Three Bridge Wealth Advisors, LLC
87 holdingsFiling period: 2026-06-30Current AUM: $401.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ACWI | iShares TR | 408.0K | $64.0M | $64.3M | 16.00% | -2,804 | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 46.5K | $31.9M | $32.7M | 8.13% | -1,818 | 2026-06-30 |
| 3 | SPY | State Str Spdr S&P 500 ETF T | 41.5K | $31.0M | $31.8M | 7.92% | +125 | 2026-06-30 |
| 4 | QQQ | Invesco Qqq TR | 36.0K | $26.6M | $25.7M | 6.39% | +327 | 2026-06-30 |
| 5 | META | Meta Platforms Inc | 37.1K | $20.9M | $23.4M | 5.82% | -1,007 | 2026-06-30 |
| 6 | VT | Vanguard Intl Equity Index F | 107.3K | $16.8M | $16.8M | 4.18% | +1.9K | 2026-06-30 |
| 7 | IWR | iShares TR | 151.8K | $16.7M | $16.7M | 4.16% | +4.3K | 2026-06-30 |
| 8 | PRFZ | Invesco Exchange Traded FD T | 261.6K | $14.6M | $13.9M | 3.46% | -5,707 | 2026-06-30 |
| 9 | GLD | Spdr Gold TR | 38.8K | $14.3M | $14.3M | 3.55% | -1,450 | 2026-06-30 |
| 10 | IAU | iShares Gold TR | 183.1K | $13.8M | $13.8M | 3.44% | -1,237 | 2026-06-30 |
| 11 | VWO | Vanguard Intl Equity Index F | 214.4K | $12.8M | $12.1M | 3.02% | +5.6K | 2026-06-30 |
| 12 | COIN | Coinbase Global Inc | 74.2K | $10.8M | $11.8M | 2.95% | -- | 2026-06-30 |
| 13 | EEM | iShares TR | 151.5K | $10.4M | $9.4M | 2.33% | +2.1K | 2026-06-30 |
| 14 | VEA | Vanguard Tax-Managed Fds | 142.4K | $10.1M | $9.9M | 2.46% | +128 | 2026-06-30 |
| 15 | IWF | iShares TR | 70.5K | $8.8M | $8.5M | 2.12% | +53.1K | 2026-06-30 |
| 16 | PRF | Invesco Exchange Traded FD T | 143.4K | $7.7M | $8.1M | 2.01% | +1.9K | 2026-06-30 |
| 17 | IWM | iShares TR | 25.1K | $7.5M | $6.9M | 1.73% | +1.2K | 2026-06-30 |
| 18 | PXF | Invesco Exch Traded FD TR II | 79.2K | $6.0M | $6.0M | 1.50% | +106 | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 28.2K | $5.6M | $6.1M | 1.52% | +529 | 2026-06-30 |
| 20 | RBLX | Roblox Corp | 98.2K | $5.3M | $5.3M | 1.33% | +11 | 2026-06-30 |
| 21 | ACRS | Aclaris Therapeutics Inc | 714.8K | $3.8M | $2.7M | 0.67% | -- | 2026-06-30 |
| 22 | GOOGL | Alphabet Inc | 9.0K | $3.2M | $2.9M | 0.71% | -1,619 | 2026-06-30 |
| 23 | PANW | Palo Alto Networks Inc | 8.9K | $3.0M | $3.5M | 0.87% | +10 | 2026-06-30 |
| 24 | NVO | Novo-Nordisk A S | 56.7K | $2.7M | $2.2M | 0.55% | -857 | 2026-06-30 |
| 25 | AAPL | Apple Inc | 8.2K | $2.4M | $2.8M | 0.70% | -115 | 2026-06-30 |
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