Three Bridge Wealth Advisors, Llc Portfolio Stock Holdings
Three Bridge Wealth Advisors, Llc disclosed 86 stock positions valued at approximately $364.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and STATE STR SPDR S&P 500 ETF T. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 86
- Portfolio Value
- $364.2M
Holdings by Sector
Three Bridge Wealth Advisors, Llc Portfolio Holdings in Q1 2026
85 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ACWI | Other | 15.61% | 410,767 | -3,487 | -0.84% | $56,837,800 |
| VANGUARD INDEX FDS | VOO | Other | 7.92% | 48,272 | +4,931 | +11.38% | $28,845,034 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 7.40% | 41,347 | -416 | -1.00% | $26,964,003 |
| META PLATFORMS INC | META | Communication Services | 5.98% | 38,094 | +50 | +0.13% | $21,794,568 |
| INVESCO QQQ TR | QQQ | Other | 5.66% | 35,696 | +916 | +2.63% | $20,603,017 |
| SPDR GOLD TR | GLD | Other | 4.75% | 40,221 | -1,465 | -3.51% | $17,306,694 |
| ISHARES GOLD TR | IAU | Other | 4.46% | 184,324 | -13,571 | -6.86% | $16,250,004 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 4.00% | 105,364 | - | - | $14,573,948 |
| ISHARES TR | IWR | Other | 3.94% | 147,446 | +11,128 | +8.16% | $14,336,222 |
| COINBASE GLOBAL INC | COIN | Financial Services | 3.56% | 74,173 | +3 | +0.00% | $12,951,348 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 3.37% | 267,339 | +1,556 | +0.59% | $12,262,832 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.10% | 208,855 | +7,795 | +3.88% | $11,288,616 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.50% | 142,287 | -391 | -0.27% | $9,117,755 |
| ISHARES TR | EEM | Other | 2.33% | 149,459 | +7,689 | +5.42% | $8,487,789 |
| ISHARES TR | IWF | Other | 2.04% | 17,390 | - | - | $7,415,248 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 1.85% | 141,547 | -3,601 | -2.48% | $6,727,745 |
| ISHARES TR | IWM | Other | 1.63% | 23,917 | +3,520 | +17.26% | $5,931,416 |
| ROBLOX CORP | RBLX | Communication Services | 1.52% | 98,184 | - | - | $5,553,287 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 1.52% | 79,121 | -953 | -1.19% | $5,530,533 |
| NVIDIA CORPORATION | NVDA | Technology | 1.33% | 27,670 | +4,909 | +21.57% | $4,825,925 |
| ALPHABET INC | GOOGL | Communication Services | 0.84% | 10,650 | -1,813 | -14.55% | $3,062,560 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 0.74% | 714,823 | - | - | $2,680,586 |
| MICROSOFT CORP | MSFT | Technology | 0.66% | 6,494 | +216 | +3.44% | $2,403,884 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.63% | 4,798 | -160 | -3.23% | $2,299,202 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.60% | 57,590 | +21,719 | +60.55% | $2,187,134 |
| APPLE INC | AAPL | Technology | 0.58% | 8,350 | -10,800 | -56.40% | $2,119,139 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.58% | 41,554 | +60 | +0.14% | $2,118,446 |
| SPDR SERIES TRUST | SPYG | Other | 0.49% | 18,200 | - | - | $1,781,962 |
| DISNEY WALT CO | DIS | Communication Services | 0.48% | 18,130 | +631 | +3.61% | $1,747,393 |
| MEDTRONIC PLC | MDT | Other | 0.46% | 19,375 | -731 | -3.64% | $1,692,705 |
| ASML HLDG NV | ASML | Other | 0.42% | 1,148 | -83 | -6.74% | $1,516,313 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.39% | 8,932 | +74 | +0.84% | $1,431,978 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 5,731 | -2,226 | -27.98% | $1,400,886 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.36% | 3,792 | -114 | -2.92% | $1,301,490 |
| VANGUARD INDEX FDS | VOE | Other | 0.33% | 6,515 | +306 | +4.93% | $1,200,654 |
| PIMCO ETF TR | MINT | Other | 0.32% | 11,430 | -1,660 | -12.68% | $1,149,510 |
| VISA INC | V | Financial Services | 0.28% | 3,394 | +591 | +21.08% | $1,025,803 |
| RTX CORPORATION | RTX | Industrials | 0.27% | 5,106 | -677 | -11.71% | $984,947 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.26% | 6,509 | +3,006 | +85.81% | $940,160 |
