Three Bridge Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Three Bridge Wealth Advisors, LLC 13F Holdings
CIK 0001950962 · PORTOLA VALLEY, CA
As of Sep 30, 2025, Three Bridge Wealth Advisors, LLC reported
87 positions worth $387.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES MSCI ACWI ETF | ACWI | — | 412,183 | $57.0M | 14.69% |
| SPDR S&P 500 ETF TRUST | SPY | — | 41,279 | $27.6M | 7.11% |
| META PLATFORMS INC | META | Communication Services | 37,093 | $27.2M | 7.02% |
| VANGUARD 500 INDEX FUND | VOO | — | 40,881 | $25.1M | 6.47% |
| COINBASE GLOBAL INC | COIN | Financial Services | 74,170 | $25.0M | 6.45% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 33,751 | $20.3M | 5.23% |
| ROBLOX CORP | RBLX | Communication Services | 126,290 |
|
7.5M4.51% |
| SPDR GOLD TRUST | GQ9 | — | 41,297 |
4.7M | 3.78% |
| ISHARES GOLD TRUST | IAU | — | 198,674 |
4.5M | 3.73% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 104,619 |
4.4M | 3.72% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 130,562 |
2.6M | 3.25% |
| INVESCO RAFI US 1500 SMALL-MID ETF | PRFZ | — | 267,437 |
2.1M | 3.13% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 195,733 |
0.6M | 2.73% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 142,198 | $8.5M | 2.20% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 17,386 | $8.1M | 2.10% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 138,569 | $7.4M | 1.91% |
| INVESCO RAFI US 1000 ETF | PRF | — | 146,290 | $6.6M | 1.70% |
| INVESCO RAFI DEVELOPED MARKETS EX-US ETF | PXF | — | 80,641 | $4.9M | 1.27% |
| APPLE INC | AAPL | Technology | 19,025 | $4.8M | 1.25% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 19,212 | $4.6M | 1.20% |
| NVIDIA CORP | NVDA | Technology | 22,491 | $4.2M | 1.08% |
| ORACLE CORP | ORCL | Technology | 12,162 | $3.4M | 0.88% |
| ALPHABET INC | GOOGL | Equity | 13,718 | $3.3M | 0.86% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 64,097 | $3.3M | 0.84% |
| MICROSOFT CORP | MSFT | Technology | 6,221 | $3.2M | 0.83% |