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CIK: 0001950962
Total reported value
$399.3M
$399.3M
87 檔
40.5%
According to the latest 13F quarterly dataset, Three Bridge Wealth Advisors, LLC managed an equity portfolio of $399.3M at the end of Q3 2025, spanning 87 distinct U.S. exchange-listed positions.
In Q3 2025, Three Bridge Wealth Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 14.69% | +0.43% | +2.17% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.11% | +0.38% | +6.68% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.02% | -0.75% | -6.31% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.47% | +0.07% | +0.99% | |
| 5 | COIN | Coinbase Global Inc -class A | Stock-Financials | 6.45% | -0.84% | -0.09% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.23% | +0.99% | +15.36% | |
| 7 | RBLX | Roblox CORP -class A | Stock-Comm Services | 4.51% | -0.18% | -0.36% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.78% | -1.17% | +8.23% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 3.73% | -1.00% | +1.14% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.72% | +0.22% | — | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.25% | +0.25% | +1.67% | |
| 12 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 3.13% | +0.28% | +8.51% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.73% | +0.10% | +1.56% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.20% | +0.04% | +0.00% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.10% | +0.15% | — | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.91% | +0.27% | -1.28% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.70% | +0.09% | +20.98% | |
| 18 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.27% | -0.02% | +29.32% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.02% | -34.17% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.20% | +0.26% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.09% | -40.15% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.03% | -10.67% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | -0.03% | -30.05% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.84% | -0.05% | -6.70% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.08% | -46.05% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.04% | -17.96% | |
| 27 | UL | Unilever PLC | Stock-Consumer Staples | 0.56% | — | -0.46% | |
| 28 | CART | Maplebear Inc | Stock-Consumer Disc | 0.52% | — | — | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.04% | -19.10% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.50% | -0.07% | -4.66% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.05% | — | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.47% | +0.08% | +31.31% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | +0.37% | -11.81% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.05% | -10.67% | |
| 35 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.35% | +0.21% | — | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.34% | -0.03% | -2.86% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.34% | -0.03% | +0.99% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.31% | +0.14% | -2.15% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.26% | +0.02% | +0.21% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.25% | -0.03% | -22.38% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.01% | -39.04% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.07% | -19.13% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.22% | +0.01% | +6.39% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.21% | -0.02% | +2.67% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.21% | -0.01% | +3.00% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.20% | — | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.01% | -29.05% | |
| 48 | CMF | Ishares California Muni Bond | ETF-Other | 0.18% | -0.06% | EXIT | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.17% | +0.02% | +0.02% | |
| 50 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.17% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | +2% | -0.09% | Unchanged |
| 2 | RBLX | Roblox CORP -class A | +2% | -0.36% | Unchanged |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1.7% | +15.36% | Add |
| 4 | PXF | Invesco Rafi Developed Marke | +0.8% | +29.32% | Add |
| 5 | PRF | Invesco Rafi US 1000 ETF | +0.8% | +20.98% | Add |
| 6 | GLD | Spdr Gold Shares | +0.6% | +8.23% | Add |
| 7 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | +0.6% | +8.51% | Add |
| 8 | AAPL | Apple Inc | +0.3% | -34.17% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | -40.15% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.68% | Add |
| 11 | ORCL | Oracle CORP | +0.1% | -10.67% | Trim |
| 12 | SCHB | Schwab US Broad Market ETF | +0.1% | +0.05% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | -19.13% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -30.05% | Trim |
| 15 | VCIT | Vanguard Int-term Corporate | 0% | +3.00% | Add |
| 16 | ASML | ASML Holding N.V. | 0% | -2.15% | Add |
| 17 | IBIT | Ishares Bitcoin Trust ETF | 0% | — | Add |
| 18 | IMNM | Immunome Inc | 0% | — | Unchanged |
| 19 | CRVS | Corvus Pharmaceuticals Inc | 0% | — | Unchanged |
| 20 | GOOG | Alphabet Inc-cl C | 0% | -48.44% | Trim |
| 21 | MSFT | Microsoft CORP | — | -46.05% | Trim |
| 22 | VIG | Vanguard Dividend Apprec ETF | — | — | Add |
| 23 | JPM | Jpmorgan Chase & Co | — | -31.64% | Unchanged |
| 24 | SCHW | Schwab (charles) CORP | — | -31.54% | Unchanged |
| 25 | IUSG | Ishares Core S&p U.s. Growth | 0% | +0.02% | Add |
| 26 | XLC | Ss Comm Select Sector Spdr | 0% | -0.34% | Trim |
| 27 | AMZN | Amazon.com Inc | 0% | -83.58% | Add |
| 28 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | — | Unchanged |
| 30 | SCHF | Schwab Intl Equity ETF | 0% | — | Add |
| 31 | PG | Procter & Gamble Co/the | 0% | -15.62% | Add |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | 0% | — | Add |
| 33 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 34 | GOVT | Ishares US Treasury Bond ETF | 0% | +5.80% | Add |
| 35 | PECO | Phillips Edison & Company In | 0% | — | Unchanged |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | -4.72% | Unchanged |
| 37 | BSV | Vanguard Short-term Bond ETF | 0% | +0.96% | Add |
| 38 | PCY | Invesco Emerging Markets Sov | 0% | +1.11% | Trim |
| 39 | GD | General Dynamics CORP | 0% | -2.86% | Trim |
| 40 | WDAY | Workday Inc-class A | 0% | -8.18% | Unchanged |
| 41 | HD | Home Depot Inc | -0.1% | -29.05% | Trim |
| 42 | PEP | Pepsico Inc | -0.1% | +1.79% | Add |
| 43 | GS | Goldman Sachs Group Inc | -0.1% | -21.17% | Trim |
| 44 | COST | Costco Wholesale CORP | -0.1% | -42.11% | Trim |
| 45 | DEO | Diageo Plc-sponsored Adr | -0.1% | +2.03% | Add |
| 46 | CHRW | C.h. Robinson Worldwide Inc | -0.1% | -21.22% | Trim |
| 47 | PANW | Palo Alto Networks Inc | -0.1% | -11.81% | Unchanged |
| 48 | JNJ | Johnson & Johnson | -0.1% | -10.67% | Add |
| 49 | WEAV | Weave Communications Inc | -0.1% | — | Unchanged |
| 50 | VOE | Vanguard Mid-cap Value ETF | -0.1% | +0.21% | Trim |
According to official SEC Form 13F filings, Three Bridge Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $399.3M across 87 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ACWI, SPY, META) accounted for 40.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
ACRS
市值: $1.4M
Top Position Liquidated / Trimmed
PLTR
前期市值: $2.0M
During Q3 2025, Three Bridge Wealth Advisors, LLC's top holdings by market value included ACWI (14.7%)、SPY (7.1%)、META (7.0%). The largest single position, ACWI, represented 14.7% of total portfolio value.
In Q3 2025, Three Bridge Wealth Advisors, LLC made 77 total portfolio adjustments, initiating 9 new buys, adding to 36 positions, trimming 26 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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