| ORACLE CORP | ORCL | Technology | 0.26% | 6,363 | -5,570 | -46.68% | $936,061 |
| ELI LILLY & CO | LLY | Healthcare | 0.25% | 988 | -21 | -2.08% | $908,733 |
| ALPHABET INC | GOOG | Communication Services | 0.24% | 3,071 | +1,135 | +58.63% | $880,947 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.24% | 9,701 | -238 | -2.39% | $869,113 |
| IMMUNOME INC | IMNM | Healthcare | 0.23% | 37,615 | - | - | $822,640 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 0.21% | 4,519 | -514 | -10.21% | $753,315 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.21% | 15,581 | -863 | -5.25% | $748,684 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.21% | 9,033 | +37 | +0.41% | $747,481 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.20% | 3,429 | - | - | $737,441 |
| TESLA INC | TSLA | Consumer Cyclical | 0.19% | 1,909 | +513 | +36.75% | $709,671 |
| VANGUARD INDEX FDS | VUG | Other | 0.18% | 1,462 | +1,462 | +100.00% | $638,587 |
| ISHARES TR | IUSG | Other | 0.17% | 4,093 | +2 | +0.05% | $634,866 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.17% | 636 | +93 | +17.13% | $633,729 |
| ISHARES TR | HEZU | Other | 0.17% | 14,225 | +4,773 | +50.50% | $621,633 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 1,828 | -11 | -0.60% | $601,211 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.16% | 23,280 | - | - | $576,181 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 1,870 | -170 | -8.33% | $550,079 |
| PEPSICO INC | PEP | Consumer Defensive | 0.15% | 3,459 | -432 | -11.10% | $537,148 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.14% | 20,390 | +12 | +0.06% | $511,790 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.14% | 2,581 | -46 | -1.75% | $511,786 |
| ISHARES INC | IEMG | Other | 0.14% | 7,332 | +2,822 | +62.57% | $511,407 |
| DIAGEO PLC | DEO | Consumer Defensive | 0.14% | 6,868 | +537 | +8.48% | $511,323 |
| HONEYWELL INTL INC | HON | Industrials | 0.11% | 1,765 | +450 | +34.22% | $398,943 |
| ISHARES TR | ACWX | Other | 0.11% | 5,740 | +5,740 | +100.00% | $393,018 |
| ISHARES TR | EMB | Other | 0.11% | 4,181 | -242 | -5.47% | $392,721 |
| ISHARES TR | GOVT | Other | 0.11% | 16,749 | +328 | +2.00% | $383,720 |
| INVESCO EXCH TRADED FD TR II | PCY | Other | 0.11% | 18,357 | -1,162 | -5.95% | $383,666 |
| VANGUARD INDEX FDS | VTI | Other | 0.10% | 1,177 | - | - | $377,593 |
| ISHARES U S ETF TR | COMT | Other | 0.09% | 9,892 | +1,113 | +12.68% | $334,449 |
| CORVUS PHARMACEUTICALS INC | CRVS | Healthcare | 0.09% | 22,371 | - | - | $327,288 |
| ISHARES TR | IWN | Other | 0.08% | 1,620 | -200 | -10.99% | $307,101 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.08% | 1,407 | -107 | -7.07% | $293,036 |
| ISHARES TR | HEWJ | Other | 0.08% | 5,020 | +5,020 | +100.00% | $282,526 |
| VANGUARD INDEX FDS | VV | Other | 0.07% | 907 | - | - | $271,057 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.07% | 314 | +5 | +1.62% | $265,641 |
| INTUIT | INTU | Technology | 0.07% | 591 | -80 | -11.92% | $255,537 |
| WORKDAY INC | WDAY | Technology | 0.07% | 1,855 | +3 | +0.16% | $241,002 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.07% | 2,206 | +217 | +10.91% | $240,410 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.06% | 2,994 | +19 | +0.64% | $234,793 |
| PHILLIPS EDISON & CO INC | PECO | Real Estate | 0.06% | 6,237 | +6 | +0.10% | $234,047 |
| ISHARES TR | CMF | Other | 0.06% | 3,886 | -2,156 | -35.68% | $220,985 |
| RUBRIK INC. | RBRK | Technology | 0.06% | 4,464 | - | - | $218,602 |
| ISHARES TR | MBB | Other | 0.06% | 2,269 | +30 | +1.34% | $215,442 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.06% | 2,274 | +50 | +2.25% | $213,664 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.06% | 1,542 | +60 | +4.05% | $204,932 |
| WEAVE COMMUNICATIONS INC | WEAV | Healthcare | 0.04% | 31,372 | - | - | $144,939 |