Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Three Bridge Wealth Advisors, LLCInvestment ActivityThree Bridge Wealth Advisors, LLC has $387.93 million in total holdings as of September 30, 2025.Three Bridge Wealth Advisors, LLC owns shares of 87 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 3.50% of the portfolio was purchased this quarter.About 8.82% of the portfolio was sold this quarter.This quarter, Three Bridge Wealth Advisors, LLC has purchased 123 new stocks and bought additional shares in 28 stocks.Three Bridge Wealth Advisors, LLC sold shares of 39 stocks and completely divested from 40 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $56,980,113SPDR S&P 500 ETF Trust $27,574,676Meta Platforms $27,240,664Vanguard S&P 500 ETF $25,106,002Coinbase Global $25,031,633 Largest New Holdings this Quarter 00461U105 - Aclaris Therapeutics $1,358,164 Holding781154109 - RUBRIK INC. $367,164 Holding81369Y803 - Technology Select Sector SPDR Fund $215,905 Holding438516106 - Honeywell International $203,764 Holding Largest Purchases this Quarter Invesco QQQ 4,494 shares (about $2.70M)SPDR S&P 500 ETF Trust 2,585 shares (about $1.73M)Aclaris Therapeutics 714,823 shares (about $1.36M)iShares MSCI ACWI ETF 8,754 shares (about $1.21M)Invesco RAFI US 1000 ETF 25,373 shares (about $1.15M) Largest Sales this Quarter NVIDIA 15,090 shares (about $2.82M)Microsoft 5,310 shares (about $2.75M)Apple 9,875 shares (about $2.51M)Meta Platforms 2,497 shares (about $1.83M)Amazon.com 6,686 shares (about $1.47M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThree Bridge Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACWIiShares MSCI ACWI ETF$56,980,113$1,210,152 ▲2.2%412,18314.7%ManufacturingSPYSPDR S&P 500 ETF Trust$27,574,676$1,726,799 ▲6.7%41,2797.1%FinanceMETAMeta Platforms$27,240,664$1,833,768 ▼-6.3%37,0937.0%Computer and TechnologyVOOVanguard S&P 500 ETF$25,106,002$245,650 ▲1.0%40,8816.5%ETFCOINCoinbase Global$25,031,633$22,274 ▼-0.1%74,1706.5%FinanceQQQInvesco QQQ$20,286,301$2,701,154 ▲15.4%33,7515.2%FinanceRBLXRoblox$17,493,691$63,858 ▼-0.4%126,2904.5%Consumer DiscretionaryGLDSPDR Gold Shares$14,679,845$1,116,176 ▲8.2%41,2973.8%FinanceIAUiShares Gold Trust$14,457,507$162,277 ▲1.1%198,6743.7%FinanceVTVanguard Total World Stock ETF$14,416,4980.0%104,6193.7%ETFIWRiShares Russell Mid-Cap ETF$12,605,720$207,582 ▲1.7%130,5623.2%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$12,147,005$952,550 ▲8.5%267,4373.1%ManufacturingVWOVanguard FTSE Emerging Markets ETF$10,604,826$163,136 ▲1.6%195,7332.7%ETFVEAVanguard FTSE Developed Markets ETF$8,520,490$419 ▲0.0%142,1982.2%ETFIWFiShares Russell 1000 Growth ETF$8,143,8760.0%17,3862.1%ETFEEMiShares MSCI Emerging Markets ETF$7,399,602$96,120 ▼-1.3%138,5691.9%FinancePRFInvesco RAFI US 1000 ETF$6,613,762$1,147,112 ▲21.0%146,2901.7%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$4,933,236$1,118,345 ▲29.3%80,6411.3%ETFAAPLApple$4,844,380$2,514,494 ▼-34.2%19,0251.2%Computer and TechnologyIWMiShares Russell 2000 ETF$4,648,5360.0%19,2121.2%FinanceNVDANVIDIA$4,196,596$2,815,643 ▼-40.2%22,4911.1%Computer and TechnologyORCLOracle$3,420,441$408,642 ▼-10.7%12,1620.9%Computer and TechnologyGOOGLAlphabet$3,334,878$1,432,845 ▼-30.1%13,7180.9%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$3,271,491$234,834 ▼-6.7%64,0970.8%ETFMSFTMicrosoft$3,222,167$2,750,315 ▼-46.0%6,2210.8%Computer and TechnologyBRK.BBerkshire Hathaway$2,510,181$549,495 ▼-18.0%4,9930.6%FinanceULUnilever$2,191,582$10,196 ▼-0.5%36,9700.6%Consumer StaplesMAPLEBEAR INC$2,023,3070.0%55,0410.5%COMDISWalt Disney$1,990,049$469,917 ▼-19.1%17,3800.5%Consumer DiscretionaryMDTMedtronic$1,922,454$93,935 ▼-4.7%20,0360.5%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$1,902,0820.0%18,2000.5%ETFNVONovo Nordisk A/S$1,817,908$433,432 ▲31.3%32,7610.5%MedicalPANWPalo Alto Networks$1,803,666$241,493 ▼-11.8%8,8580.5%Computer and TechnologyJNJJohnson & Johnson$1,512,656$180,599 ▼-10.7%8,1580.4%MedicalACRSAclaris Therapeutics$1,358,164$1,358,164 ▲New Holding714,8230.4%MedicalGDGeneral Dynamics$1,330,241$39,215 ▼-2.9%3,9010.3%AerospaceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,308,688$12,889 ▲1.0%12,9970.3%ETFASMLASML$1,189,783$26,138 ▼-2.1%1,2290.3%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,026,307$2,106 ▲0.2%5,8490.3%ETFRTXRTX$965,327$278,270 ▼-22.4%5,7690.2%AerospaceVVisa$955,864$612,094 ▼-39.0%2,8000.2%Business ServicesLLYEli Lilly and Company$922,467$218,218 ▼-19.1%1,2090.2%MedicalSBUXStarbucks$865,120$51,944 ▲6.4%10,2260.2%Retail/WholesaleBNDXVanguard Total International Bond ETF$828,283$21,514 ▲2.7%16,7470.