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Three Bridge Wealth Advisors, LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$364.2M

Reporting period: 2026-03-31 · Number of holdings: 86

Three Bridge Wealth Advisors, LLC disclosed 86 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $364.2M and a quarterly turnover rate of 10.2%.

Personality snowflake

Concentration
22.83
Portfolio Stability
10.24
Momentum/Contrarian
100
Sector conviction
75.62
Diversification
100
Sizing Uniformity
80.11

Recent moves

  • Trim COIN

    +0.0%　-$3.8M

  • Trim AAPL

    -56.4%　-$3.1M

  • Add VOO

    +11.4%　$1.7M

  • Trim META

    +0.1%　-$3.3M

  • Trim RBLX

    0.0%　-$2.4M

  • Add IWR

    +8.2%　$1.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1ACWIIshares Msci Acwi ETFETF-Other15.61%+0.15%-0.84%
2VOOVanguard S&p 500 ETFETF-Large Cap & Growth7.92%+0.75%+11.38%
3SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth7.40%-0.13%-1.00%
4METAMeta Platforms Inc-class AStock-Comm Services5.98%-0.64%+0.13%
5QQQInvesco Qqq Trust Series 1ETF-Tech5.66%+0.03%+2.63%
6GLDSpdr Gold SharesETF-Commodities4.75%+0.39%-3.51%
7IAUIshares Gold TrustETF-Commodities4.46%+0.22%-6.86%
8VTVanguard Tot World Stk ETFETF-Other4.00%+0.08%—
9IWRIshares Russell Mid-cap ETFETF-Other3.94%+0.48%+8.16%
10COINCoinbase Global INC -class AStock-Financials3.56%-0.86%+0.00%
11PRFZInv Rafi US 1500 Sm-usd INCETF-Other3.37%—+0.59%
12VWOVanguard Ftse Emerging MarkeETF-Emerging Markets3.10%+0.25%+3.88%
13VEAVanguard Ftse Developed ETFETF-Other2.50%+0.15%-0.27%
14EEMIshares Msci Emerging MarketETF-Emerging Markets2.33%+0.28%+5.42%
15IWFIshares Russell 1000 GrowthETF-Other2.04%-0.13%—
16PRFInvesco Rafi US 1000 ETFETF-Other1.85%—-2.48%
17IWMIshares Russell 2000 ETFETF-Small Cap1.63%+0.31%+17.26%
18RBLXRoblox CORP -class AStock-Comm Services1.52%-0.58%—
19PXFInvesco Rafi Developed MarkeETF-Other1.52%+0.14%-1.19%
20NVDANvidia CORPStock-Tech1.33%+0.20%+21.57%
21GOOGLAlphabet Inc-cl AStock-Comm Services0.84%-0.19%-14.55%
22ACRSAclaris Therapeutics INCStock-Other0.74%+0.17%—
23MSFTMicrosoft CORPStock-Tech0.66%-0.14%+3.44%
24BRK-BBerkshire Hathaway Inc-cl BStock-Other0.63%-0.03%-3.23%
25NVONovo-nordisk A/s-spons AdrStock-Healthcare0.60%+0.12%+60.55%
26AAPLApple INCStock-Tech0.58%-0.79%-56.40%
27JMSTJPM Ultra-short Muni IncomeETF-Other0.58%—+0.14%
28SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.49%——
29ULUnilever Plc-sponsored AdrStock-Consumer Staples0.49%-0.08%-6.57%
30DISWalt Disney Co/theStock-Comm Services0.48%-0.05%+3.61%
31MDTMedtronic plcStock-Healthcare0.46%-0.05%-3.64%
32ASMLASML Holding N.V.Stock-Tech0.42%+0.07%-6.74%
33PANWPalo Alto Networks INCStock-Tech0.39%-0.04%+0.84%
34JNJJohnson & JohnsonStock-Healthcare0.38%-0.05%-27.98%
35GDGeneral Dynamics CORPStock-Industrials0.36%—-2.92%
36VOEVanguard Mid-cap Value ETFETF-Other0.33%—+4.93%
37MINTPimco Enhanced Short MaturitETF-Other0.32%-0.03%-12.68%
38VVisa Inc-class A SharesStock-Financials0.28%—+21.08%
39RTXRtx CORPStock-Industrials0.27%—-11.71%
40PGProcter & Gamble Co/theStock-Consumer Staples0.26%+0.13%+85.81%
41ORCLOracle CORPStock-Tech0.26%-0.35%-46.68%
42LLYEli Lilly & CoStock-Healthcare0.25%-0.04%-2.08%
43GOOGAlphabet Inc-cl CStock-Comm Services0.24%+0.08%+58.63%
44SBUXStarbucks CORPStock-Consumer Disc0.24%—-2.39%
45IMNMImmunome INCStock-Other0.23%——
46CHRWC.h. Robinson Worldwide INCStock-Industrials0.21%—-10.21%
47BNDXVanguard Total Intl Bond ETFETF-Other0.21%—-5.25%
48VCITVanguard Int-term CorporateETF-Corp Bonds0.21%—+0.41%
49VIGVanguard Dividend Apprec ETFETF-Other0.20%——
50TSLATesla INCStock-Consumer Disc0.19%—+36.75%
1–50 of 86

Holding changes this quarter

Three Bridge Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Growth ETF (VUG); Sold out: Ishares Bitcoin Trust ETF (IBIT); Sold out: Vanguard Ftse Europe ETF (VGK); New buy: Ishares Msci Acwi Ex US ETF (ACWX); Sold out: Thermo Fisher Scientific INC (TMO).

