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

Currently, Three Bridge Wealth Advisors, LLC holds 90 types of securities in its portfolio with a total value $379.2M. In the most recent quarter, they have increased their positions in N/A (+33.0K shares, valued at $2.2M), N/A (+2.5K shares, valued at $1.5M), N/A (+1.0K shares, valued at $632.1K); decreased their positions in RBLX (-28.1K shares, valued at $2.3M), JMST (-22.6K shares, valued at $1.2M), N/A (-1.3K shares, valued at $392.8K); initiated new positions in N/A (+33.0K shares, valued at $2.2M), VGK (+5.0K shares, valued at $414.2K), HEZU (+9.5K shares, valued at $413.6K).

1M P&L

-18.1M-6.21%

3M P&L

-12.6M-4.42%

HY P&L

-9.0M-3.20%

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/A188.8M

68.1%

2Internet Content & Information25.3M

9.1%

3Financial Data & Stock Exchanges16.8M

6.0%

Top Industries by Stock Count

1N/A38 stocks

49.4%

2Software - Infrastructure4 stocks

5.2%

3Drug Manufacturers - General3 stocks

3.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACWI ISHARES TR414.3K shares0.50%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR41.8K shares1.17%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS43.3K shares6.02%2025-12-312026-02-10

META META PLATFORMS INC38.0K shares2.56%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR34.8K shares3.05%2025-12-312026-02-10

COIN COINBASE GLOBAL INC74.2K shares0.00%2025-12-312026-02-10

GLD SPDR GOLD TR41.7K shares0.94%2025-12-312026-02-10

ISHARES GOLD TR ISHARES GOLD TR197.9K shares-0.39%2025-12-312026-02-10

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VT VANGUARD INTL EQUITY INDEX F105.4K shares0.71%2025-12-312026-02-10

IWR ISHARES TR136.3K shares4.41%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T265.8K shares-0.62%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F201.1K shares2.72%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS142.7K shares0.34%2025-12-312026-02-10

IWF ISHARES TR17.4K shares0.02%2025-12-312026-02-10

RBLX ROBLOX CORP98.2K shares-22.26%2025-12-312026-02-10

EEM ISHARES TR141.8K shares2.31%2025-12-312026-02-10

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T145.1K shares-0.78%2025-12-312026-02-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II80.1K shares-0.70%2025-12-312026-02-10

AAPL APPLE INC19.1K shares0.66%2025-12-312026-02-10

IWM ISHARES TR20.4K shares6.17%2025-12-312026-02-10

NVDA NVIDIA CORPORATION22.8K shares1.20%2025-12-312026-02-10

ALPHABET INC ALPHABET INC12.5K shares-9.15%2025-12-312026-02-10

MSFT MICROSOFT CORP6.3K shares0.92%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares-0.70%2025-12-312026-02-10

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ORCL ORACLE CORP11.9K shares-1.88%2025-12-312026-02-10

UNILEVER PLC UNILEVER PLC33.0K sharesnew addition2025-12-312026-02-10

ACRS ACLARIS THERAPEUTICS INC714.8K shares0.00%2025-12-312026-02-10

JMST J P MORGAN EXCHANGE TRADED F41.5K shares-35.26%2025-12-312026-02-10

DIS DISNEY WALT CO17.5K shares0.68%2025-12-312026-02-10

MEDTRONIC PLC MEDTRONIC PLC20.1K shares0.35%2025-12-312026-02-10

SPYG SPDR SERIES TRUST18.2K shares0.00%2025-12-312026-02-10

NVO NOVO-NORDISK A S35.9K shares9.49%2025-12-312026-02-10

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JNJ JOHNSON & JOHNSON8.0K shares-2.46%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC8.9K shares0.00%2025-12-312026-02-10

MINT PIMCO ETF TR13.1K shares0.72%2025-12-312026-02-10

ASML ASML HOLDING N V1.2K shares0.16%2025-12-312026-02-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.9K shares0.13%2025-12-312026-02-10

VOE VANGUARD INDEX FDS6.2K shares6.15%2025-12-312026-02-10

LLY ELI LILLY & CO1.0K shares-16.54%2025-12-312026-02-10

RTX RTX CORPORATION5.8K shares0.24%2025-12-312026-02-10

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V VISA INC2.8K shares0.11%2025-12-312026-02-10

