Three Bridge Wealth Advisors, LLC Portfolio Holdings

Three Bridge Wealth Advisors, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $283 Million distributed in 93 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, Vanguard Index Fds S&P 500 ETF with a value of $22M, Spdr S&P 500 ETF Trust with a value of $21M, Coinbase Global, Inc. with a value of $18.5M, and Vanguard Total World Stk Index with a value of $12.3M.

Examining the 13F form we can see an increase of $14.4M in the current position value, from $268M to 283M.

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.