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.
