# EDGAR Filing Document

**Accession Number:** 0001850996
**File Stem:** 0001172661-25-004241
**Filing Date:** 2025-10
**Character Count:** 10276
**Document Hash:** e8e6b9c7e843690717c4b32d20e99ab1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004241.hdr.sgml**: 20251010

**ACCESSION NUMBER**: 0001172661-25-004241

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20251010

**DATE AS OF CHANGE**: 20251010

**EFFECTIVENESS DATE**: 20251010

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** IronBridge Private Wealth, LLC
- **CENTRAL INDEX KEY:** 0001850996

**ORGANIZATION NAME:**
- **EIN:** 815302549
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21124
- **FILM NUMBER:** 251386789

**BUSINESS ADDRESS:**
- **STREET 1:** 6420 BEE CAVE RD
- **STREET 2:** SUITE 201
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746
- **BUSINESS PHONE:** 5123278900

**MAIL ADDRESS:**
- **STREET 1:** 6420 BEE CAVE RD
- **STREET 2:** SUITE 201
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** IronBridge Private Wealth LLC<br>**Address:** 6420 Bee Cave Rd<br>Suite 201<br>Austin, TX 78746

**Form 13F File Number:** 028-21124

**CRD Number (if applicable):** 000287714

**SEC File Number (if applicable):** 801-115022

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Gwen Henson<br>**Title:** Chief Compliance Officer<br>**Phone:** 512-327-8902

**Signature, Place, and Date of Signing:**

/s/ Gwen Henson  Austin, TX  10-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $286910970

