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Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Three Bridge Wealth Advisors, LLC

Investment Activity

  • Three Bridge Wealth Advisors, LLC has $468.70 million in total holdings as of December 31, 2025.
  • Three Bridge Wealth Advisors, LLC owns shares of 583 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 14.15% of the portfolio was purchased this quarter.
  • About 1.54% of the portfolio was sold this quarter.
  • This quarter, Three Bridge Wealth Advisors, LLC has purchased 87 new stocks and bought additional shares in 45 stocks.
  • Three Bridge Wealth Advisors, LLC sold shares of 23 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

SPACE EXPLORATION TECHN CORP
$50,128,817
Invesco QQQ
$26,970,958

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP
$50,128,817 Holding
922042874 - Vanguard FTSE Europe ETF
$317,601 Holding
464287465 - iShares MSCI EAFE ETF
$317,384 Holding
81369Y209 - Health Care Select Sector SPDR Fund
$305,700 Holding
090168105 - BILLIONTOONE INC
$274,615 Holding

Largest Purchases this Quarter

SPACE EXPLORATION TECHN CORP
332,287 shares (about $50.13M)
iShares MSCI ACWI ETF
8,103 shares (about $1.29M)
SPDR Gold Shares
1,927 shares (about $733.88K)
Vanguard S&P 500 ETF
874 shares (about $612.55K)
iShares MSCI ACWI ex U.S. ETF
5,450 shares (about $412.12K)

