Three Bridge Wealth Advisors, LLC

CIK

1950962

Location

LOS ALTOS, CA

Portfolio Value

Small $172,764,506

Diversification

Diversified

Filing Date

Global Rank

#4,756 / 8,517 ▼ 81

Top Industry

Internet Content & Information 27.7%

3Y Alpha vs SPY

+18.5%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

18 quarters · since Mar 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+171.7%

SPY

+75.3%

Annualised alpha

+19.0%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.9%

+2.7 pts

Top 5

61.6%

+3.6 pts

Top 10

78.3%

−0.3 pts

HHI

925

Diversified+108

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.5%	$85,604,741	4
Communication Services	18.1%	$31,196,744	4
Technology	10.4%	$18,027,669	10
Financial Services	9.0%	$15,495,969	6
Healthcare	6.7%	$11,539,745	9
Consumer Defensive	2.7%	$4,741,634	5
Industrials	1.8%	$3,119,681	3
Consumer Cyclical	1.6%	$2,778,531	4
Real Estate	0.2%	$259,792	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
UL	Unilever PLC	+5,243	36,080	$2,169,129
NVDA	Nvidia Corp	+529	28,199	$5,642,337
MDT	Medtronic plc	+484	19,859	$1,553,569
QQQ	Invesco Qqq Trust, Series 1	+327	36,023	$26,527,337
SPY	Spdr S&P 500 ETF Trust	+125	41,472	$30,970,045
LLY	ELI LILLY & Co	+82	1,070	$1,283,390
DEO	Diageo PLC	+53	6,921	$556,309
TSLA	Tesla, Inc.	+35	1,944	$817,646
PEP	Pepsico Inc	+11	3,470	$469,838
RBLX	Roblox Corp	+11	98,195	$5,339,844
PANW	Palo Alto Networks Inc	+10	8,942	$3,049,400
JPM	Jpmorgan Chase & Co	+10	1,880	$615,380
WDAY	Workday, Inc.	+8	1,863	$228,068
PECO	Phillips Edison & Company, Inc.	+5	6,242	$259,792
ORCL	Oracle Corp	+4	6,367	$933,083
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,690	9,031	$3,227,408
GLD	Spdr Gold Trust	−1,450	38,771	$14,282,460
IAU	Ishares Gold Trust	−1,237	183,087	$13,824,899
META	Meta Platforms, Inc.	−1,007	37,087	$20,890,736
NVO	Novo Nordisk A S	−857	56,733	$2,719,780
JNJ	Johnson & Johnson	−501	5,230	$1,328,263
MSFT	Microsoft Corp	−266	6,228	$2,323,168
AAPL	Apple Inc.	−115	8,235	$2,382,879
RTX	RTX Corp	−104	5,002	$949,029
BRK-B	Berkshire Hathaway Inc	−80	4,718	$2,360,840
GD	General Dynamics Corp	−67	3,725	$1,319,544
DIS	Walt Disney Co	−65	18,065	$1,738,756
SBUX	Starbucks Corp	−51	9,650	$986,133
V	Visa Inc.	−45	3,349	$1,149,008
PG	PROCTER & GAMBLE Co	−21	6,488	$951,400
ASML	Asml Holding NV	−16	1,132	$2,252,045
HD	Home Depot, Inc.	−15	1,813	$639,408
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
XYZ	Block, Inc.	8,266	$628,216
ERAS	Erasca, Inc.	14,000	$256,480
CSCO	Cisco Systems, Inc.	1,959	$230,104
ISRG	Intuitive Surgical Inc	568	$225,882
TMO	Thermo Fisher Scientific Inc.	405	$203,050
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	142,287	$9,117,750
IMNM	Immunome Inc.	37,615	$822,640
BNDX	Vanguard Total International Bond ETF	15,581	$748,667
VIG	Vanguard Dividend Appreciation ETF	3,429	$737,440
ACN	Accenture plc	2,581	$511,786
HON	Honeywell International Inc	1,765	$398,943
CRVS	Corvus Pharmaceuticals, Inc.	22,371	$327,287
INTU	Intuit Inc.	591	$255,536
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $172,764,506 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	41,472	+125	$30,970,045	+15.2%	17.93%
QQQ	Invesco Qqq Trust, Series 1	Added	36,023	+327	$26,527,337	+28.8%	15.35%
META	Meta Platforms, Inc. Communication Services	Reduced	37,087	-1,007	$20,890,736	−4.1%	12.09%
