Three-Bridge-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ACN",
  "ADBE",
  "GOOGL",
  "PXF",
  "ASML",
  "PECO",
  "GD",
  "HD",
  "INTU",
  null,
  "META",
  "MDT",
  "MSFT",
  "ORCL",
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "RTX",
  "GLD",
  null,
  "SPYG",
  "SBUX",
  "TMO",
  "UL",
  "VV",
  "VOE",
  "SCHW",
  "WEAV",
  "VWO",
  null,
  "PRF",
  "VCIT",
  "VIG",
  "IWN",
  null,
  "DEO",
  "IWR",
  "CRVS",
  "IMNM",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  "VEA",
  "VGK",
  "BNDX",
  "BSV",
  "VT",
  "VOO",
  "V",
  "WMT",
  "WDAY",
  "IUSG",
  "CART",
  null,
  "SCHF",
  "RBLX",
  null,
  "BAC",
  "BRK-B",
  "CHRW",
  "COIN",
  "COST",
  "EFA",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 84
Total Value: 287392786
Accession Number: 0001950962-25-000004
Form Type: 13F-HR
CIK: three-bridge-wealth-advisors
Manager Name: Three-Bridge-Wealth-Advisors

Data Enrichment

86% identified

72 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $287.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908512

VOE|922908512

Shares:6.0K

Value:$957.1K

% of Portfolio:0.3% ($957.1K/$287.4M)

92203J407

BNDX|92203J407

Shares:17.5K

Value:$852.7K

% of Portfolio:0.3% ($852.7K/$287.4M)

STARBUCKS CORP

SBUX|855244109

Shares:8.6K

Value:$846.3K

% of Portfolio:0.3% ($846.3K/$287.4M)

464288356

Shares:14.6K

Value:$823.9K

% of Portfolio:0.3% ($823.9K/$287.4M)

ASML HOLDING NV

ASML|N07059210

Shares:1.2K

Value:$793.2K

% of Portfolio:0.3% ($793.2K/$287.4M)

Accenture plc

ACN|G1151C101

Shares:2.5K

Value:$780.4K

% of Portfolio:0.3% ($780.4K/$287.4M)

NIKE, Inc.

NKE|654106103

Shares:12.0K

Value:$765.0K

% of Portfolio:0.3% ($765.0K/$287.4M)

Walmart Inc.

WMT|931142103

Shares:8.1K

Value:$711.4K

% of Portfolio:0.2% ($711.4K/$287.4M)

HOME DEPOT, INC.

HD|437076102

Shares:1.9K

Value:$687.9K

% of Portfolio:0.2% ($687.9K/$287.4M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:6.3K

Value:$649.2K

% of Portfolio:0.2% ($649.2K/$287.4M)

DIAGEO PLC

DEO|25243Q205

Shares:5.8K

Value:$616.6K

% of Portfolio:0.2% ($616.6K/$287.4M)

921908844

VIG|921908844

Shares:2.9K

Value:$570.1K

% of Portfolio:0.2% ($570.1K/$287.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:574

Value:$542.9K

% of Portfolio:0.2% ($542.9K/$287.4M)

ADOBE INC.

ADBE|00724F101

Shares:1.4K

Value:$538.1K

% of Portfolio:0.2% ($538.1K/$287.4M)

PEPSICO INC

PEP|713448108

Shares:3.6K

Value:$536.3K

% of Portfolio:0.2% ($536.3K/$287.4M)

464287671

IUSG|464287671

Shares:4.1K

Value:$519.3K

% of Portfolio:0.2% ($519.3K/$287.4M)

92206C870

VCIT|92206C870

Shares:6.1K

Value:$502.0K

% of Portfolio:0.2% ($502.0K/$287.4M)

ELI LILLY & Co

LLY|532457108

Shares:606

Value:$500.5K

% of Portfolio:0.2% ($500.5K/$287.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.0K

Value:$500.4K

% of Portfolio:0.2% ($500.4K/$287.4M)

