• 13F History

Three Bridge Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$286M
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 93 stock holdings with total value $286M as of Q4 2024. Top holdings included ACWI, VOO, SPY, COIN, and VT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 93 $286M +$23.1M -$18.5M +$4.56M ACWI, VOO, SPY, COIN, VT 13F-HR 1/29/2025, 04:25 PM
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 95 $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 -$7.9M -$615K ACWI, AFRM, SPY, COIN, VT 13F-HR 7/28/2023, 01:31 PM
Q1 2023 92 $216M +$16M -$4.39M +$11.6M ACWI, AFRM, SPY, COIN, VT 13F-HR 5/11/2023, 08:47 AM
Q4 2022 82 $187M +$22.1M -$12.5M +$9.64M ACWI, AFRM, SPY, VT, EEM 13F-HR 2/14/2023, 12:06 PM
Q3 2022 83 $196M +$6.2M -$5.65M +$553K AFRM, ACWI, COIN, EEM, GTLB 13F-HR 11/10/2022, 10:19 AM
Q2 2022 83 $204M +$13.2M -$24M -$10.8M AFRM, ACWI, EEM, GTLB, COIN 13F-HR 11/10/2022, 10:13 AM
Q1 2022 86 $357M AFRM, ACWI, COIN, EEM, GLD 13F-HR 2/14/2023, 12:08 PM