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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Financials
16.8%$63.8M
Technology
4.2%$16.0M
Healthcare
2.2%$8.4M
Industrials
0.8%$3.2M
Consumer Staples
0.2%$790,771
Real Estate
0.1%$222,311

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464288257414,254$58.6M16.07%
2SPDR S&P 500 ETF TRSPY41,763$28.6M7.83%
3VANGUARD INDEX FDS92290836343,341$27.2M7.45%
4META PLATFORMS INCMETA38,044$25.1M6.89%
5INVESCO QQQ TRIVZ34,780$21.4M5.86%
6COINBASE GLOBAL INCCOIN74,170$16.8M4.60%
7SPDR GOLD TRGLD41,686$16.5M4.53%
8ISHARES GOLD TRIAU197,895$16.1M4.40%
9VANGUARD INTL EQUITY INDEX F922042742105,364$14.9M4.07%
10ISHARES TR464287499136,318$13.1M3.60%
11INVESCO EXCHANGE TRADED FD TIVZ265,783$12.2M3.34%
12VANGUARD INTL EQUITY INDEX F922042858201,060$10.8M2.96%
13VANGUARD TAX-MANAGED FDS921943858142,678$8.9M2.44%
14ISHARES TR46428761417,390$8.2M2.26%
15ROBLOX CORPRBLX98,184$8.0M2.18%
16ISHARES TR464287234141,770$7.8M2.13%
17INVESCO EXCHANGE TRADED FD TIVZ145,148$6.8M1.87%
18INVESCO EXCH TRADED FD TR IIIVZ80,074$5.2M1.44%
19APPLE INCAAPL19,150$5.2M1.43%
20ISHARES TR46428765520,397$5.0M1.38%