Three Bridge Wealth Advisors
Latest statistics and disclosures from Three Bridge Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACWI, SPY, META, VOO, COIN, and represent 41.74% of Three Bridge Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ, SPY, ACRS, ACWI, PRF, PXF, GLD, PRFZ, NVO, RBRK.
- Started 4 new stock positions in XLK, HON, ACRS, RBRK.
- Reduced shares in these 10 stocks: NVDA, MSFT, AAPL, META, PLTR, AMZN, GOOGL, AVGO, V, BRK.B.
- Sold out of its positions in ABT, ABBV, ADBE, AXP, ADI, ANET, BAC, BKNG, AVGO, COF.
- Three Bridge Wealth Advisors was a net seller of stock by $-21M.
- Three Bridge Wealth Advisors has $388M in assets under management (AUM), dropping by 2.22%.
- Central Index Key (CIK): 0001950962
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Portfolio Holdings for Three Bridge Wealth Advisors
Three Bridge Wealth Advisors holds 87 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 14.7 | $57M | +2% | 412k | 138.24 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.1 | $28M | +6% | 41k | 668.01 |
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| Meta Platforms Cl A (META) | 7.0 | $27M | -6% | 37k | 734.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.5 | $25M | 41k | 614.12 |
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| Coinbase Global Com Cl A (COIN) | 6.5 | $25M | 74k | 337.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.2 | $20M | +15% | 34k | 601.06 |
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| Roblox Corp Cl A (RBLX) | 4.5 | $18M | 126k | 138.52 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.8 | $15M | +8% | 41k | 355.47 |
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| Ishares Gold Tr Ishares New (IAU) | 3.7 | $15M | 199k | 72.77 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 3.7 | $14M | 105k | 137.80 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 3.2 | $13M | 131k | 96.55 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 3.1 | $12M | +8% | 267k | 45.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.7 | $11M | 196k | 54.18 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.2 | $8.5M | 142k | 59.92 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $8.1M | 17k | 468.42 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.9 | $7.4M | 139k | 53.40 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.7 | $6.6M | +20% | 146k | 45.21 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 1.3 | $4.9M | +29% | 81k | 61.18 |
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| Apple (AAPL) | 1.2 | $4.8M | -34% | 19k | 254.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $4.6M | 19k | 241.96 |
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| NVIDIA Corporation (NVDA) | 1.1 | $4.2M | -40% | 23k | 186.59 |
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| Oracle Corporation (ORCL) | 0.9 | $3.4M | -10% | 12k | 281.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.3M | -30% | 14k | 243.10 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.8 | $3.3M | -6% | 64k | 51.04 |
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| Microsoft Corporation (MSFT) | 0.8 | $3.2M | -46% | 6.2k | 517.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.5M | -17% | 5.0k | 502.74 |
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| Unilever Spon Adr New (UL) | 0.6 | $2.2M | 37k | 59.28 |
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| Maplebear (CART) | 0.5 | $2.0M | 55k | 36.76 |
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| Walt Disney Company (DIS) | 0.5 | $2.0M | -19% | 17k | 114.50 |
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| Medtronic SHS (MDT) | 0.5 | $1.9M | -4% | 20k | 95.95 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.5 | $1.9M | 18k | 104.51 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $1.8M | +31% | 33k | 55.49 |
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| Palo Alto Networks (PANW) | 0.5 | $1.8M | -11% | 8.9k | 203.62 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.5M | -10% | 8.2k | 185.42 |
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| Aclaris Therapeutics (ACRS) | 0.4 | $1.4M | NEW | 715k | 1.90 |
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| General Dynamics Corporation (GD) | 0.3 | $1.3M | -2% | 3.9k | 341.00 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $1.3M | 13k | 100.69 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.2M | -2% | 1.2k | 968.09 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $1.0M | 5.8k | 175.47 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $965k | -22% | 5.8k | 167.33 |
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| Visa Com Cl A (V) | 0.2 | $956k | -39% | 2.8k | 341.38 |
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| Eli Lilly & Co. (LLY) | 0.2 | $923k | -19% | 1.2k | 763.00 |
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| Starbucks Corporation (SBUX) | 0.2 | $865k | +6% | 10k | 84.60 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $828k | +2% | 17k | 49.46 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $827k | +2% | 9.8k | 84.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $777k | 3.6k | 216.65 |
