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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 $289,134,143
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Affirm Holdings Inc.
 AFRM 1,096,587 $53,886,285 18.63%
2.
Ishares Tr
 413,085 $42,039,622 14.53%
3.
Coinbase Global Inc.
 COIN 150,063 $26,098,957 9.02%
4.
Spdr S & P 500 Etf Trust
 SPY 34,323 $16,379,447 5.66%
5.
Vanguard Intl Equity Index Funds
 VWO 94,729 $9,745,720 3.37%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)