Three Bridge Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$379,227
Net value change ($000)
-8,703 (-2.2%)
New positions
7
Sold out positions
4
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
UL 2,159 NEW
VOO 2,075 8.3%
GLD 1,841 12.5%
ACWI 1,633 2.9%
IAU 1,605 11.1%
QQQ 1,080 5.3%
SPY 987 3.6%
ACRS 794 58.5%
GOOGL 566 17.0%
IWR 517 4.1%
Top Reduces (Value $000, Stocks/ETFs)
RBLX -9,538 -54.5%
COIN -8,259 -33.0%
Unilever PLC -2,192 -100.0%
META -2,129 -7.8%
CART -2,023 -100.0%
JMST -1,153 -35.2%
ORCL -1,094 -32.0%
CMF -353 -50.4%
EFA -262 -100.0%
PXH -222 -100.0%
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