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 $10 Billions to $200 Billions
