Three Bridge Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$364,211
Net value change ($000)
-15,016 (-4.0%)
New positions
3
Sold out positions
7
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 1,664 6.1%
IWR 1,213 9.2%
IWM 910 18.1%
GLD 786 4.8%
EEM 732 9.4%
VUG 639 NEW
NVDA 581 13.7%
ACRS 529 24.6%
VWO 480 4.4%
PG 438 87.3%
Top Reduces (Value $000, Stocks/ETFs)
COIN -3,822 -22.8%
META -3,317 -13.2%
AAPL -3,087 -59.3%
RBLX -2,403 -30.2%
ACWI -1,775 -3.0%
SPY -1,598 -5.6%
ORCL -1,390 -59.8%
GOOGL -838 -21.5%
IWF -816 -9.9%
QQQ -763 -3.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type