Three Bridge Wealth Advisors, LLC
CIK: 0001950962SEC EDGAR →
Portfolio Value
$379.2M
Holdings
90
As of
Q4 2025
New Positions
90
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 414,254 | $58.6M | 15.46% |
| 2 | SPDR S&P 500 ETF TR | 41,763 | $28.6M | 7.53% |
| 3 | VANGUARD INDEX FDS | 43,341 | $27.2M | 7.17% |
| 4 | META PLATFORMS INC | 38,044 | $25.1M | 6.62% |
| 5 | INVESCO QQQ TR | 34,780 | $21.4M | 5.63% |
| 6 | COINBASE GLOBAL INC | 74,170 | $16.8M | 4.42% |
| 7 | SPDR GOLD TR | 41,686 | $16.5M | 4.36% |
| 8 | ISHARES GOLD TR | 197,895 | $16.1M | 4.24% |
| 9 | VANGUARD INTL EQUITY INDEX F | 105,364 | $14.9M | 3.92% |
| 10 | ISHARES TR | 136,318 | $13.1M | 3.46% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (90)
$58.6M · 414K shares
$28.6M · 42K shares
$27.2M · 43K shares
$25.1M · 38K shares
$21.4M · 35K shares
$16.8M · 74K shares
$16.5M · 42K shares
$16.1M · 198K shares
$14.9M · 105K shares
$13.1M · 136K shares
$12.2M · 266K shares
$10.8M · 201K shares
$8.9M · 143K shares
$8.2M · 17K shares
$8.0M · 98K shares
$7.8M · 142K shares
$6.8M · 145K shares
$5.2M · 80K shares
$5.2M · 19K shares
$5.0M · 20K shares
$4.2M · 23K shares
$3.9M · 12K shares
$3.0M · 6K shares
$2.5M · 5K shares
$2.3M · 12K shares
$2.2M · 33K shares
$2.2M · 715K shares
$2.1M · 41K shares
$2.0M · 17K shares
$1.9M · 20K shares
$1.9M · 18K shares
$1.8M · 36K shares
$1.6M · 8K shares
$1.6M · 9K shares
$1.3M · 13K shares
$1.3M · 1K shares
$1.3M · 4K shares
$1.1M · 6K shares
$1.1M · 1K shares
$1.1M · 6K shares
$983K · 3K shares
$836K · 10K shares
$812K · 5K shares
$807K · 38K shares
$794K · 16K shares
$753K · 3K shares
$753K · 9K shares
$704K · 3K shares
$687K · 4K shares
$657K · 2K shares
$632K · 2K shares
$627K · 1K shares
$607K · 2K shares
$561K · 4K shares
$559K · 23K shares
$546K · 6K shares
$534K · 20K shares
$511K · 10K shares
$502K · 4K shares
$468K · 543 shares
$444K · 671 shares
$425K · 4K shares
$422K · 20K shares
$414K · 5K shares
$413K · 9K shares
$397K · 2K shares
$394K · 1K shares
$378K · 16K shares
$349K · 2K shares
$347K · 6K shares
$341K · 4K shares
$329K · 2K shares
$304K · 525 shares
$303K · 5K shares
$285K · 907 shares
$271K · 309 shares
$256K · 1K shares
$238K · 2K shares
$238K · 31K shares
$237K · 2K shares
$234K · 3K shares
$229K · 2K shares
$222K · 6K shares
$222K · 2K shares
$218K · 9K shares
$217K · 962 shares
$213K · 2K shares
$213K · 1K shares
$202K · 296 shares
$172K · 22K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $242.2M | 63.9% |
| Unknown | 5 | $56.8M | 15.0% |
| Communication Services | 5 | $31.8M | 8.4% |
| Technology | 12 | $27.8M | 7.3% |
| Healthcare | 8 | $9.9M | 2.6% |
| Consumer Defensive | 6 | $4.5M | 1.2% |
| Industrials | 4 | $3.4M | 0.9% |
| Consumer Cyclical | 4 | $2.4M | 0.6% |
| Real Estate | 1 | $222K | 0.1% |