Three Bridge Wealth Advisors, LLC holdings history

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110 is the total number of securities Three Bridge Wealth Advisors, LLC has owned. The longest Three Bridge Wealth Advisors, LLC has owned a single stock is 7 quarters.

Three Bridge Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AFRM AFFIRM HLDGS INC7711.85%20.45%42.21%Q1 2022Q3 20237
ACWI ISHARES TR7711.12%15.46%17.63%Q1 2022Q3 20237
COIN COINBASE GLOBAL INC772.99%4.89%8.57%Q1 2022Q3 20237
SPY SPDR S&P 500 ETF TR771.57%4.30%6.10%Q1 2022Q3 20237
EEM ISHARES TR772.57%3.69%5.00%Q1 2022Q3 20237
GLD SPDR GOLD TR772.14%2.81%3.50%Q1 2022Q3 20237
GITLAB INC772.04%2.79%3.68%Q1 2022Q3 20237
PRFZ INVESCO EXCHANGE TRADE...771.88%2.57%3.00%Q1 2022Q3 20237
VWO VANGUARD INTL EQUITY I...771.90%2.36%2.78%Q1 2022Q3 20237
IWR ISHARES TR771.54%2.32%2.82%Q1 2022Q3 20237
IAU ISHARES GOLD TR771.18%2.27%2.86%Q1 2022Q3 20237
JMST J P MORGAN EXCHANGE-TR...770.38%2.07%3.56%Q1 2022Q3 20237
IWF ISHARES TR770.26%1.54%1.93%Q1 2022Q3 20237
AAPL APPLE INC771.05%1.36%1.55%Q1 2022Q3 20237
MINT PIMCO ETF TR770.94%1.18%1.42%Q1 2022Q3 20237
ORCL ORACLE CORP770.84%1.13%1.49%Q1 2022Q3 20237
FB META PLATFORMS INC770.54%1.08%2.32%Q1 2022Q3 20237
VOO VANGUARD INDEX FDS770.45%1.08%1.86%Q1 2022Q3 20237
QQQ INVESCO QQQ TR770.82%1.07%1.34%Q1 2022Q3 20237
MSFT MICROSOFT CORP770.75%1.01%1.10%Q1 2022Q3 20237
RTX RTX CORPORATION770.62%0.87%1.14%Q1 2022Q3 20237
BRKB BERKSHIRE HATHAWAY INC...770.61%0.81%0.96%Q1 2022Q3 20237
GOOGL ALPHABET INC770.62%0.81%0.90%Q1 2022Q3 20237
DIS DISNEY WALT CO770.57%0.77%0.97%Q1 2022Q3 20237
DOCU DOCUSIGN INC770.51%0.76%0.88%Q1 2022Q3 20237
PRF INVESCO EXCHANGE TRADE...770.49%0.76%0.89%Q1 2022Q3 20237
NVO NOVO-NORDISK A S770.43%0.64%0.93%Q1 2022Q3 20237
UL UNILEVER PLC770.39%0.64%0.74%Q1 2022Q3 20237
HD HOME DEPOT INC770.32%0.63%0.80%Q1 2022Q3 20237
NKE NIKE INC770.42%0.59%0.76%Q1 2022Q3 20237
GD GENERAL DYNAMICS CORP770.45%0.58%0.74%Q1 2022Q3 20237
EFA ISHARES TR770.45%0.57%0.66%Q1 2022Q3 20237
CHRW C H ROBINSON WORLDWIDE...770.37%0.54%0.64%Q1 2022Q3 20237
MDT MEDTRONIC PLC770.40%0.53%0.60%Q1 2022Q3 20237
SBUX STARBUCKS CORP770.35%0.50%0.65%Q1 2022Q3 20237
ADBE ADOBE SYSTEMS INCORPOR...770.34%0.49%0.58%Q1 2022Q3 20237
ACN ACCENTURE PLC IRELAND770.31%0.48%0.54%Q1 2022Q3 20237
V VISA INC770.33%0.45%0.53%Q1 2022Q3 20237
JNJ JOHNSON & JOHNSON770.25%0.42%0.51%Q1 2022Q3 20237
PANW PALO ALTO NETWORKS INC770.30%0.41%0.51%Q1 2022Q3 20237
BIIB BIOGEN INC770.25%0.41%0.55%Q1 2022Q3 20237
IFF INTERNATIONAL FLAVORS&...770.27%0.41%0.55%Q1 2022Q3 20237
CSCO CISCO SYS INC770.32%0.40%0.49%Q1 2022Q3 20237
WMT WALMART INC770.16%0.39%0.50%Q1 2022Q3 20237
INTU INTUIT770.15%0.39%0.66%Q1 2022Q3 20237
BDX BECTON DICKINSON & CO770.21%0.38%0.52%Q1 2022Q3 20237
PXF INVESCO EXCH TRADED FD...770.24%0.38%0.45%Q1 2022Q3 20237
VEA VANGUARD TAX-MANAGED I...770.28%0.32%0.34%Q1 2022Q3 20237
VOE VANGUARD INDEX FDS770.20%0.29%0.35%Q1 2022Q3 20237
PG PROCTER AND GAMBLE CO770.18%0.26%0.31%Q1 2022Q3 20237
GOOG ALPHABET INC770.21%0.26%0.29%Q1 2022Q3 20237
PEP PEPSICO INC770.19%0.24%0.30%Q1 2022Q3 20237
VTI VANGUARD INDEX FDS770.17%0.23%0.27%Q1 2022Q3 20237
MMM 3M CO770.16%0.22%0.27%Q1 2022Q3 20237
PLTR PALANTIR TECHNOLOGIES INC770.15%0.20%0.29%Q1 2022Q3 20237
AMZN AMAZON COM INC770.15%0.19%0.21%Q1 2022Q3 20237
