Skip to main content

Three Bridge Wealth Advisors, LLC

13F filer · CIK 0001950962
Reported Jul 27, 2026
Net seller this quarter
13F portfolio value$399MU.S. long equity reported on 13F
Positions516 new · 5 closed
Net flow last quarter-$1.32MBuys minus sells
Top 10 positions weight33.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 27, 202651 positions
SPYSPDR S&P 500 ETF Trust$31M7.77%Not reported+0.3%Q1 2022
QQQInvesco QQQ Trust, Series 1$26.6M6.65%Not reported+0.9%Q1 2022
METAMeta Platforms, Inc.$20.9M5.23%Not reported-2.6%Q1 2022
GLDSPDR Gold Trust$14.3M3.58%0.01%-3.6%Q1 2022
IAUIshares Gold Trust$13.8M3.46%0.02%-0.7%Q1 2022
COINCoinbase Global, Inc.$10.8M2.72%0.03%Not reportedQ1 2022
NVDANvidia Corp$5.64M1.41%0.00%+1.9%Q1 2022
RBLXRoblox Corp$5.34M1.34%0.01%0.0%Q1 2024
ACRSAclaris Therapeutics, Inc.$3.78M0.95%0.51%Not reportedQ3 2025
GOOGLAlphabet Inc.$3.23M0.81%0.00%-15.2%Q1 2022
PANWPalo Alto Networks Inc$3.05M0.76%0.00%+0.1%Q1 2022
NVONovo Nordisk A S$2.72M0.68%Not reported-1.5%Q1 2022
AAPLApple Inc.$2.38M0.60%0.00%-1.4%Q1 2022
BRK.BBerkshire Hathaway Inc$2.36M0.59%Not reported-1.7%Q1 2022
MSFTMicrosoft Corp$2.32M0.58%0.00%-4.1%Q1 2022
ASMLAsml Holding NV$2.25M0.56%0.00%-1.4%Q4 2024
ULUnilever PLC$2.17M0.54%0.00%+17.0%Q1 2022
DISWalt Disney Co$1.75M0.44%0.00%-0.4%Q1 2022
MDTMedtronic plc$1.57M0.39%0.00%+2.5%Q1 2022
JNJJohnson & Johnson$1.33M0.33%0.00%-8.7%Q1 2022
GDGeneral Dynamics Corp$1.32M0.33%0.00%-1.8%Q1 2022
LLYELI LILLY & Co$1.28M0.32%0.00%+8.3%Q4 2024
VVisa Inc.$1.15M0.29%0.00%-1.3%Q1 2022
GOOGAlphabet Inc.$1.07M0.27%Not reported-0.9%Q1 2022
SBUXStarbucks Corp$986K0.25%0.00%-0.5%Q1 2022
PGPROCTER & GAMBLE Co$951K0.24%0.00%-0.3%Q1 2022
RTXRTX Corp$949K0.24%0.00%-2.0%Q1 2022
ORCLOracle Corp$933K0.23%0.00%+0.1%Q1 2022
CHRWC. H. Robinson Worldwide, Inc.$854K0.21%0.00%Not reportedQ1 2022
TSLATesla, Inc.$818K0.20%0.00%+1.8%Q2 2025
HDHome Depot, Inc.$639K0.16%0.00%-0.8%Q1 2022
XYZBlock, Inc.$628K0.16%Not reportedNewQ2 2026
JPMJPMorgan Chase & Co$615K0.15%0.00%+0.5%Q1 2023
COSTCostco Wholesale Corp$595K0.15%0.00%Not reportedQ1 2022
DEODiageo PLC$556K0.14%0.00%+0.8%Q4 2023
PEPPepsico Inc$470K0.12%0.00%+0.3%Q1 2022
PCYNProcyon Corp$397K0.10%0.23%-0.1%Q3 2022
RBRKRubrik, Inc.$358K0.09%Not reportedNot reportedQ3 2025
COMTChina Sky One Medical, Inc.$342K0.09%0.07%+13.9%Q2 2024
AMZNAmazon Com Inc$335K0.08%0.00%Not reportedQ1 2022
GSGoldman Sachs Group Inc$318K0.08%0.00%Not reportedQ1 2023
PECOPhillips Edison & Company, Inc.$260K0.07%0.01%+0.1%Q1 2023
ERASErasca, Inc.$256K0.06%0.00%NewQ2 2026
BSVNBank7 Corp.$236K0.06%0.03%+1.0%Q1 2023
CSCOCisco Systems, Inc.$230K0.06%0.00%Not reportedQ1 2022
WDAYWorkday, Inc.$228K0.06%0.00%+0.4%Q1 2022
