Three Bridge Wealth Advisors
Latest statistics and disclosures from Three Bridge Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AFRM, ACWI, COIN, SPY, VT, and represent 51.24% of Three Bridge Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JQUA (+$6.1M), SPY, QQQ, DEO, MINT, VOO, JMST, IAU, CMF, GOVT.
- Started 6 new stock positions in VAXX, JQUA, SCHW, GOVT, DEO, MTTR.
- Reduced shares in these 10 stocks: AFRM (-$44M), DOCU, DIS, UL, IFF, MMM, EEM, ACWI, CHRW, MDT.
- Sold out of its positions in ABNB, DHR, DOCU, AGG, SHY, MUB.
- Three Bridge Wealth Advisors was a net seller of stock by $-42M.
- Three Bridge Wealth Advisors has $289M in assets under management (AUM), dropping by 20.00%.
- Central Index Key (CIK): 0001950962
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Download as csv Download as ExcelPortfolio Holdings for Three Bridge Wealth Advisors
Three Bridge Wealth Advisors holds 93 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Affirm Hldgs Com Cl A (AFRM) | 18.6 | $54M | -44% | 1.1M | 49.14 |
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Ishares Tr Msci Acwi Etf (ACWI) | 14.5 | $42M | 413k | 101.77 |
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Coinbase Global Com Cl A (COIN) | 9.0 | $26M | 150k | 173.92 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.7 | $16M | +6% | 34k | 477.21 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 3.4 | $9.7M | +2% | 95k | 102.88 |
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Gitlab Class A Com (GTLB) | 2.8 | $8.1M | 129k | 62.96 |
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 2.6 | $7.5M | -2% | 199k | 37.49 |
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Ishares Gold Tr Ishares New (IAU) | 2.4 | $7.0M | +4% | 180k | 39.03 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 2.4 | $6.9M | -5% | 173k | 40.21 |
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Meta Platforms Cl A (META) | 2.3 | $6.7M | 19k | 353.96 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.2 | $6.3M | 154k | 41.10 |
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.2 | $6.3M | +6% | 123k | 50.88 |
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 2.1 | $6.1M | NEW | 127k | 47.87 |
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Spdr Gold Tr Gold Shs (GLD) | 2.0 | $5.8M | 30k | 191.17 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 1.9 | $5.5M | +4% | 71k | 77.73 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $5.4M | +8% | 12k | 436.80 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 1.8 | $5.1M | 17k | 303.17 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $4.3M | +16% | 11k | 409.74 |
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Apple (AAPL) | 1.1 | $3.3M | -3% | 17k | 192.53 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.0 | $2.8M | +17% | 28k | 100.26 |
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Microsoft Corporation (MSFT) | 1.0 | $2.7M | -4% | 7.3k | 376.02 |
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Oracle Corporation (ORCL) | 0.8 | $2.3M | 22k | 105.43 |
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.8 | $2.2M | +2% | 62k | 35.20 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.2M | -4% | 16k | 139.69 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.9M | -4% | 5.4k | 356.66 |
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Raytheon Technologies Corp (RTX) | 0.6 | $1.8M | -8% | 21k | 84.14 |
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Home Depot (HD) | 0.5 | $1.5M | -7% | 4.4k | 346.55 |
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Adobe Systems Incorporated (ADBE) | 0.5 | $1.5M | -10% | 2.4k | 596.60 |
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Novo-nordisk A S Adr (NVO) | 0.5 | $1.4M | -9% | 14k | 103.45 |
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Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.5 | $1.4M | 834k | 1.69 |
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Palo Alto Networks (PANW) | 0.5 | $1.3M | -4% | 4.5k | 294.88 |
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General Dynamics Corporation (GD) | 0.4 | $1.2M | -4% | 4.8k | 259.67 |
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Visa Com Cl A (V) | 0.4 | $1.2M | -3% | 4.7k | 260.35 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $1.2M | 18k | 65.06 |
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.4 | $1.2M | 25k | 47.39 |
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Medtronic SHS (MDT) | 0.4 | $1.2M | -19% | 14k | 83.08 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.1M | -9% | 15k | 75.35 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.1M | -17% | 3.2k | 350.91 |
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Nike CL B (NKE) | 0.4 | $1.1M | -19% | 10k | 109.01 |
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NVIDIA Corporation (NVDA) | 0.4 | $1.1M | 2.2k | 495.22 |
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Intuit (INTU) | 0.4 | $1.0M | 1.6k | 625.03 |
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Johnson & Johnson (JNJ) | 0.3 | $899k | -17% | 5.7k | 156.74 |
