Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Three Bridge Wealth Advisors, LLC (CIK 1950962) reported $364.2M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ACWI ($56.8M, 15.61%), VOO ($28.8M, 7.92%), SPY ($27.0M, 7.40%), META ($21.8M, 5.98%), QQQ ($20.6M, 5.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | $56.8M | 15.61% | 410,767 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $28.8M | 7.92% | 48,272 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $27.0M | 7.40% | 41,347 | Trimmed |
| 4 | META | META PLATFORMS INC | $21.8M | 5.98% | 38,094 | Added |
| 5 | QQQ | INVESCO QQQ TR | $20.6M | 5.66% | 35,696 | Added |
| 6 | GLD | SPDR GOLD TR | $17.3M | 4.75% | 40,221 | Trimmed |
| 7 | IAU | ISHARES GOLD TR | $16.3M | 4.46% | 184,324 | Trimmed |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $14.6M | 4.00% | 105,364 | Hold |
| 9 | IWR | ISHARES TR | $14.3M | 3.94% | 147,446 | Added |
| 10 | COIN | COINBASE GLOBAL INC | $13.0M | 3.56% | 74,173 | Added |
| 11 | PRFZ | INVESCO EXCHANGE TRADED FD T | $12.3M | 3.37% | 267,339 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $11.3M | 3.10% | 208,855 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $9.1M | 2.50% | 142,287 | Trimmed |
| 14 | EEM | ISHARES TR | $8.5M | 2.33% | 149,459 | Added |
| 15 | IWF | ISHARES TR | $7.4M | 2.04% | 17,390 | Hold |
| 16 | PRF | INVESCO EXCHANGE TRADED FD T | $6.7M | 1.85% | 141,547 | Trimmed |
| 17 | IWM | ISHARES TR | $5.9M | 1.63% | 23,917 | Added |
| 18 | RBLX | ROBLOX CORP | $5.6M | 1.52% | 98,184 | Hold |
| 19 | PXF | INVESCO EXCH TRADED FD TR II | $5.5M | 1.52% | 79,121 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $4.8M | 1.33% | 27,670 | Added |
| 21 | GOOGL | ALPHABET INC | $3.1M | 0.84% | 10,650 | Trimmed |
| 22 | ACRS | ACLARIS THERAPEUTICS INC | $2.7M | 0.74% | 714,823 | Hold |
| 23 | MSFT | MICROSOFT CORP | $2.4M | 0.66% | 6,494 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.63% | 4,798 | Trimmed |
| 25 | NVO | NOVO-NORDISK A S | $2.2M | 0.60% | 57,590 | Added |
Source: SEC Form 13F filings · as of 2026-03-31