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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 $287,392,786
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - MSCI ACWI ETF
 391,881 $45,611,035 15.87%
2.
Meta Platforms Inc.
 META 37,821 $21,798,601 7.58%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 40,946 $21,042,337 7.32%
4.
Spdr S & P 500 Etf Trust
 SPY 35,878 $20,131,367 7%
5.
Coinbase Global Inc.
 COIN 74,170 $12,774,299 4.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)