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

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).

Top Holding Treemap

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

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

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available