Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Three Bridge Wealth Advisors, LLC

Investment Activity

Three Bridge Wealth Advisors, LLC has $287.39 million in total holdings as of March 31, 2025.
Three Bridge Wealth Advisors, LLC owns shares of 84 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 6.35% of the portfolio was purchased this quarter.
About 2.41% of the portfolio was sold this quarter.
This quarter, Three Bridge Wealth Advisors, LLC has purchased 93 new stocks and bought additional shares in 45 stocks.
Three Bridge Wealth Advisors, LLC sold shares of 17 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

iShares MSCI ACWI ETF: $45,611,035
Meta Platforms: $21,798,601
Vanguard S&P 500 ETF: $21,042,337
SPDR S&P 500 ETF Trust: $20,131,367
Coinbase Global: $12,774,299

Largest Purchases this Quarter

Meta Platforms: 25,106 shares (about $14.47M)
Novo Nordisk A/S: 11,107 shares (about $783.97K)
Vanguard FTSE Emerging Markets ETF: 12,739 shares (about $576.57K)
iShares MSCI ACWI ETF: 4,159 shares (about $484.07K)
iShares Russell Mid-Cap ETF: 3,232 shares (about $274.95K)

Largest Sales this Quarter

RTX: 8,312 shares (about $1.10M)
PALANTIR TECHNOLOGIES INC: 9,740 shares (about $822.06K)
Apple: 1,180 shares (about $262.12K)
Walmart: 1,680 shares (about $147.88K)
Oracle: 940 shares (about $131.42K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ACWI iShares MSCI ACWI ETF	$45,611,035	$484,066 ▲	1.1%	391,881	15.9%	Manufacturing
META Meta Platforms	$21,798,601	$14,470,154 ▲	197.5%	37,821	7.6%	Computer and Technology
VOO Vanguard S&P 500 ETF	$21,042,337	$21,070 ▲	0.1%	40,946	7.3%	ETF
SPY SPDR S&P 500 ETF Trust	$20,131,367	$31,422 ▲	0.2%	35,878	7.0%	Finance
COIN Coinbase Global	$12,774,299	$39,268 ▼	-0.3%	74,170	4.4%	Finance
VT Vanguard Total World Stock ETF	$12,121,297		0.0%	104,539	4.2%	ETF
IAU iShares Gold Trust	$11,657,217	$11,202 ▲	0.1%	197,714	4.1%	Finance
IWR iShares Russell Mid-Cap ETF	$10,936,667	$274,946 ▲	2.6%	128,561	3.8%	ETF
QQQ Invesco QQQ	$10,148,313	$113,182 ▲	1.1%	21,609	3.5%	Finance
GLD SPDR Gold Shares	$9,107,241	$179,223 ▲	2.0%	31,607	3.2%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$8,480,065	$576,568 ▲	7.3%	187,363	3.0%	ETF
RBLX Roblox	$7,361,444		0.0%	126,290	2.6%	Consumer Discretionary
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$7,286,797	$41,381 ▲	0.6%	192,467	2.5%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$7,026,302	$610 ▲	0.0%	138,231	2.4%	ETF
IWF iShares Russell 1000 Growth ETF	$6,389,876	$1,083 ▲	0.0%	17,696	2.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$6,368,198	$46,541 ▲	0.7%	145,725	2.2%	Finance
IWM iShares Russell 2000 ETF	$3,832,602		0.0%	19,212	1.3%	Finance
JMST JPMorgan Ultra-Short Municipal ETF	$3,516,823	$3,458 ▲	0.1%	69,161	1.2%	ETF
