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

Currently, Three Bridge Wealth Advisors, LLC holds 86 types of securities in its portfolio with a total value $364.2M. In the most recent quarter, they have increased their positions in N/A (+4.9K shares, valued at $2.9M), IWR (+11.1K shares, valued at $1.1M), IWM (+3.5K shares, valued at $873.0K); decreased their positions in AAPL (-10.8K shares, valued at $2.7M), N/A (-13.6K shares, valued at $1.2M), ORCL (-5.6K shares, valued at $819.4K); initiated new positions in VUG (+1.5K shares, valued at $638.6K), ACWX (+5.7K shares, valued at $393.0K), HEWJ (+5.0K shares, valued at $282.5K).

1M P&L

+6.7M+2.52%

3M P&L

-19.4M-6.61%

HY P&L

-20.2M-6.86%

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/A188.5M

71.8%

2Internet Content & Information21.8M

8.3%

3Financial Data & Stock Exchanges13.0M

4.9%

Top Industries by Stock Count

1N/A37 stocks

50.7%

2Software - Infrastructure4 stocks

5.5%

3Drug Manufacturers - General3 stocks

4.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACWI ISHARES TR410.8K shares-0.84%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS48.3K shares11.38%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T41.3K shares-1.00%2026-03-312026-05-12

META META PLATFORMS INC38.1K shares0.13%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR35.7K shares2.63%2026-03-312026-05-12

GLD SPDR GOLD TR40.2K shares-3.51%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR184.3K shares-6.86%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F105.4K shares0.00%2026-03-312026-05-12

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IWR ISHARES TR147.4K shares8.16%2026-03-312026-05-12

COIN COINBASE GLOBAL INC74.2K shares0.00%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T267.3K shares0.59%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F208.9K shares3.88%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS142.3K shares-0.27%2026-03-312026-05-12

EEM ISHARES TR149.5K shares5.42%2026-03-312026-05-12

IWF ISHARES TR17.4K shares0.00%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T141.5K shares-2.48%2026-03-312026-05-12

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IWM ISHARES TR23.9K shares17.26%2026-03-312026-05-12

RBLX ROBLOX CORP98.2K shares0.00%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II79.1K shares-1.19%2026-03-312026-05-12

NVDA NVIDIA CORPORATION27.7K shares21.57%2026-03-312026-05-12

ALPHABET INC ALPHABET INC10.7K shares-14.55%2026-03-312026-05-12

ACRS ACLARIS THERAPEUTICS INC714.8K shares0.00%2026-03-312026-05-12

MSFT MICROSOFT CORP6.5K shares3.44%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.8K shares-3.23%2026-03-312026-05-12

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NVO NOVO-NORDISK A S57.6K shares60.55%2026-03-312026-05-12

AAPL APPLE INC8.3K shares-56.40%2026-03-312026-05-12

JMST J P MORGAN EXCHANGE TRADED F41.6K shares0.14%2026-03-312026-05-12

SPYG SPDR SERIES TRUST18.2K shares0.00%2026-03-312026-05-12

UNILEVER PLC UNILEVER PLC30.8K shares-6.57%2026-03-312026-05-12

DIS DISNEY WALT CO18.1K shares3.61%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC19.4K shares-3.64%2026-03-312026-05-12

ASML ASML HLDG NV1.1K shares-6.74%2026-03-312026-05-12

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PANW PALO ALTO NETWORKS INC8.9K shares0.84%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON5.7K shares-27.98%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.8K shares-2.92%2026-03-312026-05-12

VOE VANGUARD INDEX FDS6.5K shares4.93%2026-03-312026-05-12

MINT PIMCO ETF TR11.4K shares-12.68%2026-03-312026-05-12

V VISA INC3.4K shares21.08%2026-03-312026-05-12

RTX RTX CORPORATION5.1K shares-11.71%2026-03-312026-05-12

PG PROCTER & GAMBLE CO6.5K shares85.81%2026-03-312026-05-12

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ORCL ORACLE CORP6.4K shares-46.68%2026-03-312026-05-12

LLY ELI LILLY & CO988 shares-2.08%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.1K shares58.63%2026-03-312026-05-12

SBUX STARBUCKS CORP9.7K shares-2.39%2026-03-312026-05-12

IMNM IMMUNOME INC37.6K shares0.00%2026-03-312026-05-12

CHRW C H ROBINSON WORLDWIDE IN4.5K shares-10.21%2026-03-312026-05-12

BNDX VANGUARD CHARLOTTE FDS15.6K shares-5.25%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS9.0K shares0.41%2026-03-312026-05-12

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VIG VANGUARD SPECIALIZED FUNDS3.4K shares0.00%2026-03-312026-05-12

TSLA TESLA INC1.9K shares36.75%2026-03-312026-05-12

VUG VANGUARD INDEX FDS1.5K sharesnew addition2026-03-312026-05-12

IUSG ISHARES TR4.1K shares0.05%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION636 shares17.13%2026-03-312026-05-12

HEZU ISHARES TR14.2K shares50.50%2026-03-312026-05-12

HD HOME DEPOT INC1.8K shares-0.60%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR23.3K shares0.00%2026-03-312026-05-12

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JPM JPMORGAN CHASE & CO1.9K shares-8.33%2026-03-312026-05-12

PEP PEPSICO INC3.5K shares-11.10%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR20.4K shares0.06%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.6K shares-1.75%2026-03-312026-05-12

IEMG ISHARES INC7.3K shares62.57%2026-03-312026-05-12

DEO DIAGEO PLC6.9K shares8.48%2026-03-312026-05-12

HON HONEYWELL INTL INC1.8K shares34.22%2026-03-312026-05-12

ACWX ISHARES TR5.7K sharesnew addition2026-03-312026-05-12

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EMB ISHARES TR4.2K shares-5.47%2026-03-312026-05-12

GOVT ISHARES TR16.7K shares2.00%2026-03-312026-05-12

PCY INVESCO EXCH TRADED FD TR II18.4K shares-5.95%2026-03-312026-05-12

VTI VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-12

COMT ISHARES U S ETF TR9.9K shares12.68%2026-03-312026-05-12

CRVS CORVUS PHARMACEUTICALS INC22.4K shares0.00%2026-03-312026-05-12

IWN ISHARES TR1.6K shares-10.99%2026-03-312026-05-12

AMZN AMAZON COM INC1.4K shares-7.07%2026-03-312026-05-12

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HEWJ ISHARES TR5.0K sharesnew addition2026-03-312026-05-12

VV VANGUARD INDEX FDS907 shares0.00%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC314 shares1.62%2026-03-312026-05-12

INTU INTUIT591 shares-11.92%2026-03-312026-05-12

WDAY WORKDAY INC1.9K shares0.16%2026-03-312026-05-12

XLY SELECT SECTOR SPDR TR2.2K shares10.91%2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS3.0K shares0.64%2026-03-312026-05-12

PECO PHILLIPS EDISON & CO INC6.2K shares0.10%2026-03-312026-05-12

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CMF ISHARES TR3.9K shares-35.68%2026-03-312026-05-12

RBRK RUBRIK INC.4.5K shares0.00%2026-03-312026-05-12

MBB ISHARES TR2.3K shares1.34%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP2.3K shares2.25%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR1.5K shares4.05%2026-03-312026-05-12

WEAV WEAVE COMMUNICATIONS INC31.4K shares0.00%2026-03-312026-05-12

ACWI

ISHARES TR

-0.84%

Shares410.8K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

11.38%

Shares48.3K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-1.00%

Shares41.3K

Event2026-03-31

Filed2026-05-12