Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Three Bridge Wealth Advisors, LLCInvestment ActivityThree Bridge Wealth Advisors, LLC has $364.21 million in total holdings as of December 31, 2025.Three Bridge Wealth Advisors, LLC owns shares of 86 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 2.98% of the portfolio was sold this quarter.This quarter, Three Bridge Wealth Advisors, LLC has purchased 90 new stocks and bought additional shares in 38 stocks.Three Bridge Wealth Advisors, LLC sold shares of 32 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $56,837,800Vanguard S&P 500 ETF $28,845,034SPDR S&P 500 ETF Trust $26,964,003Meta Platforms $21,794,568Invesco QQQ $20,603,017 Largest New Holdings this Quarter 922908736 - Vanguard Growth ETF $638,587 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $393,018 Holding46434V886 - iShares Currency Hedged MSCI Japan ETF $282,526 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,931 shares (about $2.95M)iShares Russell Mid-Cap ETF 11,128 shares (about $1.08M)iShares Russell 2000 ETF 3,520 shares (about $872.96K)NVIDIA 4,909 shares (about $856.18K)Novo Nordisk A/S 21,719 shares (about $824.84K) Largest Sales this Quarter Apple 10,800 shares (about $2.74M)iShares Gold Trust 13,571 shares (about $1.20M)Oracle 5,570 shares (about $819.40K)SPDR Gold Shares 1,465 shares (about $630.37K)Johnson & Johnson 2,226 shares (about $544.12K) 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$56,837,800$482,496 â–¼-0.8%410,76715.6%ManufacturingVOOVanguard S&P 500 ETF$28,845,034$2,946,529 â–²11.4%48,2727.9%ETFSPYSPDR S&P 500 ETF Trust$26,964,003$271,290 â–¼-1.0%41,3477.4%FinanceMETAMeta Platforms$21,794,568$28,606 â–²0.1%38,0946.0%Computer and TechnologyQQQInvesco QQQ$20,603,017$528,697 â–²2.6%35,6965.7%FinanceGLDSPDR Gold Shares$17,306,694$630,375 â–¼-3.5%40,2214.8%FinanceIAUiShares Gold Trust$16,250,004$1,196,419 â–¼-6.9%184,3244.5%FinanceVTVanguard Total World Stock ETF$14,573,9480.0%105,3644.0%ETFIWRiShares Russell Mid-Cap ETF$14,336,222$1,081,979 â–²8.2%147,4463.9%ETFCOINCoinbase Global$12,951,348$524 â–²0.0%74,1733.6%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$12,262,832$71,374 â–²0.6%267,3393.4%ManufacturingVWOVanguard FTSE Emerging Markets ETF$11,288,616$421,320 â–²3.9%208,8553.1%ETFVEAVanguard FTSE Developed Markets ETF$9,117,755$25,055 â–¼-0.3%142,2872.5%ETFEEMiShares MSCI Emerging Markets ETF$8,487,789$436,659 â–²5.4%149,4592.3%FinanceIWFiShares Russell 1000 Growth ETF$7,415,2480.0%17,3902.0%ETFPRFInvesco RAFI US 1000 ETF$6,727,745$171,156 â–¼-2.5%141,5471.8%ETFIWMiShares Russell 2000 ETF$5,931,416$872,960 â–²17.3%23,9171.6%FinanceRBLXRoblox$5,553,2870.0%98,1841.5%Consumer DiscretionaryPXFInvesco RAFI Developed Markets ex-U.S. ETF$5,530,533$66,614 â–¼-1.2%79,1211.5%ETFNVDANVIDIA$4,825,925$856,179 â–²21.6%27,6701.3%Computer and TechnologyGOOGLAlphabet$3,062,560$521,354 â–¼-14.5%10,6500.8%Computer and TechnologyACRSAclaris Therapeutics$2,680,5860.0%714,8230.7%MedicalMSFTMicrosoft$2,403,884$79,957 â–²3.4%6,4940.7%Computer and TechnologyBRK.BBerkshire Hathaway$2,299,202$76,672 â–¼-3.2%4,7980.6%FinanceNVONovo Nordisk A/S$2,187,134$824,837 â–²60.5%57,5900.6%MedicalAAPLApple$2,119,139$2,740,922 â–¼-56.4%8,3500.6%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$2,118,446$3,059 â–²0.1%41,5540.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,781,9620.0%18,2000.5%ETFUNILEVER PLC$1,773,973$124,834 â–¼-6.6%30,8370.5%SPON ADR NEWDISWalt Disney$1,747,393$60,817 â–²3.6%18,1300.5%Consumer DiscretionaryMDTMedtronic$1,692,705$63,864 â–¼-3.6%19,3750.5%MedicalASMLASML$1,516,313$109,629 â–¼-6.7%1,1480.4%Computer and TechnologyPANWPalo Alto Networks$1,431,978$11,864 â–²0.8%8,9320.4%Computer and TechnologyJNJJohnson & Johnson$1,400,886$544,124 â–¼-28.0%5,7310.4%MedicalGDGeneral Dynamics$1,301,490$39,127 â–¼-2.9%3,7920.4%AerospaceVOEVanguard Mid-Cap Value ETF$1,200,654$56,393 â–²4.9%6,5150.