Sponsored

The Analysis of Three Bridge Wealth Advisors, LLC's Holdings & P&L

Currently, Three Bridge Wealth Advisors, LLC holds 87 types of securities in its portfolio with a total value $399.3M. In the most recent quarter, they have increased their positions in IWF (+53.1K shares, valued at $6.6M), XYZ (+8.3K shares, valued at $628.2K), VUG (+6.3K shares, valued at $544.4K); decreased their positions in VOO (-1.8K shares, valued at $1.2M), GOOGL (-1.6K shares, valued at $578.6K), N/A (-1.0K shares, valued at $567.2K); initiated new positions in XYZ (+8.3K shares, valued at $628.2K), XLI (+1.5K shares, valued at $276.0K), ERAS (+14.0K shares, valued at $256.5K).

1M P&L

+6.2M+1.98%

3M P&L

+18.5M+6.18%

HY P&L

+7.7M+2.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A279.4M

82.0%

2Financial Data & Stock Exchanges10.8M

3.2%

3Software - Infrastructure6.4M

1.9%

Top Industries by Stock Count

1N/A41 stocks

53.9%

2Software - Infrastructure4 stocks

5.3%

3Drug Manufacturers - General3 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACWI ISHARES TR408.0K shares-0.68%2026-06-302026-07-27

VOO VANGUARD INDEX FDS46.5K shares-3.77%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T41.5K shares0.30%2026-06-302026-07-27

QQQ INVESCO QQQ TR36.0K shares0.92%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC37.1K shares-2.64%2026-06-302026-07-27

VT VANGUARD INTL EQUITY INDEX F107.3K shares1.83%2026-06-302026-07-27

IWR ISHARES TR151.8K shares2.93%2026-06-302026-07-27

PRFZ INVESCO EXCHANGE TRADED FD T261.6K shares-2.13%2026-06-302026-07-27

Sponsored

GLD SPDR GOLD TR38.8K shares-3.61%2026-06-302026-07-27

IAU ISHARES GOLD TR183.1K shares-0.67%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F214.4K shares2.67%2026-06-302026-07-27

COIN COINBASE GLOBAL INC74.2K shares0.00%2026-06-302026-07-27

EEM ISHARES TR151.5K shares1.40%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS142.4K shares0.09%2026-06-302026-07-27

IWF ISHARES TR70.5K shares305.37%2026-06-302026-07-27

PRF INVESCO EXCHANGE TRADED FD T143.4K shares1.32%2026-06-302026-07-27

Sponsored

IWM ISHARES TR25.1K shares4.91%2026-06-302026-07-27

PXF INVESCO EXCH TRADED FD TR II79.2K shares0.13%2026-06-302026-07-27

NVDA NVIDIA CORPORATION28.2K shares1.91%2026-06-302026-07-27

RBLX ROBLOX CORP98.2K shares0.01%2026-06-302026-07-27

ACRS ACLARIS THERAPEUTICS INC714.8K shares0.00%2026-06-302026-07-27

GOOGL ALPHABET INC9.0K shares-15.20%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC8.9K shares0.11%2026-06-302026-07-27

NVO NOVO-NORDISK A S56.7K shares-1.49%2026-06-302026-07-27

Sponsored

AAPL APPLE INC8.2K shares-1.38%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares-1.67%2026-06-302026-07-27

MSFT MICROSOFT CORP6.2K shares-4.10%2026-06-302026-07-27

ASML ASML HLDG NV1.1K shares-1.39%2026-06-302026-07-27

UL UNILEVER PLC36.1K shares17.00%2026-06-302026-07-27

SPYG SPDR SERIES TRUST18.2K shares0.00%2026-06-302026-07-27

JMST J P MORGAN EXCHANGE TRADED F41.6K shares0.15%2026-06-302026-07-27

DIS DISNEY WALT CO18.1K shares-0.36%2026-06-302026-07-27

Sponsored

MEDTRONIC PLC MEDTRONIC PLC19.9K shares2.50%2026-06-302026-07-27

VOE VANGUARD INDEX FDS7.1K shares8.64%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON5.2K shares-8.74%2026-06-302026-07-27

GD GENERAL DYNAMICS CORP3.7K shares-1.77%2026-06-302026-07-27

LLY ELI LILLY & CO1.1K shares8.30%2026-06-302026-07-27

MINT PIMCO ETF TR11.5K shares0.85%2026-06-302026-07-27

VISA INC VISA INC3.3K shares-1.33%2026-06-302026-07-27

GOOG ALPHABET INC3.0K shares-0.94%2026-06-302026-07-27

Sponsored

SBUX STARBUCKS CORP9.7K shares-0.53%2026-06-302026-07-27

PG PROCTER & GAMBLE CO6.5K shares-0.32%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION5.0K shares-2.04%2026-06-302026-07-27