ISRGIntuitive Surgical Inc$226K0.06%0.00%Not reportedQ2 2025
IWSImageware Systems Inc$214K0.05%Not reportedNewQ2 2026
SCHWSchwab Charles Corp$210K0.05%0.00%Not reportedQ1 2022
TMOThermo Fisher Scientific Inc.$203K0.05%0.00%Not reportedQ1 2022
Q1 2026Reported May 12, 202650 positions
SPYSPDR S&P 500 ETF Trust$27M7.40%Not reported-1.0%Q1 2022
METAMeta Platforms, Inc.$21.8M5.98%Not reported+0.1%Q1 2022
QQQInvesco QQQ Trust, Series 1$20.6M5.66%Not reported+2.6%Q1 2022
GLDSPDR Gold Trust$17.3M4.75%0.01%-3.5%Q1 2022
IAUIshares Gold Trust$16.3M4.46%0.02%-6.9%Q1 2022
COINCoinbase Global, Inc.$13M3.56%0.03%0.0%Q1 2022
RBLXRoblox Corp$5.55M1.52%0.01%Not reportedQ1 2024
NVDANvidia Corp$4.83M1.33%0.00%+21.6%Q1 2022
GOOGLAlphabet Inc.$3.06M0.84%0.00%-14.6%Q1 2022
ACRSAclaris Therapeutics, Inc.$2.68M0.74%0.51%Not reportedQ3 2025
MSFTMicrosoft Corp$2.4M0.66%0.00%+3.4%Q1 2022
BRK.BBerkshire Hathaway Inc$2.3M0.63%Not reported-3.2%Q1 2022
NVONovo Nordisk A S$2.19M0.60%Not reported+60.6%Q1 2022
AAPLApple Inc.$2.12M0.58%0.00%-56.4%Q1 2022
ULUnilever PLC$1.77M0.49%0.00%-6.6%Q1 2022
DISWalt Disney Co$1.75M0.48%0.00%+3.6%Q1 2022
MDTMedtronic plc$1.69M0.46%0.00%-3.6%Q1 2022
ASMLAsml Holding NV$1.52M0.42%0.00%-6.7%Q4 2024
PANWPalo Alto Networks Inc$1.43M0.39%0.00%+0.8%Q1 2022
JNJJohnson & Johnson$1.4M0.38%0.00%-28.0%Q1 2022
GDGeneral Dynamics Corp$1.3M0.36%0.00%-2.9%Q1 2022
VVisa Inc.$1.03M0.28%0.00%+21.1%Q1 2022
RTXRTX Corp$985K0.27%0.00%-11.7%Q1 2022
PGPROCTER & GAMBLE Co$940K0.26%0.00%+85.8%Q1 2022
ORCLOracle Corp$936K0.26%0.00%-46.7%Q1 2022
LLYELI LILLY & Co$909K0.25%0.00%-2.1%Q4 2024
GOOGAlphabet Inc.$881K0.24%Not reported+58.6%Q1 2022
SBUXStarbucks Corp$869K0.24%0.00%-2.4%Q1 2022
IMNMImmunome Inc.$823K0.23%0.03%Not reportedQ4 2024
CHRWC. H. Robinson Worldwide, Inc.$753K0.21%0.00%-10.2%Q1 2022
TSLATesla, Inc.$710K0.19%0.00%+36.8%Q2 2025
COSTCostco Wholesale Corp$634K0.17%0.00%+17.1%Q1 2022
HDHome Depot, Inc.$601K0.17%0.00%-0.6%Q1 2022
JPMJPMorgan Chase & Co$550K0.15%0.00%-8.3%Q1 2023
PEPPepsico Inc$537K0.15%0.00%-11.1%Q1 2022
ACNAccenture plc$512K0.14%0.00%-1.8%Q1 2022
DEODiageo PLC$511K0.14%0.00%+8.5%Q4 2023
HONHoneywell International Inc$399K0.11%0.00%+34.2%Q3 2025
PCYNProcyon Corp$384K0.11%0.23%-6.0%Q3 2022
COMTChina Sky One Medical, Inc.$334K0.09%0.06%+12.7%Q2 2024
CRVSCorvus Pharmaceuticals, Inc.$327K0.09%0.03%Not reportedQ4 2024
AMZNAmazon Com Inc$293K0.08%0.00%-7.1%Q1 2022
GSGoldman Sachs Group Inc$266K0.07%0.00%+1.6%Q1 2023
INTUIntuit Inc.$256K0.07%0.00%-11.9%Q1 2022
WDAYWorkday, Inc.$241K0.07%0.00%+0.2%Q1 2022
BSVNBank7 Corp.$235K0.06%0.03%+0.6%Q1 2023
PECOPhillips Edison & Company, Inc.$234K0.06%0.01%+0.1%Q1 2023
RBRKRubrik, Inc.$219K0.06%Not reportedNot reportedQ3 2025
