Three Bridge Wealth Advisors, LLC
CIK 1950962 · Holdings on Sep 30, 2026 · First reported Nov 5, 2026
Top ten holdings
Q3 2026- ACWI14.09%
- SPCX10.70%
- VOO7.08%
- SPY6.78%
- QQQ5.75%
- META5.74%
- VT3.61%
- IWR3.51%
- GLD3.31%
- IAU2.99%
Share classes counted separately63.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ACWIWeight decreased · -1.95 pp16.04% → 14.09%Shares +8.10K (+1.99%)
- COINWeight decreased · -1.07 pp2.72% → 1.65%Shares -32.70K (-44.08%)
- SPYWeight decreased · -0.99 pp7.77% → 6.78%Shares +98 (+0.24%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ACWIISHARES MSCI ACWI ETFMSCI ACWI ETF View history and evidence | $66.06M | 14.09% | 416.07K shares | 16.04% → 14.09%-1.95 pp +8.10K (+1.99%) | Added | ↗▾ |
| 02 | SPCXSPACE EXPLORATION TECHN-CL ACLASS A COM STK View history and evidence | $50.13M | 10.70% | 332.29K shares | Prior unavailable +332.29K | New | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $33.17M | 7.08% | 47.33K shares | 7.99% → 7.08%-0.91 pp +874 (+1.88%) | Added | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $31.78M | 6.78% | 41.57K shares | 7.77% → 6.78%-0.99 pp +98 (+0.24%) | Added | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $26.97M | 5.75% | 36.42K shares | 6.65% → 5.75%-0.90 pp +399 (+1.11%) | Added | ↗▾ |
| 06 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $26.90M | 5.74% | 37.09K shares | 5.23% → 5.74%+0.51 pp +6 (+0.02%) | Added | ↗▾ |
| 07 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $16.94M | 3.61% | 107.30K shares | 4.22% → 3.61%-0.61 pp +3 (+0.00%) | Added | ↗▾ |
| 08 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $16.44M | 3.51% | 154.06K shares | 4.19% → 3.51%-0.68 pp +2.30K (+1.51%) | Added | ↗▾ |
| 09 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $15.50M | 3.31% | 40.70K shares | 3.58% → 3.31%-0.27 pp +1.93K (+4.97%) | Added | ↗▾ |
| 10 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $14.03M | 2.99% | 179.61K shares | 3.46% → 2.99%-0.47 pp -3.48K (-1.90%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1950962 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Nov 5, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 468704071
}Research all 583 reported holdings.
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