AAPL Apple	$2,711,826	$262,119 ▼	-8.8%	12,208	0.9%	Computer and Technology
PRF Invesco FTSE RAFI US 1000 ETF	$2,654,582	$2,061 ▲	0.1%	65,691	0.9%	ETF
BRK.B Berkshire Hathaway	$2,555,851	$6,391 ▲	0.3%	4,799	0.9%	Finance
NVDA NVIDIA	$2,431,188	$87,796 ▲	3.7%	22,430	0.8%	Computer and Technology
MSFT Microsoft	$2,374,342	$34,911 ▲	1.5%	6,325	0.8%	Computer and Technology
GOOGL Alphabet	$2,303,068	$41,134 ▼	-1.8%	14,893	0.8%	Computer and Technology
ORCL Oracle	$2,209,697	$131,421 ▼	-5.6%	15,805	0.8%	Computer and Technology
MAPLEBEAR INC	$2,195,585		0.0%	55,041	0.8%	COM
DIS Walt Disney	$2,173,005	$120,021 ▲	5.8%	22,016	0.8%	Consumer Discretionary
UL Unilever	$2,111,762	$42,995 ▲	2.1%	35,462	0.7%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$1,981,796	$822,056 ▼	-29.3%	23,481	0.7%	CL A
MDT Medtronic	$1,679,290	$90,200 ▲	5.7%	18,543	0.6%	Medical
NVO Novo Nordisk A/S	$1,670,361	$783,972 ▲	88.4%	23,665	0.6%	Medical
INTU Intuit	$1,585,322	$6,140 ▼	-0.4%	2,582	0.6%	Computer and Technology
PANW Palo Alto Networks	$1,511,529		0.0%	8,858	0.5%	Computer and Technology
RTX RTX	$1,469,114	$1,101,008 ▼	-42.8%	11,091	0.5%	Aerospace
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,462,734		0.0%	18,200	0.5%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,356,561	$19,118 ▲	1.4%	13,482	0.5%	ETF
JNJ Johnson & Johnson	$1,314,448	$14,096 ▼	-1.1%	7,926	0.5%	Medical
V Visa	$1,294,599	$8,411 ▼	-0.6%	3,694	0.5%	Business Services
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF	$1,255,075	$2,184 ▲	0.2%	24,141	0.4%	ETF
GD General Dynamics	$1,079,689	$27,258 ▼	-2.5%	3,961	0.4%	Aerospace
VOE Vanguard Mid-Cap Value ETF	$957,051	$2,248 ▲	0.2%	5,961	0.3%	ETF
BNDX Vanguard Total International Bond ETF	$852,698	$3,613 ▲	0.4%	17,466	0.3%	ETF
SBUX Starbucks	$846,321	$20,207 ▲	2.4%	8,628	0.3%	Retail/Wholesale
CMF iShares California Muni Bond ETF	$823,919	$113 ▲	0.0%	14,640	0.3%	ETF
ASML ASML	$793,168	$128,550 ▲	19.3%	1,197	0.3%	Computer and Technology
ACN Accenture	$780,412	$5,929 ▲	0.8%	2,501	0.3%	Computer and Technology
NKE NIKE	$765,026	$74,740 ▲	10.8%	11,976	0.3%	Consumer Discretionary
WMT Walmart	$711,422	$147,883 ▼	-17.2%	8,082	0.2%	Retail/Wholesale
HD Home Depot	$687,902	$9,895 ▼	-1.4%	1,877	0.2%	Retail/Wholesale
CHRW C.H. Robinson Worldwide	$649,174	$2,473 ▲	0.4%	6,301	0.2%	Transportation
DEO Diageo	$616,625	$58,214 ▲	10.4%	5,794	0.2%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$570,137	$114,066 ▲	25.0%	2,939	0.2%	ETF
COST Costco Wholesale	$542,878		0.0%	574	0.2%	Retail/Wholesale
ADBE Adobe	$538,093	$2,685 ▲	0.5%	1,403	0.2%	Computer and Technology
PEP PepsiCo	$536,335	$13,045 ▲	2.5%	3,577	0.2%	Consumer Staples
IUSG iShares Core S&P U.S. Growth ETF	$519,284	$127 ▲	0.0%	4,086	0.2%	Manufacturing
