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CIK: 0001950962
Total reported value
$399.3M
$399.3M
84 檔
30.4%
As reported in its official Q1 2025 Form 13F filing, Three Bridge Wealth Advisors, LLC's tracked investment portfolio stood at $399.3M with 84 total positions.
During Q1 2025, 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 | 15.87% | +0.43% | +1.07% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.58% | -0.75% | +197.45% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.32% | +0.07% | +0.10% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.00% | +0.38% | +0.16% | |
| 5 | COIN | Coinbase Global Inc -class A | Stock-Financials | 4.44% | -0.84% | -0.31% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.22% | +0.22% | — | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 4.06% | -1.00% | +0.10% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.81% | +0.25% | +2.58% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.53% | +0.99% | +1.13% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.17% | -1.17% | +2.01% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.95% | +0.10% | +7.30% | |
| 12 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.56% | -0.18% | — | |
| 13 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 2.54% | +0.28% | +0.57% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.44% | +0.04% | +0.01% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.22% | +0.15% | +0.02% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.22% | +0.27% | +0.74% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.33% | +0.26% | — | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.22% | -0.05% | +0.10% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.02% | -8.81% | |
| 20 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.92% | +0.09% | +0.08% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.04% | +0.25% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.09% | +3.75% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.08% | +1.49% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | -0.03% | -1.75% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.77% | -0.03% | -5.61% | |
| 26 | CART | Maplebear Inc | Stock-Consumer Disc | 0.76% | — | — | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | -0.04% | +5.85% | |
| 28 | UL | Unilever PLC | Stock-Consumer Staples | 0.73% | — | +2.08% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | — | -29.32% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.58% | -0.07% | +5.68% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.58% | +0.08% | +88.45% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.55% | -0.07% | EXIT | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.53% | +0.37% | — | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.03% | -42.84% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.05% | — | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.47% | -0.03% | +1.43% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.05% | -1.06% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.01% | -0.65% | |
| 39 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.44% | -0.02% | +0.17% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.38% | -0.03% | -2.46% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.33% | +0.02% | +0.24% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.30% | -0.02% | +0.43% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.29% | +0.01% | +2.45% | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.29% | -0.06% | EXIT | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.28% | +0.14% | +19.34% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.27% | -0.14% | EXIT | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.27% | — | +10.83% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | — | -17.21% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.01% | -1.42% | |
| 50 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.23% | — | +0.38% |
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 84 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ACWI, META, VOO) accounted for 30.4% of total reported equity market value during Q1 2025.
During Q1 2025, Three Bridge Wealth Advisors, LLC's top holdings by market value included ACWI (15.9%)、META (7.6%)、VOO (7.3%). The largest single position, ACWI, represented 15.9% of total portfolio value.
In Q1 2025, 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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