Three Bridge Wealth Advisors, LLC Portfolio Holdings

Three Bridge Wealth Advisors, LLC

  • $250 Million
  • Q2 2024

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.

Portfolio value $250 Million
ETFs: $166 Million
Technology: $46.6 Million
Communication Services: $15.8 Million
Consumer Defensive: $5.48 Million
Healthcare: $5.35 Million
Industrials: $4.5 Million
Financial Services: $3.93 Million
Consumer Cyclical: $2.48 Million
Other: $203,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$913M
$282,000 0.11% of portfolio
31,372
Q2 2022 New
$1.37B
$138,000 0.06% of portfolio
30,970
Q4 2023 New
$942M
$16,000 0.01% of portfolio
10,000
Q3 2023 Reduced 28.57%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $250 Million
  • Prior Value $250 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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