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$826,505$24,057 ▲3.0%9,8260.2%ETFVIGVanguard Dividend Appreciation ETF$776,9240.0%3,5860.2%ETFHDHome Depot$744,334$304,703 ▼-29.0%1,8370.2%Retail/WholesaleCMFiShares California Muni Bond ETF$699,961$17,056 ▲2.5%12,2710.2%ETFIUSGiShares Core S&P U.S. Growth ETF$672,848$165 ▲0.0%4,0890.2%ManufacturingISHARES BITCOIN TRUST ETF$670,1500.0%10,3100.2%SHS BEN INTCHRWC.H. Robinson Worldwide$668,054$179,983 ▼-21.2%5,0220.2%TransportationACNAccenture$666,806$103,325 ▼-13.4%2,7040.2%Computer and TechnologyJPMJPMorgan Chase & Co.$643,477$297,766 ▼-31.6%2,0400.2%FinanceTSLATesla$620,829$470,069 ▼-43.1%1,3960.2%Auto/Tires/TrucksSCHBSchwab US Broad Market ETF$618,700$334 ▲0.1%24,0650.2%ETFDEODiageo$596,056$11,833 ▲2.0%6,2460.2%Consumer StaplesSCHFSchwab International Equity ETF$558,7780.0%24,0020.1%ETFPEPPepsiCo$543,503$9,550 ▲1.8%3,8700.1%Consumer StaplesPGProcter & Gamble$541,309$100,180 ▼-15.6%3,5230.1%Consumer StaplesCOSTCostco Wholesale$502,617$365,624 ▼-42.1%5430.1%Retail/WholesaleGOOGAlphabet$471,513$443,018 ▼-48.4%1,9360.1%Computer and TechnologyINTUIntuit$458,233$56,682 ▼-11.0%6710.1%Computer and TechnologyWDAYWorkday$445,832$39,720 ▼-8.2%1,8520.1%Computer and TechnologyIMNMImmunome$440,4720.0%37,6150.1%MedicalEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$404,9380.0%4,2540.1%ETFVTIVanguard Total Stock Market ETF$394,235$58,576 ▲17.5%1,1980.1%ETFRUBRIK INC.$367,164$367,164 ▲New Holding4,4640.1%CL AIWNiShares Russell 2000 Value ETF$321,7620.0%1,8200.1%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$317,413$3,471 ▲1.1%14,7220.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$305,1440.0%4,6290.1%ETFAMZNAmazon.com$288,515$1,468,045 ▼-83.6%1,3140.1%Retail/WholesaleGOVTiShares U.S. Treasury Bond ETF$287,613$15,768 ▲5.8%12,4400.1%ETFXLCCommunication Services Select Sector SPDR Fund$276,749$947 ▼-0.3%2,3380.1%ETFEFAiShares MSCI EAFE ETF$262,370$65,639 ▼-20.0%2,8100.1%FinanceDOORDASH INC$261,654$103,900 ▼-28.4%9620.1%CL ASCHWCharles Schwab$259,440$119,507 ▼-31.5%2,7180.1%FinanceTMOThermo Fisher Scientific$254,861$12,622 ▼-4.7%5250.1%MedicalGSThe Goldman Sachs Group$246,072$66,097 ▼-21.2%3090.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$244,4330.0%1,0200.1%FinanceBSVVanguard Short-Term Bond ETF$231,714$2,210 ▲1.0%2,9360.1%ETFPXHInvesco RAFI Emerging Markets ETF$221,788$2,084 ▲0.9%8,7250.1%ETFXLKTechnology Select Sector SPDR Fund$215,905$215,905 ▲New Holding7660.1%ETFPECOPhillips Edison & Company, Inc.$214,5850.0%6,2310.1%FinanceWMTWalmart$210,552$280,118 ▼-57.1%2,0430.1%Retail/WholesaleWEAVWeave Communications$209,5650.0%31,3720.1%Computer and TechnologyHONHoneywell International$203,764$203,764 ▲New Holding9680.1%Multi-Sector ConglomeratesCRVSCorvus Pharmaceuticals$164,8740.0%22,3710.0%MedicalPALANTIR TECHNOLOGIES INC$0$1,815,646 ▼-100.0%00.0%CL AAVGOBroadcom$0$1,010,809 ▼-100.0%00.0%Computer and TechnologyVVVanguard Large-Cap ETF$0$519,359 ▼-100.0%00.0%ETFNOWServiceNow$0$509,928 ▼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$503,513 ▼-100.0%00.0%Consumer DiscretionaryABBVAbbVie$0$495,234 ▼-100.0%00.0%MedicalISRGIntuitive Surgical$0$484,722 ▼-100.0%00.0%MedicalLINDE PLC$0$410,063 ▼-100.0%00.0%SHSXOMExxon Mobil$0$404,034 ▼-100.0%00.0%EnergyBKNGBooking$0$393,668 ▼-100.0%00.0%Retail/WholesaleCTASCintas$0$386,011 ▼-100.0%00.0%Business ServicesVGKVanguard FTSE Europe ETF$0$380,680 ▼-100.0%00.0%ETFWFCWells Fargo & Company$0$363,585 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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