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,149,510$166,945 â–¼-12.7%11,4300.3%ETFVVisa$1,025,803$178,624 â–²21.1%3,3940.3%Business ServicesRTXRTX$984,947$130,593 â–¼-11.7%5,1060.3%AerospacePGProcter & Gamble$940,160$434,187 â–²85.8%6,5090.3%Consumer StaplesORCLOracle$936,061$819,403 â–¼-46.7%6,3630.3%Computer and TechnologyLLYEli Lilly and Company$908,733$19,315 â–¼-2.1%9880.2%MedicalGOOGAlphabet$880,947$325,586 â–²58.6%3,0710.2%Computer and TechnologySBUXStarbucks$869,113$21,322 â–¼-2.4%9,7010.2%Retail/WholesaleIMNMImmunome$822,6400.0%37,6150.2%MedicalCHRWC.H. Robinson Worldwide$753,315$85,684 â–¼-10.2%4,5190.2%TransportationBNDXVanguard Total International Bond ETF$748,684$41,468 â–¼-5.2%15,5810.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$747,481$3,062 â–²0.4%9,0330.2%ETFVIGVanguard Dividend Appreciation ETF$737,4410.0%3,4290.2%ETFTSLATesla$709,671$190,708 â–²36.7%1,9090.2%Auto/Tires/TrucksVUGVanguard Growth ETF$638,587$638,587 â–²New Holding1,4620.2%ETFIUSGiShares Core S&P U.S. Growth ETF$634,866$310 â–²0.0%4,0930.2%ManufacturingCOSTCostco Wholesale$633,729$92,668 â–²17.1%6360.2%Retail/WholesaleHEZUiShares Currency Hedged MSCI Eurozone ETF$621,633$208,580 â–²50.5%14,2250.2%ETFHDHome Depot$601,211$3,618 â–¼-0.6%1,8280.2%Retail/WholesaleSCHFSchwab International Equity ETF$576,1810.0%23,2800.2%ETFJPMJPMorgan Chase & Co.$550,079$50,007 â–¼-8.3%1,8700.2%FinancePEPPepsiCo$537,148$67,085 â–¼-11.1%3,4590.1%Consumer StaplesSCHBSchwab US Broad Market ETF$511,790$301 â–²0.1%20,3900.1%ETFACNAccenture$511,786$9,121 â–¼-1.8%2,5810.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$511,407$196,835 â–²62.6%7,3320.1%ETFDEODiageo$511,323$39,980 â–²8.5%6,8680.1%Consumer StaplesHONHoneywell International$398,943$101,714 â–²34.2%1,7650.1%Multi-Sector ConglomeratesACWXiShares MSCI ACWI ex U.S. ETF$393,018$393,018 â–²New Holding5,7400.1%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$392,721$22,731 â–¼-5.5%4,1810.1%ETFGOVTiShares U.S. Treasury Bond ETF$383,720$7,514 â–²2.0%16,7490.1%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$383,666$24,286 â–¼-6.0%18,3570.1%ETFVTIVanguard Total Stock Market ETF$377,5930.0%1,1770.1%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$334,449$37,631 â–²12.7%9,8920.1%ManufacturingCRVSCorvus Pharmaceuticals$327,2880.0%22,3710.1%MedicalIWNiShares Russell 2000 Value ETF$307,101$37,914 â–¼-11.0%1,6200.1%ETFAMZNAmazon.com$293,036$22,285 â–¼-7.1%1,4070.1%Retail/WholesaleHEWJiShares Currency Hedged MSCI Japan ETF$282,526$282,526 â–²New Holding5,0200.1%ETFVVVanguard Large-Cap ETF$271,0570.0%9070.1%ETFGSThe Goldman Sachs Group$265,641$4,230 â–²1.6%3140.1%FinanceINTUIntuit$255,537$34,590 â–¼-11.9%5910.1%Computer and TechnologyWDAYWorkday$241,002$390 â–²0.2%1,8550.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$240,410$23,649 â–²10.9%2,2060.1%FinanceBSVVanguard Short-Term Bond ETF$234,793$1,490 â–²0.6%2,9940.1%ETFPECOPhillips Edison & Company, Inc.$234,047$225 â–²0.1%6,2370.1%FinanceCMFiShares California Muni Bond ETF$220,985$122,605 â–¼-35.7%3,8860.1%ETFRUBRIK INC.$218,6020.0%4,4640.1%CL AMBBiShares MBS ETF$215,442$2,849 â–²1.3%2,2690.1%ETFSCHWCharles Schwab$213,664$4,698 â–²2.2%2,2740.1%FinanceXLKTechnology Select Sector SPDR Fund$204,932$7,974 â–²4.0%1,5420.1%ETFWEAVWeave Communications$144,9390.0%31,3720.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$0$511,892 â–¼-100.0%00.0%SHS BEN INTVGKVanguard FTSE Europe ETF$0$414,205 â–¼-100.0%00.0%ETFTMOThermo Fisher Scientific$0$304,437 â–¼-100.0%00.0%MedicalXLCCommunication Services Select Sector SPDR Fund$0$238,736 â–¼-100.0%00.0%ETFWALMART INC$0$229,207 â–¼-100.0%00.0%COMDOORDASH INC$0$217,874 â–¼-100.0%00.0%CL AIVViShares Core S&P 500 ETF$0$202,742 â–¼-100.0%00.0%ETFShowing 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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