Three Bridge Wealth Advisors, LLC
CIK: 0001950962SEC EDGAR →
Portfolio Value
$379.2B
Holdings
90
As of
Q4 2025
New Positions
90
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 414,254 | $58.6B | 15.46% |
| 2 | SPDR S&P 500 ETF TR | 41,763 | $28.6B | 7.53% |
| 3 | VANGUARD INDEX FDS | 43,341 | $27.2B | 7.17% |
| 4 | META PLATFORMS INC | 38,044 | $25.1B | 6.62% |
| 5 | INVESCO QQQ TR | 34,780 | $21.4B | 5.63% |
| 6 | COINBASE GLOBAL INC | 74,170 | $16.8B | 4.42% |
| 7 | SPDR GOLD TR | 41,686 | $16.5B | 4.36% |
| 8 | ISHARES GOLD TR | 197,895 | $16.1B | 4.24% |
| 9 | VANGUARD INTL EQUITY INDEX F | 105,364 | $14.9B | 3.92% |
| 10 | ISHARES TR | 136,318 | $13.1B | 3.46% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (90)
$58.6B · 414K shares
$28.6B · 42K shares
$27.2B · 43K shares
$25.1B · 38K shares
$21.4B · 35K shares
$16.8B · 74K shares
$16.5B · 42K shares
$16.1B · 198K shares
$14.9B · 105K shares
$13.1B · 136K shares
$12.2B · 266K shares
$10.8B · 201K shares
$8.9B · 143K shares
$8.2B · 17K shares
$8.0B · 98K shares
$7.8B · 142K shares
$6.8B · 145K shares
$5.2B · 80K shares
$5.2B · 19K shares
$5.0B · 20K shares
$4.2B · 23K shares
$3.9B · 12K shares
$3.0B · 6K shares
$2.5B · 5K shares
$2.3B · 12K shares
$2.2B · 33K shares
$2.2B · 715K shares
$2.1B · 41K shares
$2.0B · 17K shares
$1.9B · 20K shares
$1.9B · 18K shares
$1.8B · 36K shares
$1.6B · 8K shares
$1.6B · 9K shares
$1.3B · 13K shares
$1.3B · 1K shares
$1.3B · 4K shares
$1.1B · 6K shares
$1.1B · 1K shares
$1.1B · 6K shares
$983.0M · 3K shares
$836.0M · 10K shares
$812.0M · 5K shares
$807.0M · 38K shares
$794.0M · 16K shares
$753.0M · 3K shares
$753.0M · 9K shares
$704.0M · 3K shares
$687.0M · 4K shares
$657.0M · 2K shares
$632.0M · 2K shares
$627.0M · 1K shares
$607.0M · 2K shares
$561.0M · 4K shares
$559.0M · 23K shares
$546.0M · 6K shares
$534.0M · 20K shares
$511.0M · 10K shares
$502.0M · 4K shares
$468.0M · 543 shares
$444.0M · 671 shares
$425.0M · 4K shares
$422.0M · 20K shares
$414.0M · 5K shares
$413.0M · 9K shares
$397.0M · 2K shares
$394.0M · 1K shares
$378.0M · 16K shares
$349.0M · 2K shares
$347.0M · 6K shares
$341.0M · 4K shares
$329.0M · 2K shares
$304.0M · 525 shares
$303.0M · 5K shares
$285.0M · 907 shares
$271.0M · 309 shares
$256.0M · 1K shares
$238.0M · 2K shares
$238.0M · 31K shares
$237.0M · 2K shares
$234.0M · 3K shares
$229.0M · 2K shares
$222.0M · 6K shares
$222.0M · 2K shares
$218.0M · 9K shares
$217.0M · 962 shares
$213.0M · 2K shares
$213.0M · 1K shares
$202.0M · 296 shares
$172.0M · 22K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $242.2B | 63.9% |
| Unknown | 5 | $56.8B | 15.0% |
| Communication Services | 5 | $31.8B | 8.4% |
| Technology | 12 | $27.8B | 7.3% |
| Healthcare | 8 | $9.9B | 2.6% |
| Consumer Defensive | 6 | $4.5B | 1.2% |
| Industrials | 4 | $3.4B | 0.9% |
| Consumer Cyclical | 4 | $2.4B | 0.6% |
| Real Estate | 1 | $222.0M | 0.1% |