Three Bridge Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Three Bridge Wealth Advisors, LLC held in its portfolio 90 assets valued at $379,227,320 (i.e. $379.23M).
The most valuable assets in the portfolio included: ISHARES TR ($58.61M), SPDR S&P 500 ETF TR ($28.56M), and VANGUARD INDEX FDS ($27.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Three Bridge Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 414254 | 58612742 | MSCI ACWI ETF |
| SPDR S&P 500 ETF TR | 41763 | 28562456 | TR UNIT |
| VANGUARD INDEX FDS | 43341 | 27180675 | S&P 500 ETF SHS |
| META PLATFORMS INC | 38044 | 25112174 | CL A |
| INVESCO QQQ TR | 34780 | 21365975 | UNIT SER 1 |
| COINBASE GLOBAL INC | 74170 | 16772804 | COM CL A |
| SPDR GOLD TR | 41686 | 16520579 | GOLD SHS |
| ISHARES GOLD TR | 197895 | 16063137 | ISHARES NEW |
| VANGUARD INTL EQUITY INDEX F | 105364 | 14862646 | TT WRLD ST ETF |
| ISHARES TR | 136318 | 13123290 | RUS MID CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 265783 | 12196801 | RAFI US 1500 |
| VANGUARD INTL EQUITY INDEX F | 201060 | 10808989 | FTSE EMR MKT ETF |
| VANGUARD TAX-MANAGED FDS | 142678 | 8913093 | VAN FTSE DEV MKT |
| ISHARES TR | 17390 | 8230823 | RUS 1000 GRW ETF |
| ROBLOX CORP | 98184 | 7955850 | CL A |
| ISHARES TR | 141770 | 7756249 | MSCI EMG MKT ETF |
| INVESCO EXCHANGE TRADED FD T | 145148 | 6810338 | RAFI US 1000 ETF |
| INVESCO EXCH TRADED FD TR II | 80074 | 5248418 | RAFI DVLPD MRKTS |
| APPLE INC | 19150 | 5205999 | COM |
| ISHARES TR | 20397 | 5020926 | RUSSELL 2000 ETF |
| NVIDIA CORPORATION | 22761 | 4244927 | COM |
| ALPHABET INC | 12463 | 3900965 | CAP STK CL A |
| MICROSOFT CORP | 6278 | 3036166 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4958 | 2492139 | CL B NEW |
| ORACLE CORP | 11933 | 2325861 | COM |
| UNILEVER PLC | 33007 | 2158658 | SPON ADR NEW |
| ACLARIS THERAPEUTICS INC | 714823 | 2151617 | COM |
| J P MORGAN EXCHANGE TRADED F | 41494 | 2118168 | ULTRA SHT MUNCPL |
| DISNEY WALT CO | 17499 | 2003075 | COM |
| MEDTRONIC PLC | 20106 | 1945631 | SHS |
| SPDR SERIES TRUST | 18200 | 1941940 | STATE STREET SPD |
| NOVO-NORDISK A S | 35871 | 1825116 | ADR |
| JOHNSON & JOHNSON | 7957 | 1646701 | COM |
| PALO ALTO NETWORKS INC | 8858 | 1631644 | COM |
| PIMCO ETF TR | 13090 | 1318185 | ENHAN SHRT MA AC |
| ASML HOLDING N V | 1231 | 1316998 | N Y REGISTRY SHS |
| GENERAL DYNAMICS CORP | 3906 | 1314994 | COM |
| VANGUARD INDEX FDS | 6209 | 1101248 | MCAP VL IDXVIP |
| ELI LILLY & CO | 1009 | 1084352 | COM |
| RTX CORPORATION | 5783 | 1060602 | COM |
| VISA INC | 2803 | 983040 | COM CL A |
| STARBUCKS CORP | 9939 | 836963 | COM |
| C H ROBINSON WORLDWIDE INC | 5033 | 812276 | COM NEW |
| IMMUNOME INC | 37615 | 807970 | COM |
| VANGUARD CHARLOTTE FDS | 16444 | 794574 | TOTAL INT BD ETF |
| VANGUARD SPECIALIZED FUNDS | 3429 | 753626 | DIV APP ETF |
| VANGUARD SCOTTSDALE FDS | 8996 | 753446 | INT-TERM CORP |
| ACCENTURE PLC IRELAND | 2627 | 704824 | SHS CLASS A |
| ISHARES TR | 4091 | 687119 | CORE S&P US GWT |
| JPMORGAN CHASE & CO. | 2040 | 657329 | COM |
| HOME DEPOT INC | 1839 | 632800 | COM |
| TESLA INC | 1396 | 627809 | COM |
| ALPHABET INC | 1936 | 607517 | CAP STK CL C |
| PEPSICO INC | 3891 | 561564 | COM |
| SCHWAB STRATEGIC TR | 23280 | 559652 | INTL EQTY ETF |
| DIAGEO PLC | 6331 | 546175 | SPON ADR NEW |
| SCHWAB STRATEGIC TR | 20378 | 534514 | US BRD MKT ETF |
| ISHARES BITCOIN TRUST ETF | 10310 | 511892 | SHS BEN INT |
| PROCTER AND GAMBLE CO | 3503 | 502015 | COM |
| COSTCO WHSL CORP NEW | 543 | 468251 | COM |
| INTUIT | 671 | 444484 | COM |
| ISHARES TR | 4423 | 425846 | JPMORGAN USD EMG |
| INVESCO EXCH TRADED FD TR II | 19519 | 422783 | EMRNG MKT SVRG |
| VANGUARD INTL EQUITY INDEX F | 4954 | 414205 | FTSE EUROPE ETF |
| ISHARES TR | 9452 | 413620 | CUR HD EURZN ETF |
| WORKDAY INC | 1852 | 397773 | CL A |
| VANGUARD INDEX FDS | 1177 | 394613 | TOTAL STK MKT |
| ISHARES TR | 16421 | 378094 | US TREAS BD ETF |
| AMAZON COM INC | 1514 | 349461 | COM |
| ISHARES TR | 6042 | 347195 | CALIF MUN BD ETF |
| RUBRIK INC. | 4464 | 341407 | CL A |
| ISHARES TR | 1820 | 329769 | RUS 2000 VAL ETF |
| THERMO FISHER SCIENTIFIC INC | 525 | 304437 | COM |
| ISHARES INC | 4510 | 303162 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 907 | 285524 | LARGE CAP ETF |
| GOLDMAN SACHS GROUP INC | 309 | 271611 | COM |
| HONEYWELL INTL INC | 1315 | 256543 | COM |
| SELECT SECTOR SPDR TR | 2028 | 238736 | STATE STREET COM |
| WEAVE COMMUNICATIONS INC | 31372 | 238113 | COM |
| SELECT SECTOR SPDR TR | 1989 | 237506 | STATE STREET CON |
| VANGUARD BD INDEX FDS | 2975 | 234478 | SHORT TRM BOND |
| WALMART INC | 2053 | 229207 | COM |
| PHILLIPS EDISON & CO INC | 6231 | 222311 | COMMON STOCK |
| SCHWAB CHARLES CORP | 2224 | 222150 | COM |
| ISHARES U S ETF TR | 8779 | 218550 | GSCI CMDTY STGY |
| DOORDASH INC | 962 | 217874 | CL A |
| SELECT SECTOR SPDR TR | 1482 | 213364 | STATE STREET TEC |
| ISHARES TR | 2239 | 213198 | MBS ETF |
| ISHARES TR | 296 | 202742 | CORE S&P500 ETF |
| CORVUS PHARMACEUTICALS INC | 22371 | 172257 | COM |
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