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Walt Disney Company (DIS) | 0.3 | $841k | -57% | 9.2k | 90.97 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $819k | +22% | 17k | 49.36 |
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Wal-Mart Stores (WMT) | 0.3 | $811k | -10% | 5.1k | 158.22 |
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Starbucks Corporation (SBUX) | 0.3 | $754k | -16% | 7.8k | 96.01 |
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Palantir Technologies Cl A (PLTR) | 0.3 | $742k | 43k | 17.17 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $741k | 5.3k | 140.93 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $726k | +3% | 5.0k | 145.00 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $718k | -3% | 15k | 47.90 |
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Cisco Systems (CSCO) | 0.2 | $700k | -9% | 14k | 50.52 |
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Biogen Idec (BIIB) | 0.2 | $634k | -23% | 2.5k | 258.77 |
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C H Robinson Worldwide Com New (CHRW) | 0.2 | $577k | -36% | 6.6k | 87.30 |
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Diageo Spon Adr New (DEO) | 0.2 | $576k | NEW | 4.0k | 145.66 |
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Procter & Gamble Company (PG) | 0.2 | $572k | -5% | 3.9k | 146.54 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $553k | 2.3k | 237.22 |
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Unilever Spon Adr New (UL) | 0.2 | $550k | -66% | 11k | 48.48 |
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Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $539k | +86% | 9.3k | 57.94 |
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Pepsi (PEP) | 0.2 | $514k | 3.0k | 171.10 |
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Amazon (AMZN) | 0.2 | $514k | -4% | 3.4k | 151.94 |
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Workday Cl A (WDAY) | 0.2 | $511k | 1.9k | 276.06 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $442k | 12k | 36.96 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $425k | -3% | 4.1k | 104.10 |
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Becton, Dickinson and (BDX) | 0.1 | $413k | -14% | 1.7k | 243.83 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $408k | +80% | 5.0k | 81.28 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $399k | 2.3k | 170.40 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $396k | 1.8k | 218.15 |
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Costco Wholesale Corporation (COST) | 0.1 | $388k | 574.00 | 675.08 |
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Weave Communications (WEAV) | 0.1 | $360k | 31k | 11.47 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $347k | 2.0k | 170.10 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $347k | 6.2k | 55.67 |
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.1 | $342k | 11k | 32.48 |
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Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $320k | 7.9k | 40.68 |
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Thermo Fisher Scientific (TMO) | 0.1 | $319k | 601.00 | 531.14 |
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3M Company (MMM) | 0.1 | $283k | -61% | 2.6k | 109.32 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $278k | 1.8k | 155.31 |
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salesforce (CRM) | 0.1 | $278k | 1.1k | 263.14 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $260k | 1.3k | 192.48 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $259k | 1.1k | 232.64 |
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Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $255k | 12k | 20.62 |
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Goldman Sachs (GS) | 0.1 | $248k | 644.00 | 385.77 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $248k | 513.00 | 484.00 |
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Bank of America Corporation (BAC) | 0.1 | $246k | -12% | 7.3k | 33.67 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $243k | NEW | 11k | 23.04 |
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Coca-Cola Company (KO) | 0.1 | $232k | -7% | 3.9k | 58.93 |
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Phillips Edison & Co Common Stock (PECO) | 0.1 | $228k | 6.2k | 36.58 |
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International Flavors & Fragrances (IFF) | 0.1 | $218k | -71% | 2.7k | 81.78 |
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Charles Schwab Corporation (SCHW) | 0.1 | $217k | NEW | 3.2k | 68.79 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $213k | 2.8k | 77.01 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $207k | -16% | 2.7k | 75.32 |
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Matterport Com Cl A (MTTR) | 0.0 | $83k | NEW | 31k | 2.69 |
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Tilray (TLRY) | 0.0 | $23k | 10k | 2.30 |
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Vaxxinity Com Cl A (VAXX) | 0.0 | $12k | NEW | 14k | 0.85 |
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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 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