13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001950962
Total reported value
$399.3M
$399.3M
87 檔
29.6%
During the Q3 2024 filing period, Three Bridge Wealth Advisors, LLC (CIK: 0001950962) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $399.3M across 87 reported positions.
During Q3 2024, Three Bridge Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 16.84% | +0.43% | +0.76% | |
| 2 | COIN | Coinbase Global Inc -class A | Stock-Financials | 8.18% | -0.84% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.45% | +0.38% | +1.46% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.60% | +0.07% | +29.71% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.49% | +0.22% | +3.73% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.61% | -1.00% | +1.21% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.55% | +0.25% | +20.25% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.32% | +0.99% | +20.61% | |
| 9 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 2.98% | +0.28% | -1.34% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.84% | +0.10% | +6.91% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.77% | -1.17% | +2.05% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.68% | -0.75% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.37% | +0.15% | — | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.31% | +0.27% | +0.42% | |
| 15 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.06% | -0.18% | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.35% | — | +34.56% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.30% | -0.05% | -30.37% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.18% | +0.26% | +58.28% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.14% | -0.03% | -1.33% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.02% | -2.69% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.09% | — | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.96% | +0.09% | +9.58% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | -0.03% | -0.19% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.08% | +7.40% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.90% | -0.03% | -4.30% | |
| 26 | UL | Unilever PLC | Stock-Consumer Staples | 0.83% | — | -4.83% | |
| 27 | CART | Maplebear Inc | Stock-Consumer Disc | 0.83% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.04% | +0.84% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | -0.04% | +25.36% | |
| 30 | GTLB | Gitlab Inc-cl A | Stock-Tech | 0.70% | — | — | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.61% | -0.07% | +7.41% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.59% | — | — | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | +0.37% | — | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.05% | — | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.55% | -0.03% | -30.39% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.55% | +0.08% | -2.25% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.05% | +4.41% | |
| 38 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.46% | -0.02% | +0.14% | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.46% | -0.03% | -2.11% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.37% | — | +3.61% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.01% | -14.98% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.01% | -2.31% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.35% | +0.02% | +10.66% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.33% | -0.07% | EXIT | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.32% | -0.14% | EXIT | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.32% | -0.02% | +3.50% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.31% | +0.01% | +4.08% | |
| 48 | CMF | Ishares California Muni Bond | ETF-Other | 0.29% | -0.06% | EXIT | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | — | -30.74% | |
| 50 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.28% | — | +7.00% |
According to official SEC Form 13F filings, Three Bridge Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $399.3M across 87 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ACWI, COIN, SPY) accounted for 29.6% of total reported equity market value during Q3 2024.
During Q3 2024, Three Bridge Wealth Advisors, LLC's top holdings by market value included ACWI (16.8%)、COIN (8.2%)、SPY (7.5%). The largest single position, ACWI, represented 16.8% of total portfolio value.
In Q3 2024, Three Bridge Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.