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Three Bridge Wealth Advisors, LLC

Portfolio Manager
Three Bridge Wealth Advisors, LLC
Performance
-3.87% (2026 Q1)
AUM (13F)
$364.21M
# of Holdings
86
Performance Rank
Allocation (Top 20)
84.47%

Three Bridge Wealth Advisors, LLC Holdings Map

Top 50 Three Bridge Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ACWI
ISHARES TR
15.61%410.8K$56.8M
-0.84%(-3.49K)
2025-Q1: 391.9K shares2025-Q2: 403.4K shares2025-Q3: 412.2K shares2025-Q4: 414.3K shares2026-Q1: 410.8K shares
$101.90(+53.23%)
2026-03-31
VOO
VANGUARD INDEX FDS
7.92%48.3K$28.8M
+11.38%(+4.93K)
2025-Q1: 40.9K shares2025-Q2: 40.5K shares2025-Q3: 40.9K shares2025-Q4: 43.3K shares2026-Q1: 48.3K shares
$488.96(+40.06%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
7.4%41.3K$27.0M
-1.00%(-416)
2025-Q1: 35.9K shares2025-Q2: 38.7K shares2025-Q3: 41.3K shares2025-Q4: 41.8K shares2026-Q1: 41.3K shares
$446.04(+66.98%)
2026-03-31
META
META PLATFORMS INC
5.98%38.1K$21.8M
+0.13%(+50)
2025-Q1: 37.8K shares2025-Q2: 39.6K shares2025-Q3: 37.1K shares2025-Q4: 38.0K shares2026-Q1: 38.1K shares
$488.27(+19.38%)
2026-03-31
QQQ
INVESCO QQQ TR
5.66%35.7K$20.6M
+2.63%(+916)
2025-Q1: 21.6K shares2025-Q2: 29.3K shares2025-Q3: 33.8K shares2025-Q4: 34.8K shares2026-Q1: 35.7K shares
$468.77(+52.01%)
2026-03-31
GLD
SPDR GOLD TR
4.75%40.2K$17.3M
-3.51%(-1.47K)
2025-Q1: 31.6K shares2025-Q2: 38.2K shares2025-Q3: 41.3K shares2025-Q4: 41.7K shares2026-Q1: 40.2K shares
$210.41(+79.71%)
2026-03-31
IAU
ISHARES GOLD TR
4.46%184.3K$16.3M
-6.86%(-13.57K)
2025-Q1: 197.7K shares2025-Q2: 196.4K shares2025-Q3: 198.7K shares2025-Q4: 197.9K shares2026-Q1: 184.3K shares
$36.41(+112.86%)
2026-03-31
VT
VANGUARD INTL EQUITY INDEX F
4%105.4K$14.6M
+0.00%(+0)
2025-Q1: 104.5K shares2025-Q2: 104.6K shares2025-Q3: 104.6K shares2025-Q4: 105.4K shares2026-Q1: 105.4K shares
$89.61(+74.28%)
2026-03-31
IWR
ISHARES TR
3.94%147.4K$14.3M
+8.16%(+11.13K)
2025-Q1: 128.6K shares2025-Q2: 128.4K shares2025-Q3: 130.6K shares2025-Q4: 136.3K shares2026-Q1: 147.4K shares
$83.02(+32.91%)
2026-03-31
COIN
COINBASE GLOBAL INC
3.56%74.2K$13.0M
+0.00%(+3)
2025-Q1: 74.2K shares2025-Q2: 74.2K shares2025-Q3: 74.2K shares2025-Q4: 74.2K shares2026-Q1: 74.2K shares
$220.98(-25.12%)
2026-03-31

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