Q2 2026 13F · SEC CIK 1131181

Iron Gate Global Advisors LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 109
Top holdings a year, 3 yrs: +22.9%
Assets under management: $1.3B

Iron Gate Global Advisors LLC is a wealth manager that reported 109 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 9.7%), Amazon Com Inc Com (AMZN, 9.3%), Alphabet Inc (GOOG, 8.1%). A portfolio copying its top holdings returned 22.9% a year over the last 3 years, against 20.4% for the S&P 500.

Iron Gate Global Advisors LLC holdings largest 50 of 109 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Iron Gate Global Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	9.7%	10.1%	200,882	+1.2%	$100.5M
AMZNAmazon Com Inc Com	9.3%	8.8%	401,973	+0.2%	$95.8M
GOOGAlphabet Inc	8.1%	7.4%	235,795	-3.5%	$83.3M
NVDANvidia Corporation Com	8.0%	7.6%	415,391	+0.7%	$83.1M
AAPLApple Inc	7.8%	7.5%	277,192	-0.9%	$80.2M
METAMeta Platforms Inc Class A	7.2%	7.4%	132,836	+8.8%	$74.8M
ICSHIshares Tr	6.7%	6.3%	1,368,146	+16.1%	$69.2M
AXPAmerican Express Co Com	5.4%	5.2%	163,779	+1.2%	$55.4M
MSFTMicrosoft Corp	5.3%	4.8%	147,040	+19.6%	$54.8M
UBERUber Technologies Inc	3.4%	3.6%	484,844	+1.0%	$35.0M
PANWPalo Alto Networks Inc	3.3%	1.7%	99,117	-0.2%	$33.8M
APDAir Products and Chemicals Inc	3.0%	3.3%	106,414	-0.8%	$31.2M
RTXRtx Corporation Com	2.7%	3.0%	145,998	-2.0%	$27.7M
VVisa Inc Com Cl A	2.5%	2.3%	74,346	+3.4%	$25.5M
VYMVym	1.9%	1.9%	125,484	+2.8%	$19.8M
HSYHershey Co.	1.9%	2.4%	111,568	+2.9%	$19.6M
NFLXNetflix Inc Total	1.8%	2.6%	259,047	+1.7%	$18.5M
JNJJohnson & Johnson	1.7%	1.8%	68,370	-0.0%	$17.4M
HDHome Depot Inc Com	1.3%	0.1%	39,285	+1632.9%	$13.9M
PLTRPalantir Technologies Inclass Class A	1.2%	1.5%	103,982	+4.0%	$12.1M
SPYSpdr S&p 500 ETF Tr	0.6%	0.5%	7,824	+1.4%	$5.8M
QQQInvesco Qqq Tr	0.6%	0.5%	7,753	+0.9%	$5.7M
VTIVanguard Index Fds	0.5%	0.5%	14,981	-1.3%	$5.5M
CATCaterpillar Inc Com	0.5%	0.4%	5,143	-0.0%	$5.5M
WMTWalmart Inc	0.4%	0.5%	34,927	-3.1%	$4.0M
TSLATesla Inc Com	0.3%	0.3%	7,481	+0.4%	$3.1M
VGSHVanguard Short-Term Treasury ETF Total	0.3%	0.3%	48,882	-12.4%	$2.8M
VUGVanguard Indx Fd	0.3%	0.2%	30,794	+513.7%	$2.7M
ETNEaton Corp PLC	0.3%	0.2%	6,061	+0.0%	$2.6M
COSTCostco Whsl Corp New	0.2%	0.2%	2,618	+43.3%	$2.4M
SMHVaneck Semiconductor ETF	0.2%	0.1%	3,300	+0.0%	$2.2M
CATYCathay Gen Bancorp	0.2%	0.2%	31,125	+0.0%	$1.9M
PGProcter & Gamble Co Com	0.2%	0.2%	12,833	+0.0%	$1.9M
AVGOBroadcom Inc	0.1%	0.1%	4,028	+0.5%	$1.5M
VBRVanguard Small Cap Value ETF	0.1%	0.1%	5,262	-0.3%	$1.3M
EMREmerson Elec Co Com	0.1%	0.1%	8,555	+0.0%	$1.2M
LLYLilly Eli & Co	0.1%	0.1%	989	+0.1%	$1.2M
JPMJpmorgan Chase & Co	0.1%	0.1%	3,617	+1.7%	$1.2M
TSMTaiwan Semiconductor Manufac	0.1%	0.1%	2,336	+0.0%	$1.1M
MRKMerck & Co. Inc	0.1%	0.1%	8,077	+0.1%	$1.0M
MAMastercard Inc.	0.1%	0.1%	1,951	-14.4%	$1.0M
SNOWSnowflake Inc	0.1%	—	3,914	—	$996K
PPGPpg Inds Inc	0.1%	0.1%	8,117	+0.0%	$985K
CARRCarrier Global Corporation	0.1%	0.1%	13,211	+0.0%	$969K
CVXChevron Corp New	0.1%	0.1%	5,582	+2.0%	$925K
MSMorgan Stanley Com New	0.1%	0.1%	4,387	+0.0%	$917K
ASMLAsml Hldg NV	0.1%	—	402	—	$800K
CRWDCrowdstrike Hldgs Inc Class A	0.1%	—	1,024	—	$781K
BRK-ABerkshire Hathaway Inc Del	0.1%	0.1%	1	+0.0%	$749K
XLKState Street Technology Select Sector Sp	0.1%	—	3,891	—	$741K

