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Gwen Henson

Ironbridge Private Wealth, Llc

Assets Managed
$310.053M
Holdings
45
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-1.87%(2Q avg: -1.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ironbridge Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Ironbridge Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 310.053M in assets, with a quarterly growth rate of -1.87% and a 2-quarter average growth rate of -1.1%. The portfolio is managed by Gwen Henson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.38%
30.33%
$94.029M
539,155 shares@ $174.41 avg price
PULT
Putnam Esg Ultra Short Etf
Recent Activity
Increased 0.4%
4.88%
$15.112M
299,431 shares@ $50.48 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 0.4%
4.69%
$14.521M
286,919 shares@ $50.62 avg price
ADPV
Adaptiv Select Etf
Recent Activity
Increased 2.28%
4.56%
$14.126M
334,984 shares@ $42.17 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 222.66%
4.44%
$13.754M
150,087 shares@ $91.65 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -20.09%
3.97%
$12.296M
28,575 shares@ $430.3 avg price
AMLP
Alerian Mlp Etf
Recent Activity
Decreased -17.8%
3.69%
$11.422M
216,983 shares@ $52.65 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
New Position
3.64%
$11.263M
188,413 shares@ $59.79 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 65.8%
3.17%
$9.799M
88,764 shares@ $110.4 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -29.34%
2.88%
$8.899M
96,967 shares@ $91.78 avg price

1-10 of 45