TB
| |
Three Bridge Wealth Advisors, LLC13F | |
| Three Bridge Wealth Advisors, LLC | |
| Last update 2025-07-23 | 123 Stocks (39 new) |
| Value $380.00 Mil | Turnover 12 % |
Three Bridge Wealth Advisors, ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI | iShares MSCI ACWI Index Fund | 403,429 | 51,880.9 | +2.95% | 13.670 | +0.39% | 0.230 | +16.31% | +10.94% | 22,550.0 | ||
META | Meta Platforms Inc | 39,590 | 29,221.2 | +4.68% | 7.700 | +0.34% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
COIN | Coinbase Global Inc | 74,236 | 26,019.0 | +0.09% | 6.860 | +0.01% | 0.030 | +112.86% | +62.88% | 103,012.9 | Capital Markets | |
SPY | SPDR S&P 500 ETF Trust | 38,694 | 23,971.9 | +7.85% | 6.320 | +0.46% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
VOO | Vanguard S&P 500 ETF | 40,481 | 23,064.8 | -1.14% | 6.080 | -0.08% | 0.000 | +19.34% | +7.26% | 658,032.1 | ||
QQQ | INVESCO QQQ Trust | 29,257 | 16,156.8 | +35.39% | 4.260 | +1.11% | 0.000 | +26.27% | +9.78% | 357,853.0 | ||
VT | Vanguard Total World Stock ETF | 104,619 | 13,445.6 | +0.08% | 3.540 | 0% | 0.030 | +16.72% | +11.13% | 46,000.6 | ||
RBLX | Roblox Corp | 126,751 | 13,334.2 | +0.37% | 3.510 | +0.01% | 0.020 | +93.40% | +107.74% | 81,529.8 | Interactive Media | |
IAU | iShares Gold Trust | 196,444 | 12,250.3 | -0.64% | 3.230 | -0.03% | 0.030 | +1.63% | +30.68% | 49,312.6 | ||
IWR | iShares Russell Mid-Cap ETF | 128,412 | 11,810.1 | -0.12% | 3.110 | 0% | 0.030 | +17.04% | +6.90% | 43,430.4 |
Three Bridge Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Three Bridge Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +1.11% | 416.06 ($496.89) 551.64 | $561.25 | 12.95% | Add 35.39% | 29,257 | 7,648 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.90% | 172.42 ($202.27) 223.89 | $214.40 | 6.00% | Add 136.73% | 28,900 | 16,692 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.68% | 354.56 ($433.34) 497.45 | $505.27 | 16.60% | Add 82.31% | 11,531 | 5,206 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +0.63% | 94.31 ($125.57) 157.99 | $167.03 | 33.02% | Add 67.55% | 37,581 | 15,151 | |
PRF | Invesco RAFI US 1000 ETF | 2025-06-30 | Add Add | +0.62% | 35.77 ($39.96) 42.27 | $43.01 | 7.63% | Add 84.07% | 120,917 | 55,226 | |
PRFZ | Invesco RAFI US 1500 Small-Mid ETF | 2025-06-30 | Add Add | +0.58% | 33.13 ($38.14) 40.67 | $42.27 | 10.83% | Add 28.06% | 246,465 | 53,998 | |
PXF |
Invesco RAFI Developed Markets ex-U.S. ETF
Invesco RAFI Developed Markets ex-U.S. ETF
| 2025-06-30 | Add Add | +0.58% | 46.22 ($54.22) 57.51 | $58.04 | 7.05% | Add 158.32% | 62,360 | 38,219 | |
GLD | SPDR Gold Shares ETF | 2025-06-30 | Add Add | +0.53% | 273.71 ($302.58) 316.29 | $316.10 | 4.47% | Add 20.72% | 38,157 | 6,550 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.46% | 496.48 ($571.44) 617.85 | $628.86 | 10.05% | Add 7.85% | 38,694 | 2,816 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-06-30 | Add Add | +0.39% | 103.59 ($119.84) 128.6 | $130.35 | 8.77% | Add 2.95% | 403,429 | 11,548 |
Three Bridge Wealth Advisors, LLC Total Holding History ($B)
Three Bridge Wealth Advisors, LLC's Asset Allocation
Three Bridge Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Three Bridge Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30
Three Bridge Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Three Bridge Wealth Advisors, LLC's Holdings Heat Map
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Three Bridge Wealth Advisors, LLC's Holdings Bubble Chart
Three Bridge Wealth Advisors, LLC News
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