Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

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

UNILEVER PLC

NEW

0.6% of portfolio

VANGUARD INDEX FDS

+6.0%

7.2% of portfolio

INVESCO QQQ TR

+3.0%

5.6% of portfolio

META PLATFORMS INC

+2.6%

6.6% of portfolio

ISHARES TR

+4.4%

3.5% of portfolio

📉 Biggest Sells

ROBLOX CORP

-22.3%

2.1% of portfolio

J P MORGAN EXCHANGE TRADED F

-35.3%

0.6% of portfolio

ALPHABET INC

-9.1%

1.0% of portfolio

ISHARES TR

-50.8%

0.1% of portfolio

ELI LILLY & CO

-16.5%

0.3% of portfolio

Sector Breakdown

Other68.8%

ETF14.8%

Technology12.0%

Healthcare1.3%

Financial1.2%

Consumer0.8%

Communication0.5%

Industrial0.3%

🚪 Exited Positionssold since Q3 2025

UNILEVER PLC

SOLD

$2.2M

MAPLEBEAR INC

SOLD

$2.0M

ISHARES TR

SOLD

$262.4K

INVESCO EXCH TRADED FD TR II

SOLD

$221.8K

Changes from Q3 2025

NEW7 new positions

↑39 increased

↓24 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPDR S&P 500 ETF TR

VANGUARD INDEX FDS

META PLATFORMS INC

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.