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Home > Institutional Investor > Three Bridge Wealth Advisors, Llc > Profile

Instuitional Investor - Three Bridge Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Three Bridge Wealth Advisors, Llc
Portfolio Value $379,501,293
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - MSCI ACWI ETF
 403,429 $51,880,909 13.67%
2.
Meta Platforms Inc.
 META 39,590 $29,221,196 7.7%
3.
Coinbase Global Inc.
 COIN 74,236 $26,018,976 6.86%
4.
Spdr S & P 500 Etf Trust
 SPY 38,694 $23,971,915 6.32%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 40,481 $23,064,803 6.08%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)