Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Three Bridge Wealth Advisors, LLCInvestment ActivityThree Bridge Wealth Advisors, LLC has $285.61 million in total holdings as of December 31, 2024.Three Bridge Wealth Advisors, LLC owns shares of 93 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.09% of the portfolio was purchased this quarter.About 6.49% of the portfolio was sold this quarter.This quarter, Three Bridge Wealth Advisors, LLC has purchased 87 new stocks and bought additional shares in 43 stocks.Three Bridge Wealth Advisors, LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $45,557,340Vanguard S&P 500 ETF $22,040,230SPDR S&P 500 ETF Trust $21,064,744Coinbase Global $18,473,023Vanguard Total World Stock ETF $12,281,242 Largest New Holdings this Quarter ASML $695,159 HoldingJPMorgan US Quality Factor ETF $474,826 HoldingEli Lilly and Company $465,516 HoldingImmunome $293,271 HoldingAmazon.com $280,819 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 129,127 shares (about $6.17M)Vanguard S&P 500 ETF 7,111 shares (about $3.83M)Invesco QQQ 2,951 shares (about $1.51M)iShares Russell Mid-Cap ETF 16,216 shares (about $1.43M)iShares Russell 2000 ETF 4,750 shares (about $1.05M) Largest Sales this Quarter Coinbase Global 50,000 shares (about $12.41M)iShares MSCI EAFE ETF 37,488 shares (about $2.83M)PALANTIR TECHNOLOGIES INC 10,000 shares (about $756.30K)Oracle 1,446 shares (about $240.96K)Home Depot 570 shares (about $221.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofThree Bridge Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACWIiShares MSCI ACWI ETF$45,557,340$690,430 ▲1.5%387,72216.0%ManufacturingVOOVanguard S&P 500 ETF$22,040,230$3,831,514 ▲21.0%40,9057.7%ETFSPYSPDR S&P 500 ETF Trust$21,064,744$442,206 ▲2.1%35,8227.4%FinanceCOINCoinbase Global$18,473,023$12,415,000 ▼-40.2%74,3986.5%Business ServicesVTVanguard Total World Stock ETF$12,281,242$334,818 ▲2.8%104,5394.3%ETFIWRiShares Russell Mid-Cap ETF$11,079,095$1,433,496 ▲14.9%125,3293.9%ETFQQQInvesco QQQ$10,923,914$1,508,633 ▲16.0%21,3683.8%FinanceIAUiShares Gold Trust$9,779,413$39,608 ▲0.4%197,5243.4%FinancePRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$7,963,055$127,659 ▼-1.6%191,3742.8%ManufacturingVWOVanguard FTSE Emerging Markets ETF$7,690,446$595,289 ▲8.4%174,6242.7%ETFGLDSPDR Gold Shares$7,502,398$33,898 ▲0.5%30,9852.6%FinanceMETAMeta Platforms$7,444,7600.0%12,7152.6%Computer and TechnologyRBLXRoblox$7,307,1390.0%126,2902.6%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$7,105,155$228,901 ▲3.3%17,6932.5%ETFVEAVanguard FTSE Developed Markets ETF$6,609,609$6,174,831 ▲1,420.2%138,2192.3%ETFEEMiShares MSCI Emerging Markets ETF$6,049,696$337,572 ▲5.9%144,6602.1%FinanceIWMiShares Russell 2000 ETF$4,245,084$1,049,560 ▲32.8%19,2121.5%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$3,512,145$3,812 ▲0.1%69,0931.2%ETFAAPLApple$3,352,539$172,535 ▲5.4%13,3881.2%Computer and TechnologyNVDANVIDIA$2,903,3500.0%21,6201.0%Computer and TechnologyGOOGLAlphabet$2,869,612$19,687 ▲0.7%15,1591.0%Computer and TechnologyORCLOracle$2,790,387$240,961 ▼-7.9%16,7451.0%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$2,647,902$76,726 ▲3.0%65,6400.9%ETFMSFTMicrosoft$2,626,788$191,783 ▲7.9%6,2320.9%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,512,504$756,300 ▼-23.1%33,2210.9%CL ADISWalt Disney$2,326,511$142,946 ▼-5.8%20,8000.8%Consumer DiscretionaryMAPLEBEAR INC$2,279,7980.0%55,0410.8%COMRTXRTX$2,245,315$97,783 ▼-4.2%19,4030.8%AerospaceBRK.BBerkshire Hathaway$2,169,851$14,052 ▼-0.6%4,7870.8%FinanceGTLBGitLab$2,060,8320.0%36,5720.7%Computer and TechnologyULUnilever$1,969,758$11,227 ▲0.6%34,7400.7%Consumer StaplesINTUIntuit$1,629,072$710,834 ▲77.4%2,5920.6%Computer and TechnologyPANWPalo Alto Networks$1,611,802$796,803 ▲97.8%8,8580.6%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,599,7800.0%18,2000.6%ETFMDTMedtronic$1,413,937$44,158 ▼-3.0%17,5470.5%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,339,046$153,428 ▼-10.3%13,2920.5%ETFVVisa$1,175,037$50,250 ▲4.5%3,7180.4%Business ServicesJNJJohnson & Johnson$1,158,551$51,919 ▲4.7%8,0110.4%MedicalPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$1,154,125$16,522 ▲1.5%24,0990.4%ETFNVONovo Nordisk A/S$1,080,239$12,903 ▲1.2%12,5580.4%MedicalGDGeneral Dynamics$1,070,033$6,060 ▼-0.6%4,0610.4%AerospaceVOEVanguard Mid-Cap Value ETF$962,015$35,265 ▲3.8%5,9470.3%ETFWMTWalmart$884,022$7,335 ▼-0.8%9,7620.3%Retail/WholesaleACNAccenture$873,143$704 ▼-0.1%2,4820.3%Computer and TechnologyBNDXVanguard Total International Bond ETF$853,056$8,534 ▲1.0%17,3920.3%ETFCMFiShares California Muni Bond ETF$838,492$51,439 ▲6.5%14,6380.3%ETFNKENIKE$820,803$45,347 ▼-5.2%10,8060.3%Consumer DiscretionarySBUXStarbucks$768,508$20,531 ▼-2.6%8,4220.3%Retail/WholesaleHDHome Depot$740,637$221,724 ▼-23.0%1,9040.3%Retail/WholesaleASMLASML$695,159$695,159 ▲New Holding1,0030.2%Computer and TechnologyDEODiageo$667,051$17,290 ▼-2.5%5,2470.2%Consumer StaplesCHRWC.H. Robinson Worldwide$652,446$12,265 ▼-1.8%6,2770.2%TransportationADBEAdobe$620,773$4,002 ▲0.6%1,3960.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$569,230$279 ▲0.0%4,0850.2%ManufacturingPEPPepsiCo$535,419$49,707 ▲10.2%3,4900.2%Consumer StaplesCOSTCostco Wholesale$525,9390.0%5740.2%Retail/WholesaleWEAVWeave Communications$499,4420.0%31,3720.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$492,137$4,736 ▲1.0%6,1310.2%ETFVVVanguard Large-Cap ETF$489,5060.0%1,8150.2%ETFJPMJPMorgan Chase & Co.$489,008$119,855 ▲32.5%2,0400.2%FinanceEFAiShares MSCI EAFE ETF$484,433$2,834,466 ▼-85.4%6,4070.2%FinanceWDAYWorkday$477,8720.0%1,8520.2%Computer and TechnologyJQUAJPMorgan US Quality Factor ETF$474,826$474,826 ▲New Holding8,2910.2%ETFLLYEli Lilly and Company$465,516$465,516 ▲New Holding6030.2%MedicalVIGVanguard Dividend Appreciation ETF$460,3960.0%2,3510.2%ETFPGProcter & Gamble$439,914$69,240 ▲18.7%2,6240.2%Consumer StaplesSCHFSchwab International Equity ETF$416,754$208,571 ▲100.2%22,5270.1%ETFGOOGAlphabet$380,880$152,352 ▲66.7%2,0000.1%Computer and TechnologyGSThe Goldman Sachs Group$368,7670.0%6440.1%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$329,943$21,431 ▲6.9%3,6950.1%ETFBDXBecton, Dickinson and Company$329,642$17,696 ▼-5.1%1,4530.1%MedicalBACBank of America$320,835$83,505 ▲35.2%7,3000.1%FinanceIWNiShares Russell 2000 Value ETF$298,7600.0%1,8200.1%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$297,893$18,571 ▲6.6%15,0300.1%ETFIMNMImmunome$293,271$293,271 ▲New Holding27,6150.1%MedicalXLKTechnology Select Sector SPDR Fund$287,8600.0%1,2380.1%ETFAMZNAmazon.com$280,819$280,819 ▲New Holding1,2800.1%Retail/WholesaleTMOThermo Fisher Scientific$273,326$273,326 ▲New Holding5250.1%MedicalIEMGiShares Core MSCI Emerging Markets ETF$268,776$25,536 ▲10.5%5,1470.1%ETFGOVTiShares U.S. Treasury Bond ETF$267,740$3,608 ▲1.4%11,6510.1%ETFSCHBSchwab US Broad Market ETF$258,273$171,335 ▲197.1%11,3780.1%ETFNVDLGraniteShares 2x Long NVDA Daily ETF$248,4310.0%3,7420.1%ETFVGKVanguard FTSE Europe ETF$242,9000.0%3,8270.1%ETFPECOPhillips Edison & Company, Inc.$234,0520.0%6,2310.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$230,4070.0%1,0270.1%FinanceISHARES BITCOIN TRUST ETF$229,441$229,441 ▲New Holding4,3250.1%SHS BEN INTXLCCommunication Services Select Sector SPDR Fund$228,8590.0%2,3640.1%ETFBSVVanguard Short-Term Bond ETF$221,222$2,627 ▲1.2%2,8630.1%ETFKOCoca-Cola$220,338$5,541 ▼-2.5%3,5390.1%Consumer StaplesSCHWCharles Schwab$215,998$215,998 ▲New Holding2,9190.1%FinanceCRMSalesforce$204,520$204,520 ▲New Holding6110.1%Computer and TechnologyMTTRMatterport$146,7980.0%30,9700.1%Business ServicesCRVSCorvus Pharmaceuticals$119,685$119,685 ▲New Holding22,3710.0%MedicalCSCOCisco Systems$0$602,388 ▼-100.0%00.0%Computer and TechnologyBIIBBiogen$0$473,745 ▼-100.0%00.0%MedicalCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$0$261,251 ▼-100.0%00.0%ManufacturingTLRYTilray$0$17,600 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
