Three Bridge Wealth Advisors

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

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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 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
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