Three Bridge Wealth Advisors, LLC
All 13F Filings
- Location
- Los Altos, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 379,227
- 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 |
|---|---|---|---|---|---|
| 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 | 204.9 K | 54.0% | 0 | 17.09 K | -17.09 K |
| ETFs | 173.7 K | 45.8% | 8.366 K | 0 | 8.366 K |
| Debt | 234 | 0.1% | 2 | 0 | 2 |
| Other | 426 | 0.1% | 21 | 0 | 21 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
379,227
Holdings
90
QoQ value change ($000)
-8,703
(-2.2%)
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.