Three Bridge Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
583
Total value ($000)
$468,704
Net value change ($000)
+69,356 (17.4%)
New positions
494
Sold out positions
0
Turnover %
12.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SPACE EXPLORATION TECHN CORP 50,129 NEW
META 6,008 28.8%
ACWI 2,019 3.2%
VOO 1,265 4.0%
GLD 1,217 8.5%
MSFT 961 41.4%
NVDA 769 13.6%
SPY 732 2.4%
PANW 504 16.5%
QQQ 414 1.6%
Top Reduces (Value $000, Stocks/ETFs)
COIN -3,111 -28.7%
RBLX -1,179 -22.1%
PRFZ -799 -5.5%
NVO -580 -21.3%
IWM -379 -5.0%
EMB -371 -87.1%
IWR -303 -1.8%
ASML -217 -9.6%
CHRW -190 -22.2%
TSLA -143 -17.5%
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