Three Bridge Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$364.2M
Q ending 2026-03-31
Prior quarter
$379.2M
Q ending 2025-12-31
Change
-4.0% QoQ · +26.7% YoY
Positions
86
reported holdings
Largest positions
All 86 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | ACWI | Shares | $56.8M | 411K |
| Vanguard Index Fds | VOO | Shares | $28.8M | 48K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $27.0M | 41K |
| Meta Platforms Inc | META | Shares | $21.8M | 38K |
| Invesco Qqq Tr | QQQ | Shares | $20.6M | 36K |
| Spdr Gold Tr | GLD | Shares | $17.3M | 40K |
| Ishares Gold Tr | IAU | Shares | $16.3M | 184K |
| Vanguard Intl Equity Index F | VT | Shares | $14.6M | 105K |
| Ishares Tr | IWR | Shares | $14.3M | 147K |
| Coinbase Global Inc | COIN | Shares | $13.0M | 74K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $12.3M | 267K |
| Vanguard Intl Equity Index F | VWO | Shares | $11.3M | 209K |
| Vanguard Tax-Managed Fds | VEA | Shares | $9.1M | 142K |
| Ishares Tr | EEM | Shares | $8.5M | 149K |
| Ishares Tr | IWF | Shares | $7.4M | 17K |
| Invesco Exchange Traded Fd T | PRF | Shares | $6.7M | 142K |
| Ishares Tr | IWM | Shares | $5.9M | 24K |
| Roblox Corp | RBLX | Shares | $5.6M | 98K |
| Invesco Exch Traded Fd Tr Ii | PXF | Shares | $5.5M | 79K |
| Nvidia Corporation | NVDA | Shares | $4.8M | 28K |
| Alphabet Inc | GOOGL | Shares | $3.1M | 11K |
| Aclaris Therapeutics Inc | ACRS | Shares | $2.7M | 715K |
| Microsoft Corp | MSFT | Shares | $2.4M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.3M | 5K |
| Novo-Nordisk A S | NVO | Shares | $2.2M | 58K |
| Apple Inc | AAPL | Shares | $2.1M | 8K |
| J P Morgan Exchange Traded F | JMST | Shares | $2.1M | 42K |
| Spdr Series Trust | SPYG | Shares | $1.8M | 18K |
| Unilever Plc | UL | Shares | $1.8M | 31K |
| Disney Walt Co | DIS | Shares | $1.7M | 18K |
| Medtronic Plc | Shares | $1.7M | 19K | |
| Asml Hldg Nv | Shares | $1.5M | 1K | |
| Palo Alto Networks Inc | PANW | Shares | $1.4M | 9K |
| Johnson & Johnson | JNJ | Shares | $1.4M | 6K |
| General Dynamics Corp | GD | Shares | $1.3M | 4K |
| Vanguard Index Fds | VOE | Shares | $1.2M | 7K |
| Pimco Etf Tr | MINT | Shares | $1.1M | 11K |
| Visa Inc | V | Shares | $1.0M | 3K |
| Rtx Corporation | RTX | Shares | $985K | 5K |
| Procter & Gamble Co | PG | Shares | $940K | 7K |
| Oracle Corp | ORCL | Shares | $936K | 6K |
| Eli Lilly & Co | LLY | Shares | $909K | 988 |
| Alphabet Inc | GOOG | Shares | $881K | 3K |
| Starbucks Corp | SBUX | Shares | $869K | 10K |
| Immunome Inc | IMNM | Shares | $823K | 38K |
| C H Robinson Worldwide In | CHRW | Shares | $753K | 5K |
| Vanguard Charlotte Fds | BNDX | Shares | $749K | 16K |
| Vanguard Scottsdale Fds | VCIT | Shares | $747K | 9K |
| Vanguard Specialized Funds | VIG | Shares | $737K | 3K |
| Tesla Inc | TSLA | Shares | $710K | 2K |
| Vanguard Index Fds | VUG | Shares | $639K | 1K |
| Ishares Tr | IUSG | Shares | $635K | 4K |
| Costco Wholesale Corporation | COST | Shares | $634K | 636 |
| Ishares Tr | HEZU | Shares | $622K | 14K |
| Home Depot Inc | HD | Shares | $601K | 2K |
| Schwab Strategic Tr | SCHF | Shares | $576K | 23K |
| Jpmorgan Chase & Co | JPM | Shares | $550K | 2K |
| Pepsico Inc | PEP | Shares | $537K | 3K |
| Schwab Strategic Tr | SCHB | Shares | $512K | 20K |
| Accenture Plc Ireland | Shares | $512K | 3K | |
| Ishares Inc | IEMG | Shares | $511K | 7K |
| Diageo Plc | DEO | Shares | $511K | 7K |
| Honeywell Intl Inc | HONGBP | Shares | $399K | 2K |
| Ishares Tr | ACWX | Shares | $393K | 6K |
| Ishares Tr | EMB | Shares | $393K | 4K |
| Ishares Tr | GOVT | Shares | $384K | 17K |
| Invesco Exch Traded Fd Tr Ii | PCY | Shares | $384K | 18K |
| Vanguard Index Fds | VTI | Shares | $378K | 1K |
| Ishares U S Etf Tr | COMT | Shares | $334K | 10K |
| Corvus Pharmaceuticals Inc | CRVS | Shares | $327K | 22K |
| Ishares Tr | IWN | Shares | $307K | 2K |
| Amazon Com Inc | AMZN | Shares | $293K | 1K |
| Ishares Tr | HEWJ | Shares | $283K | 5K |
| Vanguard Index Fds | VV | Shares | $271K | 907 |
| Goldman Sachs Group Inc | GS | Shares | $266K | 314 |
| Intuit | INTU | Shares | $256K | 591 |
| Workday Inc | WDAY | Shares | $241K | 2K |
| Select Sector Spdr Tr | XLY | Shares | $240K | 2K |
| Vanguard Bd Index Fds | BSV | Shares | $235K | 3K |
| Phillips Edison & Co Inc | PECO | Shares | $234K | 6K |
| Ishares Tr | CMF | Shares | $221K | 4K |
| Rubrik Inc. | RBRK | Shares | $219K | 4K |
| Ishares Tr | MBB | Shares | $215K | 2K |
| Schwab Charles Corp | SCHW | Shares | $214K | 2K |
| Select Sector Spdr Tr | XLK | Shares | $205K | 2K |
| Weave Communications Inc | WEAV | Shares | $145K | 31K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.