Institutional Fund
Three Bridge Wealth Advisors, LLC
Los Altos, CACIK 19509625 filings on record
Portfolio Value
$364.21M
Q1 2026
Holdings
86
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-4.0%
from $379.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.6%
- Vanguard Index Fds7.9%
- Spdr S&P 500 ETF Tr7.4%
- Meta Platforms Inc6.0%
- Invesco Qqq Tr5.7%
- Spdr Gold Tr4.8%
- Other52.7%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 410.8K | $56.84M | 15.6% | −3.5K | Reduced |
| 2 | Vanguard Index Fds | 48.3K | $28.85M | 7.9% | +4.9K | Added |
| 3 | Spdr S&P 500 ETF Tr | 41.3K | $26.96M | 7.4% | −416 | Reduced |
| 4 | Meta Platforms Inc | 38.1K | $21.79M | 6.0% | +50 | Added |
| 5 | Invesco Qqq Tr | 35.7K | $20.60M | 5.7% | +916 | Added |
| 6 | Spdr Gold Tr | 40.2K | $17.31M | 4.8% | −1.5K | Reduced |
| 7 | Ishares Gold Tr | 184.3K | $16.25M | 4.5% | −13.6K | Reduced |
| 8 | Vanguard Intl Equity Index F | 105.4K | $14.57M | 4.0% | 0 | Held |
| 9 | Ishares Tr | 147.4K | $14.34M | 3.9% | +11.1K | Added |
| 10 | Coinbase Global Inc | 74.2K | $12.95M | 3.6% | +3 | Added |
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