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CIK: 0001950962
Total reported value
$399.3M
$399.3M
93 檔
29.9%
According to the latest 13F quarterly dataset, Three Bridge Wealth Advisors, LLC managed an equity portfolio of $399.3M at the end of Q4 2024, spanning 93 distinct U.S. exchange-listed positions.
During Q4 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 | 15.95% | +0.43% | +1.54% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.72% | +0.07% | +21.04% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.38% | +0.38% | +2.14% | |
| 4 | COIN | Coinbase Global Inc -class A | Stock-Financials | 6.47% | -0.84% | -40.19% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.30% | +0.22% | +2.80% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.88% | +0.25% | +14.86% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.82% | +0.99% | +16.02% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.42% | -1.00% | +0.41% | |
| 9 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 2.79% | +0.28% | -1.58% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.69% | +0.10% | +8.39% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.63% | -1.17% | +0.45% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.61% | -0.75% | — | |
| 13 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.56% | -0.18% | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.49% | +0.15% | +3.33% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.31% | +0.04% | +1420.23% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.12% | +0.27% | +5.91% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.49% | +0.26% | +32.84% | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.23% | -0.05% | +0.11% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.02% | +5.43% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.09% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | -0.03% | +0.69% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.03% | -7.95% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.93% | +0.09% | +2.98% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.08% | +7.88% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.88% | — | -23.14% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.04% | -5.79% | |
| 27 | CART | Maplebear Inc | Stock-Consumer Disc | 0.80% | — | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.03% | -4.17% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.04% | -0.64% | |
| 30 | GTLB | Gitlab Inc-cl A | Stock-Tech | 0.72% | — | — | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 0.69% | — | +0.57% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.57% | -0.07% | EXIT | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | +0.37% | +97.77% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.05% | — | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.50% | -0.07% | -3.03% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.47% | -0.03% | -10.28% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.01% | +4.47% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.05% | +4.69% | |
| 39 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.40% | -0.02% | +1.45% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.38% | +0.08% | +1.21% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.37% | -0.03% | -0.56% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.34% | +0.02% | +3.81% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | — | -0.82% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.31% | -0.14% | EXIT | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.30% | -0.02% | +1.01% | |
| 46 | CMF | Ishares California Muni Bond | ETF-Other | 0.29% | -0.06% | EXIT | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.29% | — | -5.24% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.27% | +0.01% | -2.60% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.01% | -23.04% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.24% | +0.14% | — |
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 93 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ACWI, VOO, SPY) accounted for 29.9% of total reported equity market value during Q4 2024.
During Q4 2024, Three Bridge Wealth Advisors, LLC's top holdings by market value included ACWI (15.9%)、VOO (7.7%)、SPY (7.4%). The largest single position, ACWI, represented 15.9% of total portfolio value.
In Q4 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.
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