Three Bridge Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$271M
Signature - Title
Brett Sharkey - Co-Founder & Managing Director
Location
Los Altos, CA
Summary
This page shows a list of all the recent 13F filings made by Three Bridge Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Three Bridge Wealth Advisors, LLC reported 87 stock holdings with total value $271M as of Q3 2024. Top holdings included ACWI, COIN, SPY, VOO, and VT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 87 $271M +$13.3M -$5.43M +$7.85M ACWI, COIN, SPY, VOO, VT 13F-HR 11/13/2024, 12:19 PM
Q2 2024 91 $252M +$13.3M -$12.3M +$990K ACWI, COIN, SPY, VOO, VT 13F-HR 8/14/2024, 11:19 AM
Q1 2024 92 $254M +$21M -$84.9M -$63.9M ACWI, COIN, SPY, VT, VOO 13F-HR 5/14/2024, 10:53 AM
Q4 2023 93 $289M +$11.7M -$54.1M -$42.3M AFRM, ACWI, COIN, SPY, VT 13F-HR 2/8/2024, 11:01 AM
Q3 2023 93 $241M +$13.7M -$6.41M +$7.26M AFRM, ACWI, SPY, COIN, VT 13F-HR 11/13/2023, 01:32 PM
Q2 2023 93 $236M +$7.29M -$8.87M -$1.58M ACWI, AFRM, SPY, COIN, VT 13F-HR 7/28/2023, 01:31 PM
Q1 2023 92 $216M +$16M -$4.88M +$11.1M ACWI, AFRM, SPY, COIN, VT 13F-HR 5/11/2023, 08:47 AM
Q4 2022 82 $187M +$22.1M -$13.7M +$8.36M ACWI, AFRM, SPY, VT, EEM 13F-HR 2/14/2023, 01:06 PM
Q3 2022 83 $196M +$6.2M -$6.08M +$118K AFRM, ACWI, COIN, EEM, GTLB 13F-HR 11/10/2022, 11:19 AM
Q2 2022 83 $204M +$13.2M -$25.9M -$12.7M AFRM, ACWI, EEM, GTLB, COIN 13F-HR 11/10/2022, 11:13 AM
Q1 2022 87 $358M $0 $0 AFRM, ACWI, COIN, EEM, GLD 13F-HR 2/14/2023, 01:08 PM