Institutional Manager · CIK 0001950962
Three Bridge Wealth Advisors, LLC
PORTOLA VALLEY, CA · File #028-22674
Latest AUM
$379.2M
Positions
90
Top-10 Concentration
65.3%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202590 pos · $379.2M
- 13F HOLDINGS REPORTQ/E Sep 202587 pos · $387.9M
- 13F HOLDINGS REPORTQ/E Jun 2025123 pos · $379.5M
- 13F HOLDINGS REPORTQ/E Mar 202584 pos · $287.4M
- 13F HOLDINGS REPORTQ/E Dec 202493 pos · $285.6M
- 13F HOLDINGS REPORTQ/E Sep 202487 pos · $271.1M
- 13F HOLDINGS REPORTQ/E Jun 202491 pos · $252.3M
- 13F HOLDINGS REPORTQ/E Mar 202492 pos · $253.8M
- 13F HOLDINGS REPORTQ/E Dec 202393 pos · $240.9M
- 13F HOLDINGS REPORTQ/E Sep 202393 pos · $236.2M
- 13F HOLDINGS REPORTQ/E Jun 202392 pos · $215.8M
- 13F HOLDINGS REPORTQ/E Mar 202387 pos · $357,596
- 13F HOLDINGS REPORTQ/E Mar 202382 pos · $186.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288257 | 414,254 | $58.6M | 16.07% |
| 2 | SPDR S&P 500 ETF TR | SPY | 41,763 | $28.6M | 7.83% |
| 3 | VANGUARD INDEX FDS | 922908363 | 43,341 | $27.2M | 7.45% |
| 4 | META PLATFORMS INC | META | 38,044 | $25.1M | 6.89% |
| 5 | INVESCO QQQ TR | IVZ | 34,780 | $21.4M | 5.86% |
| 6 | COINBASE GLOBAL INC | COIN | 74,170 | $16.8M | 4.60% |
| 7 | SPDR GOLD TR | GLD | 41,686 | $16.5M | 4.53% |
| 8 | ISHARES GOLD TR | IAU | 197,895 | $16.1M | 4.40% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042742 | 105,364 | $14.9M | 4.07% |
| 10 | ISHARES TR | 464287499 | 136,318 | $13.1M | 3.60% |
| 11 | INVESCO EXCHANGE TRADED FD T | IVZ | 265,783 | $12.2M | 3.34% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042858 | 201,060 | $10.8M | 2.96% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 142,678 | $8.9M | 2.44% |
| 14 | ISHARES TR | 464287614 | 17,390 | $8.2M | 2.26% |
| 15 | ROBLOX CORP | RBLX | 98,184 | $8.0M | 2.18% |
| 16 | ISHARES TR | 464287234 | 141,770 | $7.8M | 2.13% |
| 17 | INVESCO EXCHANGE TRADED FD T | IVZ | 145,148 | $6.8M | 1.87% |
| 18 | INVESCO EXCH TRADED FD TR II | IVZ | 80,074 | $5.2M | 1.44% |
| 19 | APPLE INC | AAPL | 19,150 | $5.2M | 1.43% |
| 20 | ISHARES TR | 464287655 | 20,397 | $5.0M | 1.38% |