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Latest Three Bridge Wealth Advisors, LLC Stock Portfolio

$364Million– No. of Holdings #86

Three Bridge Wealth Advisors, LLC Performance:
2026 Q1: -4.05%YTD: -4.05%2025: 18.04%
Performance for 2026 Q1 is -4.05%, and YTD is -4.05%, and 2025 is 18.04%.

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

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Three Bridge Wealth Advisors, LLC reported an equity portfolio of $364.2 Millions as of 31 Mar, 2026.

The top stock holdings of Three Bridge Wealth Advisors, LLC are AAXJ, VB, SPY. The fund has invested 15.6% of it's portfolio in ISHARES TR and 7.9% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ISHARES BITCOIN TRUST ETF, VANGUARD INTL EQUITY INDEX F (VEU) and THERMO FISHER SCIENTIFIC INC (TMO) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), ORACLE CORP (ORCL) and ISHARES TR (AAXJ). Three Bridge Wealth Advisors, LLC opened new stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to PROCTER & GAMBLE CO (PG), ISHARES INC (EMGF) and NOVO-NORDISK A S (NVO).
Three Bridge Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 12 May, 2026

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 -4.05% in the last quarter. In trailing 12 months, it's portfolio return was 17.12%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds638,587
ishares tr393,018
ishares tr282,526
New stocks bought by Three Bridge Wealth Advisors, LLC

Additions

Ticker% Inc.
procter & gamble co85.81
ishares inc62.57
novo-nordisk a s60.55
alphabet inc58.63
ishares tr50.5
tesla inc36.75
honeywell intl inc34.22
nvidia corporation21.57
Additions to existing portfolio by Three Bridge Wealth Advisors, LLC

Reductions

Ticker% Reduced
apple inc-56.4
oracle corp-46.68
ishares tr-35.68
johnson & johnson-27.98
alphabet inc-14.55
pimco etf tr-12.68
intuit-11.92
rtx corporation-11.71
Three Bridge Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares bitcoin trust etf-511,892
vanguard intl equity index f-414,205
walmart inc-229,207
select sector spdr tr-238,736
doordash inc-217,874
thermo fisher scientific inc-304,437
ishares tr-202,742
Three Bridge Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Three Bridge Wealth Advisors, LLC has about 78.8% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Financial Services
  • Technology
  • Healthcare
Sector%
Others78.8
Communication Services9.1
Financial Services4.1
Technology3.5
Healthcare2.2

Market Cap. Distribution

Three Bridge Wealth Advisors, LLC has about 20% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED78.8
MEGA-CAP12.3
LARGE-CAP7.7

Stocks belong to which Index?

About 14.8% of the stocks held by Three Bridge Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others84.2
S&P 50014.8
Top 5 Winners (%)%
CRVS
corvus pharmaceuticals inc
90.0 %
CCRV
ishares u s etf tr
33.1 %
ACRS
aclaris therapeutics inc
24.6 %
ASML
asml hldg nv
22.7 %
JNJ
johnson & johnson
15.6 %
Top 5 Winners ($)$
GLD
spdr gold tr
1.4 M
IAU
ishares gold tr
1.3 M
ACRS
aclaris therapeutics inc
0.5 M
CGW
invesco exch traded fd tr ii
0.3 M
IJR
ishares tr
0.3 M
Top 5 Losers (%)%
WDAY
workday inc
-39.5 %
WEAV
weave communications inc
-39.1 %
rubrik inc.
-36.0 %
INTU
intuit
-32.7 %
RBLX
roblox corp
-30.2 %
Top 5 Losers ($)$
COIN
coinbase global inc
-3.8 M
META
meta platforms inc
-3.3 M
RBLX
roblox corp
-2.4 M
VB
vanguard index fds
-1.4 M
SPY
state str spdr s&p 500 etf t
-1.3 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 86 stocks in it's portfolio. About 63.3% of the portfolio is in top 10 stocks. COIN proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Three Bridge Wealth Advisors, LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions