The Analysis of Three Bridge Wealth Advisors, LLC's Holdings
Currently, Three Bridge Wealth Advisors, LLC holds 87 types of securities in its portfolio with a total value $387.9M. In the most recent quarter, they have increased their positions in QQQ (+4.5K shares, valued at $2.7M), SPY (+2.6K shares, valued at $1.7M), ACRS (+714.8K shares, valued at $1.4M); decreased their positions in NVDA (-15.1K shares, valued at $2.8M), MSFT (-5.3K shares, valued at $2.8M), AAPL (-9.9K shares, valued at $2.5M); initiated new positions in ACRS (+714.8K shares, valued at $1.4M), RBRK (+4.5K shares, valued at $367.2K), XLK (+766 shares, valued at $215.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ACWI ISHARES TR412.2K shares2.17%2025-09-302025-10-21
SPY SPDR S&P 500 ETF TR41.3K shares6.68%2025-09-302025-10-21 META META PLATFORMS INC37.1K shares-6.31%2025-09-302025-10-21 VOO VANGUARD INDEX FDS40.9K shares0.99%2025-09-302025-10-21 COIN COINBASE GLOBAL INC74.2K shares-0.09%2025-09-302025-10-21 QQQ INVESCO QQQ TR33.8K shares15.36%2025-09-302025-10-21 RBLX ROBLOX CORP126.3K shares-0.36%2025-09-302025-10-21 GLD SPDR GOLD TR41.3K shares8.23%2025-09-302025-10-21 IAU ISHARES GOLD TR198.7K shares1.14%2025-09-302025-10-21 VT VANGUARD INTL EQUITY INDEX F104.6K shares0.00%2025-09-302025-10-21 IWR ISHARES TR130.6K shares1.67%2025-09-302025-10-21 PRFZ INVESCO EXCHANGE TRADED FD T267.4K shares8.51%2025-09-302025-10-21 VWO VANGUARD INTL EQUITY INDEX F195.7K shares1.56%2025-09-302025-10-21 VEA VANGUARD TAX-MANAGED FDS142.2K shares0.00%2025-09-302025-10-21 IWF ISHARES TR17.4K shares0.00%2025-09-302025-10-21 EEM ISHARES TR138.6K shares-1.28%2025-09-302025-10-21 PRF INVESCO EXCHANGE TRADED FD T146.3K shares20.98%2025-09-302025-10-21 PXF INVESCO EXCH TRADED FD TR II80.6K shares29.32%2025-09-302025-10-21 AAPL APPLE INC19.0K shares-34.17%2025-09-302025-10-21 IWM ISHARES TR19.2K shares0.00%2025-09-302025-10-21 NVDA NVIDIA CORPORATION22.5K shares-40.15%2025-09-302025-10-21 ORCL ORACLE CORP12.2K shares-10.67%2025-09-302025-10-21 GOOGL ALPHABET INC13.7K shares-30.05%2025-09-302025-10-21 JMST J P MORGAN EXCHANGE TRADED F64.1K shares-6.70%2025-09-302025-10-21 MSFT MICROSOFT CORP6.2K shares-46.05%2025-09-302025-10-21 BRK.B BERKSHIRE HATHAWAY INC DEL5.0K shares-17.96%2025-09-302025-10-21 UL UNILEVER PLC37.0K shares-0.46%2025-09-302025-10-21 CART MAPLEBEAR INC55.0K shares0.00%2025-09-302025-10-21 DIS DISNEY WALT CO17.4K shares-19.10%2025-09-302025-10-21 MDT MEDTRONIC PLC20.0K shares-4.66%2025-09-302025-10-21 SPYG SPDR SERIES TRUST18.2K shares0.00%2025-09-302025-10-21 NVO NOVO-NORDISK A S32.8K shares31.31%2025-09-302025-10-21 PANW PALO ALTO NETWORKS INC8.9K shares-11.81%2025-09-302025-10-21 JNJ JOHNSON & JOHNSON8.2K shares-10.67%2025-09-302025-10-21 ACRS ACLARIS THERAPEUTICS INC714.8K sharesnew addition2025-09-302025-10-21 GD GENERAL DYNAMICS CORP3.9K shares-2.86%2025-09-302025-10-21 MINT PIMCO ETF TR13.0K shares0.99%2025-09-302025-10-21 ASML ASML HOLDING N V1.2K