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$502,036	$736 ▲	0.1%	6,140	0.2%	ETF
LLY Eli Lilly and Company	$500,501	$2,478 ▲	0.5%	606	0.2%	Medical
JPM JPMorgan Chase & Co.	$500,412		0.0%	2,040	0.2%	Finance
EFA iShares MSCI EAFE ETF	$490,053	$33,591 ▼	-6.4%	5,996	0.2%	Finance
VV Vanguard Large-Cap ETF	$466,509		0.0%	1,815	0.2%	ETF
PG Procter & Gamble	$460,986	$13,804 ▲	3.1%	2,705	0.2%	Consumer Staples
SCHF Schwab International Equity ETF	$445,589		0.0%	22,527	0.2%	ETF
WDAY Workday	$432,498		0.0%	1,852	0.2%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$421,290	$218,837 ▲	108.1%	9,000	0.1%	SHS BEN INT
GS The Goldman Sachs Group	$351,811		0.0%	644	0.1%	Finance
WEAV Weave Communications	$347,915		0.0%	31,372	0.1%	Computer and Technology
VGK Vanguard FTSE Europe ETF	$345,012	$76,318 ▲	28.4%	4,914	0.1%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$334,730		0.0%	3,695	0.1%	ETF
GOOG Alphabet	$312,460		0.0%	2,000	0.1%	Computer and Technology
PCY Invesco Emerging Markets Sovereign Debt ETF	$310,150	$6,999 ▲	2.3%	15,377	0.1%	ETF
BAC Bank of America	$304,629		0.0%	7,300	0.1%	Finance
IWN iShares Russell 2000 Value ETF	$274,756		0.0%	1,820	0.1%	ETF
GOVT iShares U.S. Treasury Bond ETF	$267,798		0.0%	11,651	0.1%	ETF
TMO Thermo Fisher Scientific	$261,466		0.0%	525	0.1%	Medical
IMNM Immunome	$253,149	$67,300 ▲	36.2%	37,615	0.1%	Medical
AMZN Amazon.com	$243,533		0.0%	1,280	0.1%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$238,028	$6,932 ▼	-2.8%	11,056	0.1%	ETF
PECO Phillips Edison & Company, Inc.	$228,008		0.0%	6,231	0.1%	Finance
XLC Communication Services Select Sector SPDR Fund	$226,368	$1,640 ▼	-0.7%	2,347	0.1%	ETF
BSV Vanguard Short-Term Bond ETF	$225,474	$1,331 ▲	0.6%	2,880	0.1%	ETF
SCHW Charles Schwab	$212,726	$15,731 ▼	-6.9%	2,718	0.1%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$201,409	$1,382 ▼	-0.7%	1,020	0.1%	Finance
CRVS Corvus Pharmaceuticals	$71,140		0.0%	22,371	0.0%	Medical
GTLB GitLab	$0	$2,060,832 ▼	-100.0%	0	0.0%	Computer and Technology
JQUA JPMorgan US Quality Factor ETF	$0	$474,826 ▼	-100.0%	0	0.0%	ETF
BDX Becton, Dickinson and Company	$0	$329,642 ▼	-100.0%	0	0.0%	Medical
XLK Technology Select Sector SPDR Fund	$0	$287,860 ▼	-100.0%	0	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$0	$268,776 ▼	-100.0%	0	0.0%	ETF
NVDL GraniteShares 2x Long NVDA Daily ETF	$0	$248,431 ▼	-100.0%	0	0.0%	ETF
KO Coca-Cola	$0	$220,338 ▼	-100.0%	0	0.0%	Consumer Staples
CRM Salesforce	$0	$204,520 ▼	-100.0%	0	0.0%	Computer and Technology
MTTR Matterport	$0	$146,798 ▼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Three Bridge Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Three Bridge Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofThree Bridge Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools