Three Bridge Wealth Advisors, LLC
•CIK: 1950962•Filing: Q4 2025
**Three Bridge Wealth Advisors, LLC** manages $379M across a diverse portfolio of 90 holdings. The strategy exhibits significant global exposure, with the top position in ACWI accounting for $58.6M. Core allocations are concentrated in broad market indices, notably SPY ($28.6M) and VOO ($27.2M). Further notable overweighting includes technology and digital assets, evidenced by META ($25.1M) and COIN ($16.8M).
Total AUM
$379.2M
QoQ Performance
-2.2%
Positions
67
Top 10 Concentration
62.8%
Latest Filing
Q4 2025
Top Holdings Allocation
ACWI
SPY
VOO
META
NDQ
ACWI15.5%
SPY7.5%
VOO7.2%
META6.6%
NDQ5.6%
COIN4.4%
GQ94.4%
IAU*4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.5%
ETF14.8%
Technology12.0%
Healthcare1.3%
Consumer0.8%
Financial0.6%
Communication0.5%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑39 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022