SBUX STARBUCKS CORP9.9K shares-2.81%2025-12-312026-02-10

CHRW C H ROBINSON WORLDWIDE INC5.0K shares0.22%2025-12-312026-02-10

IMNM IMMUNOME INC37.6K shares0.00%2025-12-312026-02-10

BNDX VANGUARD CHARLOTTE FDS16.4K shares-1.81%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS3.4K shares-4.38%2025-12-312026-02-10

VCIT VANGUARD SCOTTSDALE FDS9.0K shares-8.45%2025-12-312026-02-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.6K shares-2.85%2025-12-312026-02-10

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IUSG ISHARES TR4.1K shares0.05%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.2.0K shares0.00%2025-12-312026-02-10

HD HOME DEPOT INC1.8K shares0.11%2025-12-312026-02-10

TSLA TESLA INC1.4K shares0.00%2025-12-312026-02-10

ALPHABET INC ALPHABET INC1.9K shares0.00%2025-12-312026-02-10

PEP PEPSICO INC3.9K shares0.54%2025-12-312026-02-10

SCHF SCHWAB STRATEGIC TR23.3K shares-3.01%2025-12-312026-02-10

DEO DIAGEO PLC6.3K shares1.36%2025-12-312026-02-10

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SCHB SCHWAB STRATEGIC TR20.4K shares-15.32%2025-12-312026-02-10

IBIT ISHARES BITCOIN TRUST ETF10.3K shares0.00%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO3.5K shares-0.57%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW543 shares0.00%2025-12-312026-02-10

INTU INTUIT671 shares0.00%2025-12-312026-02-10

EMB ISHARES TR4.4K shares3.97%2025-12-312026-02-10

PCY INVESCO EXCH TRADED FD TR II19.5K shares32.58%2025-12-312026-02-10

VGK VANGUARD INTL EQUITY INDEX F5.0K sharesnew addition2025-12-312026-02-10

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HEZU ISHARES TR9.5K sharesnew addition2025-12-312026-02-10

WDAY WORKDAY INC1.9K shares0.00%2025-12-312026-02-10

VTI VANGUARD INDEX FDS1.2K shares-1.75%2025-12-312026-02-10

GOVT ISHARES TR16.4K shares32.00%2025-12-312026-02-10

AMZN AMAZON COM INC1.5K shares15.22%2025-12-312026-02-10

CMF ISHARES TR6.0K shares-50.76%2025-12-312026-02-10

RBRK RUBRIK INC.4.5K shares0.00%2025-12-312026-02-10

IWN ISHARES TR1.8K shares0.00%2025-12-312026-02-10

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TMO THERMO FISHER SCIENTIFIC INC525 shares0.00%2025-12-312026-02-10

IEMG ISHARES INC4.5K shares-2.57%2025-12-312026-02-10

VV VANGUARD INDEX FDS907 sharesnew addition2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC309 shares0.00%2025-12-312026-02-10

HON HONEYWELL INTL INC1.3K shares35.85%2025-12-312026-02-10

XLC SELECT SECTOR SPDR TR2.0K shares-13.26%2025-12-312026-02-10

WEAV WEAVE COMMUNICATIONS INC31.4K shares0.00%2025-12-312026-02-10

XLY SELECT SECTOR SPDR TR2.0K shares95.00%2025-12-312026-02-10

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BSV VANGUARD BD INDEX FDS3.0K shares1.33%2025-12-312026-02-10

WMT WALMART INC2.1K shares0.49%2025-12-312026-02-10

PECO PHILLIPS EDISON & CO INC6.2K shares0.00%2025-12-312026-02-10

SCHW SCHWAB CHARLES CORP2.2K shares-18.18%2025-12-312026-02-10

COMT ISHARES U S ETF TR8.8K sharesnew addition2025-12-312026-02-10

DASH DOORDASH INC962 shares0.00%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR1.5K shares93.47%2025-12-312026-02-10

MBB ISHARES TR2.2K sharesnew addition2025-12-312026-02-10

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IVV ISHARES TR296 sharesnew addition2025-12-312026-02-10

CRVS CORVUS PHARMACEUTICALS INC22.4K shares0.00%2025-12-312026-02-10

ACWI

ISHARES TR

0.50%

Shares414.3K

Event2025-12-31

Filed2026-02-10

SPY

SPDR S&P 500 ETF TR

1.17%

Shares41.8K

Event2025-12-31

Filed2026-02-10

VANGUARD INDEX FDS

6.02%

Shares43.3K

Event2025-12-31

Filed2026-02-10