IronBridge Private Wealth, LLC
RIA/Wealth
IronBridge Private Wealth, LLC is a RIA/Wealth based in Austin, TX led by Gwen Marie Henson, managing $315.1M across 47 long positions as of Q3 2025 with 48% ETF concentration, 70% concentrated in top 10 holdings, and 32% allocation to NVDA.
CCOGwen Marie Henson
- Portfolio Value
- $315.1M
- Positions
- 47
- Top Holding
- NVDA at 32.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in IronBridge Private Wealth, LLC's portfolio (70% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $101.0M | 32.05% | -$86.2K Sold | 0.00% 541.2K shares | |
ETF ETF | $15.2M | 4.82% | -$44.6K Sold | — 232.8K shares | |
ETF ETF | $15.1M | 4.81% | +$1.2M Bought | — 298.2K shares | |
ETF ETF | $14.5M | 4.60% | +$885.1K Bought | — 285.8K shares | |
ETF ETF | $14.1M | 4.48% | +$191.4K Bought | — 58.4K shares | |
ETF ETF | $13.9M | 4.41% | +$636.1K Bought | — 327.5K shares | |
Unknown Unknown | $12.7M | 4.03% | +$10.4M Bought | — 35.8K shares | |
ETF ETF | $12.4M | 3.93% | +$269.5K Bought | — 264.0K shares | |
ETF ETF | $11.2M | 3.57% | -$177.9K Sold | — 16.9K shares | |
ETF ETF | $10.5M | 3.33% | +$10.5M New | — 137.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in IronBridge Private Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-79.59% | |
-77.3% |
Analytics
Portfolio insights and performance metrics for IronBridge Private Wealth, LLC
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