Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Three Bridge Wealth Advisors, LLCInvestment ActivityThree Bridge Wealth Advisors, LLC has $399.35 million in total holdings as of December 31, 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 3.20% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Three Bridge Wealth Advisors, LLC has purchased 86 new stocks and bought additional shares in 39 stocks.Three Bridge Wealth Advisors, LLC sold shares of 23 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $64,038,003Vanguard S&P 500 ETF $31,905,372SPDR S&P 500 ETF Trust $31,049,137Invesco QQQ $26,556,566Meta Platforms $20,890,686 Largest New Holdings this Quarter 852234103 - BLOCK INC $628,216 Holding81369Y704 - Industrial Select Sector SPDR Fund $275,993 Holding29479A108 - Erasca $256,480 Holding17275R102 - Cisco Systems $230,085 Holding46120E602 - Intuitive Surgical $225,882 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 53,104 shares (about $6.59M)BLOCK INC 8,266 shares (about $628.22K)Vanguard Growth ETF 6,320 shares (about $544.40K)iShares Russell Mid-Cap ETF 4,313 shares (about $475.81K)iShares Russell 2000 ETF 1,175 shares (about $353.03K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,818 shares (about $1.25M)Alphabet 1,619 shares (about $578.59K)Meta Platforms 1,007 shares (about $567.23K)SPDR Gold Shares 1,450 shares (about $534.15K)iShares MSCI ACWI ETF 2,804 shares (about $440.14K) 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$64,038,003$440,144 â–¼-0.7%407,96316.0%ETFVOOVanguard S&P 500 ETF$31,905,372$1,248,632 â–¼-3.8%46,4548.0%ETFSPYSPDR S&P 500 ETF Trust$31,049,137$93,585 â–²0.3%41,4727.8%ETFQQQInvesco QQQ$26,556,566$241,068 â–²0.9%36,0236.6%ETFMETAMeta Platforms$20,890,686$567,232 â–¼-2.6%37,0875.2%Communication ServicesVTVanguard Total World Stock ETF$16,840,305$303,385 â–²1.8%107,2974.2%ETFIWRiShares Russell Mid-Cap ETF$16,742,094$475,811 â–²2.9%151,7594.2%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$14,591,216$318,279 â–¼-2.1%261,6323.7%ETFGLDSPDR Gold Shares$14,282,461$534,151 â–¼-3.6%38,7713.6%ETFIAUiShares Gold Trust$13,824,899$93,406 â–¼-0.7%183,0873.5%ETFVWOVanguard FTSE Emerging Markets ETF$12,798,820$332,293 â–²2.7%214,4223.2%ETFCOINCoinbase Global$10,843,3510.0%74,1732.7%FinanceEEMiShares MSCI Emerging Markets ETF$10,367,260$142,772 â–²1.4%151,5462.6%ETFVEAVanguard FTSE Developed Markets ETF$10,147,042$9,120 â–²0.1%142,4152.5%ETFIWFiShares Russell 1000 Growth ETF$8,753,293$6,593,964 â–²305.4%70,4942.2%ETFPRFInvesco RAFI US 1000 ETF$7,748,362$100,604 â–²1.3%143,4091.9%ETFIWMiShares Russell 2000 ETF$7,538,891$353,029 â–²4.9%25,0921.9%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$5,992,719$8,018 â–²0.1%79,2271.5%ETFNVDANVIDIA$5,642,338$105,848 â–²1.9%28,1991.4%TechnologyRBLXRoblox$5,339,844$598 â–²0.0%98,1951.3%Communication ServicesACRSAclaris Therapeutics$3,781,4140.0%714,8230.9%HealthcareGOOGLAlphabet$3,227,470$578,593 â–¼-15.2%9,0310.8%Communication ServicesPANWPalo Alto Networks$3,049,401$3,410 â–²0.1%8,9420.8%TechnologyNVONovo Nordisk A/S$2,719,780$41,085 â–¼-1.5%56,7330.7%HealthcareAAPLApple$2,382,950$33,277 â–¼-1.4%8,2350.6%TechnologyBRK.BBerkshire Hathaway$2,360,840$40,031 â–¼-1.7%4,7180.6%FinanceMSFTMicrosoft$2,323,169$99,223 â–¼-4.1%6,2280.6%TechnologyASMLASML$2,252,046$31,831 â–¼-1.4%1,1320.6%TechnologyUNILEVER PLC$2,169,130$315,209 â–²17.0%36,0800.5%SPON ADR NEWSPYGSPDR Portfolio S&P 500 Growth ETF$2,165,6180.0%18,2000.