Three Bridge Wealth Advisors, LLC

CIK

1950962

Location

LOS ALTOS, CA

Portfolio Value

Small $165,574,690

Diversification

Diversified

Filing Date

Global Rank

#4,287 / 8,232 ▼ 1

Top Industry

Internet Content & Information 29.4%

3Y Alpha vs SPY

+10.1%

Period ended 2 months ago

Filed May 12, 2026 · 33d

17 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+124.4%

SPY

+76.3%

Annualised alpha

+10.1%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

+0.8 pts

Top 5

62.1%

+3.3 pts

Top 10

79.7%

+0.5 pts

HHI

901

Diversified+46

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.0%	$81,049,321	4
Communication Services	19.4%	$32,157,890	4
Financial Services	10.5%	$17,305,779	6
Technology	8.7%	$14,459,952	10
Healthcare	6.1%	$10,080,343	8
Consumer Defensive	2.6%	$4,379,141	5
Industrials	2.1%	$3,435,849	4
Consumer Cyclical	1.5%	$2,473,027	4
Real Estate	0.1%	$233,388	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	+21,719	57,590	$2,116,432
NVDA	Nvidia Corp	+4,909	27,670	$4,825,648
PG	PROCTER & GAMBLE Co	+3,006	6,509	$940,159
QQQ	Invesco Qqq Trust, Series 1	+916	35,696	$20,603,017
DIS	Walt Disney Co	+631	18,130	$1,747,369
V	Visa Inc.	+591	3,394	$1,025,802
DEO	Diageo PLC	+537	6,868	$511,322
TSLA	Tesla, Inc.	+513	1,909	$709,670
HON	Honeywell International Inc	+450	1,765	$398,942
MSFT	Microsoft Corp	+216	6,494	$2,403,883
COST	Costco Wholesale Corp /New	+93	636	$633,729
PANW	Palo Alto Networks Inc	+74	8,932	$1,431,978
META	Meta Platforms, Inc.	+50	38,094	$21,794,720
SCHW	Schwab Charles Corp	+50	2,274	$213,710
PECO	Phillips Edison & Company, Inc.	+6	6,237	$233,388
GS	Goldman Sachs Group Inc	+5	314	$265,640
COIN	Coinbase Global, Inc.	+3	74,173	$12,951,347
WDAY	Workday, Inc.	+3	1,855	$241,001
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−13,571	184,324	$16,250,003
AAPL	Apple Inc.	−10,800	8,350	$2,119,146
ORCL	Oracle Corp	−5,570	6,363	$936,060
JNJ	Johnson & Johnson	−2,226	5,731	$1,400,885
UL	Unilever PLC	−2,170	30,837	$1,756,783
GOOGL	Alphabet Inc.	−1,813	10,650	$3,062,514
GLD	Spdr Gold Trust	−1,465	40,221	$17,306,694
MDT	Medtronic plc	−731	19,375	$1,678,843
RTX	RTX Corp	−677	5,106	$984,947
CHRW	C. H. Robinson Worldwide, Inc.	−514	4,519	$750,470
PEP	Pepsico Inc	−432	3,459	$537,148
SPY	Spdr S&P 500 ETF Trust	−416	41,347	$26,889,607
SBUX	Starbucks Corp	−238	9,701	$869,112
JPM	Jpmorgan Chase & Co	−170	1,870	$550,079
BRK-B	Berkshire Hathaway Inc	−160	4,798	$2,299,201
GD	General Dynamics Corp	−114	3,792	$1,301,490
AMZN	Amazon Com Inc	−107	1,407	$293,035
ASML	Asml Holding NV	−83	1,148	$1,516,312
INTU	Intuit Inc.	−80	591	$255,536
ACN	Accenture plc	−46	2,581	$511,786
LLY	ELI LILLY & Co	−21	988	$908,732
HD	Home Depot, Inc.	−11	1,828	$601,210
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	10,310	$511,891
TMO	Thermo Fisher Scientific Inc.	525	$304,211
WMT	Walmart Inc.	2,053	$228,724
DASH	DoorDash, Inc.	962	$217,873
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $165,574,690 total · as of Mar 31, 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	Reduced	41,347	-416	$26,889,607	−5.6%	16.24%
META	Meta Platforms, Inc. Communication Services	Added	38,094	+50	$21,794,720	−13.2%	13.16%
QQQ	Invesco Qqq Trust, Series 1	Added	35,696	+916	$20,603,017	−3.6%	12.44%
