Three Bridge Wealth Advisors, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    los altos, CA
  • CIK
    0001950962
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

123

$379.50 M
ACWI, META, COIN, SPY
13F-HR
Jul 22, 2025
000195096225000007

84

$287.39 M
ACWI, META, VOO, SPY
13F-HR
May 6, 2025
000195096225000004

93

$285.61 M
ACWI, VOO, SPY, COIN
13F-HR
Jan 29, 2025
000195096225000002

87

$271.08 M
ACWI, COIN, SPY, VOO
13F-HR
Nov 13, 2024
000195096224000010

91

$252.34 M
ACWI, COIN, SPY, VOO
13F-HR
Aug 14, 2024
000195096224000006

92

$253.76 M
ACWI, COIN, SPY, VT
13F-HR
May 14, 2024
000195096224000004

93

$289.13 M
AFRM, ACWI, COIN, SPY
13F-HR
Feb 8, 2024
000195096224000001

93

$240.95 M
AFRM, ACWI, SPY, COIN
13F-HR
Nov 13, 2023
000195096223000008

93

$236.20 M
ACWI, AFRM, SPY, COIN
13F-HR
Jul 28, 2023
000195096223000007

92

$215.79 M
ACWI, AFRM, SPY, COIN
13F-HR
May 11, 2023
000195096223000006

82

$186.55 M
ACWI, AFRM, SPY, VT
13F-HR
Feb 14, 2023
000195096223000003

83

$196.48 M
AFRM, ACWI, COIN, EEM
13F-HR
Nov 10, 2022
000195096222000005

83

$204.16 M
AFRM, ACWI, EEM, GTLB
13F-HR
Nov 10, 2022
000195096222000004

87

$358.00 K
AFRM, ACWI, COIN, EEM
13F-HR
Feb 14, 2023
000195096223000004