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,122,447$3,213 â–²0.2%41,6170.5%ETFDISWalt Disney$1,752,328$6,305 â–¼-0.4%18,0650.4%Communication ServicesMDTMedtronic$1,567,868$38,212 â–²2.5%19,8590.4%HealthcareVOEVanguard Mid-Cap Value ETF$1,398,563$111,245 â–²8.6%7,0780.4%ETFJNJJohnson & Johnson$1,328,263$127,239 â–¼-8.7%5,2300.3%HealthcareGDGeneral Dynamics$1,319,544$23,734 â–¼-1.8%3,7250.3%IndustrialsLLYEli Lilly and Company$1,283,390$98,353 â–²8.3%1,0700.3%HealthcareMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,162,055$9,779 â–²0.8%11,5270.3%ETFVVisa$1,149,008$15,439 â–¼-1.3%3,3490.3%FinanceGOOGAlphabet$1,074,830$10,247 â–¼-0.9%3,0420.3%Communication ServicesSBUXStarbucks$986,134$5,212 â–¼-0.5%9,6500.2%Consumer DiscretionaryPGProcter & Gamble$951,400$3,079 â–¼-0.3%6,4880.2%Consumer StaplesRTXRTX$949,029$19,732 â–¼-2.0%5,0020.2%IndustrialsORCLOracle$933,084$586 â–²0.1%6,3670.2%TechnologyCHRWC.H. Robinson Worldwide$853,9550.0%4,5190.2%IndustrialsTSLATesla$817,646$14,721 â–²1.8%1,9440.2%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$811,3700.0%3,4290.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$780,381$33,804 â–²4.5%9,4420.2%ETFIUSGiShares Core S&P U.S. Growth ETF$770,181$376 â–²0.0%4,0950.2%ETFBNDXVanguard Total International Bond ETF$763,427$8,862 â–²1.2%15,7640.2%ETFHEZUiShares Currency Hedged MSCI Eurozone ETF$713,4250.0%14,2250.2%ETFVUGVanguard Growth ETF$670,341$544,404 â–²432.3%7,7820.2%ETFHDHome Depot$639,409$5,290 â–¼-0.8%1,8130.2%Consumer DiscretionaryBLOCK INC$628,216$628,216 â–²New Holding8,2660.2%CL AACWXiShares MSCI ACWI ex U.S. ETF$624,688$187,833 â–²43.0%8,2080.2%ETFJPMJPMorgan Chase & Co.$615,380$3,273 â–²0.5%1,8800.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$596,448$10,935 â–¼-1.8%7,2000.1%ETFCOSTCostco Wholesale$594,9590.0%6360.1%Consumer StaplesSCHBSchwab US Broad Market ETF$590,822$319 â–²0.1%20,4010.1%ETFDEODiageo$556,310$4,260 â–²0.8%6,9210.1%Consumer StaplesPEPPepsiCo$469,838$1,489 â–²0.3%3,4700.1%Consumer StaplesVTIVanguard Total Stock Market ETF$435,5370.0%1,1770.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$426,361$23,146 â–²5.7%4,4210.1%ETFGOVTiShares U.S. Treasury Bond ETF$410,815$29,272 â–²7.7%18,0340.1%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$396,945$476 â–¼-0.1%18,3350.1%ETFRUBRIK INC.$358,3700.0%4,4640.1%CL AIWNiShares Russell 2000 Value ETF$358,3040.0%1,6200.1%ETFXLKTechnology Select Sector SPDR Fund$350,938$57,156 â–²19.5%1,8420.1%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$342,240$41,820 â–²13.9%11,2690.1%ETFAMZNAmazon.com$335,3440.0%1,4070.1%Consumer DiscretionaryHEWJiShares Currency Hedged MSCI Japan ETF$323,8900.0%5,0200.1%ETFGSThe Goldman Sachs Group$317,5700.0%3140.1%FinanceVVVanguard Large-Cap ETF$311,9260.0%9070.1%ETFXLIIndustrial Select Sector SPDR Fund$275,993$275,993 â–²New Holding1,4900.1%ETFPECOPhillips Edison & Company, Inc.$260,462$209 â–²0.1%6,2420.1%Real EstateERASErasca$256,480$256,480 â–²New Holding14,0000.1%HealthcareBSVVanguard Short-Term Bond ETF$235,678$2,415 â–²1.0%3,0250.1%ETFMBBiShares MBS ETF$230,723$16,257 â–²7.6%2,4410.1%ETFCSCOCisco Systems$230,085$230,085 â–²New Holding1,9590.1%TechnologyWDAYWorkday$228,068$979 â–²0.4%1,8630.1%TechnologyISRGIntuitive Surgical$225,882$225,882 â–²New Holding5680.1%HealthcareIVViShares Core S&P 500 ETF$221,671$221,671 â–²New Holding2960.1%ETFIWSiShares Russell Mid-Cap Value ETF$213,980$213,980 â–²New Holding1,3000.1%ETFSCHWCharles Schwab$209,7760.0%2,2740.1%FinanceTMOThermo Fisher Scientific$203,241$203,241 â–²New Holding4050.1%HealthcareVXFVanguard Extended Market ETF$200,907$200,907 â–²New Holding8160.1%ETFWEAVWeave Communications$187,9180.0%31,3720.0%HealthcareIMNMImmunome$0$822,640 â–¼-100.0%00.0%HealthcareSCHFSchwab International Equity ETF$0$576,181 â–¼-100.0%00.0%ETFACNAccenture$0$511,786 â–¼-100.0%00.0%TechnologyHONHoneywell International$0$398,943 â–¼-100.0%00.0%IndustrialsCRVSCorvus Pharmaceuticals$0$327,288 â–¼-100.0%00.0%HealthcareINTUIntuit$0$255,537 â–¼-100.0%00.0%TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$0$240,410 â–¼-100.0%00.0%ETFCMFiShares California Muni Bond ETF$0$220,985 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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