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 299 | 1 | SH |  | DFND |  | 0 | 0 | 1 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 335953 | 1124 | SH |  | SOLE |  | 0 | 0 | 1124 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 646236 | 3667 | SH |  | DFND |  | 0 | 0 | 3667 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4156914 | 23588 | SH |  | SOLE |  | 0 | 0 | 23588 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 1598895 | 32724 | SH |  | DFND |  | 0 | 0 | 32724 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 11018762 | 225517 | SH |  | SOLE |  | 0 | 0 | 225517 |
| AMAZON COM INC | COM | 023135106 |  | 518638 | 2364 | SH |  | DFND |  | 0 | 0 | 2364 |
| AMAZON COM INC | COM | 023135106 |  | 3094277 | 14104 | SH |  | SOLE |  | 0 | 0 | 14104 |
| APPLE INC | COM | 037833100 |  | 382643 | 1865 | SH |  | DFND |  | 0 | 0 | 1865 |
| APPLE INC | COM | 037833100 |  | 2830424 | 13796 | SH |  | SOLE |  | 0 | 0 | 13796 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 223940 | 461 | SH |  | SOLE |  | 0 | 0 | 461 |
| CATERPILLAR INC | COM | 149123101 |  | 672380 | 1732 | SH |  | DFND |  | 0 | 0 | 1732 |
| CATERPILLAR INC | COM | 149123101 |  | 4341741 | 11184 | SH |  | SOLE |  | 0 | 0 | 11184 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 192390 | 10612 | SH |  | SOLE |  | 0 | 0 | 10612 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 422218 | 3917 | SH |  | SOLE |  | 0 | 0 | 3917 |
| EZCORP INC | CL A NON VTG | 302301106 |  | 3362042 | 242222 | SH |  | SOLE |  | 0 | 0 | 242222 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337344105 |  | 498325 | 3651 | SH |  | DFND |  | 0 | 0 | 3651 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337344105 |  | 2068916 | 15158 | SH |  | SOLE |  | 0 | 0 | 15158 |
| HOME DEPOT INC | COM | 437076102 |  | 225514 | 615 | SH |  | SOLE |  | 0 | 0 | 615 |
| HONEYWELL INTL INC | COM | 438516106 |  | 641119 | 2753 | SH |  | DFND |  | 0 | 0 | 2753 |
| HONEYWELL INTL INC | COM | 438516106 |  | 4017414 | 17251 | SH |  | SOLE |  | 0 | 0 | 17251 |
| INNOVATOR ETFS TRUST | IBD 50 ETF | 45782C102 |  | 1230949 | 37887 | SH |  | DFND |  | 0 | 0 | 37887 |
| INNOVATOR ETFS TRUST | IBD 50 ETF | 45782C102 |  | 8467544 | 260620 | SH |  | SOLE |  | 0 | 0 | 260620 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 335129 | 1844 | SH |  | SOLE |  | 0 | 0 | 1844 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2140063 | 34506 | SH |  | DFND |  | 0 | 0 | 34506 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 12337654 | 198930 | SH |  | SOLE |  | 0 | 0 | 198930 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1132936 | 1825 | SH |  | SOLE |  | 0 | 0 | 1825 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 1600671 | 14618 | SH |  | DFND |  | 0 | 0 | 14618 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 9564607 | 87348 | SH |  | SOLE |  | 0 | 0 | 87348 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1708626 | 7918 | SH |  | DFND |  | 0 | 0 | 7918 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 10720232 | 49679 | SH |  | SOLE |  | 0 | 0 | 49679 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 1040488 | 9423 | SH |  | DFND |  | 0 | 0 | 9423 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 5020909 | 45471 | SH |  | SOLE |  | 0 | 0 | 45471 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 825527 | 16289 | SH |  | DFND |  | 0 | 0 | 16289 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 12774300 | 252058 | SH |  | SOLE |  | 0 | 0 | 252058 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 483193 | 1667 | SH |  | SOLE |  | 0 | 0 | 1667 |
| KOSMOS ENERGY LTD | COM | 500688106 |  | 17200 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| META PLATFORMS INC | CL A | 30303M102 |  | 39119 | 53 | SH |  | DFND |  | 0 | 0 | 53 |
| META PLATFORMS INC | CL A | 30303M102 |  | 256856 | 348 | SH |  | SOLE |  | 0 | 0 | 348 |
| MICROSOFT CORP | COM | 594918104 |  | 846592 | 1702 | SH |  | DFND |  | 0 | 0 | 1702 |
| MICROSOFT CORP | COM | 594918104 |  | 5174557 | 10403 | SH |  | SOLE |  | 0 | 0 | 10403 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 79431369 | 502762 | SH |  | DFND |  | 0 | 0 | 502762 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6149289 | 38922 | SH |  | SOLE |  | 0 | 0 | 38922 |
| ORACLE CORP | COM | 68389X105 |  | 212514 | 972 | SH |  | SOLE |  | 0 | 0 | 972 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1191165 | 8738 | SH |  | DFND |  | 0 | 0 | 8738 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 8316475 | 61007 | SH |  | SOLE |  | 0 | 0 | 61007 |
| PUTNAM ETF TRUST | ESG ULTRA SHORT | 746729854 |  | 2041740 | 40271 | SH |  | DFND |  | 0 | 0 | 40271 |
| PUTNAM ETF TRUST | ESG ULTRA SHORT | 746729854 |  | 11832063 | 233374 | SH |  | SOLE |  | 0 | 0 | 233374 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 262327 | 11870 | SH |  | SOLE |  | 0 | 0 | 11870 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 666791 | 4520 | SH |  | DFND |  | 0 | 0 | 4520 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 710817 | 2807 | SH |  | DFND |  | 0 | 0 | 2807 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 4737681 | 18709 | SH |  | SOLE |  | 0 | 0 | 18709 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 4120825 | 27934 | SH |  | SOLE |  | 0 | 0 | 27934 |
| SERIES PORTFOLIOS TR | ADAPTIV SELECT | 81752T536 |  | 1676974 | 45342 | SH |  | DFND |  | 0 | 0 | 45342 |
| SERIES PORTFOLIOS TR | ADAPTIV SELECT | 81752T536 |  | 9883392 | 267227 | SH |  | SOLE |  | 0 | 0 | 267227 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 264593 | 868 | SH |  | DFND |  | 0 | 0 | 868 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1684491 | 5526 | SH |  | SOLE |  | 0 | 0 | 5526 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 9155920 | 14819 | SH |  | SOLE |  | 0 | 0 | 14819 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1428470 | 2312 | SH |  | DFND |  | 0 | 0 | 2312 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 2819230 | 30734 | SH |  | DFND |  | 0 | 0 | 30734 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 18083561 | 197139 | SH |  | SOLE |  | 0 | 0 | 197139 |
| TEXAS INSTRS INC | COM | 882508104 |  | 2541477 | 12241 | SH |  | SOLE |  | 0 | 0 | 12241 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 332866 | 586 | SH |  | SOLE |  | 0 | 0 | 586 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1933006 | 6360 | SH |  | SOLE |  | 0 | 0 | 6360 |
| VISA INC | COM CL A | 92826C839 |  | 206640 | 582 | SH |  | SOLE |  | 0 | 0 | 582 |
| WILLIAMS COS INC | COM | 969457100 |  | 261102 | 4157 | SH |  | SOLE |  | 0 | 0 | 4157 |

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