Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- Latest filing
- Jul 27, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 22, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 123
- +39 vs. Q1 2025
- Portfolio value
- $379.5M
- +$92.1M (+32.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 68,698 | $3.50M | 0.9% | −463−0.7% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 62,360 | $3.58M | 0.9% | +38,219+158.3% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 19,212 | $4.15M | 1.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 120,917 | $5.11M | 1.3% | +55,226+84.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 11,531 | $5.74M | 1.5% | +5,206+82.3% | Added | History |
| AAPLApple Inc. | Stock | 28,900 | $5.93M | 1.6% | +16,692+136.7% | Added | History |
| NVDANVIDIA Corp | Stock | 37,581 | $5.94M | 1.6% | +15,151+67.5% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 140,369 | $6.77M | 1.8% | −5,356−3.7% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,386 | $7.38M | 1.9% | −310−1.8% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 142,191 | $8.11M | 2.1% | +3,960+2.9% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 192,722 | $9.53M | 2.5% | +5,359+2.9% | Added | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 246,465 | $10.0M | 2.6% | +53,998+28.1% | Added | – |
| GLDSPDR Gold Trust | ETF | 38,157 | $11.6M | 3.1% | +6,550+20.7% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 128,412 | $11.8M | 3.1% | −149−0.1% | Reduced | – |
| IAUiShares Gold Trust | ETF | 196,444 | $12.3M | 3.2% | −1,270−0.6% | Reduced | History |
| RBLXRoblox Corp | Stock | 126,751 | $13.3M | 3.5% | +461+0.4% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 104,619 | $13.4M | 3.5% | +80+0.1% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 29,257 | $16.2M | 4.3% | +7,648+35.4% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 40,481 | $23.1M | 6.1% | −465−1.1% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,694 | $24.0M | 6.3% | +2,816+7.8% | Added | History |
| COINCoinbase Global, Inc. | COM CL A | 74,236 | $26.0M | 6.9% | +66+0.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 39,590 | $29.2M | 7.7% | +1,769+4.7% | Added | History |
| iShares Tr464288257 | MSCI ACWI ETF | 403,429 | $51.9M | 13.7% | +11,548+2.9% | Added | – |