SCHWSchwab Charles Corp$214K0.06%0.00%+2.3%Q1 2022
WEAVWeave Communications, Inc.$145K0.04%0.04%Not reportedQ2 2022
Q4 2025Reported Feb 10, 202654 positions
SPYSPDR S&P 500 ETF Trust$28.6M7.53%Not reported+1.2%Q1 2022
METAMeta Platforms, Inc.$25.1M6.62%Not reported+2.6%Q1 2022
QQQInvesco QQQ Trust, Series 1$21.4M5.63%Not reported+3.1%Q1 2022
COINCoinbase Global, Inc.$16.8M4.42%0.03%Not reportedQ1 2022
GLDSPDR Gold Trust$16.5M4.36%0.01%+0.9%Q1 2022
IAUIshares Gold Trust$16.1M4.24%0.02%-0.4%Q1 2022
RBLXRoblox Corp$7.96M2.10%0.01%-22.3%Q1 2024
AAPLApple Inc.$5.21M1.37%0.00%+0.7%Q1 2022
NVDANvidia Corp$4.24M1.12%0.00%+1.2%Q1 2022
GOOGLAlphabet Inc.$3.9M1.03%0.00%-9.2%Q1 2022
MSFTMicrosoft Corp$3.04M0.80%0.00%+0.9%Q1 2022
BRK.BBerkshire Hathaway Inc$2.49M0.66%Not reported-0.7%Q1 2022
ORCLOracle Corp$2.33M0.61%0.00%-1.9%Q1 2022
ULUnilever PLC$2.16M0.57%0.00%+0.5%Q1 2022
ACRSAclaris Therapeutics, Inc.$2.15M0.57%0.59%Not reportedQ3 2025
DISWalt Disney Co$2M0.53%0.00%+0.7%Q1 2022
MDTMedtronic plc$1.95M0.51%0.00%+0.4%Q1 2022
NVONovo Nordisk A S$1.83M0.48%Not reported+9.5%Q1 2022
JNJJohnson & Johnson$1.65M0.43%0.00%-2.5%Q1 2022
PANWPalo Alto Networks Inc$1.63M0.43%0.00%Not reportedQ1 2022
ASMLAsml Holding NV$1.32M0.35%0.00%+0.2%Q4 2024
GDGeneral Dynamics Corp$1.31M0.35%0.00%+0.1%Q1 2022
LLYELI LILLY & Co$1.08M0.29%0.00%-16.5%Q4 2024
RTXRTX Corp$1.06M0.28%0.00%+0.2%Q1 2022
VVisa Inc.$983K0.26%0.00%+0.1%Q1 2022
SBUXStarbucks Corp$837K0.22%0.00%-2.8%Q1 2022
CHRWC. H. Robinson Worldwide, Inc.$812K0.21%0.00%+0.2%Q1 2022
IMNMImmunome Inc.$808K0.21%0.03%Not reportedQ4 2024
ACNAccenture plc$705K0.19%0.00%-2.9%Q1 2022
JPMJPMorgan Chase & Co$657K0.17%0.00%Not reportedQ1 2023
HDHome Depot, Inc.$633K0.17%0.00%+0.1%Q1 2022
TSLATesla, Inc.$628K0.17%0.00%Not reportedQ2 2025
GOOGAlphabet Inc.$608K0.16%Not reportedNot reportedQ1 2022
PEPPepsico Inc$562K0.15%0.00%+0.5%Q1 2022
DEODiageo PLC$546K0.14%0.00%+1.4%Q4 2023
IBITiShares Bitcoin Trust ETF$512K0.13%0.00%Not reportedQ4 2024
PGPROCTER & GAMBLE Co$502K0.13%0.00%-0.6%Q1 2022
COSTCostco Wholesale Corp$468K0.12%0.00%Not reportedQ1 2022
INTUIntuit Inc.$444K0.12%0.00%Not reportedQ1 2022
PCYNProcyon Corp$423K0.11%0.24%+32.6%Q3 2022
WDAYWorkday, Inc.$398K0.10%0.00%Not reportedQ1 2022
AMZNAmazon Com Inc$349K0.09%0.00%+15.2%Q1 2022
RBRKRubrik, Inc.$341K0.09%Not reportedNot reportedQ3 2025
TMOThermo Fisher Scientific Inc.$304K0.08%0.00%Not reportedQ1 2022
GSGoldman Sachs Group Inc$272K0.07%0.00%Not reportedQ1 2023
HONHoneywell International Inc$257K0.07%0.00%+35.9%Q3 2025
WEAVWeave Communications, Inc.$238K0.06%0.04%Not reportedQ2 2022
BSVNBank7 Corp.$234K0.06%0.03%+1.3%Q1 2023
WMTWalmart Inc.$229K0.06%0.00%+0.5%Q1 2022
