Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Three Bridge Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001950962-25-000011

Total Value
$387.9M
Positions
87
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (87)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464288257412,183$57.0M14.69%
2SPDR S&P 500 ETF TRSPY41,279$27.6M7.11%
3META PLATFORMS INCMETA37,093$27.2M7.02%
4VANGUARD INDEX FDS92290836340,881$25.1M6.47%
5COINBASE GLOBAL INCCOIN74,170$25.0M6.45%
6INVESCO QQQ TRIVZ33,751$20.3M5.23%
7ROBLOX CORPRBLX126,290$17.5M4.51%
8SPDR GOLD TRGLD41,297$14.7M3.78%
9ISHARES GOLD TRIAU198,674$14.5M3.73%
10VANGUARD INTL EQUITY INDEX F922042742104,619$14.4M3.72%
11ISHARES TR464287499130,562$12.6M3.25%
12INVESCO EXCHANGE TRADED FD TIVZ267,437$12.1M3.13%
13VANGUARD INTL EQUITY INDEX F922042858195,733$10.6M2.73%
14VANGUARD TAX-MANAGED FDS921943858142,198$8.5M2.20%
15ISHARES TR46428761417,386$8.1M2.10%
16ISHARES TR464287234138,569$7.4M1.91%
17INVESCO EXCHANGE TRADED FD TIVZ146,290$6.6M1.70%
18INVESCO EXCH TRADED FD TR IIIVZ80,641$4.9M1.27%
19APPLE INCAAPL19,025$4.8M1.25%
20ISHARES TR46428765519,212$4.6M1.20%
21NVIDIA CORPORATIONNVDA22,491$4.2M1.08%
22ORACLE CORPORCL-PD12,162$3.4M0.88%
23ALPHABET INCGOOG13,718$3.3M0.86%
24J P MORGAN EXCHANGE TRADED F46641Q65464,097$3.3M0.84%
25MICROSOFT CORPMSFT6,221$3.2M0.83%
26BERKSHIRE HATHAWAY INC DELBRK-A4,993$2.5M0.65%
27UNILEVER PLCUNLYF36,970$2.2M0.56%
28MAPLEBEAR INCCART55,041$2.0M0.52%
29DISNEY WALT CO25468710617,380$2.0M0.51%
30MEDTRONIC PLCMDT20,036$1.9M0.50%
31SPDR SERIES TRUST78464A40918,200$1.9M0.49%
32NOVO-NORDISK A SNONOF32,761$1.8M0.47%
33PALO ALTO NETWORKS INCPANW8,858$1.8M0.46%
34JOHNSON & JOHNSONJNJ8,158$1.5M0.39%
35ACLARIS THERAPEUTICS INCACRS714,823$1.4M0.35%
36GENERAL DYNAMICS CORPGD3,901$1.3M0.34%
37PIMCO ETF TR72201R83312,997$1.3M0.34%
38ASML HOLDING N VASMLF1,229$1.2M0.31%
39VANGUARD INDEX FDS9229085125,849$1.0M0.26%
40RTX CORPORATIONRTX5,769$965,3270.25%
41VISA INCV2,800$955,8640.25%
42ELI LILLY & COLLY1,209$922,4670.24%
43STARBUCKS CORPSBUX10,226$865,1200.22%
44VANGUARD CHARLOTTE FDS92203J40716,747$828,2830.21%
45VANGUARD SCOTTSDALE FDS92206C8709,826$826,5050.21%
46VANGUARD SPECIALIZED FUNDS9219088443,586$776,9240.20%
47HOME DEPOT INCHD1,837$744,3340.19%
48ISHARES TR46428835612,271$699,9610.18%
49ISHARES TR4642876714,089$672,8480.17%
50ISHARES BITCOIN TRUST ETFIBIT10,310$670,1500.17%
51C H ROBINSON WORLDWIDE INCCHRW5,022$668,0540.17%
52ACCENTURE PLC IRELANDACN2,704$666,8060.17%
53JPMORGAN CHASE & CO.VYLD2,040$643,4770.17%
54TESLA INCTSLA1,396$620,8290.16%
55SCHWAB STRATEGIC TR80852410224,065$618,7000.16%
56DIAGEO PLCDGEAF6,246$596,0560.15%
57SCHWAB STRATEGIC TR80852480524,002$558,7780.14%
58PEPSICO INCPEP3,870$543,5030.14%
59PROCTER AND GAMBLE CO7427181093,523$541,3090.14%
60COSTCO WHSL CORP NEW22160K105543$502,6170.13%
61ALPHABET INCGOOG1,936$471,5130.12%
62INTUITINTU671$458,2330.12%
63WORKDAY INCWDAY1,852$445,8320.11%
64IMMUNOME INCIMNM37,615$440,4720.11%
65ISHARES TR4642882814,254$404,9380.10%
66VANGUARD INDEX FDS9229087691,198$394,2350.10%
67RUBRIK INC.RBRK4,464$367,1640.09%
68ISHARES TR4642876301,820$321,7620.08%
69INVESCO EXCH TRADED FD TR IIIVZ14,722$317,4130.08%
70ISHARES INC46434G1034,629$305,1440.08%
71AMAZON COM INCAMZN1,314$288,5150.07%
72ISHARES TR46429B26712,440$287,6130.07%
73SELECT SECTOR SPDR TR81369Y8522,338$276,7490.07%
74ISHARES TR4642874652,810$262,3700.07%
75DOORDASH INCDASH962$261,6540.07%
76SCHWAB CHARLES CORPSCHW-PJ2,718$259,4400.07%
77THERMO FISHER SCIENTIFIC INCTMO525$254,8610.07%
78GOLDMAN SACHS GROUP INCGSCE309$246,0720.06%
79SELECT SECTOR SPDR TR81369Y4071,020$244,4330.06%
80VANGUARD BD INDEX FDS9219378272,936$231,7140.06%
81INVESCO EXCH TRADED FD TR IIIVZ8,725$221,7880.06%
82SELECT SECTOR SPDR TR81369Y803766$215,9050.06%
83PHILLIPS EDISON & CO INCPECO6,231$214,5850.06%
84WALMART INCWMT2,043$210,5520.05%
85WEAVE COMMUNICATIONS INCWEAV31,372$209,5650.05%
86HONEYWELL INTL INC438516106968$203,7640.05%
87CORVUS PHARMACEUTICALS INCCRVS22,371$164,8740.04%