Three Bridge Wealth Advisors, LLC Incresed Positions in Q3 2025

Three Bridge Wealth Advisors, LLC

  • $384 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
8.75K
+ 2.17%
$128.32 - $138.41 $1.12M - $1.21M
412K $57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.49K
+ 15.36%
$546.99 - $602.2 $2.46M - $2.71M
33.8K $20.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.59K
+ 6.68%
$617.65 - $666.84 $1.6M - $1.72M
41.3K $27.5M
GLD
Spdr Gold Trust

ETFs
3.14K
+ 8.23%
$300.96 - $355.47 $945K - $1.12M
41.3K $14.7M
IAU
Ishares Gold Trust

ETFs
2.23K
+ 1.14%
$61.62 - $72.77 $137K - $162K
199K $14.5M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
21K
+ 8.51%
$40.68 - $46.33 $853K - $972K
267K $12.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
400
+ 0.99%
$567.77 - $614.76 $227K - $246K
40.9K $25M
PRF
Invesco Exchange Traded Fd Tr

ETFs
25.4K
+ 20.98%
$42.04 - $45.23 $1.07M - $1.15M
146K $6.61M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
18.3K
+ 29.32%
$56.98 - $61.66 $1.04M - $1.13M
80.6K $4.93M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.01K
+ 1.56%
$49.43 - $54.52 $149K - $164K
196K $10.6M
VEA
Vanguard Ftse Developed Market

ETFs
7
+ 0.0%
$56.02 - $60.3 $392 - $422
142K $8.52M
NVO
Novo Nordisk A S

Healthcare
7.81K
+ 31.31%
$45.38 - $71.7 $354K - $560K
32.8K $1.82M
VTI
Vanguard Total Stock Market Et

ETFs
178
+ 17.45%
$303.93 - $329.86 $54.1K - $58.7K
1.2K $393K
VOE
Vanguard Mid Cap Value Index F

ETFs
12
+ 0.21%
$164.63 - $174.58 $1.98K - $2.09K
5.85K $1.02M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.02%
$148.97 - $165.88 $149 - $166
4.09K $672K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13
+ 0.05%
$23.82 - $25.84 $310 - $336
24.1K $618K
PEP
Pepsico Inc

Consumer Defensive
68
+ 1.79%
$133.81 - $152.16 $9.1K - $10.3K
3.87K $543K
VCIT
Vanguard Intermediate Term Cor

ETFs
286
+ 3.0%
$81.75 - $84.54 $23.4K - $24.2K
9.83K $826K
CMF
Ishares California Muni Bond E

ETFs
299
+ 2.5%
$55.16 - $57.13 $16.5K - $17.1K
12.3K $699K
BNDX
Vanguard Total International B

ETFs
435
+ 2.67%
$49.0 - $49.51 $21.3K - $21.5K
16.7K $828K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
161
+ 1.11%
$20.22 - $21.71 $3.26K - $3.5K
14.7K $317K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
682
+ 5.8%
$22.64 - $23.22 $15.4K - $15.8K
12.4K $287K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
128
+ 0.99%
$100.16 - $100.7 $12.8K - $12.9K
13K $1.31M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
28
+ 0.96%
$78.11 - $79.07 $2.19K - $2.21K
2.94K $231K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
82
+ 0.95%
N/A
8.73K $176K
SBUX
Starbucks Corp

Consumer Cyclical
614
+ 6.39%
$81.9 - $96.86 $50.3K - $59.5K
10.2K $865K
DEO
Diageo PLC

Consumer Defensive
124
+ 2.03%
$93.64 - $115.33 $11.6K - $14.3K
6.25K $596K
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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