Three Bridge Wealth Advisors, LLC Portfolio Holdings

Three Bridge Wealth Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $250 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Acwi ETF with a value of $42.6M, Coinbase Global, Inc. with a value of $27.6M, Spdr S&P 500 ETF Trust with a value of $18.8M, Vanguard Index Fds S&P 500 ETF with a value of $13M, and Vanguard Total World Stk Index with a value of $11M.

Examining the 13F form we can see an increase of $419K in the current position value, from $250M to 250M.

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.