shares-2.15%2025-09-302025-10-21 VOE VANGUARD INDEX FDS5.8K shares0.21%2025-09-302025-10-21 RTX RTX CORPORATION5.8K shares-22.38%2025-09-302025-10-21 V VISA INC2.8K shares-39.04%2025-09-302025-10-21 LLY ELI LILLY & CO1.2K shares-19.13%2025-09-302025-10-21 SBUX STARBUCKS CORP10.2K shares6.39%2025-09-302025-10-21 BNDX VANGUARD CHARLOTTE FDS16.7K shares2.67%2025-09-302025-10-21 VCIT VANGUARD SCOTTSDALE FDS9.8K shares3.00%2025-09-302025-10-21 VIG VANGUARD SPECIALIZED FUNDS3.6K shares0.00%2025-09-302025-10-21 HD HOME DEPOT INC1.8K shares-29.05%2025-09-302025-10-21 CMF ISHARES TR12.3K shares2.50%2025-09-302025-10-21 IUSG ISHARES TR4.1K shares0.02%2025-09-302025-10-21 IBIT ISHARES BITCOIN TRUST ETF10.3K shares0.00%2025-09-302025-10-21 CHRW C H ROBINSON WORLDWIDE INC5.0K shares-21.22%2025-09-302025-10-21 ACN ACCENTURE PLC IRELAND2.7K shares-13.42%2025-09-302025-10-21 JPM JPMORGAN CHASE & CO.2.0K shares-31.64%2025-09-302025-10-21 TSLA TESLA INC1.4K shares-43.09%2025-09-302025-10-21 SCHB SCHWAB STRATEGIC TR24.1K shares0.05%2025-09-302025-10-21 DEO DIAGEO PLC6.2K shares2.03%2025-09-302025-10-21 SCHF SCHWAB STRATEGIC TR24.0K shares0.00%2025-09-302025-10-21 PEP PEPSICO INC3.9K shares1.79%2025-09-302025-10-21 PG PROCTER AND GAMBLE CO3.5K shares-15.62%2025-09-302025-10-21 COST COSTCO WHSL CORP NEW543 shares-42.11%2025-09-302025-10-21 GOOG ALPHABET INC1.9K shares-48.44%2025-09-302025-10-21 INTU INTUIT671 shares-11.01%2025-09-302025-10-21 WDAY WORKDAY INC1.9K shares-8.18%2025-09-302025-10-21 IMNM IMMUNOME INC37.6K shares0.00%2025-09-302025-10-21 EMB ISHARES TR4.3K shares0.00%2025-09-302025-10-21 VTI VANGUARD INDEX FDS1.2K shares17.45%2025-09-302025-10-21 RBRK RUBRIK INC.4.5K sharesnew addition2025-09-302025-10-21 IWN ISHARES TR1.8K shares0.00%2025-09-302025-10-21 PCY INVESCO EXCH TRADED FD TR II14.7K shares1.11%2025-09-302025-10-21 IEMG ISHARES INC4.6K shares0.00%2025-09-302025-10-21 AMZN AMAZON COM INC1.3K shares-83.58%2025-09-302025-10-21 GOVT ISHARES TR12.4K shares5.80%2025-09-302025-10-21 XLC SELECT SECTOR SPDR TR2.3K shares-0.34%2025-09-302025-10-21 EFA ISHARES TR2.8K shares-20.01%2025-09-302025-10-21 DASH DOORDASH INC962 shares-28.42%2025-09-302025-10-21 SCHW SCHWAB CHARLES CORP2.7K shares-31.54%2025-09-302025-10-21 TMO THERMO FISHER SCIENTIFIC INC525 shares-4.72%2025-09-302025-10-21 GS GOLDMAN SACHS GROUP INC309 shares-21.17%2025-09-302025-10-21 XLY SELECT SECTOR SPDR TR1.0K shares0.00%2025-09-302025-10-21 BSV VANGUARD BD INDEX FDS2.9K shares0.96%2025-09-302025-10-21 PXH INVESCO EXCH TRADED FD TR II8.7K shares0.95%2025-09-302025-10-21 XLK SELECT SECTOR SPDR TR766 sharesnew addition2025-09-302025-10-21 PECO PHILLIPS EDISON & CO INC6.2K shares0.00%2025-09-302025-10-21 WMT WALMART INC2.0K shares-57.09%2025-09-302025-10-21 WEAV WEAVE COMMUNICATIONS INC31.4K shares0.00%2025-09-302025-10-21 HON HONEYWELL INTL INC968 sharesnew addition2025-09-302025-10-21 CRVS CORVUS PHARMACEUTICALS INC22.4K shares0.00%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available