Three Bridge Wealth Advisors, LLC Portfolio Holdings

Three Bridge Wealth Advisors, LLC

  • $285 Million
  • Q1 2025

Three Bridge Wealth Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $285 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Acwi ETF with a value of $45.6M, Meta Platforms, Inc. with a value of $21.8M, Vanguard Index Fds S&P 500 ETF with a value of $21M, Spdr S&P 500 ETF Trust with a value of $20.1M, and Coinbase Global, Inc. with a value of $12.8M.

Examining the 13F form we can see an increase of $1.86M in the current position value, from $283M to 285M.

Three Bridge Wealth Advisors, LLC is based out at Portola Valley, CA

Below you can find more details about Three Bridge Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $285 Million
ETFs: $198 Million
Communication Services: $33.9 Million
Technology: $30.5 Million
Healthcare: $5.71 Million
Financial Services: $5.22 Million
Consumer Defensive: $4.97 Million
Industrials: $3.19 Million
Consumer Cyclical: $2.54 Million
Other: $227,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$104M
$253,000 0.09% of portfolio
37,615
Q1 2025 Added 36.21%
$182M
$71,000 0.02% of portfolio
22,371
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $285 Million
  • Prior Value $283 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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