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| Home Depot (HD) | 0.2 | $744k | -29% | 1.8k | 405.19 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $700k | +2% | 12k | 57.04 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $673k | 4.1k | 164.55 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $670k | 10k | 65.00 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $668k | -21% | 5.0k | 133.03 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $667k | -13% | 2.7k | 246.60 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $644k | -31% | 2.0k | 315.43 |
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| Tesla Motors (TSLA) | 0.2 | $621k | -43% | 1.4k | 444.72 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $619k | 24k | 25.71 |
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| Diageo Spon Adr New (DEO) | 0.2 | $596k | +2% | 6.2k | 95.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $559k | 24k | 23.28 |
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| Pepsi (PEP) | 0.1 | $544k | 3.9k | 140.44 |
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| Procter & Gamble Company (PG) | 0.1 | $541k | -15% | 3.5k | 153.65 |
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| Costco Wholesale Corporation (COST) | 0.1 | $503k | -42% | 543.00 | 925.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $472k | -48% | 1.9k | 243.55 |
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| Intuit (INTU) | 0.1 | $458k | -11% | 671.00 | 682.91 |
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| Workday Cl A (WDAY) | 0.1 | $446k | -8% | 1.9k | 240.73 |
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| Immunome (IMNM) | 0.1 | $441k | 38k | 11.71 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $405k | 4.3k | 95.19 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $394k | +17% | 1.2k | 329.08 |
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| Rubrik Cl A (RBRK) | 0.1 | $367k | NEW | 4.5k | 82.25 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $322k | 1.8k | 176.79 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $317k | 15k | 21.56 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $305k | 4.6k | 65.92 |
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| Amazon (AMZN) | 0.1 | $289k | -83% | 1.3k | 219.57 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $288k | +5% | 12k | 23.12 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $277k | 2.3k | 118.37 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $262k | -20% | 2.8k | 93.37 |
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| Doordash Cl A (DASH) | 0.1 | $262k | -28% | 962.00 | 271.99 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $259k | -31% | 2.7k | 95.45 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $255k | -4% | 525.00 | 485.45 |
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| Goldman Sachs (GS) | 0.1 | $246k | -21% | 309.00 | 796.35 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $244k | 1.0k | 239.64 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $232k | 2.9k | 78.92 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $222k | 8.7k | 25.42 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $216k | NEW | 766.00 | 281.86 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $215k | 6.2k | 34.44 |
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| Wal-Mart Stores (WMT) | 0.1 | $211k | -57% | 2.0k | 103.06 |
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| Weave Communications (WEAV) | 0.1 | $210k | 31k | 6.68 |
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| Honeywell International (HON) | 0.1 | $204k | NEW | 968.00 | 210.50 |
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| Corvus Pharmaceuticals (CRVS) | 0.0 | $165k | 22k | 7.37 |
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Past Filings by Three Bridge Wealth Advisors
SEC 13F filings are viewable for Three Bridge Wealth Advisors going back to 2022
- Three Bridge Wealth Advisors 2025 Q3 filed Oct. 21, 2025
- Three Bridge Wealth Advisors 2025 Q2 filed July 22, 2025
- Three Bridge Wealth Advisors 2025 Q1 filed May 6, 2025
- Three Bridge Wealth Advisors 2024 Q4 filed Jan. 29, 2025
- Three Bridge Wealth Advisors 2024 Q3 filed Nov. 13, 2024
- Three Bridge Wealth Advisors 2024 Q2 filed Aug. 14, 2024
- Three Bridge Wealth Advisors 2024 Q1 filed May 14, 2024
- Three Bridge Wealth Advisors 2023 Q4 filed Feb. 8, 2024
- Three Bridge Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- Three Bridge Wealth Advisors 2023 Q2 filed July 28, 2023
- Three Bridge Wealth Advisors 2023 Q1 filed May 11, 2023
- Three Bridge Wealth Advisors 2022 Q4 filed Feb. 14, 2023
- Three Bridge Wealth Advisors 2022 Q1 filed Feb. 14, 2023
- Three Bridge Wealth Advisors 2022 Q2 filed Nov. 10, 2022
- Three Bridge Wealth Advisors 2022 Q3 filed Nov. 10, 2022