What Iron Gate Global Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

HD Home Depot Inc Com+1632.9% shares
VUG Vanguard Indx Fd+513.7% shares
COST Costco Whsl Corp New+43.3% shares
MSFT Microsoft Corp+19.6% shares
ICSH Ishares Tr+16.1% shares
META Meta Platforms Inc Class A+8.8% shares

Reduced

MA Mastercard Inc.-14.4% shares
VGSH Vanguard Short-Term Treasury ETF Total-12.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.1% /yr; S&P 500 +20.1%
3 years: +22.9% /yr; S&P 500 +20.4%
5 years: +11.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	109
Q1 2026	$946.7M	105
Q4 2025	$976.6M	100
Q3 2025	$962.6M	103
Q2 2025	$897.3M	83
Q1 2025	$725.3M	92
Q4 2024	$708.9M	87
Q3 2024	$647.0M	90
Q2 2024	$592.4M	88
Q1 2024	$551.5M	89
Q4 2023	$494.5M	88
Q3 2023	$437.0M	84

Questions about Iron Gate Global Advisors LLC's portfolio

What stocks does Iron Gate Global Advisors LLC own?

Iron Gate Global Advisors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 109 positions worth $1.0B. The largest are Berkshire Hathaway Inc Del (BRK-B) at 9.7%, Amazon Com Inc Com (AMZN) at 9.3%, Alphabet Inc (GOOG) at 8.1%, Nvidia Corporation Com (NVDA) at 8.0% and Apple Inc (AAPL) at 7.8%.

What did Iron Gate Global Advisors LLC buy last quarter?

In Q2 2026, Iron Gate Global Advisors LLC added Home Depot Inc Com (HD) (+1632.9% shares), Vanguard Indx Fd (VUG) (+513.7% shares) and Costco Whsl Corp New (COST) (+43.3% shares), compared with its Q1 2026 filing.

What did Iron Gate Global Advisors LLC sell last quarter?

In Q2 2026, Iron Gate Global Advisors LLC cut from its top 50 Alphabet Inc (GOOGL), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Pepsico Inc (PEP), Mastercard Inc. (MA) (-14.4% shares) and Vanguard Short-Term Treasury ETF Total (VGSH) (-12.4% shares), compared with its Q1 2026 filing.

How has Iron Gate Global Advisors LLC's portfolio performed?

A portfolio copying Iron Gate Global Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.1% against +20.1%. Over 5 years: +11.2% a year against +11.6%.

When is Iron Gate Global Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Iron Gate Global Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Iron Gate Global Advisors LLC manage?

Iron Gate Global Advisors LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.