CHIEF COMPLIANCE OFFICER

0001696064-21-000002.txt : 20210415 0001696064-21-000002.hdr.sgml : 20210415 20210415164713 ACCESSION NUMBER: 0001696064-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210415 DATE AS OF CHANGE: 20210415 EFFECTIVENESS DATE: 20210415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: YorkBridge Wealth Partners, LLC CENTRAL INDEX KEY: 0001696064 IRS NUMBER: 812859118 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18019 FILM NUMBER: 21829061 BUSINESS ADDRESS: STREET 1: 80 BROAD STREET STREET 2: SUITE 1701 CITY: NEW YORK STATE: NY ZIP: 10004 BUSINESS PHONE: (212)574-4070 MAIL ADDRESS: STREET 1: 80 BROAD STREET STREET 2: SUITE 1701 CITY: NEW YORK STATE: NY ZIP: 10004 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001696064 XXXXXXXX 03-31-2021 03-31-2021 YorkBridge Wealth Partners, LLC

80 BROAD STREET SUITE 1701 NEW YORK NY 10004

13F HOLDINGS REPORT 028-18019 N SETH SCHER CHIEF COMPLIANCE OFFICER (212) 574-4070 SETH SCHER NEW YORK NY 04-15-2021 0 240 338418 false INFORMATION TABLE 2 13FYorkBridge20210331.xml APPLE INC COM Stock 037833100 18688 152991 SH SOLE 0 0 152991 AMAZON COM INC COM Stock 023135106 16071 5194 SH SOLE 0 0 5194 MICROSOFT CORP COM Stock 594918104 15032 63757 SH SOLE 0 0 63757 FACEBOOK INC CL A Stock 30303M102 10773 36578 SH SOLE 0 0 36578 ALPHABET INC CAP STK CL C Stock 02079K107 8328 4026 SH SOLE 0 0 4026 ABBOTT LABS COM Stock 002824100 8142 67941 SH SOLE 0 0 67941 JOHNSON & JOHNSON COM Stock 478160104 7883 47962 SH SOLE 0 0 47962 MASTERCARD INCORPORATED CL A Stock 57636Q104 6560 18424 SH SOLE 0 0 18424 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 6286 13223 SH SOLE 0 0 13223 VISA INC COM CL A Stock 92826C839 6040 28528 SH SOLE 0 0 28528 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 5632 20387 SH SOLE 0 0 20387 PAYPAL HLDGS INC COM Stock 70450Y103 5581 22981 SH SOLE 0 0 22981 UNITEDHEALTH GROUP INC COM Stock 91324P102 5312 14277 SH SOLE 0 0 14277 JPMORGAN CHASE & CO COM Stock 46625H100 5077 33350 SH SOLE 0 0 33350 ZOETIS INC CL A Stock 98978V103 4678 29705 SH SOLE 0 0 29705 SALESFORCE COM INC COM Stock 79466L302 4586 21643 SH SOLE 0 0 21643 SPDR S&P 500 ETF ETF 78462F103 4568 11525 SH SOLE 0 0 11525 NETFLIX INC COM Stock 64110L106 4487 8602 SH SOLE 0 0 8602 ISHARES S&P 500 GROWTH ETF ETF 464287309 4276 65666 SH SOLE 0 0 65666 ALPHABET INC CAP STK CL A Stock 02079K305 3979 1929 SH SOLE 0 0 1929 HOME DEPOT INC COM Stock 437076102 3962 12980 SH SOLE 0 0 12980 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 3779 14792 SH SOLE 0 0 14792 SERVICENOW INC COM Stock 81762P102 3713 7425 SH SOLE 0 0 7425 ISHARES RUSSELL MID-CAP ETF ETF 464287499 3668 49620 SH SOLE 0 0 49620 SCHWAB U.S. MID-CAP ETF ETF 808524508 3500 47025 SH SOLE 0 0 47025 PROCTER AND GAMBLE CO COM Stock 742718109 3429 25319 SH SOLE 0 0 25319 STARBUCKS CORP COM Stock 855244109 3401 31122 SH SOLE 0 0 31122 AUTODESK INC COM Stock 052769106 3375 12179 SH SOLE 0 0 12179 EXXON MOBIL CORP COM Stock 30231G102 3159 56585 SH SOLE 0 0 56585 PFIZER INC COM Stock 717081103 3122 86185 SH SOLE 0 0 86185 DISNEY WALT CO COM Stock 254687106 2929 15876 SH SOLE 0 0 15876 PHILIP MORRIS INTL INC COM Stock 718172109 2786 31400 SH SOLE 0 0 31400 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 2750 11316 SH SOLE 0 0 11316 MONDELEZ INTL INC CL A Stock 609207105 2670 45622 SH SOLE 0 0 45622 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 2609 17740 SH SOLE 0 0 17740 GARTNER INC COM Stock 366651107 2608 14289 SH SOLE 0 0 14289 PEPSICO INC COM Stock 713448108 2600 18382 SH SOLE 0 0 18382 COMCAST CORP NEW CL A Stock 20030N101 2558 47268 SH SOLE 0 0 47268 NIKE INC CL B Stock 654106103 2555 19223 SH SOLE 0 0 19223 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 2509 25176 SH SOLE 0 0 25176 NEXTERA ENERGY INC COM Stock 65339F101 2433 32183 SH SOLE 0 0 32183 VERIZON COMMUNICATIONS INC COM Stock 92343V104 2360 40577 SH SOLE 0 0 40577 ALIGN TECHNOLOGY INC COM Stock 016255101 2238 4132 SH SOLE 0 0 4132 MERCK & CO. 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