Managers / Q4 2022
YorkBridge Wealth Partners, LLC
CIK 0001696064 · 80 BROAD STREET, SUITE 1701, NEW YORK, NY, 10004 · (212)574-4070
Reported Value
$394.2B
Q4 2022
Positions
256
Filings on Record
17
2019–present window
Filed
Jan 26, 2023
original filing
Summary
Yorkbridge Wealth Partners, Llc reported $394.2B in U.S.-listed holdings across 256 positions for Q4 2022.
Its largest position, SPY, represents 7.5% of the portfolio.
Compared with Q3 2022, the fund opened 14 new positions and exited 32.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2022 | $394.2B | 256 | Jan 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $388M | 274 | Oct 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $382M | 278 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $456M | 284 | Apr 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $446M | 280 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $397M | 259 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $383M | 246 | Jul 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $338M | 240 | Apr 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $299M | 215 | Jan 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $238M | 178 | Oct 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $219M | 171 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $163M | 155 | Apr 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $218M | 183 | Jan 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $198M | 170 | Oct 21, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $225M | 774 | Jul 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $217M | 774 | May 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $189M | 765 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.