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 |
|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | Stock | 1,937 | $263.5K | 0.1% | +1,937 | New | History |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $261.0K | 0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 666 | $257.7K | 0.1% | −737−52.5% | Reduced | History |
| MSMorgan Stanley | Stock | 1,827 | $257.4K | 0.1% | +1,827 | New | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,346 | $254.6K | 0.1% | −10.0% | Reduced | – |
| MCKMcKesson Corp | Stock | 341 | $249.9K | 0.1% | +341 | New | History |
| CTVACorteva, Inc. | Stock | 3,301 | $246.0K | 0.1% | +3,301 | New | History |
| IDXXIDEXX Laboratories Inc | COM | 454 | $243.5K | 0.1% | +454 | New | History |
| BACBank of America Corp | Stock | 5,121 | $242.3K | 0.1% | −2,179−29.8% | Reduced | History |
| ETNEaton Corp plc | Stock | 670 | $239.2K | 0.1% | +670 | New | History |
| DHRDanaher Corp | Stock | 1,202 | $237.8K | 0.1% | +1,202 | New | History |
| COFCapital One Financial Corp | Stock | 1,112 | $236.6K | 0.1% | +1,112 | New | History |
| EQIXEquinix Inc | COM | 289 | $229.9K | 0.1% | +289 | New | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,908 | $228.8K | 0.1% | +28+1.0% | Added | – |
| NKENIKE, Inc. | Stock | 3,099 | $224.8K | 0.1% | −8,877−74.1% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 2,192 | $224.3K | 0.1% | +2,192 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 551 | $223.6K | 0.1% | +26+5.0% | Added | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,020 | $221.7K | 0.1% | 00.0% | Unchanged | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $218.9K | 0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 676 | $215.6K | 0.1% | +676 | New | History |
| KKRKKR & Co. Inc. | COM | 1,577 | $209.8K | 0.1% | +1,577 | New | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 8,643 | $202.2K | 0.1% | +8,643 | New | – |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 22,371 | $89.5K | <0.1% | 00.0% | Unchanged | History |