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Three Bridge Wealth Advisors, LLC

CIK:0001950962
Investment Adviser
$0 AUM
87 holdings
Portola Valley, CA, United States
Founded:2009
11 employees
threebridgewa.com
Latest filing:Sep 30, 2025

Three Bridge Wealth Advisors, LLC is a fee-only registered investment advisory firm founded in 2009 and headquartered in Portola Valley, California. The firm serves high net worth individuals, families, small businesses, and institutional clients with customized financial planning, portfolio construction, and comprehensive wealth management solutions. They are known for their focus on tax-efficient investing, wealth preservation, and responsive financial planning. The firm typically requires a $2,000,000 minimum investment and currently has about 11 employees.

Investment Strategy

Three Bridge Wealth Advisors specializes in providing individualized, comprehensive wealth management solutions incorporating investment planning, retirement planning, estate planning, and risk management. Their advisors tailor portfolios to achieve clients' specific goals, with a focus on tax efficiency, preservation of wealth, and long-term growth. The firm works closely with clients to develop customized plans that adapt to changing financial circumstances and objectives.

Latest 13F Filing Activity

Three Bridge Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 87 equity positions with a total 13F market value of $388M. The fund increased holdings in Ishares TR, Roblox Corp., Invesco QQQ TR among other positions. Three Bridge Wealth Advisors, LLC reduced exposure to Microsoft Corp., Meta Platforms Inc., Palantir Technologies Inc. among others.

Top Buys
A
ACWIISHARES TR
+$5.1M
R
RBLXROBLOX CORP
+$4.2M
Q
QQQINVESCO QQQ TR
+$4.1M
S
SPYSPDR S&P 500 ETF TR
+$3.6M
G
GLDSPDR GOLD TR
+$3.0M
Top Sells
M
MSFTMICROSOFT CORP
-$2.5M
M
METAMETA PLATFORMS INC
-$2.0M
P
PLTRPALANTIR TECHNOLOGIES INC
-$1.8M
N
NVDANVIDIA CORPORATION
-$1.7M
A
AMZNAMAZON COM INC
-$1.5M

Top Holdings

A
ACWIISHARES TR
+14.7%$57.0M
S
SPYSPDR S&P 500 ETF TR
+7.1%$27.6M
M
METAMETA PLATFORMS INC
+7.0%$27.2M
V
VOOVANGUARD INDEX FDS
+6.5%$25.1M
C
COINCOINBASE GLOBAL INC
+6.5%$25.0M

Equity Positions (87)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
ACWI
ISHARES TR14.69%$57.0M412,183$100.36$138.24+$5.1M
S
SPY
SPDR S&P 500 ETF TR7.11%$27.6M41,279$451.19$666.18+$3.6M
M
META
META PLATFORMS INC7.02%$27.2M37,093$478.83$734.38-$2.0M
V
VOO
VANGUARD INDEX FDS6.47%$25.1M40,881$479.81$612.38+$2.0M
C
COIN
COINBASE GLOBAL INC6.45%$25.0M74,170$189.96$337.49-$987.3K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.1%
COMMODITY CONTRACTS BROKERS & DEALERS
+7.7%
SERVICES-PREPACKAGED SOFTWARE
+6.5%
FINANCE SERVICES
+6.5%
PHARMACEUTICAL PREPARATIONS
+1.6%
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