Three Bridge Wealth Advisors, LLC
CIK 1950962 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- AFRM18.64%
- ACWI14.54%
- COIN9.03%
- SPY5.66%
- VT3.37%
- GTLB2.80%
- PRFZ2.58%
- IAU2.42%
- EEM2.40%
- META2.30%
Share classes counted separately63.74%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AFRMAFFIRM HOLDINGS INCCOM CL A View history and evidence | $53.89M | 18.64% | 1.10M shares | — | ↗▾ | |
| 02 | ACWIISHARES MSCI ACWI ETFMSCI ACWI ETF View history and evidence | $42.04M | 14.54% | 413.08K shares | — | ↗▾ | |
| 03 | COINCOINBASE GLOBAL INC -CLASS ACOM CL A View history and evidence | $26.10M | 9.03% | 150.06K shares | — | ↗▾ | |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $16.38M | 5.66% | 34.32K shares | — | ↗▾ | |
| 05 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $9.75M | 3.37% | 94.73K shares | — | ↗▾ | |
| 06 | GTLBGITLAB INC-CL ACLASS A COM View history and evidence | $8.09M | 2.80% | 128.53K shares | — | ↗▾ | |
| 07 | PRFZINV RAFI US 1500 SM-USD INCFTSE RAFI 1500 View history and evidence | $7.46M | 2.58% | 198.88K shares | — | ↗▾ | |
| 08 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $7.01M | 2.42% | 179.64K shares | — | ↗▾ | |
| 09 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $6.94M | 2.40% | 172.55K shares | — | ↗▾ | |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $6.66M | 2.30% | 18.81K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DOCU DOCUSIGN INC | Non-derivative | — | — | SEC filing ↗ | |
| SHY ISHARES 1-3 YEAR TREASURY BO | Non-derivative | — | — | SEC filing ↗ | |
| MUB ISHARES NATIONAL MUNI BOND E | Non-derivative | — | — | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1950962 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 8, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 289134143
}Research all 93 reported holdings.
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