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Size ($ in 1000's)
At 12/31/2023: $289,132
At 09/30/2023: $240,947
Three Bridge Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Three Bridge Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Three Bridge Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Three Bridge Wealth Advisors LLC.
In the Three Bridge Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Three Bridge Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Three Bridge Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| AFFIRM HLDGS INC |
1,096,587 |
-895,000 |
$53,886 | | AFRM | 1,096,587 | -895,000 | $53,886 | | ISHARES TR (ACWI) |
413,085 |
-4,026 |
$42,040 | | ACWI | 413,085 | -4,026 | $42,040 | | COINBASE GLOBAL INC |
150,063 |
+188 |
$26,099 | | COIN | 150,063 | +188 | $26,099 | | SPDR S&P 500 ETF TR (SPY) |
34,323 |
+2,231 |
$16,379 | | SPY | 34,323 | +2,231 | $16,379 | | VANGUARD INTL EQUITY INDEX F (VT) |
94,729 |
+2,099 |
$9,746 | | VT | 94,729 | +2,099 | $9,746 | | GITLAB INC |
128,532 |
UNCH |
$8,092 | | GTLB | 128,532 | UNCH | $8,092 | | INVESCO EXCHANGE TRADED FD T (PRFZ) |
198,885 |
-4,233 |
$7,456 | | PRFZ | 198,885 | -4,233 | $7,456 | | ISHARES GOLD TR (IAU) |
179,639 |
+7,173 |
$7,011 | | IAU | 179,639 | +7,173 | $7,011 | | ISHARES TR (EEM) |
172,546 |
-10,556 |
$6,938 | | EEM | 172,546 | -10,556 | $6,938 | | META PLATFORMS INC |
18,810 |
+182 |
$6,658 | | META | 18,810 | +182 | $6,658 | | VANGUARD INTL EQUITY INDEX F (VWO) |
153,646 |
+1,805 |
$6,315 | | VWO | 153,646 | +1,805 | $6,315 | | J P MORGAN EXCHANGE TRADED F (JMST) |
123,390 |
+7,751 |
$6,278 | | JMST | 123,390 | +7,751 | $6,278 | | J P MORGAN EXCHANGE TRADED F (JQUA) |
127,160 |
+127,160 |
$6,087 | | JQUA | 127,160 | +127,160 | $6,087 | | SPDR GOLD TR (GLD) |
30,240 |
+124 |
$5,781 | | GLD | 30,240 | +124 | $5,781 | | ISHARES TR (IWR) |
71,056 |
+2,737 |
$5,523 | | IWR | 71,056 | +2,737 | $5,523 | | VANGUARD INDEX FDS (VOO) |
12,334 |
+932 |
$5,387 | | VOO | 12,334 | +932 | $5,387 | | ISHARES TR (IWF) |
16,950 |
+185 |
$5,139 | | IWF | 16,950 | +185 | $5,139 | | INVESCO QQQ TR |
10,474 |
+1,501 |
$4,292 | | QQQ | 10,474 | +1,501 | $4,292 | | APPLE INC |
16,979 |
-600 |
$3,269 | | AAPL | 16,979 | -600 | $3,269 | | PIMCO ETF TR (MINT) |
28,176 |
+4,140 |
$2,825 | | MINT | 28,176 | +4,140 | $2,825 | | MICROSOFT CORP |
7,313 |
-343 |
$2,750 | | MSFT | 7,313 | -343 | $2,750 | | ORACLE CORP |
21,976 |
-367 |
$2,317 | | ORCL | 21,976 | -367 | $2,317 | | INVESCO EXCHANGE TRADED FD T (PRF) |
62,178 |
+1,554 |
$2,189 | | PRF | 62,178 | +1,554 | $2,189 | | ALPHABET INC |
15,479 |
-808 |
$2,162 | | GOOGL | 15,479 | -808 | $2,162 |  BERKSHIRE HATHAWAY INC DEL |
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$1,931 | | BRK.B | 5,415 | -260 | $1,931 | | RTX CORPORATION |
21,055 |
-1,889 |
$1,772 | | RTX | 21,055 | -1,889 | $1,772 | | HOME DEPOT INC |
4,433 |
-334 |
$1,536 | | HD | 4,433 | -334 | $1,536 | | ADOBE INC |
2,434 |
-278 |
$1,452 | | ADBE | 2,434 | -278 | $1,452 | | NOVO NORDISK A S |
13,897 |
-1,431 |
$1,438 | | NVO | 13,897 | -1,431 | $1,438 | | GINKGO BIOWORKS HOLDINGS INC |
833,802 |
UNCH |
$1,409 | | DNA | 833,802 | UNCH | $1,409 | | PALO ALTO NETWORKS INC |
4,506 |
-200 |
$1,329 | | PANW | 4,506 | -200 | $1,329 | | GENERAL DYNAMICS CORP |
4,762 |
-213 |
$1,237 | | GD | 4,762 | -213 | $1,237 | | VISA INC |
4,652 |
-175 |
$1,211 | | V | 4,652 | -175 | $1,211 | | SPDR SER TR (SPYG) |
18,200 |
UNCH |
$1,184 | | SPYG | 18,200 | UNCH | $1,184 | | INVESCO EXCH TRADED FD TR II (PXF) |
24,716 |
+33 |
$1,171 | | PXF | 24,716 | +33 | $1,171 | | MEDTRONIC PLC |
13,931 |
-3,331 |
$1,157 | | MDT | 13,931 | -3,331 | $1,157 | | ISHARES TR (EFA) |
15,188 |
-1,660 |
$1,144 | | EFA | 15,188 | -1,660 | $1,144 | | ACCENTURE PLC IRELAND |
3,199 |
-689 |
$1,123 | | ACN | 3,199 | -689 | $1,123 | | NIKE INC |
10,112 |
-2,492 |
$1,102 | | NKE | 10,112 | -2,492 | $1,102 | | NVIDIA CORPORATION |
2,162 |
UNCH |
$1,071 | | NVDA | 2,162 | UNCH | $1,071 | | INTUIT |
1,636 |
UNCH |
$1,023 | | INTU | 1,636 | UNCH | $1,023 | | JOHNSON & JOHNSON |
5,733 |
-1,235 |
$899 | | JNJ | 5,733 | -1,235 | $899 | | DISNEY WALT CO |
9,246 |
-12,523 |
$841 | | DIS | 9,246 | -12,523 | $841 | | VANGUARD CHARLOTTE FDS (BNDX) |
16,597 |
+3,003 |
$819 | | BNDX | 16,597 | +3,003 | $819 | | WALMART INC |
5,123 |
-631 |
$811 | | WMT | 5,123 | -631 | $811 | | STARBUCKS CORP |
7,848 |
-1,584 |
$753 | | SBUX | 7,848 | -1,584 | $753 | | PALANTIR TECHNOLOGIES INC |
43,221 |
UNCH |
$742 | | PLTR | 43,221 | UNCH | $742 | | ALPHABET INC |
5,260 |
UNCH |
$741 | | GOOG | 5,260 | UNCH | $741 | | VANGUARD INDEX FDS (VOE) |
5,007 |
+167 |
$726 | | VOE | 5,007 | +167 | $726 | | VANGUARD TAX MANAGED FDS (VEA) |
14,988 |
-585 |
$718 | | VEA | 14,988 | -585 | $718 |
See Full List: All Stocks Held By Three Bridge Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Three Bridge Wealth Advisors LLC
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