Three Bridge Wealth Advisors, LLC
All 13F Filings
- Location
- Los Altos, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 364,211
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 86 | 364,211 | 13F-HR | Three Bridge Wealth Advisors, LLC |
| Q4 2025 | 2/10/2026 | 90 | 379,227 | 13F-HR | Three Bridge Wealth Advisors, LLC |
| Q3 2025 | 10/21/2025 | 87 | 387,930 | 13F-HR | Three Bridge Wealth Advisors, LLC |
| Q2 2025 | 7/22/2025 | 123 | 379,501 | 13F-HR | Three Bridge Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.51 K | 23.5% | 0 | 119.4 K | -119.4 K |
| ETFs | 278.5 K | 76.5% | 104.8 K | 0 | 104.8 K |
| Debt | 235 | 0.1% | 1 | 0 | 1 |
| Other | 0 | 0.0% | 0 | 426 | -426 |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
364,211
Holdings
86
QoQ value change ($000)
-15,016
(-4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.