GLD	Spdr Gold Trust	Reduced	40,221	-1,465	$17,306,694	+4.8%	10.45%
IAU	Ishares Gold Trust	Reduced	184,324	-13,571	$16,250,003	+1.2%	9.81%
COIN	Coinbase Global, Inc. Financial Services	Added	74,173	+3	$12,951,347	−22.8%	7.82%
RBLX	Roblox Corp Communication Services	Held	98,184	0	$5,553,287	−30.2%	3.35%
NVDA	Nvidia Corp Technology	Added	27,670	+4,909	$4,825,648	+13.7%	2.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,650	-1,813	$3,062,514	−21.5%	1.85%
ACRS	Aclaris Therapeutics, Inc. Healthcare	Held	714,823	0	$2,680,586	+24.6%	1.62%
MSFT	Microsoft Corp Technology	Added	6,494	+216	$2,403,883	−20.8%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,798	-160	$2,299,201	−7.7%	1.39%
AAPL	Apple Inc. Technology	Reduced	8,350	-10,800	$2,119,146	−59.3%	1.28%
NVO	Novo Nordisk A S Healthcare	Added	57,590	+21,719	$2,116,432	+16.0%	1.28%
UL	Unilever PLC Consumer Defensive	Reduced	30,837	-2,170	$1,756,783	−18.6%	1.06%
DIS	Walt Disney Co Communication Services	Added	18,130	+631	$1,747,369	−12.2%	1.06%
MDT	Medtronic plc Healthcare	Reduced	19,375	-731	$1,678,843	−13.1%	1.01%
ASML	Asml Holding NV Technology	Reduced	1,148	-83	$1,516,312	+15.1%	0.92%
PANW	Palo Alto Networks Inc Technology	Added	8,932	+74	$1,431,978	−12.2%	0.86%
JNJ	Johnson & Johnson Healthcare	Reduced	5,731	-2,226	$1,400,885	−14.9%	0.85%
GD	General Dynamics Corp Industrials	Reduced	3,792	-114	$1,301,490	−1.0%	0.79%
V	Visa Inc. Financial Services	Added	3,394	+591	$1,025,802	+4.3%	0.62%
RTX	RTX Corp Industrials	Reduced	5,106	-677	$984,947	−7.1%	0.59%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,509	+3,006	$940,159	+87.3%	0.57%
ORCL	Oracle Corp Technology	Reduced	6,363	-5,570	$936,060	−59.8%	0.57%
LLY	ELI LILLY & Co Healthcare	Reduced	988	-21	$908,732	−16.2%	0.55%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	9,701	-238	$869,112	+3.8%	0.52%
IMNM	Immunome Inc. Healthcare	Held	37,615	0	$822,640	+1.8%	0.50%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	4,519	-514	$750,470	−7.2%	0.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,909	+513	$709,670	+13.0%	0.43%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	636	+93	$633,729	+35.3%	0.38%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,828	-11	$601,210	−5.0%	0.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,870	-170	$550,079	−16.3%	0.33%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,459	-432	$537,148	−3.8%	0.32%
ACN	Accenture plc Technology	Reduced	2,581	-46	$511,786	−27.4%	0.31%
DEO	Diageo PLC Consumer Defensive	Added	6,868	+537	$511,322	−6.4%	0.31%
HON	Honeywell International Inc Industrials	Added	1,765	+450	$398,942	+55.5%	0.24%
CRVS	Corvus Pharmaceuticals, Inc. Healthcare	Held	22,371	0	$327,287	+90.0%	0.20%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,407	-107	$293,035	−16.1%	0.18%
GS	Goldman Sachs Group Inc Financial Services	Added	314	+5	$265,640	−2.2%	0.16%
INTU	Intuit Inc. Technology	Reduced	591	-80	$255,536	−42.5%	0.15%
WDAY	Workday, Inc. Technology	Added	1,855	+3	$241,001	−39.4%	0.15%
PECO	Phillips Edison & Company, Inc. Real Estate	Added	6,237	+6	$233,388	+5.3%	0.14%
RBRK	Rubrik, Inc. Technology	Held	4,464	0	$218,602	−36.0%	0.13%
SCHW	Schwab Charles Corp Financial Services	Added	2,274	+50	$213,710	−3.8%	0.13%
WEAV	Weave Communications, Inc. Healthcare	Held	31,372	0	$144,938	−39.1%	0.09%