$216 Million is the total value of Three Bridge Wealth Advisors, LLC's 92 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,021 | -100.0% | -0.11% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -3,335 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AFFIRM HLDGS INC | 7 | Q3 2023 | 42.2% |
| ISHARES TR | 7 | Q3 2023 | 17.6% |
| COINBASE GLOBAL INC | 7 | Q3 2023 | 8.6% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 6.1% |
| ISHARES TR | 7 | Q3 2023 | 5.0% |
| SPDR GOLD TR | 7 | Q3 2023 | 3.5% |
| GITLAB INC | 7 | Q3 2023 | 3.7% |
| INVESCO EXCHANGE TRADED FD T | 7 | Q3 2023 | 3.0% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 2.8% |
| ISHARES TR | 7 | Q3 2023 | 2.8% |
View Three Bridge Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-11-10 |
View Three Bridge Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.