Three Bridge Wealth Advisors, LLC

CIK
1950962
City
LOS ALTOS
State / Country
CA

Top Portfolio Positions

45 positions · $163,275,489 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

17 quarters · across all stocks

Holdings in WEAV

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $144,938 31,372
2025-12-31 $238,113 31,372
2025-09-30 $209,564 31,372
2025-06-30 $261,015 31,372
2025-03-31 $347,915 31,372
2024-12-31 $499,442 31,372
2024-09-30 $401,561 31,372
2024-06-30 $282,975 31,372
2024-03-31 $360,150 31,372
2023-12-31 $359,836 31,372
2023-09-30 $255,681 31,372
2023-06-30 $348,542 31,372
2023-03-31 $155,918 31,372
2022-12-31 $143,683 31,372
2022-09-30 $158,428 31,372
2022-06-30 $95,370 31,372