Latest Three Bridge Wealth Advisors, LLC Stock Portfolio

Three Bridge Wealth Advisors, LLC Performance:

2025 Q3: 4.67%YTD: 13.44%2024: 15%

Performance for 2025 Q3 is 4.67%, and YTD is 13.44%, and 2024 is 15%.

About Three Bridge Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Three Bridge Wealth Advisors, LLC reported an equity portfolio of $387.9 Millions as of 30 Sep, 2025.

The top stock holdings of Three Bridge Wealth Advisors, LLC are AAXJ, SPY, META. The fund has invested 14.7% of it's portfolio in ISHARES TR and 7.1% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), BROADCOM INC (AVGO) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), WALMART INC (WMT) and ALPHABET INC (GOOG). Three Bridge Wealth Advisors, LLC opened new stock positions in ACLARIS THERAPEUTICS INC (ACRS), RUBRIK INC. and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to NOVO-NORDISK A S, INVESCO EXCH TRADED FD TR II (CGW) and INVESCO EXCHANGE TRADED FD T (CSD).

Three Bridge Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Three Bridge Wealth Advisors, LLC made a return of 4.67% in the last quarter. In trailing 12 months, it's portfolio return was 18.71%.

Performance
S&P 500

New Buys

Ticker	$ Bought
aclaris therapeutics inc	1,358,160
rubrik inc.	367,164
select sector spdr tr	215,905
honeywell intl inc	203,764

New stocks bought by Three Bridge Wealth Advisors, LLC

Additions

Ticker	% Inc.
novo-nordisk a s	31.31
invesco exch traded fd tr ii	29.32
invesco exchange traded fd t	20.98
vanguard index fds	17.45
invesco qqq tr	15.36
invesco exchange traded fd t	8.51
spdr gold tr	8.23
spdr s&p 500 etf tr	6.68

Additions to existing portfolio by Three Bridge Wealth Advisors, LLC

Reductions

Ticker	% Reduced
amazon com inc	-83.58
walmart inc	-57.09
alphabet inc	-48.44
microsoft corp	-46.05
tesla inc	-43.09
costco whsl corp new	-42.11
nvidia corporation	-40.15
visa inc	-39.04

Three Bridge Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
palantir technologies inc	-1,815,650
bank america corp	-242,326
vanguard intl equity index f	-380,680
wells fargo co new	-363,585
mondelez intl inc	-277,209
cisco sys inc	-271,819
exxon mobil corp	-404,034
uber technologies inc	-345,303

Three Bridge Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Three Bridge Wealth Advisors, LLC has about 71.2% of it's holdings in Others sector.

Sector	%
Others	71.2
Communication Services	13.1
Financial Services	7
Technology	5
Healthcare	1.7

Market Cap. Distribution

Three Bridge Wealth Advisors, LLC has about 28.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	71.2
MEGA-CAP	14.2
LARGE-CAP	13.9

Stocks belong to which Index?

About 17% of the stocks held by Three Bridge Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.5
S&P 500	17

Top 5 Winners (%)		%
CRVS	corvus pharmaceuticals inc	84.3 %
TSLA	tesla inc	40.0 %
CHRW	c h robinson worldwide inc	37.8 %
GOOG	alphabet inc	37.8 %
GOOG	alphabet inc	37.3 %

Top 5 Winners ($)		$
RBLX	roblox corp	4.2 M
GLD	spdr gold tr	1.9 M
SPY	spdr s&p 500 etf tr	1.9 M
AAPL	apple inc	1.4 M
QQQ	invesco qqq tr	1.4 M

Top 5 Losers (%)		%
WEAV	weave communications inc	-19.7 %
ACN	accenture plc ireland	-17.5 %
INTU	intuit	-13.3 %
DIS	disney walt co	-8.0 %
SBUX	starbucks corp	-7.2 %

Top 5 Losers ($)		$
COIN	coinbase global inc	-1.0 M
DIS	disney walt co	-0.2 M
ACN	accenture plc ireland	-0.2 M
META	meta platforms inc	-0.1 M
INTU	intuit	-0.1 M

Three Bridge Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Three Bridge Wealth Advisors, LLC

Three Bridge Wealth Advisors, LLC has 87 stocks in it's portfolio. About 62.7% of the portfolio is in top 10 stocks. COIN proved to be the most loss making stock for the portfolio. RBLX was the most profitable stock for Three Bridge Wealth Advisors, LLC last quarter.

Last Reported on: 21 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.25	19,025	4,844,380	reduced	-34.17

AAXJ	ishares tr	14.69	412,183	56,980,100	added	2.17

AAXJ	ishares tr	0.18	12,271	699,961	added	2.5

AAXJ	ishares tr	0.10	4,254	404,938	unchanged	0.00

ABBV	abbvie inc	0.00	0.00	0.00	sold off	-100

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACN	accenture plc ireland	0.17	2,704	666,806	reduced	-13.42

ACRS	aclaris therapeutics inc	0.35	714,823	1,358,160	new

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	0.07	12,440	287,613	added	5.8

AMZN	amazon com inc	0.07	1,314	288,515	reduced	-83.58

ANET	arista networks inc	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

AXP	american express co	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.00	0.00	0.00	sold off	-100

BBAX	j p morgan exchange traded f	0.84	64,097	3,271,490	reduced	-6.7

BIL	spdr series trust	0.49	18,200	1,902,080	unchanged	0.00

BIV	vanguard bd index fds	0.06	2,936	231,714	added	0.96

BKNG	booking holdings inc	0.00	0.00	0.00	sold off	-100