PECOPhillips Edison & Company, Inc.$222K0.06%0.01%Not reportedQ1 2023
Q3 2025Reported Oct 21, 202554 positions
SPYSPDR S&P 500 ETF Trust$27.6M7.11%Not reported+6.7%Q1 2022
METAMeta Platforms, Inc.$27.2M7.02%Not reported-6.3%Q1 2022
COINCoinbase Global, Inc.$25M6.45%0.03%-0.1%Q1 2022
QQQInvesco QQQ Trust, Series 1$20.3M5.23%Not reported+15.4%Q1 2022
RBLXRoblox Corp$17.5M4.51%0.02%-0.4%Q1 2024
GLDSPDR Gold Trust$14.7M3.78%0.01%+8.2%Q1 2022
IAUIshares Gold Trust$14.5M3.73%0.03%+1.1%Q1 2022
AAPLApple Inc.$4.84M1.25%0.00%-34.2%Q1 2022
NVDANvidia Corp$4.2M1.08%0.00%-40.2%Q1 2022
ORCLOracle Corp$3.42M0.88%0.00%-10.7%Q1 2022
GOOGLAlphabet Inc.$3.33M0.86%0.00%-30.1%Q1 2022
MSFTMicrosoft Corp$3.22M0.83%0.00%-46.1%Q1 2022
BRK.BBerkshire Hathaway Inc$2.51M0.65%Not reported-18.0%Q1 2022
ULUnilever PLC$2.19M0.56%0.00%-0.5%Q1 2022
CARTMaplebear Inc.$2.02M0.52%0.02%Not reportedQ1 2024
DISWalt Disney Co$1.99M0.51%0.00%-19.1%Q1 2022
MDTMedtronic plc$1.92M0.50%0.00%-4.7%Q1 2022
NVONovo Nordisk A S$1.82M0.47%Not reported+31.3%Q1 2022
PANWPalo Alto Networks Inc$1.8M0.46%0.00%-11.8%Q1 2022
JNJJohnson & Johnson$1.51M0.39%0.00%-10.7%Q1 2022
ACRSAclaris Therapeutics, Inc.$1.36M0.35%0.66%NewQ3 2025
GDGeneral Dynamics Corp$1.33M0.34%0.00%-2.9%Q1 2022
ASMLAsml Holding NV$1.19M0.31%0.00%-2.2%Q4 2024
RTXRTX Corp$965K0.25%0.00%-22.4%Q1 2022
VVisa Inc.$956K0.25%0.00%-39.0%Q1 2022
LLYELI LILLY & Co$922K0.24%0.00%-19.1%Q4 2024
SBUXStarbucks Corp$865K0.22%0.00%+6.4%Q1 2022
HDHome Depot, Inc.$744K0.19%0.00%-29.1%Q1 2022
IBITiShares Bitcoin Trust ETF$670K0.17%0.00%Not reportedQ4 2024
CHRWC. H. Robinson Worldwide, Inc.$668K0.17%0.00%-21.2%Q1 2022
ACNAccenture plc$667K0.17%0.00%-13.4%Q1 2022
JPMJPMorgan Chase & Co$643K0.17%0.00%-31.6%Q1 2023
TSLATesla, Inc.$621K0.16%0.00%-43.1%Q2 2025
DEODiageo PLC$596K0.15%0.00%+2.0%Q4 2023
PEPPepsico Inc$544K0.14%0.00%+1.8%Q1 2022
PGPROCTER & GAMBLE Co$541K0.14%0.00%-15.6%Q1 2022
COSTCostco Wholesale Corp$503K0.13%0.00%-42.1%Q1 2022
GOOGAlphabet Inc.$472K0.12%Not reported-48.4%Q1 2022
INTUIntuit Inc.$458K0.12%0.00%-11.0%Q1 2022
WDAYWorkday, Inc.$446K0.11%0.00%-8.2%Q1 2022
IMNMImmunome Inc.$440K0.11%0.04%Not reportedQ4 2024
RBRKRubrik, Inc.$367K0.09%Not reportedNewQ3 2025
PCYNProcyon Corp$317K0.08%0.18%+1.1%Q3 2022
AMZNAmazon Com Inc$289K0.07%0.00%-83.6%Q1 2022
DASHDoorDash, Inc.$262K0.07%Not reported-28.4%Q2 2025
SCHWSchwab Charles Corp$259K0.07%0.00%-31.5%Q1 2022
TMOThermo Fisher Scientific Inc.$255K0.07%0.00%-4.7%Q1 2022
GSGoldman Sachs Group Inc$246K0.06%0.00%-21.2%Q1 2023
BSVNBank7 Corp.$232K0.06%0.03%+1.0%Q1 2023
PECOPhillips Edison & Company, Inc.$215K0.06%0.01%Not reportedQ1 2023
Premium opens every quarter this fund has filed

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.