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, VT, VOO, and represent 45.00% of Three Bridge Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CART, VOO, RBLX, UL, DIS, QQQ, IWM, EFA, WMT, VWO.
- Started 6 new stock positions in IWM, VGK, EMB, IPAC, CART, RBLX.
- Reduced shares in these 10 stocks: AFRM (-$54M), COIN (-$6.8M), JQUA (-$6.1M), GTLB (-$5.4M), ACWI, META, DNA, EEM, JMST, HD.
- Sold out of its positions in AFRM, DNA, IFF, JQUA, SCHM, VGT, DEM.
- Three Bridge Wealth Advisors was a net seller of stock by $-64M.
- Three Bridge Wealth Advisors has $254M in assets under management (AUM), dropping by -12.23%.
- Central Index Key (CIK): 0001950962
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Portfolio Holdings for Three Bridge Wealth Advisors
Three Bridge Wealth Advisors holds 92 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 16.9 | $43M | -5% | 389k | 110.13 |
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| Coinbase Global Com Cl A (COIN) | 13.0 | $33M | -17% | 124k | 265.12 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.2 | $18M | 35k | 524.67 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 4.3 | $11M | +3% | 98k | 110.50 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $9.3M | +56% | 19k | 480.69 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 3.0 | $7.7M | 197k | 39.28 |
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| Ishares Gold Tr Ishares New (IAU) | 3.0 | $7.7M | 183k | 42.01 |
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| Meta Platforms Cl A (META) | 2.9 | $7.5M | -18% | 15k | 485.58 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.7 | $6.9M | +8% | 166k | 41.77 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.5 | $6.5M | +8% | 77k | 84.09 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $6.3M | 30k | 205.72 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.3 | $5.9M | -17% | 143k | 41.08 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.3 | $5.8M | 17k | 337.05 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.3 | $5.7M | +23% | 13k | 444.58 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.2 | $5.5M | -12% | 109k | 50.74 |
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| Maplebear (CART) | 1.5 | $3.9M | NEW | 105k | 37.29 |
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| Roblox Corp Cl A (RBLX) | 1.3 | $3.3M | NEW | 86k | 38.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.8M | +20% | 19k | 150.93 |
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| Apple (AAPL) | 1.1 | $2.8M | -4% | 16k | 171.48 |
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| Microsoft Corporation (MSFT) | 1.1 | $2.7M | -11% | 6.5k | 420.75 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $2.4M | -14% | 24k | 100.54 |
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| Oracle Corporation (ORCL) | 0.9 | $2.3M | -15% | 19k | 125.61 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.9 | $2.3M | -5% | 59k | 38.47 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $2.2M | +9% | 23k | 97.53 |
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| Walt Disney Company (DIS) | 0.9 | $2.2M | +97% | 18k | 122.36 |
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| Gitlab Class A Com (GTLB) | 0.8 | $2.1M | -71% | 37k | 58.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.1M | -8% | 5.0k | 420.52 |
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| NVIDIA Corporation (NVDA) | 0.8 | $2.0M | 2.2k | 903.56 |
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| Unilever Spon Adr New (UL) | 0.7 | $1.9M | +232% | 38k | 50.19 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $1.9M | +55% | 24k | 79.86 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $1.7M | -6% | 13k | 129.33 |
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| Medtronic SHS (MDT) | 0.6 | $1.5M | +26% | 18k | 87.84 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $1.3M | 18k | 73.15 |
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| Palo Alto Networks (PANW) | 0.5 | $1.3M | 4.5k | 284.13 |
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| General Dynamics Corporation (GD) | 0.5 | $1.2M | -8% | 4.3k | 282.49 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.5 | $1.2M | -3% | 24k | 49.65 |
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| Visa Com Cl A (V) | 0.5 | $1.2M | -9% | 4.2k | 279.08 |
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| Home Depot (HD) | 0.5 | $1.2M | -32% | 3.0k | 383.60 |
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| Intuit (INTU) | 0.4 | $1.1M | 1.6k | 650.00 |
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| Nike CL B (NKE) | 0.4 | $1.0M | +8% | 11k | 94.35 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $995k | 43k | 23.01 |
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| Johnson & Johnson (JNJ) | 0.3 | $878k | -3% | 5.6k | 158.19 |
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| Wal-Mart Stores (WMT) | 0.3 | $875k | +182% | 15k | 60.38 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $828k | 17k | 49.19 |
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| Diageo Spon Adr New (DEO) | 0.3 | $821k | +38% | 5.5k | 150.23 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $813k | +4% | 5.2k | 155.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $801k | 5.3k | 152.26 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $798k | NEW | 3.8k | 210.30 |
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| Pepsi (PEP) | 0.3 | $770k | +45% | 4.4k | 176.28 |
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| Starbucks Corporation (SBUX) | 0.3 | $762k | +6% | 8.3k | 91.39 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $722k | -41% | 1.4k | 504.60 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $686k | -8% | 14k | 50.17 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $672k | -39% | 1.9k | 346.61 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $671k | +25% | 12k | 57.54 |
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| Cisco Systems (CSCO) | 0.3 | $655k | -5% | 13k | 49.91 |
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| 3M Company (MMM) | 0.3 | $655k | +138% | 6.2k | 106.07 |
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| Amazon (AMZN) | 0.2 | $610k | 3.4k | 180.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $605k | 2.3k | 259.90 |
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| Procter & Gamble Company (PG) | 0.2 | $584k | -7% | 3.6k | 162.25 |
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| Biogen Idec (BIIB) | 0.2 | $545k | +3% | 2.5k | 215.63 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $511k | 6.7k | 76.75 |
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| Workday Cl A (WDAY) | 0.2 | $505k | 1.9k | 272.75 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $478k | +18% | 5.9k | 80.51 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $478k | 4.1k | 117.21 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $439k | -6% | 11k | 39.02 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $435k | 1.8k | 239.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $427k | 2.3k | 182.61 |
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| Costco Wholesale Corporation (COST) | 0.2 | $421k | 574.00 | 732.63 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $409k | 2.0k | 200.30 |
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| Becton, Dickinson and (BDX) | 0.2 | $391k | -6% | 1.6k | 247.45 |
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| Weave Communications (WEAV) | 0.1 | $360k | 31k | 11.48 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $350k | 601.00 | 581.60 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.1 | $347k | 11k | 32.88 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $345k | +22% | 1.7k | 208.27 |
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| salesforce (CRM) | 0.1 | $319k | 1.1k | 301.58 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $284k | 1.8k | 158.79 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $279k | 1.1k | 249.86 |
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| Bank of America Corporation (BAC) | 0.1 | $277k | 7.3k | 37.92 |
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| Goldman Sachs (GS) | 0.1 | $269k | 644.00 | 417.69 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $266k | +4% | 13k | 20.46 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $256k | NEW | 3.8k | 67.34 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $246k | +2% | 11k | 22.77 |
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| Coca-Cola Company (KO) | 0.1 | $238k | 3.9k | 61.67 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $233k | -38% | 3.8k | 61.05 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $230k | NEW | 2.6k | 89.67 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $224k | 6.2k | 35.97 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $216k | NEW | 3.4k | 63.31 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $213k | 2.8k | 76.66 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $211k | -7% | 2.9k | 72.33 |
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| Matterport Com Cl A (MTTR) | 0.0 | $70k | 31k | 2.26 |
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| Tilray (TLRY) | 0.0 | $25k | 10k | 2.47 |
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| Vaxxinity Com Cl A (VAXX) | 0.0 | $10k | 14k | 0.72 |
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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 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