THREE BRIDGE WEALTH ADVISORS, LLC 13F Portfolio
THREE BRIDGE WEALTH ADVISORS, LLC runs THREE BRIDGE WEALTH ADVISORS, LLC and currently holds 87 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $399.35M. Their top holdings are ACWI, VOO, SPY, QQQ, META. The top five represent 43.7% of reported portfolio weight. THREE BRIDGE WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, THREE BRIDGE WEALTH ADVISORS, LLC initiated 7 new positions. They added to 41 existing positions. They trimmed 22 positions. Their current best-performing preview position is PANW with returns of +112.71%.
Portfolio Value
$399.35M
Alpha Score
52.5
#0 of 1000
Holdings
87
THREE BRIDGE WEALTH ADVISORS, LLC Current 13F Holdings
Reported holdings from THREE BRIDGE WEALTH ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
87 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ACWI ISHARES TR | 16.04% | $100.57 | $160.90 | +59.99% | Trimmed -0.68% |
 VOO VANGUARD INDEX FDS | 7.99% | $499.34 | $715.51 | +43.29% | Trimmed -3.77% |
 SPY STATE STR SPDR S&P 500 ETF T | 7.78% | $454.75 | $778.54 | +71.20% | Added +0.30% |
 QQQ INVESCO QQQ TR | 6.65% | $486.16 | $751.27 | +54.53% | Added +0.92% |
 META META PLATFORMS INC | 5.23% | $483.47 | $718.67 | +48.65% | Trimmed -2.64% |
 VT VANGUARD INTL EQUITY INDEX F | 4.22% | $89.29 | $159.81 | +78.98% | Added +1.83% |
 IWR ISHARES TR | 4.19% | $82.82 | $109.81 | +32.59% | Added +2.93% |
 PRFZ INVESCO EXCHANGE TRADED FD T | 3.65% | $37.42 | $53.15 | +42.04% | Trimmed -2.13% |
 GLD SPDR GOLD TR | 3.58% | $218.27 | $384.62 | +76.21% | Trimmed -3.61% |
 VWO VANGUARD INTL EQUITY INDEX F | 3.20% | $45.42 | $59.77 | +31.58% | Added +2.67% |
Showing 1-10 of 87