GLD	Spdr Gold Trust	Reduced	38,771	-1,450	$14,282,460	−17.5%	8.27%
IAU	Ishares Gold Trust	Reduced	183,087	-1,237	$13,824,899	−14.9%	8.00%
COIN	Coinbase Global, Inc. Financial Services	Held	74,173	0	$10,843,350	−16.3%	6.28%
NVDA	Nvidia Corp Technology	Added	28,199	+529	$5,642,337	+16.9%	3.27%
RBLX	Roblox Corp Communication Services	Added	98,195	+11	$5,339,844	−3.8%	3.09%
ACRS	Aclaris Therapeutics, Inc. Healthcare	Held	714,823	0	$3,781,413	+41.1%	2.19%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,031	-4,690	$3,227,408	−18.2%	1.87%
PANW	Palo Alto Networks Inc Technology	Added	8,942	+10	$3,049,400	+113.0%	1.77%
NVO	Novo Nordisk A S Healthcare	Reduced	56,733	-857	$2,719,780	+28.5%	1.57%
AAPL	Apple Inc. Technology	Reduced	8,235	-115	$2,382,879	+12.4%	1.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,718	-80	$2,360,840	+2.7%	1.37%
MSFT	Microsoft Corp Technology	Reduced	6,228	-266	$2,323,168	−3.4%	1.34%
ASML	Asml Holding NV Technology	Reduced	1,132	-16	$2,252,045	+48.5%	1.30%
UL	Unilever PLC Consumer Defensive	Added	36,080	+5,243	$2,169,129	+23.5%	1.26%
DIS	Walt Disney Co Communication Services	Reduced	18,065	-65	$1,738,756	−0.5%	1.01%
MDT	Medtronic plc Healthcare	Added	19,859	+484	$1,553,569	−7.5%	0.90%
JNJ	Johnson & Johnson Healthcare	Reduced	5,230	-501	$1,328,263	−5.2%	0.77%
GD	General Dynamics Corp Industrials	Reduced	3,725	-67	$1,319,544	+1.4%	0.76%
LLY	ELI LILLY & Co Healthcare	Added	1,070	+82	$1,283,390	+41.2%	0.74%
V	Visa Inc. Financial Services	Reduced	3,349	-45	$1,149,008	+12.0%	0.67%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	9,650	-51	$986,133	+13.5%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,488	-21	$951,400	+1.2%	0.55%
RTX	RTX Corp Industrials	Reduced	5,002	-104	$949,029	−3.6%	0.55%
ORCL	Oracle Corp Technology	Added	6,367	+4	$933,083	−0.3%	0.54%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	4,519	0	$851,108	+13.4%	0.49%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,944	+35	$817,646	+15.2%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,813	-15	$639,408	+6.4%	0.37%
XYZ	Block, Inc. Technology	NEW	8,266	NEW	$628,216	NEW	0.36%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,880	+10	$615,380	+11.9%	0.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	636	0	$594,958	−6.1%	0.34%
DEO	Diageo PLC Consumer Defensive	Added	6,921	+53	$556,309	+8.8%	0.32%
PEP	Pepsico Inc Consumer Defensive	Added	3,470	+11	$469,838	−12.5%	0.27%
RBRK	Rubrik, Inc. Technology	Held	4,464	0	$358,369	+63.9%	0.21%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,407	0	$335,344	+14.4%	0.19%
GS	Goldman Sachs Group Inc Financial Services	Held	314	0	$317,570	+19.5%	0.18%
PECO	Phillips Edison & Company, Inc. Real Estate	Added	6,242	+5	$259,792	+11.3%	0.15%
ERAS	Erasca, Inc. Healthcare	NEW	14,000	NEW	$256,480	NEW	0.15%
CSCO	Cisco Systems, Inc. Technology	NEW	1,959	NEW	$230,104	NEW	0.13%
WDAY	Workday, Inc. Technology	Added	1,863	+8	$228,068	−5.4%	0.13%
ISRG	Intuitive Surgical Inc Healthcare	NEW	568	NEW	$225,882	NEW	0.13%
SCHW	Schwab Charles Corp Financial Services	Held	2,274	0	$209,821	−1.8%	0.12%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	405	NEW	$203,050	NEW	0.12%
WEAV	Weave Communications, Inc. Healthcare	Held	31,372	0	$187,918	+29.7%	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.