IronBridge Private Wealth, LLC ETF holdings
Austin, TX
Reported $148.4M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$148.4M
ETFs held
22
Change from prior quarter
-3.0%
With price moves
ETFs as a share of its 13F
48.7%
of $304.4M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SHV | iShares 0–1 Year Treasury Bond ETF | $16.9M | 153,098 | +64,334 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $16.8M | 332,184 | +45,265 shares |
| ADPV | Adaptiv Select ETF | $16.6M | 343,418 | +8,434 shares |
| FTSM | First Trust Enhanced Short Maturity ETF | $11.0M | 183,912 | −4,501 shares |
| GLD | SPDR Gold Shares | $8.6M | 23,244 | −5,331 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $8.3M | 207,476 | +2,041 shares |
| GDX | VanEck Gold Miners ETF | $8.3M | 110,233 | +13,266 shares |
| IWM | iShares Russell 2000 ETF | $6.8M | 22,493 | −366 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $6.7M | 73,439 | −76,648 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $6.3M | 82,167 | +285 shares |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001850996. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does IronBridge Private Wealth, LLC own?
IronBridge Private Wealth, LLC reported 22 ETF positions worth $148.4M in its Form 13F for June 30, 2026. The largest was SHV, at $16.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.