Three Bridge Wealth Advisors, LLC
CIK 1950962 · Holdings on Dec 31, 2025 · First reported Feb 10, 2026
Top ten holdings
Q4 2025- ACWI15.46%
- SPY7.53%
- VOO7.17%
- META6.62%
- QQQ5.63%
- COIN4.42%
- GLD4.36%
- IAU4.24%
- VT3.92%
- IWR3.46%
Share classes counted separately62.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RBLXWeight decreased · -2.41 pp4.51% → 2.10%Shares -28.11K (-22.26%)
- COINWeight decreased · -2.03 pp6.45% → 4.42%Shares 0 (0.00%)
- ACWIWeight increased · +0.77 pp14.69% → 15.46%Shares +2.07K (+0.50%)
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 | $58.61M | 15.46% | 414.25K shares | 14.69% → 15.46%+0.77 pp +2.07K (+0.50%) | Added | ↗▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $28.56M | 7.53% | 41.76K shares | 7.11% → 7.53%+0.42 pp +484 (+1.17%) | Added | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $27.18M | 7.17% | 43.34K shares | 6.47% → 7.17%+0.70 pp +2.46K (+6.02%) | Added | ↗▾ |
| 04 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $25.11M | 6.62% | 38.04K shares | 7.02% → 6.62%-0.40 pp +951 (+2.56%) | Added | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $21.37M | 5.63% | 34.78K shares | 5.23% → 5.63%+0.40 pp +1.03K (+3.05%) | Added | ↗▾ |
| 06 | COINCOINBASE GLOBAL INC -CLASS ACOM CL A View history and evidence | $16.77M | 4.42% | 74.17K shares | 6.45% → 4.42%-2.03 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $16.52M | 4.36% | 41.69K shares | 3.78% → 4.36%+0.58 pp +389 (+0.94%) | Added | ↗▾ |
| 08 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $16.06M | 4.24% | 197.90K shares | 3.73% → 4.24%+0.51 pp -779 (-0.39%) | Reduced | ↗▾ |
| 09 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $14.86M | 3.92% | 105.36K shares | 3.72% → 3.92%+0.20 pp +745 (+0.71%) | Added | ↗▾ |
| 10 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $13.12M | 3.46% | 136.32K shares | 3.25% → 3.46%+0.21 pp +5.76K (+4.41%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 904767704 UNILEVER PLC | Non-derivative | -36,970 | -$2.19M | SEC filing ↗ | SEC filing ↗ |
| CART MAPLEBEAR INC | Non-derivative | -55,041 | -$2.02M | SEC filing ↗ | SEC filing ↗ |
| EFA ISHARES MSCI EAFE ETF | Non-derivative | -2,810 | -$262.37K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1950962 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 379227320
}Research all 90 reported holdings.
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