Three Bridge Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
87
Total value ($000)
$387,930
Net value change ($000)
+8,429 (2.2%)
New positions
4
Sold out positions
40
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ACWI 5,099 9.8%
RBLX 4,160 31.2%
QQQ 4,129 25.6%
SPY 3,603 15.0%
GLD 3,049 26.2%
IAU 2,208 18.0%
PRFZ 2,123 21.2%
VOO 2,041 8.8%
PRF 1,503 29.4%
ACRS 1,358 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,514 -43.8%
META -1,980 -6.8%
PLTR -1,816 -100.0%
NVDA -1,741 -29.3%
AMZN -1,466 -83.5%
AAPL -1,085 -18.3%
AVGO -1,011 -100.0%
COIN -987 -3.8%
DIS -685 -25.6%
V -675 -41.4%
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