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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921937827

BSV|921937827

Shares:2.9K

Value:$225.5K

% of Portfolio:0.1% ($225.5K/$287.4M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:2.7K

Value:$212.7K

% of Portfolio:0.1% ($212.7K/$287.4M)

81369Y407

Shares:1.0K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$287.4M)

Corvus Pharmaceuticals, Inc.

CRVS|221015100

Shares:22.4K

Value:$71.1K

% of Portfolio:0.0% ($71.1K/$287.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BSVcusip921937827)	2.9K	QoQ +0.59% (+17) YoY +3.52% (+98)	All Managers (Combined)	$225.5K	0.1% ($225.5K/$287.4M)	QoQ +1.92% (+$4.3K) YoY +5.71% (+$12.2K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	2.7K	QoQ -6.88% (-201) YoY -6.88% (-201)	All Managers (Combined)	$212.7K	0.1% ($212.7K/$287.4M)	QoQ -1.51% (-$3.3K) YoY +0.75% (-$1.6K)
(cusip81369Y407)✕	1.0K	QoQ -0.68% (-7) YoY NEW(+1.0K)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$287.4M)	QoQ -12.58% (-$29.0K) YoY NEW(+$201.4K)
Corvus Pharmaceuticals, Inc.(CRVScusip221015100)	22.4K	QoQ 0.00% (-0) YoY NEW(+22.4K)	All Managers (Combined)	$71.1K	0.0% ($71.1K/$287.4M)	QoQ -40.56% (-$48.5K) YoY NEW(+$71.1K)