Three Bridge Wealth Advisors, LLC Portfolio Holdings

Three Bridge Wealth Advisors, LLC

  • $384 Million
  • Q3 2025

Three Bridge Wealth Advisors, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $384 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Acwi ETF with a value of $57M, Spdr S&P 500 ETF Trust with a value of $27.5M, Meta Platforms, Inc. with a value of $27.2M, Vanguard Index Fds S&P 500 ETF with a value of $25M, and Coinbase Global, Inc. with a value of $25M.

Examining the 13F form we can see an increase of $9.09M in the current position value, from $375M to 384M.

Three Bridge Wealth Advisors, LLC is based out at Portola Valley, CA

Below you can find more details about Three Bridge Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $384 Million
ETFs: $265 Million
Communication Services: $50.8 Million
Technology: $45.5 Million
Healthcare: $8.37 Million
Financial Services: $4.61 Million
Consumer Defensive: $4.58 Million
Industrials: $3.16 Million
Consumer Cyclical: $2.52 Million
Other: $213,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$157M
$1.36 Million 0.35% of portfolio
714,823
Q3 2025 New
$187M
$435,000 0.11% of portfolio
37,615
Q1 2025 Added 36.21%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $384 Million
  • Prior Value $375 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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