Top 50 Three Bridge Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | 15.61% | 410.8K | $56.8M | -0.84%(-3.49K) | $101.90(+53.23%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.92% | 48.3K | $28.8M | +11.38%(+4.93K) | $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) | $446.04(+66.98%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.98% | 38.1K | $21.8M | +0.13%(+50) | $488.27(+19.38%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.66% | 35.7K | $20.6M | +2.63%(+916) | $468.77(+52.01%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.75% | 40.2K | $17.3M | -3.51%(-1.47K) | $210.41(+79.71%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 4.46% | 184.3K | $16.3M | -6.86%(-13.57K) | $36.41(+112.86%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4% | 105.4K | $14.6M | +0.00%(+0) | $89.61(+74.28%) | 2026-03-31 | |
| IWR | ISHARES TR | 3.94% | 147.4K | $14.3M | +8.16%(+11.13K) | $83.02(+32.91%) | 2026-03-31 | |
| COIN | COINBASE GLOBAL INC | 3.56% | 74.2K | $13.0M | +0.00%(+3) | $220.98(-25.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.69% | +123.23% |
| Top 20 Holdings Unweighted | +26.01% | +100.08% |
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