Three Bridge Wealth Advisors, LLC
CIK: 0001950962Latest portfolio: $379.2M · Q4 2025
Holdings
90
Total Value
$379.2M
New Positions
90
Closed Positions
0
Top Holdings
View All 90 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ACWIISHARES TR | 414,254 | $58.6M | 15.46% | NEW | |
| 2 | SPYSPDR S&P 500 ETF TR | 41,763 | $28.6M | 7.53% | NEW | |
| 3 | VOOVANGUARD INDEX FDS | 43,341 | $27.2M | 7.17% | NEW | |
| 4 | METAMETA PLATFORMS INC | 38,044 | $25.1M | 6.62% | NEW | |
| 5 | NDQINVESCO QQQ TR | 34,780 | $21.4M | 5.63% | NEW | |
| 6 | COINCOINBASE GLOBAL INC | 74,170 | $16.8M | 4.42% | NEW | |
| 7 | GQ9SPDR GOLD TR | 41,686 | $16.5M | 4.36% | NEW | |
| 8 | IAU*ISHARES GOLD TR | 197,895 | $16.1M | 4.24% | NEW | |
| 9 | VTVANGUARD INTL EQUITY INDEX F | 105,364 | $14.9M | 3.92% | NEW | |
| 10 | IWRISHARES TR | 136,318 | $13.1M | 3.46% | NEW | |
| 11 | PRFZINVESCO EXCHANGE TRADED FD T | 265,783 | $12.2M | 3.22% | NEW | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 201,060 | $10.8M | 2.85% | NEW | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 142,678 | $8.9M | 2.35% | NEW | |
| 14 | IWFISHARES TR | 17,390 | $8.2M | 2.17% | NEW | |
| 15 | RBLXROBLOX CORP | 98,184 | $8.0M | 2.10% | NEW | |
| 16 | EEMISHARES TR | 141,770 | $7.8M | 2.05% | NEW | |
| 17 | PRFINVESCO EXCHANGE TRADED FD T | 145,148 | $6.8M | 1.80% | NEW | |
| 18 | PXFINVESCO EXCH TRADED FD TR II | 80,074 | $5.2M | 1.38% | NEW | |
| 19 | AAPLAPPLE INC | 19,150 | $5.2M | 1.37% | NEW | |
| 20 | IWMISHARES TR | 20,397 | $5.0M | 1.32% | NEW | |
| 21 | NVDANVIDIA CORPORATION | 22,761 | $4.2M | 1.12% | NEW | |
| 22 | GOOGLALPHABET INC | 12,463 | $3.9M | 1.03% | NEW | |
| 23 | MSFTMICROSOFT CORP | 6,278 | $3.0M | 0.80% | NEW | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,958 | $2.5M | 0.66% | NEW | |
| 25 | ORCLORACLE CORP | 11,933 | $2.3M | 0.61% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.861228562271801e+151T)
Technology0.0% ($7.955520542443036e+33T)
Healthcare0.0% ($21511945182516461568.0T)
Unknown0.0% ($2136516520160.6T)
Communication Services0.0% ($2511239002.0T)
Consumer Defensive0.0% ($2158561546.5T)
Industrials0.0% ($13141.1T)
Consumer Cyclical0.0% ($836.6T)
Real Estate0.0% ($222K)
Filing History
Fund Information
Three Bridge Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $379.2M across 90 holdings. The largest position is ISHARES TR (ACWI), representing 15.5% of the portfolio. Compared to the previous quarter, the fund opened 90 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.