Three Bridge Wealth Advisors, LLC
13F Reported Value
ⓘ$364.2M
Holdings
86
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Three Bridge Wealth Advisors, LLC disclosed 86 positions worth $364.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 4 and a full exit from $IBIT. The portfolio is most concentrated in Other (59.8% of disclosed assets). All figures are sourced directly from Three Bridge Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1950962.
AI Fund Analysis
Stable
$SPY
$META
$QQQ$QQQ$META
$NVOSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$56.8M410,767 shVANGUARD INDEX FDS
—Quality
$28.8M48,272 sh- —
Quality
$27.0M41,347 sh - 80.9
Quality
$21.8M38,094 sh - —
Quality
$20.6M35,696 sh - —
Quality
$17.3M40,221 sh - —
Quality
$16.3M184,324 sh - 63.1
Quality
$14.6M105,364 sh ISHARES TR
—Quality
$14.3M147,446 sh- 68.0
Quality
$13.0M74,173 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $56.8M | 410,767 |
| VANGUARD INDEX FDS | — | $28.8M | 48,272 |
| SPDR S&P 500 ETF TRUST$SPY | — | $27.0M | 41,347 |
| Meta Platforms, Inc.$META | 80.9 | $21.8M | 38,094 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $20.6M | 35,696 |
 SPDR GOLD TRUST$GLD | — | $17.3M | 40,221 |
 ISHARES GOLD TRUST$IAU | — | $16.3M | 184,324 |
 DOVER Corp$DOV | 63.1 | $14.6M | 105,364 |
| ISHARES TR | — | $14.3M | 147,446 |
 Coinbase Global, Inc.$COIN | 68.0 | $13.0M | 74,173 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Three Bridge Wealth Advisors, LLC's 86 positions.
Showing top 10 of 86 holdings.
Sector Allocation
Other
$217.7M
Financials
$63.5M
Technology
$44.1M
Industrials
$20.8M
Healthcare
$10.0M
Consumer Discretionary
$2.4M
Consumer Staples
$2.0M
Materials
$1.8M
Full Holdings — Three Bridge Wealth Advisors, LLC (Q1 2026)
All 86 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $56.8M | 15.6% | -1% | — |
| 2 | — | VANGUARD INDEX FDS | $28.8M | 7.9% | +11% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $27.0M | 7.4% | -1% | — |
| 4 | $META | Meta Platforms, Inc. | $21.8M | 6.0% | +0% | 80.9 |
| 5 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $20.6M | 5.7% | +3% | — |
| 6 | $GLD | SPDR GOLD TRUST | $17.3M | 4.8% | -4% | — |
| 7 | $IAU | ISHARES GOLD TRUST | $16.3M | 4.5% | -7% | — |
| 8 | $DOV | DOVER Corp | $14.6M | 4.0% | +0% | 63.1 |
| 9 | — | ISHARES TR | $14.3M | 3.9% | +8% | — |
| 10 | $COIN | Coinbase Global, Inc. | $13.0M | 3.6% | +0% | 68 |
| 11 | — | INVESCO EXCHANGE TRADED FD T | $12.3M | 3.4% | +1% | — |
| 12 | — | VANGUARD INTL EQUITY INDEX F | $11.3M | 3.1% | +4% | — |
| 13 | — | VANGUARD TAX-MANAGED FDS | $9.1M | 2.5% | -0% | — |
| 14 | — | ISHARES TR | $8.5M | 2.3% | +5% | — |
| 15 | — | ISHARES TR | $7.4M | 2.0% | +0% | — |
| 16 |  $IVZ | Invesco Ltd. | $6.7M | 1.9% | -2% | — |
| 17 | — | ISHARES TR | $5.9M | 1.6% | +17% | — |
| 18 |  $RBLX | Roblox Corp | $5.6M | 1.5% | +0% | 53.7 |
| 19 | $IVZ | Invesco Ltd. | $5.5M | 1.5% | -1% | — |
| 20 |  $NVDA | NVIDIA CORP | $4.8M | 1.3% | +22% | 90.2 |
| 21 |  $GOOG | Alphabet Inc. | $3.1M | 0.8% | -15% | 80.2 |
| 22 |  $ACRS | Aclaris Therapeutics, Inc. | $2.7M | 0.7% | +0% | 9.2 |
| 23 |  $MSFT | MICROSOFT CORP | $2.4M | 0.7% | +3% | 83.7 |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 0.6% | -3% | 64.5 |
| 25 | $NVO | NOVO NORDISK A S | $2.2M | 0.6% | +61% | — |
| 26 |  $AAPL | Apple Inc. | $2.1M | 0.6% | -56% | 76.1 |
| 27 | — | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.6% | +0% | — |
| 28 | — | SPDR SERIES TRUST | $1.8M | 0.5% | +0% | — |
| 29 |  $UL | UNILEVER PLC | $1.8M | 0.5% | -7% | — |
| 30 |  $DIS | Walt Disney Co | $1.7M | 0.5% | +4% | 68.9 |
| 31 |  $MDT | Medtronic plc | $1.7M | 0.5% | -4% | — |
