13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001950962
Total reported value
$399.3M
$399.3M
90 檔
40.3%
During the Q4 2025 filing period, Three Bridge Wealth Advisors, LLC (CIK: 0001950962) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $399.3M across 90 reported positions.
In Q4 2025, Three Bridge Wealth Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ACWI, SPY, VOO) accounted for 40.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $2.2M
Top Position Liquidated / Trimmed
UL
前期市值: $2.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 15.46% | +0.43% | +0.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.53% | +0.38% | +1.17% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.17% | +0.07% | +6.02% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.62% | -0.75% | +2.56% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.63% | +0.99% | +3.05% | |
| 6 | COIN | Coinbase Global Inc -class A | Stock-Financials | 4.42% | -0.84% | — | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 4.36% | -1.17% | +0.94% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 4.24% | -1.00% | -0.39% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.92% | +0.22% | +0.71% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.46% | +0.25% | +4.41% | |
| 11 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 3.22% | +0.28% | -0.62% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.85% | +0.10% | +2.72% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.35% | +0.04% | +0.34% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.17% | +0.15% | +0.02% | |
| 15 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.10% | -0.18% | -22.26% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.05% | +0.27% | +2.31% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.80% | +0.09% | -0.78% | |
| 18 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.38% | -0.02% | -0.70% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.02% | +0.66% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.32% | +0.26% | +6.17% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.09% | +1.20% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | -0.03% | -9.15% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.08% | +0.92% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.04% | -0.70% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.03% | -1.88% | |
| 26 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.57% | +0.05% | — | |
| 27 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.57% | +0.21% | — | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.56% | -0.05% | -35.26% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.04% | +0.68% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | -0.07% | +0.35% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.05% | — | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.48% | +0.08% | +9.49% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.05% | -2.46% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.43% | +0.37% | — | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.35% | -0.03% | +0.72% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.35% | +0.14% | +0.16% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.35% | -0.03% | +0.13% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.29% | +0.02% | +6.15% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.07% | -16.54% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.28% | -0.03% | +0.24% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | +0.01% | +0.11% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.22% | +0.01% | -2.81% | |
| 43 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.21% | — | +0.22% | |
| 44 | IMNM | Immunome Inc | Stock-Other | 0.21% | -0.23% | EXIT | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.21% | -0.02% | -1.81% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.20% | — | -4.38% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.20% | -0.01% | -8.45% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.19% | -0.14% | EXIT | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.18% | +0.02% | +0.05% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +0.8% | +0.50% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.7% | +6.02% | Add |
| 3 | GLD | Spdr Gold Shares | +0.6% | +0.94% | Add |
| 4 | IAU | Ishares Gold Trust | +0.5% | -0.39% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +1.17% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +3.05% | Add |
| 7 | ACRS | Aclaris Therapeutics Inc | +0.2% | — | Unchanged |
| 8 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +4.41% | Add |
| 9 | VT | Vanguard Tot World Stk ETF | +0.2% | +0.71% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -9.15% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +0.34% | Add |
| 12 | EEM | Ishares Msci Emerging Market | +0.1% | +2.31% | Add |
| 13 | IWM | Ishares Russell 2000 ETF | +0.1% | +6.17% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +0.66% | Add |
| 15 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.72% | Add |
| 16 | PXF | Invesco Rafi Developed Marke | +0.1% | -0.70% | Trim |
| 17 | IMNM | Immunome Inc | +0.1% | — | Unchanged |
| 18 | PRF | Invesco Rafi US 1000 ETF | +0.1% | -0.78% | Trim |
| 19 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | +0.1% | -0.62% | Trim |
| 20 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.02% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | -16.54% | Trim |
| 22 | CHRW | C.h. Robinson Worldwide Inc | 0% | +0.22% | Add |
| 23 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | 0% | -2.46% | Trim |
| 25 | ASML | ASML Holding N.V. | 0% | +0.16% | Add |
| 26 | NVDA | Nvidia CORP | 0% | +1.20% | Add |
| 27 | PCY | Invesco Emerging Markets Sov | 0% | +32.58% | Add |
| 28 | RTX | Rtx CORP | 0% | +0.24% | Add |
| 29 | GOVT | Ishares US Treasury Bond ETF | 0% | +32.00% | Add |
| 30 | VOE | Vanguard Mid-cap Value ETF | 0% | +6.15% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | +15.22% | Add |
| 32 | HON | Honeywell International Inc | 0% | +35.85% | Add |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | — | Unchanged |
| 34 | ACN | Accenture plc | 0% | -2.85% | Trim |
| 35 | DIS | Walt Disney Co/the | 0% | +0.68% | Add |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 37 | WEAV | Weave Communications Inc | 0% | — | Unchanged |
| 38 | V | Visa Inc-class A Shares | 0% | +0.11% | Add |
| 39 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 40 | MDT | Medtronic plc | 0% | +0.35% | Add |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +3.97% | Add |
| 42 | WMT | Walmart Inc | 0% | +0.49% | Add |
| 43 | PEP | Pepsico Inc | 0% | +0.54% | Add |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.70% | Trim |
| 45 | GD | General Dynamics CORP | 0% | +0.13% | Add |
| 46 | IUSG | Ishares Core S&p U.s. Growth | 0% | +0.05% | Add |
| 47 | MINT | Pimco Enhanced Short Maturit | 0% | +0.72% | Add |
| 48 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 49 | CRVS | Corvus Pharmaceuticals Inc | 0% | — | Unchanged |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 0% | +9.49% | Add |
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 90 disclosed positions in Q4 2025.
During Q4 2025, Three Bridge Wealth Advisors, LLC's top holdings by market value included ACWI (15.5%)、SPY (7.5%)、VOO (7.2%). The largest single position, ACWI, represented 15.5% of total portfolio value.
In Q4 2025, Three Bridge Wealth Advisors, LLC made 74 total portfolio adjustments, initiating 7 new buys, adding to 39 positions, trimming 24 holdings, and fully liquidating 4 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.