Three Bridge Wealth Advisors, LLC Portfolio Holdings

Three Bridge Wealth Advisors, LLC

  • $375 Million
  • Q2 2025

Three Bridge Wealth Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $375 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Acwi ETF with a value of $51.9M, Meta Platforms, Inc. with a value of $29.2M, Coinbase Global, Inc. with a value of $26M, Spdr S&P 500 ETF Trust with a value of $23.9M, and Vanguard Index Fds S&P 500 ETF with a value of $23M.

Examining the 13F form we can see an increase of $90.7M in the current position value, from $285M to 375M.

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 $375 Million
ETFs: $235 Million
Technology: $56.7 Million
Communication Services: $50.2 Million
Financial Services: $8.77 Million
Healthcare: $8.74 Million
Consumer Defensive: $5.72 Million
Consumer Cyclical: $5.28 Million
Industrials: $4.1 Million
Other: $1.1 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132M
$349,000 0.09% of portfolio
37,615
Q1 2025 Added 36.21%
$209M
$89,000 0.02% of portfolio
22,371
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $375 Million
  • Prior Value $285 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 39 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Three Bridge Wealth Advisors, LLC Portfolio

Follow Three Bridge Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email