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Three Bridge Wealth Advisors

Latest statistics and disclosures from Three Bridge Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ACWI, COIN, SPY, VOO, VT, and represent 43.55% of Three Bridge Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO, IWR, QQQ, IWM, EFA, VWO, VT, DIS, ACWI, SPY.
Started 2 new stock positions in XLY, VGK.
Reduced shares in these 10 stocks: JMST, MINT, , WMT, PDN, , VO, SCHW, TMO, HD.
Sold out of its positions in PDN, CRM, SCHW, TMO, MMM, VO.
Three Bridge Wealth Advisors was a net buyer of stock by $7.9M.
Three Bridge Wealth Advisors has $271M in assets under management (AUM), dropping by 7.43%.
Central Index Key (CIK): 0001950962

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Positions held by Three Bridge Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 87 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Acwi Etf (ACWI)	16.8	$46M		382k	119.55	View chart
Coinbase Global Com Cl A (COIN)	8.2	$22M		124k	178.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	7.4	$20M		35k	575.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.6	$18M	+29%	34k	529.31	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.5	$12M	+3%	102k	119.70	View chart
Ishares Gold Tr Ishares New (IAU)	3.6	$9.8M		197k	49.70	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.5	$9.6M	+20%	109k	88.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.3	$9.0M	+20%	18k	488.74	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	3.0	$8.1M		194k	41.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$7.7M	+6%	161k	47.85	View chart
Spdr Gold Tr Gold Shs (GLD)	2.8	$7.5M	+2%	31k	243.06	View chart
Meta Platforms Cl A (META)	2.7	$7.3M		13k	572.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.4	$6.4M		17k	375.38	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.3	$6.3M		137k	45.86	View chart
Roblox Corp Cl A (RBLX)	2.1	$5.6M		126k	44.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$3.7M	+34%	44k	83.63	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.3	$3.5M	-30%	69k	50.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$3.2M	+58%	15k	220.89	View chart
Oracle Corporation (ORCL)	1.1	$3.1M		18k	170.40	View chart
Apple (AAPL)	1.1	$3.0M	-2%	13k	233.00	View chart
NVIDIA Corporation (NVDA)	1.0	$2.6M		22k	121.45	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.0	$2.6M	+9%	64k	40.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.5M		15k	165.85	View chart
Microsoft Corporation (MSFT)	0.9	$2.5M	+7%	5.8k	430.30	View chart
Raytheon Technologies Corp (RTX)	0.9	$2.5M	-4%	20k	121.16	View chart
Unilever Spon Adr New (UL)	0.8	$2.2M	-4%	35k	64.96	View chart
Maplebear (CART)	0.8	$2.2M		55k	40.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.2M		4.8k	460.26	View chart
Walt Disney Company (DIS)	0.8	$2.1M	+25%	22k	96.19	View chart
Gitlab Class A Com (GTLB)	0.7	$1.9M		37k	51.54	View chart
Medtronic SHS (MDT)	0.6	$1.6M	+7%	18k	90.72	View chart
Palantir Technologies Cl A (PLTR)	0.6	$1.6M		43k	37.20	View chart
Palo Alto Networks (PANW)	0.6	$1.5M		4.5k	341.80	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$1.5M		18k	82.94	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$1.5M	-30%	15k	100.69	View chart
Novo-nordisk A S Adr (NVO)	0.5	$1.5M	-2%	12k	119.07	View chart
Johnson & Johnson (JNJ)	0.5	$1.2M	+4%	7.7k	162.06	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.5	$1.2M		24k	52.13	View chart
General Dynamics Corporation (GD)	0.5	$1.2M	-2%	4.1k	302.20	View chart
Nike CL B (NKE)	0.4	$1.0M	+3%	11k	88.76	View chart
Home Depot (HD)	0.4	$1.0M	-14%	2.5k	405.20	View chart
Visa Com Cl A (V)	0.4	$979k	-2%	3.6k	274.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$961k	+10%	5.7k	167.68	View chart
Intuit (INTU)	0.3	$907k		1.5k	621.00	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$878k		2.5k	353.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$866k	+3%	17k	50.28	View chart
Starbucks Corporation (SBUX)	0.3	$843k	+4%	8.6k	97.49	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$798k	+20%	14k	58.11	View chart
Wal-Mart Stores (WMT)	0.3	$795k	-30%	9.8k	80.75	View chart
Diageo Spon Adr New (DEO)	0.3	$768k	+6%	5.4k	142.74	View chart
Adobe Systems Incorporated (ADBE)	0.3	$718k		1.4k	517.78	View chart
C H Robinson Worldwide Com New (CHRW)	0.3	$710k		6.4k	110.99	View chart
Cisco Systems (CSCO)	0.2	$602k		11k	53.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$539k		4.1k	131.91	View chart
Pepsi (PEP)	0.2	$538k	-19%	3.2k	170.05	View chart
Costco Wholesale Corporation (COST)	0.2	$509k		574.00	886.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$509k		6.1k	83.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$480k		9.1k	52.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$479k		1.8k	264.09	View chart
Biogen Idec (BIIB)	0.2	$474k		2.4k	193.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$468k		2.4k	198.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$463k		11k	41.12	View chart
Workday Cl A (WDAY)	0.2	$453k		1.9k	244.41	View chart
Weave Communications (WEAV)	0.1	$402k		31k	12.80	View chart
Procter & Gamble Company (PG)	0.1	$383k	-28%	2.2k	173.20	View chart
Becton, Dickinson and (BDX)	0.1	$369k		1.5k	241.10	View chart
JPMorgan Chase & Co. (JPM)	0.1	$325k		1.5k	210.86	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$323k	+34%	3.5k	93.58	View chart
Goldman Sachs (GS)	0.1	$319k		644.00	495.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$304k		1.8k	166.80	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$303k	+9%	14k	21.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$280k		1.2k	225.76	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$272k	NEW	3.8k	71.10	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$270k	+5%	12k	23.45	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$267k	+3%	4.7k	57.41	View chart
Coca-Cola Company (KO)	0.1	$263k	-5%	3.6k	72.38	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$261k	+8%	10k	25.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$255k		3.8k	66.53	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$236k		6.2k	37.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$223k		2.8k	78.69	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.1	$218k		3.7k	58.19	View chart
Bank of America Corporation (BAC)	0.1	$214k		5.4k	39.68	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$214k		2.4k	90.40	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$206k	NEW	1.0k	200.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$201k		1.2k	167.19	View chart
Matterport Com Cl A (MTTR)	0.1	$139k		31k	4.50	View chart
Tilray (TLRY)	0.0	$18k		10k	1.76	View chart

Past Filings by Three Bridge Wealth Advisors

SEC 13F filings are viewable for Three Bridge Wealth Advisors going back to 2022

Three Bridge Wealth Advisors 2024 Q3 filed Nov. 13, 2024
Three Bridge Wealth Advisors 2024 Q2 filed Aug. 14, 2024
Three Bridge Wealth Advisors 2024 Q1 filed May 14, 2024
Three Bridge Wealth Advisors 2023 Q4 filed Feb. 8, 2024
Three Bridge Wealth Advisors 2023 Q3 filed Nov. 13, 2023
Three Bridge Wealth Advisors 2023 Q2 filed July 28, 2023
Three Bridge Wealth Advisors 2023 Q1 filed May 11, 2023
Three Bridge Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Three Bridge Wealth Advisors 2022 Q1 filed Feb. 14, 2023
Three Bridge Wealth Advisors 2022 Q2 filed Nov. 10, 2022
Three Bridge Wealth Advisors 2022 Q3 filed Nov. 10, 2022

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