ORACLE CORP ORACLE CORP6.4K shares0.06%2026-06-302026-07-27

CHRW C H ROBINSON WORLDWIDE IN4.5K shares0.00%2026-06-302026-07-27

TSLA TESLA INC1.9K shares1.83%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS3.4K shares0.00%2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS9.4K shares4.53%2026-06-302026-07-27

Sponsored

IUSG ISHARES TR4.1K shares0.05%2026-06-302026-07-27

BNDX VANGUARD CHARLOTTE FDS15.8K shares1.17%2026-06-302026-07-27

HEZU ISHARES TR14.2K shares0.00%2026-06-302026-07-27

VUG VANGUARD INDEX FDS7.8K shares432.28%2026-06-302026-07-27

HD HOME DEPOT INC1.8K shares-0.82%2026-06-302026-07-27

XYZ BLOCK INC8.3K sharesnew addition2026-06-302026-07-27

ACWX ISHARES TR8.2K shares43.00%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.9K shares0.53%2026-06-302026-07-27

Sponsored

IEMG ISHARES INC7.2K shares-1.80%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION636 shares0.00%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR20.4K shares0.05%2026-06-302026-07-27

DEO DIAGEO PLC6.9K shares0.77%2026-06-302026-07-27

PEP PEPSICO INC3.5K shares0.32%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-27

EMB ISHARES TR4.4K shares5.74%2026-06-302026-07-27

GOVT ISHARES TR18.0K shares7.67%2026-06-302026-07-27

Sponsored

PCY INVESCO EXCH TRADED FD TR II18.3K shares-0.12%2026-06-302026-07-27

RBRK RUBRIK INC.4.5K shares0.00%2026-06-302026-07-27

IWN ISHARES TR1.6K shares0.00%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR1.8K shares19.46%2026-06-302026-07-27

COMT ISHARES U S ETF TR11.3K shares13.92%2026-06-302026-07-27

AMZN AMAZON COM INC1.4K shares0.00%2026-06-302026-07-27

HEWJ ISHARES TR5.0K shares0.00%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC314 shares0.00%2026-06-302026-07-27

Sponsored

VV VANGUARD INDEX FDS907 shares0.00%2026-06-302026-07-27

XLI SELECT SECTOR SPDR TR1.5K sharesnew addition2026-06-302026-07-27

PECO PHILLIPS EDISON & CO INC6.2K shares0.08%2026-06-302026-07-27

ERAS ERASCA INC14.0K sharesnew addition2026-06-302026-07-27

BSV VANGUARD BD INDEX FDS3.0K shares1.04%2026-06-302026-07-27

MBB ISHARES TR2.4K shares7.58%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC2.0K sharesnew addition2026-06-302026-07-27

WDAY WORKDAY INC1.9K shares0.43%2026-06-302026-07-27

Sponsored

ISRG INTUITIVE SURGICAL INC568 sharesnew addition2026-06-302026-07-27

ISHARES TR ISHARES TR296 sharesnew addition2026-06-302026-07-27

IWS ISHARES TR1.3K sharesnew addition2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP2.3K shares0.00%2026-06-302026-07-27

