market cycles. The firm reports a small, specialized team and is focused on serving private clients rather than institutions.
Investment Strategy
IronBridge Private Wealth applies an active management philosophy, using proprietary investment processes designed to navigate different market cycles and adapt portfolios dynamically. The firm integrates portfolio, financial planning, real estate, and business ownership into custom strategies tailored for each client. They emphasize risk management, market cycle awareness, and disciplined, process-driven portfolio management, aiming to maximize wealth and minimize downside risk while aligning with clients' specific goals. The advisory process is highly customized, focused on communication, and aims to provide meaningful advice and confidence in all market environments.
Latest 13F Filing Activity
Ironbridge Private Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $287M. The fund increased holdings in Nvidia Corporation, SPDR Series Trust, Palantir Technologies Inc. among other positions. Ironbridge Private Wealth, LLC reduced exposure to Ishares TR, Advanced Micro Devices Inc., SPDR Gold TR among others.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 29.83% | $85.6M | 541,684 | $23.37 | $157.99 | +$23.2M |
B BIL | SPDR SERIES TRUST | 7.29% | $20.9M | 227,873 | $91.72 | $91.73 | +$19.4M |
I IJH | ISHARES TR | 5.05% | $14.5M | 233,436 | $57.75 | $62.02 | -$264.1K |
P PULT | PUTNAM ETF TRUST | 4.84% | $13.9M | 273,645 | $50.34 | $50.70 | +$2.0M |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.74% | $13.6M | 268,347 | $50.35 | $50.68 | +$2.0M |
Industry Allocation
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