Position changes disclosed by Three Bridge Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VOOVanguard S&p 500 ETF+0.8%+11.38%Add
2IWRIshares Russell Mid-cap ETF+0.5%+8.16%Add
3GLDSpdr Gold Shares+0.4%-3.51%Trim
4IWMIshares Russell 2000 ETF+0.3%+17.26%Add
5EEMIshares Msci Emerging Market+0.3%+5.42%Add
6VWOVanguard Ftse Emerging Marke+0.3%+3.88%Add
7IAUIshares Gold Trust+0.2%-6.86%Trim
8NVDANvidia CORP+0.2%+21.57%Add
9ACRSAclaris Therapeutics INC+0.2%—Unchanged
10ACWIIshares Msci Acwi ETF+0.2%-0.84%Trim
11VEAVanguard Ftse Developed ETF+0.2%-0.27%Trim
12PXFInvesco Rafi Developed Marke+0.1%-1.19%Trim
13PGProcter & Gamble Co/the+0.1%+85.81%Add
14NVONovo-nordisk A/s-spons Adr+0.1%+60.55%Add
15VTVanguard Tot World Stk ETF+0.1%—Unchanged
16GOOGAlphabet Inc-cl C+0.1%+58.63%Add
17ASMLASML Holding N.V.+0.1%-6.74%Trim
18IEMGIshares Core Msci Emerging+0.1%+62.57%Add
19HEZUIshares Currency Hedged Msci+0.1%+50.50%Add
20COSTCostco Wholesale CORP+0.1%+17.13%Add
21QQQInvesco Qqq Trust Series 10%+2.63%Add
22BRK-BBerkshire Hathaway Inc-cl B0%-3.23%Trim
23MINTPimco Enhanced Short Maturit0%-12.68%Trim
24PANWPalo Alto Networks INC0%+0.84%Add
25LLYEli Lilly & Co0%-2.08%Trim
26DISWalt Disney Co/the-0.1%+3.61%Add
27MDTMedtronic plc-0.1%-3.64%Trim
28JNJJohnson & Johnson-0.1%-27.98%Trim
29ACNAccenture plc-0.1%-1.75%Trim
30INTUIntuit INC-0.1%-11.92%Trim
31ULUnilever Plc-sponsored Adr-0.1%-6.57%Trim
32SPYSs Spdr S&p 500 ETF Trust-us-0.1%-1.00%Trim
33IWFIshares Russell 1000 Growth-0.1%—Unchanged
34MSFTMicrosoft CORP-0.1%+3.44%Add
35GOOGLAlphabet Inc-cl A-0.2%-14.55%Trim
36ORCLOracle CORP-0.4%-46.68%Trim
37RBLXRoblox CORP -class A-0.6%—Unchanged
38METAMeta Platforms Inc-class A-0.6%+0.13%Add
39AAPLApple INC-0.8%-56.40%Trim
40COINCoinbase Global INC -class A-0.9%+0.00%Add
41VUGVanguard Growth ETF—NEWNew buy
42IBITIshares Bitcoin Trust ETF—EXITSold out
43VGKVanguard Ftse Europe ETF—EXITSold out
44ACWXIshares Msci Acwi Ex US ETF—NEWNew buy
45TMOThermo Fisher Scientific INC—EXITSold out
46HEWJIsha Curr Hedged Msci Japan—NEWNew buy
47XLCSs Comm Select Sector Spdr—EXITSold out
48WMTWalmart INC—EXITSold out
49DASHDoordash INC - A—EXITSold out
50IVVIshares Core S&p 500 ETF—EXITSold out

FAQ

What is Three Bridge Wealth Advisors, LLC and what type of investor is it?
Three Bridge Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $364.2M, spread across 86 disclosed positions.
What are Three Bridge Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Three Bridge Wealth Advisors, LLC's top holdings by market value are: 1. Ishares Msci Acwi ETF (ACWI) — $56.8M (15.6%) 2. Vanguard S&p 500 ETF (VOO) — $28.8M (7.9%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $27.0M (7.4%) 4. Meta Platforms Inc-class A (META) — $21.8M (6.0%) 5. Invesco Qqq Trust Series 1 (QQQ) — $20.6M (5.7%)
What changes did Three Bridge Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Three Bridge Wealth Advisors, LLC made 46 notable position adjustments: 3 new positions were initiated, 18 existing holdings were added to, 18 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Vanguard Growth ETF (VUG); Sold out: Ishares Bitcoin Trust ETF (IBIT); Sold out: Vanguard Ftse Europe ETF (VGK); New buy: Ishares Msci Acwi Ex US ETF (ACWX); Sold out: Thermo Fisher Scientific INC (TMO)
What sectors does Three Bridge Wealth Advisors, LLC focus on?
Three Bridge Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 40.5% • Financials: 21.2% • Information Technology: 17.7% • Health Care: 7.6% • Consumer Staples: 5.4% • Industrials: 4.2%