Largest Sales this Quarter

Coinbase Global
32,696 shares (about $6.09M)
iShares Gold Trust
3,478 shares (about $271.63K)
iShares Russell 1000 Growth ETF
1,276 shares (about $159.83K)
Invesco Emerging Markets Sovereign Debt ETF
3,761 shares (about $74.77K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofThree Bridge Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$66,056,770$1,286,474 ▲2.0%416,06614.1%ETF
SPACE EXPLORATION TECHN CORP
$50,128,817$50,128,817 ▲New Holding332,28710.7%CLASS A COM STK
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$33,170,251$612,551 ▲1.9%47,3287.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$31,781,121$74,923 ▲0.2%41,5706.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$26,970,958$295,465 ▲1.1%36,4225.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$26,899,133$4,351 ▲0.0%37,0935.7%Communication Services
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$16,937,234$474 ▲0.0%107,3003.6%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$16,439,337$245,113 ▲1.5%154,0563.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$15,499,426$733,879 ▲5.0%40,6983.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$14,027,463$271,632 ▼-1.9%179,6093.0%ETF
Invesco RAFI US 1500 Small-Mid ETF stock logo
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
$13,791,574$100,369 ▲0.7%263,5502.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,071,010$353,665 ▲2.8%220,3852.8%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$10,453,702$331,946 ▲3.3%156,5162.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$10,110,831$54,934 ▲0.5%143,1932.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$8,670,267$159,832 ▼-1.8%69,2181.8%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$7,876,408$70,650 ▲0.9%144,7071.7%ETF
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$7,731,728$6,094,862 ▼-44.1%41,4771.6%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$7,160,392$187,576 ▲2.7%25,7671.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,411,471$35,666 ▼-0.6%28,0431.4%Technology
Invesco RAFI Developed Markets ex-U.S. ETF stock logo
PXF
Invesco RAFI Developed Markets ex-U.S. ETF
$6,092,344$52,903 ▲0.9%79,9211.3%ETF
Roblox Corporation stock logo
RBLX
Roblox
$4,161,158$636 ▲0.0%98,2100.9%Communication Services
Aclaris Therapeutics, Inc. stock logo
ACRS
Aclaris Therapeutics
$3,759,9690.0%714,8230.8%Healthcare
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,552,7460.0%8,9420.8%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$3,283,586$89,245 ▲2.8%6,4020.7%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,089,214$18,237 ▼-0.6%8,9780.7%Communication Services
Apple Inc. stock logo
AAPL
Apple
$2,707,608$34,969 ▼-1.3%8,1300.6%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,407,090$57,762 ▲2.5%4,8340.5%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,240,0560.0%18,2000.5%ETF
UNILEVER PLC
$2,233,467$42,329 ▲1.9%36,7770.5%SPON ADR NEW
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,140,057$10,691 ▼-0.5%56,4510.5%Healthcare
J P MORGAN EXCHANGE TRADED F
$2,067,507$36,656 ▼-1.7%40,8920.4%ULTRA SHT MUNCPL
ASML Holding N.V. stock logo
ASML
ASML
$2,034,505$16,305 ▼-0.8%1,1230.4%Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$1,980,755$85,705 ▲4.5%18,8820.4%Communication Services
Medtronic PLC stock logo
MDT
Medtronic
$1,808,503$80,571 ▲4.7%20,7850.4%Healthcare
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,623,728$239,727 ▲17.3%8,3040.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,376,913$7,677 ▼-0.6%5,2010.3%Healthcare
General Dynamics Corporation stock logo
GD
General Dynamics
$1,248,013$11,946 ▲1.0%3,7610.3%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,221,876$16,199 ▼-1.3%1,0560.3%Healthcare
Visa Inc. stock logo
V
Visa
$1,206,989$3,593 ▲0.3%3,3590.3%Finance
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$1,168,961$9,954 ▲0.9%11,6260.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,035,850$681 ▼-0.1%3,0400.2%Communication Services
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$1,032,795$412,120 ▲66.4%13,6580.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$962,771$20,194 ▲2.1%6,6270.2%Consumer Staples
Starbucks Corporation stock logo
SBUX
Starbucks
$903,050$3,664 ▼-0.4%9,6110.2%Consumer Discretionary
RTX Corporation stock logo
RTX
RTX
$896,318$32,303 ▼-3.5%4,8280.2%Industrials
Oracle Corporation stock logo
ORCL
Oracle
$868,148$6,041 ▼-0.7%6,3230.2%Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$800,0200.0%3,4290.2%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$793,705$387 ▲0.0%4,0970.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$754,517$15,114 ▲2.0%9,6350.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$728,795$10,077 ▼-1.4%15,5490.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$701,2360.0%7,7820.1%ETF
iShares Currency Hedged MSCI Eurozone ETF stock logo
HEZU
iShares Currency Hedged MSCI Eurozone ETF
$689,0590.0%14,2250.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$675,203$14,547 ▼-2.1%1,9030.1%Consumer Discretionary
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$663,752$7,727 ▼-1.2%4,4670.1%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$623,284$1,323 ▲0.2%1,8840.1%Finance
Diageo plc stock logo
DEO
Diageo
$609,130$16,692 ▲2.8%7,1160.1%Consumer Staples
BLOCK INC
$607,7990.0%8,2660.1%CL A
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$598,308$352 ▲0.1%20,4130.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$581,755$2,597 ▼-0.4%7,1680.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$575,335$3,641 ▼-0.6%6320.1%Consumer Staples
RUBRIK INC.
$511,910$916 ▲0.2%4,4720.1%CL A
The Home Depot, Inc. stock logo
HD
Home Depot
$509,522$6,259 ▼-1.2%1,7910.1%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$462,528$22,810 ▲5.2%3,6500.1%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$440,4800.0%1,1770.1%ETF
iShares GSCI Commodity Dynamic Roll Strategy ETF stock logo
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
$424,480$9,104 ▲2.2%11,5160.1%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$405,382$10,979 ▲2.8%18,5360.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$368,402$7,830 ▲2.2%1,8820.1%ETF
Workday, Inc. stock logo
WDAY
Workday
$357,113$2,286 ▲0.6%1,8750.1%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$351,052$498 ▲0.1%1,4090.1%Consumer Discretionary
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$339,2710.0%1,6200.1%ETF
iShares Currency Hedged MSCI Japan ETF stock logo
HEWJ
iShares Currency Hedged MSCI Japan ETF
$327,6550.0%5,0200.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$319,1280.0%9070.1%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$317,601$317,601 ▲New Holding3,6590.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$317,384$317,384 ▲New Holding3,0550.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$305,700$305,700 ▲New Holding1,8150.1%ETF
Invesco Emerging Markets Sovereign Debt ETF stock logo
PCY
Invesco Emerging Markets Sovereign Debt ETF
$289,740$74,771 ▼-20.5%14,5740.1%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$282,7130.0%3140.1%Finance
BILLIONTOONE INC
$274,615$274,615 ▲New Holding2,5800.1%CL A
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$273,5860.0%4050.1%Healthcare
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$255,770$24,804 ▲10.7%6290.1%Healthcare
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$253,476$4,675 ▲1.9%1,5180.1%ETF
Phillips Edison & Company, Inc. stock logo
PECO
Phillips Edison & Company, Inc.
$233,980$187 ▲0.1%6,2470.0%Real Estate
HONEYWELL AEROSPACE INC
$233,850$233,850 ▲New Holding1,5090.0%COM
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$233,492$2,369 ▲1.0%3,0560.0%ETF
Weave Communications, Inc. stock logo
WEAV
Weave Communications
$231,5250.0%31,3720.0%Healthcare
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$226,6920.0%2960.0%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$225,663$6,901 ▲3.2%2,5180.0%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$222,2120.0%2,2740.0%Finance
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$217,964$28,954 ▲15.3%9410.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$210,8290.0%1,9590.0%Technology
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$208,9620.0%1,3000.0%ETF
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$205,491$205,491 ▲New Holding3,4900.0%Healthcare
Erasca, Inc. stock logo
ERAS
Erasca
$205,2400.0%14,0000.0%Healthcare
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$195,001$195,001 ▲New Holding4,1270.0%ETF
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$193,981$193,981 ▲New Holding6,6660.0%Healthcare
HONEYWELL INTL INC
$185,416$185,416 ▲New Holding8790.0%COM
DOORDASH INC
$177,126$177,126 ▲New Holding9650.0%CL A
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$177,073$177,073 ▲New Holding6,4460.0%ETF
Immunome, Inc. stock logo
IMNM
Immunome
$163,799$163,799 ▲New Holding7,6150.0%Healthcare
Intuit Inc. stock logo
INTU
Intuit
$153,570$153,570 ▲New Holding5570.0%Technology

Showing largest 100 holdings. View all holdings.
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