| 32 |  $ASML | ASML HOLDING NV | $1.5M | 0.4% | -7% | — |
| 33 |  $PANW | Palo Alto Networks Inc | $1.4M | 0.4% | +1% | 66.5 |
| 34 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.4% | -28% | 72.8 |
| 35 |  $GD | GENERAL DYNAMICS CORP | $1.3M | 0.4% | -3% | 73 |
| 36 | — | VANGUARD INDEX FDS | $1.2M | 0.3% | +5% | — |
| 37 | — | PIMCO ETF TR | $1.1M | 0.3% | -13% | — |
| 38 |  $V | VISA INC. | $1.0M | 0.3% | +21% | 83.5 |
| 39 |  $RTX | RTX Corp | $984,947 | 0.3% | -12% | 70 |
| 40 |  $PG | PROCTER & GAMBLE Co | $940,160 | 0.3% | +86% | 72.9 |
| 41 |  $ORCL | ORACLE CORP | $936,061 | 0.3% | -47% | 67.2 |
| 42 |  $LLY | ELI LILLY & Co | $908,733 | 0.3% | -2% | 89.3 |
| 43 |  $GOOGL | Alphabet Inc. | $880,947 | 0.2% | +59% | 80.2 |
| 44 |  $SBUX | STARBUCKS CORP | $869,113 | 0.2% | -2% | 54.6 |
| 45 |  $IMNM | Immunome Inc. | $822,640 | 0.2% | +0% | 5.8 |
| 46 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $753,315 | 0.2% | -10% | 59.8 |
| 47 | — | VANGUARD CHARLOTTE FDS | $748,684 | 0.2% | -5% | — |
| 48 | — | VANGUARD SCOTTSDALE FDS | $747,481 | 0.2% | +0% | — |
| 49 | — | VANGUARD SPECIALIZED FUNDS | $737,441 | 0.2% | +0% | — |
| 50 |  $TSLA | Tesla, Inc. | $709,671 | 0.2% | +37% | 50.1 |
| 51 | — | VANGUARD INDEX FDS | $638,587 | 0.2% | +61% | — |
| 52 | — | ISHARES TR | $634,866 | 0.2% | +0% | — |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $633,729 | 0.2% | +17% | 67 |
| 54 | — | ISHARES TR | $621,633 | 0.2% | +50% | — |
| 55 |  $HD | HOME DEPOT, INC. | $601,211 | 0.2% | -1% | 69.2 |
| 56 | — | SCHWAB STRATEGIC TR | $576,181 | 0.2% | +0% | — |
| 57 |  $JPM | JPMORGAN CHASE & CO | $550,079 | 0.1% | -8% | 35.6 |
| 58 |  $PEP | PEPSICO INC | $537,148 | 0.1% | -11% | 62.7 |
| 59 | — | SCHWAB STRATEGIC TR | $511,790 | 0.1% | +0% | — |
| 60 |  $ACN | Accenture plc | $511,786 | 0.1% | -2% | — |
| 61 | — | ISHARES INC | $511,407 | 0.1% | +63% | — |
| 62 |  $DEO | DIAGEO PLC | $511,323 | 0.1% | +8% | — |
| 63 |  $HON | HONEYWELL INTERNATIONAL INC | $398,943 | 0.1% | +34% | 65.7 |
| 64 | — | ISHARES TR | $393,018 | 0.1% | -5% | — |
| 65 | — | ISHARES TR | $392,721 | 0.1% | -5% | — |
| 66 | — | ISHARES TR | $383,720 | 0.1% | +2% | — |
| 67 | $IVZ | Invesco Ltd. | $383,666 | 0.1% | -6% | — |
| 68 | — | VANGUARD INDEX FDS | $377,593 | 0.1% | +0% | — |
| 69 | — | ISHARES U S ETF TR | $334,449 | 0.1% | +13% | — |
| 70 |  $CRVS | Corvus Pharmaceuticals, Inc. | $327,288 | 0.1% | +0% | — |
| 71 | — | ISHARES TR | $307,101 | 0.1% | -11% | — |
| 72 |  $AMZN | AMAZON COM INC | $293,036 | 0.1% | -7% | 74.6 |
| 73 | — | ISHARES TR | $282,526 | 0.1% | -17% | — |
| 74 | — | VANGUARD INDEX FDS | $271,057 | 0.1% | +0% | — |
| 75 |  $GS | GOLDMAN SACHS GROUP INC | $265,641 | 0.1% | +2% | — |
| 76 |  $INTU | INTUIT INC. | $255,537 | 0.1% | -12% | 82 |
| 77 |  $WDAY | Workday, Inc. | $241,002 | 0.1% | +0% | 74.2 |
| 78 | — | SELECT SECTOR SPDR TR | $240,410 | 0.1% | +11% | — |
| 79 | $META | Meta Platforms, Inc. | $234,793 | 0.1% | +1% | 80.9 |
| 80 |  $PECO | Phillips Edison & Company, Inc. | $234,047 | 0.1% | +0% | 50.4 |
| 81 | — | ISHARES TR | $220,985 | 0.1% | -36% | — |
| 82 |  $RBRK | Rubrik, Inc. | $218,602 | 0.1% | +0% | 49.5 |
| 83 | — | ISHARES TR | $215,442 | 0.1% | +1% | — |
| 84 |  $SCHW | SCHWAB CHARLES CORP | $213,664 | 0.1% | +2% | 77.2 |
| 85 | — | SELECT SECTOR SPDR TR | $204,932 | 0.1% | +4% | — |
| 86 |  $WEAV | Weave Communications, Inc. | $144,939 | 0.0% | +0% | 38.3 |
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AI-Powered Hedge Fund Analysis: Three Bridge Wealth Advisors, LLC
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