464287465

EFA|464287465

Shares:6.0K

Value:$490.1K

% of Portfolio:0.2% ($490.1K/$287.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOEcusip922908512)	6.0K	QoQ +0.23% (-14) YoY +14.26% (+744)	All Managers (Combined)	$957.1K	0.3% ($957.1K/$287.4M)	QoQ -0.51% (-$5.0K) YoY +17.66% (+$143.7K)
(BNDXcusip92203J407)	17.5K	QoQ +0.42% (-74) YoY +3.71% (+625)	All Managers (Combined)	$852.7K	0.3% ($852.7K/$287.4M)	QoQ -0.04% (-$358) YoY +2.93% (+$24.3K)
STARBUCKS CORP(SBUXcusip855244109)	8.6K	QoQ +2.44% (+206) YoY +3.46% (+289)	All Managers (Combined)	$846.3K	0.3% ($846.3K/$287.4M)	QoQ +10.12% (+$77.8K) YoY +11.05% (+$84.2K)
(cusip464288356)✕	14.6K	QoQ +0.01% (-2) YoY +25.52% (+3.0K)	All Managers (Combined)	$823.9K	0.3% ($823.9K/$287.4M)	QoQ -1.73% (-$14.6K) YoY +22.77% (+$152.8K)
ASML HOLDING NV(ASMLcusipN07059210)	1.2K	QoQ +19.34% (+194) YoY NEW(+1.2K)	All Managers (Combined)	$793.2K	0.3% ($793.2K/$287.4M)	QoQ +14.09% (+$98.0K) YoY NEW(+$793.2K)
Accenture plc(ACNcusipG1151C101)	2.5K	QoQ +0.76% (-19) YoY +28.91% (+561)	All Managers (Combined)	$780.4K	0.3% ($780.4K/$287.4M)	QoQ -10.62% (-$92.7K) YoY +16.05% (+$108.0K)
NIKE, Inc.(NKEcusip654106103)	12.0K	QoQ +10.82% (-1.2K) YoY +9.60% (-1.0K)	All Managers (Combined)	$765.0K	0.3% ($765.0K/$287.4M)	QoQ -6.79% (-$55.8K) YoY -25.79% (-$265.9K)
Walmart Inc.(WMTcusip931142103)	8.1K	QoQ -17.20% (-1.7K) YoY -44.21% (-6.4K)	All Managers (Combined)	$711.4K	0.2% ($711.4K/$287.4M)	QoQ -19.52% (-$172.6K) YoY -18.66% (-$163.3K)
HOME DEPOT, INC.(HDcusip437076102)	1.9K	QoQ -1.41% (-27) YoY -37.55% (-1.1K)	All Managers (Combined)	$687.9K	0.2% ($687.9K/$287.4M)	QoQ -7.12% (-$52.7K) YoY -40.34% (-$465.2K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	6.3K	QoQ +0.38% (-24) YoY -5.41% (-361)	All Managers (Combined)	$649.2K	0.2% ($649.2K/$287.4M)	QoQ -0.50% (-$3.3K) YoY +26.96% (-$137.9K)
DIAGEO PLC(DEOcusip25243Q205)	5.8K	QoQ +10.42% (-547) YoY +6.07% (-332)	All Managers (Combined)	$616.6K	0.2% ($616.6K/$287.4M)	QoQ -7.55% (-$50.4K) YoY -24.85% (-$203.9K)
(VIGcusip921908844)	2.9K	QoQ +25.01% (+588) YoY +25.59% (+599)	All Managers (Combined)	$570.1K	0.2% ($570.1K/$287.4M)	QoQ +23.83% (+$109.7K) YoY +33.42% (+$142.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	574	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$542.9K	0.2% ($542.9K/$287.4M)	QoQ +3.22% (+$16.9K) YoY +29.09% (+$122.3K)
ADOBE INC.(ADBEcusip00724F101)	1.4K	QoQ +0.50% (-7) YoY -1.95% (-28)	All Managers (Combined)	$538.1K	0.2% ($538.1K/$287.4M)	QoQ -13.31% (-$82.7K) YoY -25.48% (-$184.0K)
PEPSICO INC(PEPcusip713448108)	3.6K	QoQ +2.49% (+87) YoY -18.09% (-790)	All Managers (Combined)	$536.3K	0.2% ($536.3K/$287.4M)	QoQ +0.17% (+$916) YoY -30.32% (-$233.5K)
(IUSGcusip464287671)	4.1K	QoQ +0.02% (-1) YoY +0.14% (+6)	All Managers (Combined)	$519.3K	0.2% ($519.3K/$287.4M)	QoQ -8.77% (-$49.9K) YoY +8.58% (+$41.1K)
(VCITcusip92206C870)	6.1K	QoQ +0.14% (+9) YoY +3.33% (+198)	All Managers (Combined)	$502.0K	0.2% ($502.0K/$287.4M)	QoQ +2.01% (+$9.9K) YoY +4.93% (+$23.6K)
ELI LILLY & Co(LLYcusip532457108)	606	QoQ +0.49% (+3) YoY NEW(+606)	All Managers (Combined)	$500.5K	0.2% ($500.5K/$287.4M)	QoQ +7.51% (+$35.0K) YoY NEW(+$500.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$500.4K	0.2% ($500.4K/$287.4M)	QoQ +2.33% (+$11.4K) YoY +22.46% (+$91.8K)
(EFAcusip464287465)	6.0K	QoQ -6.41% (-411) YoY -74.63% (-17.6K)	All Managers (Combined)	$490.1K	0.2% ($490.1K/$287.4M)	QoQ +1.16% (-$5.6K) YoY -74.04% (-$1.4M)