Three Bridge Wealth Advisors, LLC
86 holdingsFiling period: 2026-03-31Current AUM: $395.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | 410.8K | $56.8M | $64.3M | 16.26% | -3,487 | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 48.3K | $28.8M | $33.1M | 8.39% | +4.9K | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 41.3K | $27.0M | $31.0M | 7.84% | -416 | 2026-03-31 |
| 4 | META | META PLATFORMS INC | 38.1K | $21.8M | $21.2M | 5.37% | +50 | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 35.7K | $20.6M | $24.6M | 6.22% | +916 | 2026-03-31 |
| 6 | GLD | SPDR GOLD TR | 40.2K | $17.3M | $14.9M | 3.78% | -1,465 | 2026-03-31 |
| 7 | IAU | ISHARES GOLD TR | 184.3K | $16.3M | $14.0M | 3.55% | -13,571 | 2026-03-31 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 105.4K | $14.6M | $16.4M | 4.16% | -- | 2026-03-31 |
| 9 | IWR | ISHARES TR | 147.4K | $14.3M | $16.2M | 4.09% | +11.1K | 2026-03-31 |
| 10 | COIN | COINBASE GLOBAL INC | 74.2K | $13.0M | $10.8M | 2.75% | +3 | 2026-03-31 |
| 11 | PRFZ | INVESCO EXCHANGE TRADED FD T | 267.3K | $12.3M | $14.4M | 3.64% | +1.6K | 2026-03-31 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | 208.9K | $11.3M | $12.3M | 3.11% | +7.8K | 2026-03-31 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 142.3K | $9.1M | $10.0M | 2.54% | -391 | 2026-03-31 |
| 14 | EEM | ISHARES TR | 149.5K | $8.5M | $9.6M | 2.42% | +7.7K | 2026-03-31 |
| 15 | IWF | ISHARES TR | 17.4K | $7.4M | $8.2M | 2.08% | -- | 2026-03-31 |
| 16 | PRF | INVESCO EXCHANGE TRADED FD T | 141.5K | $6.7M | $7.8M | 1.96% | -3,601 | 2026-03-31 |
| 17 | IWM | ISHARES TR | 23.9K | $5.9M | $7.0M | 1.76% | +3.5K | 2026-03-31 |
| 18 | RBLX | ROBLOX CORP | 98.2K | $5.6M | $3.5M | 0.88% | -- | 2026-03-31 |
| 19 | PXF | INVESCO EXCH TRADED FD TR II | 79.1K | $5.5M | $6.1M | 1.54% | -953 | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 27.7K | $4.8M | $5.6M | 1.41% | +4.9K | 2026-03-31 |
| 21 | GOOGL | ALPHABET INC | 10.7K | $3.1M | $3.8M | 0.96% | -1,813 | 2026-03-31 |
| 22 | ACRS | ACLARIS THERAPEUTICS INC | 714.8K | $2.7M | $3.7M | 0.94% | -- | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 6.5K | $2.4M | $3.0M | 0.76% | +216 | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.8K | $2.3M | $2.3M | 0.58% | -160 | 2026-03-31 |
| 25 | NVO | NOVO-NORDISK A S | 57.6K | $2.2M | $2.8M | 0.71% | +21.7K | 2026-03-31 |
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