Managers / Q1 2026
Three Bridge Wealth Advisors, LLC
CIK 0001950962 · 240 3RD STREET, SUITE 110, LOS ALTOS, CA, 94022 · 650-433-3500
Summary
Three Bridge Wealth Advisors, LLC reported $364M in U.S.-listed holdings across 86 positions for Q1 2026.
Its largest position, ACWI, represents 15.6% of the portfolio.
Compared with Q4 2025, the fund opened 3 new positions and exited 7.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 76.5% · $279M
- Common Stock · 21.2% · $77M
- ADR · 1.2% · $4M
- Other · 1.0% · $4M
- REIT · 0.1% · $234,047
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VUGVANGUARD INDEX FDS | NEW | +1.5K | 1.5K | +$638,587 | $638,587 |
| ISHARES TR | NEW | +5.7K | 5.7K | +$393,018 | $393,018 |
| ISHARES TR | NEW | +5.0K | 5.0K | +$282,526 | $282,526 |
| IBITISHARES BITCOIN TRUST ETF | SOLD OUT | −10.3K | 0 | −$511,892 | $0 |
| VANGUARD INTL EQUITY INDEX F | SOLD OUT | −5.0K | 0 | −$414,205 | $0 |
| TMOTHERMO FISHER SCIENTIFIC INC | SOLD OUT | −525 | 0 | −$304,437 | $0 |
| XLCSELECT SECTOR SPDR TR | SOLD OUT | −2.0K | 0 | −$238,736 | $0 |
| WMTWALMART INC | SOLD OUT | −2.1K | 0 | −$229,207 | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ACWIISHARES TR | MSCI ACWI ETF · RUS MID CAP ETF · MSCI EMG MKT ETF · RUS 1000 GRW ETF · RUSSELL 2000 ETF | 25.54% | $93M | 749.0K |
| 2 | VANGUARD INDEX FDS | S&P 500 ETF SHS · MCAP VL IDXVIP | 8.25% | $30M | 54.8K |
| 3 | STATE STR SPDR S&P 500 ETF T | TR UNIT | 7.40% | $27M | 41.3K |
| 4 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF · FTSE EMR MKT ETF | 7.10% | $26M | 314.2K |
| 5 | METAMETA PLATFORMS INChistory → | CL A | 5.98% | $22M | 38.1K |
| 6 | NDQINVESCO QQQ TRhistory → | UNIT SER 1 | 5.66% | $21M | 35.7K |
| 7 | INVESCO EXCHANGE TRADED FD T | RAFI US 1500 · RAFI US 1000 ETF | 5.21% | $19M | 408.9K |
| 8 | GQ9SPDR GOLD TRhistory → | GOLD SHS | 4.75% | $17M | 40.2K |
| 9 | IAU*ISHARES GOLD TRhistory → | ISHARES NEW | 4.46% | $16M | 184.3K |
| 10 | COINCOINBASE GLOBAL INChistory → | COM CL A | 3.56% | $13M | 74.2K |
| 11 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2.50% | $9M | 142.3K |
| 12 | RBLXROBLOX CORPhistory → | CL A | 1.52% | $6M | 98.2K |
| 13 | INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 1.52% | $6M | 79.1K |
| 14 | NVDANVIDIA CORPORATIONhistory → | COM | 1.33% | $5M | 27.7K |
| 15 | GOOGLALPHABET INC | CAP STK CL A · CAP STK CL C | 1.08% | $4M | 13.7K |
| 16 | ACRSACLARIS THERAPEUTICS INC | COM | 0.74% | $3M | 714.8K |
| 17 | MSFTMICROSOFT CORP | COM | 0.66% | $2M | 6.5K |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW | 0.63% | $2M | 4.8K |
| 19 | NVONOVO-NORDISK A S | ADR | 0.60% | $2M | 57.6K |
| 20 | AAPLAPPLE INC | COM | 0.58% | $2M | 8.3K |
| 21 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 0.58% | $2M | 41.6K |
| 22 | SPDR SERIES TRUST | STATE STREET SPD | 0.49% | $2M | 18.2K |
| 23 | ULUNILEVER PLC | SPON ADR NEW | 0.49% | $2M | 30.8K |
| 24 | DISDISNEY WALT CO | COM | 0.48% | $2M | 18.1K |
| 25 | MEDTRONIC PLC | SHS | 0.46% | $2M | 19.4K |
| 26 | ASML HLDG NV | N Y REGISTRY SHS | 0.42% | $2M | 1.1K |
| 27 | PANWPALO ALTO NETWORKS INC | COM | 0.39% | $1M | 8.9K |
| 28 | JNJJOHNSON & JOHNSON | COM | 0.38% | $1M | 5.7K |
| 29 | GDGENERAL DYNAMICS CORP | COM | 0.36% | $1M | 3.8K |
| 30 | PIMCO ETF TR | ENHAN SHRT MA AC | 0.32% | $1M | 11.4K |
| 31 | VVISA INC | COM CL A | 0.28% | $1M | 3.4K |
| 32 | RTXRTX CORPORATION | COM | 0.27% | $984,947 | 5.1K |
| 33 | PGPROCTER & GAMBLE CO | COM | 0.26% | $940,160 | 6.5K |
| 34 | ORCLORACLE CORP | COM | 0.26% | $936,061 | 6.4K |
| 35 | LLYELI LILLY & CO | COM | 0.25% | $908,733 | 988 |
| 36 | SBUXSTARBUCKS CORP | COM | 0.24% | $869,113 | 9.7K |
| 37 | IMNMIMMUNOME INC | COM | 0.23% | $822,640 | 37.6K |
| 38 | CHRWC H ROBINSON WORLDWIDE IN | COM NEW | 0.21% | $753,315 | 4.5K |
| 39 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 0.21% | $748,684 | 15.6K |
| 40 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 0.21% | $747,481 | 9.0K |
| 41 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 0.20% | $737,441 | 3.4K |
| 42 | TSLATESLA INC | COM | 0.19% | $709,671 | 1.9K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $364M | 86 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $379M | 90 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $388M | 87 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $380M | 123 | Jul 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $287M | 84 | May 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $286M | 93 | Jan 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $271M | 87 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $252M | 91 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $254M | 92 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $289M | 93 | Feb 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $241M | 93 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $236M | 93 | Jul 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | Under review | 92 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | Under review | 87 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $196M | 83 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.