TMO THERMO FISHER SCIENTIFIC INC405 sharesnew addition2026-06-302026-07-27

VXF VANGUARD INDEX FDS816 sharesnew addition2026-06-302026-07-27

WEAV WEAVE COMMUNICATIONS INC31.4K shares0.00%2026-06-302026-07-27

ACWI

ISHARES TR

-0.68%

Shares408.0K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

-3.77%

Shares46.5K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

0.30%

Shares41.5K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

0.92%

Shares36.0K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

-2.64%

Shares37.1K

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F

1.83%

Shares107.3K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

2.93%

Shares151.8K

Event2026-06-30

Filed2026-07-27

PRFZ

INVESCO EXCHANGE TRADED FD T

-2.13%

Shares261.6K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

-3.61%

Shares38.8K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

-0.67%

Shares183.1K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

2.67%

Shares214.4K

Event2026-06-30

Filed2026-07-27

COIN

COINBASE GLOBAL INC

0.00%

Shares74.2K

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

1.40%

Shares151.5K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

0.09%

Shares142.4K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

305.37%

Shares70.5K

Event2026-06-30

Filed2026-07-27

PRF

INVESCO EXCHANGE TRADED FD T

1.32%

Shares143.4K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

4.91%

Shares25.1K

Event2026-06-30

Filed2026-07-27

PXF

INVESCO EXCH TRADED FD TR II

0.13%

Shares79.2K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

1.91%

Shares28.2K

Event2026-06-30

Filed2026-07-27

RBLX

ROBLOX CORP

0.01%

Shares98.2K

Event2026-06-30

Filed2026-07-27

ACRS

ACLARIS THERAPEUTICS INC

0.00%

Shares714.8K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

-15.20%

Shares9.0K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

0.11%

Shares8.9K

Event2026-06-30

Filed2026-07-27

NVO

NOVO-NORDISK A S

-1.49%

Shares56.7K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-1.38%

Shares8.2K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.67%

Shares4.7K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-4.10%

Shares6.2K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

-1.39%

Shares1.1K

Event2026-06-30

Filed2026-07-27

UNILEVER PLC

17.00%

Shares36.1K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-27

JMST

J P MORGAN EXCHANGE TRADED F

0.15%

Shares41.6K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

-0.36%

Shares18.1K

Event2026-06-30

Filed2026-07-27

MEDTRONIC PLC

2.50%

Shares19.9K

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD INDEX FDS

8.64%

Shares7.1K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

-8.74%

Shares5.2K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

-1.77%

Shares3.7K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

8.30%

Shares1.1K

Event2026-06-30

Filed2026-07-27

MINT

PIMCO ETF TR

0.85%

Shares11.5K

Event2026-06-30

Filed2026-07-27

VISA INC

-1.33%

Shares3.3K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-0.94%

Shares3.0K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

-0.53%

Shares9.7K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

-0.32%

Shares6.5K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

-2.04%

Shares5.0K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

0.06%

Shares6.4K

Event2026-06-30

Filed2026-07-27

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

1.83%

Shares1.9K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

4.53%

Shares9.4K

Event2026-06-30

Filed2026-07-27

IUSG

ISHARES TR

0.05%

Shares4.1K

Event2026-06-30

Filed2026-07-27

BNDX

VANGUARD CHARLOTTE FDS

1.17%

Shares15.8K

Event2026-06-30

Filed2026-07-27

HEZU

ISHARES TR

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

432.28%

Shares7.8K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

-0.82%

Shares1.8K

Event2026-06-30

Filed2026-07-27

XYZ

BLOCK INC

New

Shares8.3K

Event2026-06-30

Filed2026-07-27

ACWX

ISHARES TR

43.00%

Shares8.2K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

0.53%

Shares1.9K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

-1.80%

Shares7.2K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

0.00%

Shares636

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

0.05%

Shares20.4K

Event2026-06-30

Filed2026-07-27

DEO

DIAGEO PLC

0.77%

Shares6.9K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

0.32%

Shares3.5K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

EMB

ISHARES TR

5.74%

Shares4.4K

Event2026-06-30

Filed2026-07-27

GOVT

ISHARES TR

7.67%

Shares18.0K

Event2026-06-30

Filed2026-07-27

PCY

INVESCO EXCH TRADED FD TR II

-0.12%

Shares18.3K

Event2026-06-30

Filed2026-07-27

RBRK

RUBRIK INC.

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-27

IWN

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

19.46%

Shares1.8K

Event2026-06-30

Filed2026-07-27

COMT

ISHARES U S ETF TR

13.92%

Shares11.3K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

HEWJ

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

0.00%

Shares314

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.00%

Shares907

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

PECO

PHILLIPS EDISON & CO INC

0.08%

Shares6.2K

Event2026-06-30

Filed2026-07-27

ERAS

ERASCA INC

New

Shares14.0K

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD BD INDEX FDS

1.04%

Shares3.0K

Event2026-06-30

Filed2026-07-27

MBB

ISHARES TR

7.58%

Shares2.4K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

WDAY

WORKDAY INC

0.43%

Shares1.9K

Event2026-06-30

Filed2026-07-27

ISRG

INTUITIVE SURGICAL INC

New

Shares568

Event2026-06-30

Filed2026-07-27

ISHARES TR

New

Shares296

Event2026-06-30

Filed2026-07-27

IWS

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares405

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

New

Shares816

Event2026-06-30

Filed2026-07-27

WEAV

WEAVE COMMUNICATIONS INC

0.00%

Shares31.4K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available