Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 93 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 16.0 $46M 388k 117.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.7 $22M 41k 538.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.4 $21M 36k 588.04
Coinbase Global Com Cl A (COIN) 6.5 $19M 74k 248.30
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.3 $12M 105k 117.48
Ishares Tr Rus Mid Cap Etf (IWR) 3.9 $11M 125k 88.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.8 $11M 21k 511.23
Ishares Gold Tr Ishares New (IAU) 3.4 $9.8M 198k 49.51
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 2.8 $8.0M 191k 41.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $7.7M 175k 44.04
Spdr Gold Tr Gold Shs (GLD) 2.6 $7.5M 31k 242.13
Meta Platforms Cl A (META) 2.6 $7.4M 13k 585.51
Roblox Corp Cl A (RBLX) 2.6 $7.3M 126k 57.86
Ishares Tr Rus 1000 Grw Etf (IWF) 2.5 $7.1M 18k 401.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $6.6M 138k 47.82
Ishares Tr Msci Emg Mkt Etf (EEM) 2.1 $6.0M 145k 41.82
Ishares Tr Russell 2000 Etf (IWM) 1.5 $4.2M 19k 220.96
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $3.5M 69k 50.83
Apple (AAPL) 1.2 $3.4M 13k 250.41
NVIDIA Corporation (NVDA) 1.0 $2.9M 22k 134.29
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.9M 15k 189.30
Oracle Corporation (ORCL) 1.0 $2.8M 17k 166.64
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.9 $2.6M 66k 40.34
Microsoft Corporation (MSFT) 0.9 $2.6M 6.2k 421.50
Palantir Technologies Cl A (PLTR) 0.9 $2.5M 33k 75.63
Walt Disney Company (DIS) 0.8 $2.3M 21k 111.85
Maplebear (CART) 0.8 $2.3M 55k 41.42
Raytheon Technologies Corp (RTX) 0.8 $2.2M 19k 115.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.2M 4.8k 453.28
Gitlab Class A Com (GTLB) 0.7 $2.1M 37k 56.35
Unilever Spon Adr New (UL) 0.7 $2.0M 35k 56.70
Intuit (INTU) 0.6 $1.6M 2.6k 628.50
Palo Alto Networks (PANW) 0.6 $1.6M 8.9k 181.96
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $1.6M 18k 87.90
Medtronic SHS (MDT) 0.5 $1.4M 18k 80.58
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $1.3M 13k 100.74
Visa Com Cl A (V) 0.4 $1.2M 3.7k 316.04
Johnson & Johnson (JNJ) 0.4 $1.2M 8.0k 144.62
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.4 $1.2M 24k 47.89
Novo-nordisk A S Adr (NVO) 0.4 $1.1M 13k 86.02
General Dynamics Corporation (GD) 0.4 $1.1M 4.1k 263.49
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $962k 5.9k 161.76
Wal-Mart Stores (WMT) 0.3 $884k 9.8k 90.56
Accenture Plc Ireland Shs Class A (ACN) 0.3 $873k 2.5k 351.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $853k 17k 49.05
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $839k 15k 57.28
Nike CL B (NKE) 0.3 $821k 11k 75.96
Starbucks Corporation (SBUX) 0.3 $769k 8.4k 91.25
Home Depot (HD) 0.3 $741k 1.9k 388.99
Asml Holding N V N Y Registry Shs (ASML) 0.2 $695k 1.0k 693.08
Diageo Spon Adr New (DEO) 0.2 $667k 5.2k 127.13
C H Robinson Worldwide Com New (CHRW) 0.2 $652k 6.3k 103.94
Adobe Systems Incorporated (ADBE) 0.2 $621k 1.4k 444.68
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $569k 4.1k 139.35
Pepsi (PEP) 0.2 $535k 3.5k 153.42
Costco Wholesale Corporation (COST) 0.2 $526k 574.00 916.27
Weave Communications (WEAV) 0.2 $499k 31k 15.92
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $492k 6.1k 80.27
Vanguard Index Fds Large Cap Etf (VV) 0.2 $490k 1.8k 269.70
JPMorgan Chase & Co. (JPM) 0.2 $489k 2.0k 239.71
Ishares Tr Msci Eafe Etf (EFA) 0.2 $484k 6.4k 75.61
Workday Cl A (WDAY) 0.2 $478k 1.9k 258.03
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $475k 8.3k 57.27
Eli Lilly & Co. (LLY) 0.2 $466k 603.00 772.00
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $460k 2.4k 195.83
Procter & Gamble Company (PG) 0.2 $440k 2.6k 167.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $417k 23k 18.50
Alphabet Cap Stk Cl C (GOOG) 0.1 $381k 2.0k 190.44
Goldman Sachs (GS) 0.1 $369k 644.00 572.62
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $330k 3.7k 89.29
Becton, Dickinson and (BDX) 0.1 $330k 1.5k 226.87
Bank of America Corporation (BAC) 0.1 $321k 7.3k 43.95
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $299k 1.8k 164.15
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $298k 15k 19.82
Immunome (IMNM) 0.1 $293k 28k 10.62
Select Sector Spdr Tr Technology (XLK) 0.1 $288k 1.2k 232.52
Amazon (AMZN) 0.1 $281k 1.3k 219.39
Thermo Fisher Scientific (TMO) 0.1 $273k 525.00 520.62
Ishares Core Msci Emkt (IEMG) 0.1 $269k 5.1k 52.22
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $268k 12k 22.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $258k 11k 22.70
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.1 $248k 3.7k 66.39
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $243k 3.8k 63.47
Phillips Edison & Co Common Stock (PECO) 0.1 $234k 6.2k 37.56
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $230k 1.0k 224.35
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $229k 4.3k 53.05
Select Sector Spdr Tr Communication (XLC) 0.1 $229k 2.4k 96.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $221k 2.9k 77.27
Coca-Cola Company (KO) 0.1 $220k 3.5k 62.26
Charles Schwab Corporation (SCHW) 0.1 $216k 2.9k 74.00
salesforce (CRM) 0.1 $205k 611.00 334.73
Matterport Com Cl A 0.1 $147k 31k 4.74
Corvus Pharmaceuticals (CRVS) 0.0 $120k 22k 5.35