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Three Bridge Wealth Advisors Portfolio holdings
AUM
$469M
Turnover
85.08%
1-Year Est. Return
10.36%
This Fund
S&P 500
This Quarter Est. Return
+1.52%
1 Year Est. Return
+10.36%
3 Year Est. Return
+162.48%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$469M
AUM Growth
+$69.4M
(+17%)
Cap. Flow
+$55.8M
Cap. Flow % of AUM
Cap. Flow %
11.91%
Top 10 Holdings %
Top 10 Hldgs %
63.56%
Holding
583
New
496
Increased
45
Reduced
23
Closed
–
Avg Time Held
0.5
years
Top 10 Avg Time Held
2.4
years
Top 20 Avg Time Held
3.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SpaceX
SPCX
|
+$46M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$1.29M |
| 3 |
SPDR Gold Trust
GLD
|
+$754K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$610K |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$416K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coinbase
COIN
|
+$5.55M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$361K |
| 3 |
iShares Gold Trust
IAU
|
+$279K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$156K |
| 5 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
+$79.1K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 68.5% |
| 2 | Industrials | 11.47% |
| 3 | Communication Services | 7.97% |
| 4 | Technology | 4.66% |
| 5 | Financials | 2.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Apple
AAPL
$5.18T
| $2.71M | 0.58% |
8,130
-105
| -1% | -$33.7K |
2022 Q1
18 quarters
|
|
27
Berkshire Hathaway Class B
BRK.B
$1.26T
| $2.41M | 0.51% |
4,834
+116
| +2% | +$58.5K |
2022 Q1
18 quarters
|
|
28
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.5B
| $2.24M | 0.48% |
18,200
| – | – |
2023 Q1
14 quarters
|
|
29
Unilever
UL
$143B
| $2.23M | 0.48% |
36,777
+697
| +2% | +$43.8K |
2022 Q1
18 quarters
|
|
30
Novo Nordisk
NVO
$184B
| $2.14M | 0.46% |
56,451
-282
| -0.5% | -$13K |
2022 Q1
18 quarters
|
|
31
JPMorgan Ultra-Short Municipal Income ETF
JMST
$8.41B
| $2.07M | 0.44% |
40,892
-725
| -2% | -$36.9K |
2022 Q1
18 quarters
|
|
32
ASML
ASML
$576B
| $2.03M | 0.43% |
1,123
-9
| -0.8% | -$15.6K |
2024 Q4
7 quarters
|
|
33
Walt Disney
DIS
$205B
| $1.98M | 0.42% |
18,882
+817
| +5% | +$83.7K |
2022 Q1
18 quarters
|
|
34
Medtronic
MDT
$132B
| $1.81M | 0.39% |
20,785
+926
| +5% | +$81.6K |
2022 Q1
18 quarters
|
|
35
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.8B
| $1.62M | 0.35% |
8,304
+1,226
| +17% | +$251K |
2022 Q1
18 quarters
|
|
36
Johnson & Johnson
JNJ
$688B
| $1.38M | 0.29% |
5,201
-29
| -0.6% | -$7.65K |
2022 Q1
18 quarters
|
|
37
General Dynamics
GD
$98.2B
| $1.25M | 0.27% |
3,761
+36
| +1% | +$13.4K |
2022 Q1
18 quarters
|
|
38
Eli Lilly
LLY
$1.29T
| $1.22M | 0.26% |
1,056
-14
| -1% | -$16.5K |
2024 Q4
7 quarters
|
|
39
Visa
V
$794B
| $1.21M | 0.26% |
3,359
+10
| +0.3% | +$3.66K |
2022 Q1
18 quarters
|
|
40
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.3B
| $1.17M | 0.25% |
11,626
+99
| +0.9% | +$10K |
2022 Q1
18 quarters
|
|
41
Alphabet (Google) Class C
GOOG
$3.6T
| $1.04M | 0.22% |
3,040
-2
| -0.1% | -$689 |
2022 Q1
18 quarters
|
|
|
42
iShares MSCI ACWI ex US ETF
ACWX
$17.9B
| $1.03M | 0.22% |
13,658
+5,450
| +66% | +$416K |
2026 Q1
2 quarters
|
|
43
Procter & Gamble
PG
$394B
| $963K | 0.21% |
6,627
+139
| +2% | +$20.4K |
2022 Q1
18 quarters
|
|
44
Starbucks
SBUX
$121B
| $903K | 0.19% |
9,611
-39
| -0.4% | -$4.02K |
2022 Q1
18 quarters
|
|
45
RTX Corp
RTX
$268B
| $896K | 0.19% |
4,828
-174
| -3% | -$35.6K |
2022 Q1
18 quarters
|
|
46
Oracle
ORCL
$391B
| $868K | 0.19% |
6,323
-44
| -0.7% | -$6.21K |
2022 Q1
18 quarters
|
|
47
Vanguard Dividend Appreciation ETF
VIG
$118B
| $800K | 0.17% |
3,429
| – | – |
2023 Q3
12 quarters
|
|
48
iShares Core S&P US Growth ETF
IUSG
$32.2B
| $794K | 0.17% |
4,097
+2
| +0% | +$379 |
2023 Q2
13 quarters
|
|
49
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
| $755K | 0.16% |
9,635
+193
| +2% | +$15.6K |
2023 Q3
12 quarters
|
|
50
Vanguard Total International Bond ETF
BNDX
$84.7B
| $729K | 0.16% |
15,549
-215
| -1% | -$10.2K |
2022 Q1
18 quarters
|
|
Similar funds
Three Bridge Wealth Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Three Bridge Wealth Advisors held 583 positions worth $469M, up 17% from $399M the previous quarter. Its ten largest holdings account for 64% of the portfolio.
Three Bridge Wealth Advisors deployed $55.8M of net new capital in Q3 2026, opening 496 new positions and adding to 45 existing holdings. Its largest new stake was SpaceX: 332,287 shares worth $50.1M.
By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, down from 78% a quarter earlier, followed by Industrials and Communication Services.
On the sell side, the largest reduction was Coinbase, an estimated $5.55M trimmed.
- Three Bridge Wealth Advisors's largest Q3 2026 buy was SpaceX: 332,287 shares worth $50.1M.
- Three Bridge Wealth Advisors added most to iShares MSCI ACWI ETF in Q3 2026, an estimated $1.29M increase.
- Three Bridge Wealth Advisors's biggest Q3 2026 reduction was Coinbase, cutting an estimated $5.55M.
- Three Bridge Wealth Advisors's ten largest holdings make up 64% of its $469M portfolio in Q3 2026.
- Three Bridge Wealth Advisors opened 496 new positions and closed 0 in Q3 2026.
- Three Bridge Wealth Advisors's portfolio value rose 17% quarter-over-quarter to $469M.
Based on Three Bridge Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.