BNDX VANGUARD CHARLOTTE FDS770.09%0.17%0.27%Q1 2022Q3 20237
AGG ISHARES TR770.07%0.17%0.22%Q1 2022Q3 20237
WDAY WORKDAY INC770.12%0.15%0.18%Q1 2022Q3 20237
PDN INVESCO EXCH TRADED FD...770.12%0.15%0.18%Q1 2022Q3 20237
VV VANGUARD INDEX FDS770.11%0.15%0.17%Q1 2022Q3 20237
SCHB SCHWAB STRATEGIC TR770.12%0.15%0.17%Q1 2022Q3 20237
TMO THERMO FISHER SCIENTIF...770.09%0.14%0.18%Q1 2022Q3 20237
DEM WISDOMTREE TR770.11%0.14%0.16%Q1 2022Q3 20237
COST COSTCO WHSL CORP NEW770.10%0.14%0.16%Q1 2022Q3 20237
IWN ISHARES TR770.08%0.11%0.13%Q1 2022Q3 20237
SCHM SCHWAB STRATEGIC TR770.09%0.11%0.13%Q1 2022Q3 20237
TLRY TILRAY BRANDS INC770.01%0.02%0.03%Q1 2022Q3 20237
VT VANGUARD INTL EQUITY I...661.09%3.04%4.00%Q2 2022Q3 20236
GINKGO BIOWORKS HOLDIN...660.51%0.82%1.32%Q2 2022Q3 20236
CTSH COGNIZANT TECHNOLOGY S...660.28%0.34%0.42%Q1 2022Q2 20236
PXH INVESCO EXCH TRADED FD...660.10%0.15%0.20%Q1 2022Q2 20236
MUB ISHARES TR420.07%0.13%0.23%Q1 2022Q3 20236
KO COCA COLA CO330.07%0.11%0.13%Q1 2022Q3 20236
WEAVE COMMUNICATIONS INC660.05%0.09%0.15%Q2 2022Q3 20236
NVDA NVIDIA CORPORATION410.10%0.25%0.39%Q1 2022Q3 20235
ICF ISHARES TR550.12%0.15%0.17%Q1 2022Q1 20235
TIP ISHARES TR550.08%0.11%0.14%Q1 2022Q1 20235
PCY INVESCO EXCH TRADED FD...550.09%0.10%0.13%Q3 2022Q3 20235
DHR DANAHER CORPORATION410.06%0.09%0.12%Q1 2022Q3 20235
CMF ISHARES TR440.11%0.13%0.15%Q4 2022Q3 20234
SCHW SCHWAB CHARLES CORP440.08%0.11%0.15%Q1 2022Q4 20224
ABNB AIRBNB INC310.08%0.09%0.09%Q1 2022Q3 20234
SPYG SPDR SER TR330.45%0.46%0.47%Q1 2023Q3 20233
JPST J P MORGAN EXCHANGE-TR...330.15%0.18%0.24%Q1 2022Q3 20223
SCHF SCHWAB STRATEGIC TR330.17%0.18%0.19%Q1 2023Q3 20233
REET ISHARES TR330.12%0.13%0.15%Q1 2022Q3 20223
JPM JPMORGAN CHASE & CO330.12%0.12%0.13%Q1 2023Q3 20233
GSBD GOLDMAN SACHS BDC INC330.09%0.12%0.14%Q1 2022Q3 20223
VO VANGUARD INDEX FDS330.10%0.10%0.11%Q1 2023Q3 20233
BAC BANK AMERICA CORP330.09%0.10%0.11%Q1 2023Q3 20233
CRM SALESFORCE INC330.09%0.09%0.10%Q1 2023Q3 20233
GS GOLDMAN SACHS GROUP INC330.09%0.09%0.10%Q1 2023Q3 20233
PHILLIPS EDISON & CO INC330.09%0.09%0.09%Q1 2023Q3 20233
BSV VANGUARD BD INDEX FDS330.09%0.09%0.10%Q1 2023Q3 20233
VGT VANGUARD WORLD FDS210.06%0.08%0.10%Q1 2022Q3 20233
IUSG ISHARES TR220.17%0.17%0.17%Q2 2023Q3 20232
VYM VANGUARD WHITEHALL FDS220.10%0.11%0.12%Q4 2022Q1 20232
SHY ISHARES TR220.10%0.10%0.10%Q2 2023Q3 20232
VSS VANGUARD INTL EQUITY I...220.08%0.09%0.10%Q1 2022Q2 20222
XLK SELECT SECTOR SPDR TR220.09%0.09%0.09%Q2 2023Q3 20232
VIG VANGUARD SPECIALIZED F...110.15%0.15%0.15%Q3 2023Q3 20231
ITOT ISHARES TR110.13%0.13%0.13%Q3 2022Q3 20221
IEI ISHARES TR110.11%0.11%0.11%Q2 2022Q2 20221
SHV ISHARES TR110.09%0.09%0.09%Q1 2023Q1 20231
VCIT VANGUARD SCOTTSDALE FDS110.09%0.09%0.09%Q3 2023Q3 20231
EMB ISHARES TR110.07%0.07%0.07%Q1 2022Q1 20221
VB VANGUARD INDEX FDS110.07%0.07%0.07%Q1 2022Q1 20221
MBB ISHARES TR110.06%0.06%0.06%Q1 2022Q1 20221
AVDL AVADEL PHARMACEUTICALS...110.03%0.03%0.03%Q1 2022Q1 20221
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The securities at the top of the list , including AFFIRM HLDGS INC, ISHARES TR, and COINBASE GLOBAL INC, are the highest-conviction holdings of Three Bridge Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Three Bridge Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Three Bridge Wealth Advisors, LLC owns currently or has owned in the past.