Three Bridge Wealth Advisors, LLC
Three Bridge Wealth Advisors, LLC reported 87 holdings worth US$399M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Three Bridge Wealth Advisors, LLC reported 87 holdings worth US$399M as of Jun 30, 2026. Largest: Meta Platforms, Inc., Coinbase Global, Inc. and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 87
- Value as reported
- US$399M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Meta Platforms, Inc. | 37,087 | US$20.9M | 5.2% |
| Coinbase Global, Inc. | 74,173 | US$10.8M | 2.7% |
| Nvidia Corporation | 28,199 | US$5.64M | 1.4% |
| Roblox Corporation | 98,195 | US$5.34M | 1.3% |
| Alphabet Inc (google) Class C | 12,039 | US$4.3M | 1.1% |
| Aclaris Therapeutics, Inc. | 715K | US$3.78M | 0.95% |
| Palo Alto Networks, Inc. | 8,942 | US$3.05M | 0.76% |
| Novo Nordisk A/s Class B | 56,733 | US$2.72M | 0.68% |
| Apple Inc | 8,235 | US$2.38M | 0.60% |
| Berkshire Hathaway Inc. | 4,718 | US$2.36M | 0.59% |
| Microsoft Corp. | 6,228 | US$2.32M | 0.58% |
| Asml Holding Nv | 1,132 | US$2.25M | 0.56% |
| Unilever Plc | 36,080 | US$2.17M | 0.54% |
| Walt Disney Company (the) | 18,065 | US$1.75M | 0.44% |
| Johnson & Johnson | 5,230 | US$1.33M | 0.33% |
| General Dynamics Corporation | 3,725 | US$1.32M | 0.33% |
| Eli Lilly And Company | 1,070 | US$1.28M | 0.32% |
| Visa Inc. | 3,349 | US$1.15M | 0.29% |
| Starbucks Corporation | 9,650 | US$986K | 0.25% |
| Procter & Gamble Company (the) | 6,488 | US$951K | 0.24% |
| Rtx Corporation | 5,002 | US$949K | 0.24% |
| Oracle Corporation | 6,367 | US$933K | 0.23% |
| C.h. Robinson Worldwide, Inc. | 4,519 | US$854K | 0.21% |
| Tesla, Inc. | 1,944 | US$818K | 0.20% |
| Home Depot, Inc. (the) | 1,813 | US$639K | 0.16% |
| Block, Inc. | 8,266 | US$628K | 0.16% |
| Jp Morgan Chase & Co. | 1,880 | US$615K | 0.15% |
| Costco Wholesale Corporation | 636 | US$595K | 0.15% |
| Diageo Plc | 6,921 | US$556K | 0.14% |
| Pepsico, Inc. | 3,470 | US$470K | 0.12% |
| Rubrik, Inc. | 4,464 | US$358K | 0.09% |
| Amazon.com, Inc. | 1,407 | US$335K | 0.08% |
| Goldman Sachs Group, Inc. (the) | 314 | US$318K | 0.08% |
| Phillips Edison & Company, Inc. | 6,242 | US$260K | 0.07% |
| Erasca, Inc. | 14,000 | US$256K | 0.06% |
| Cisco Systems, Inc. | 1,959 | US$230K | 0.06% |
| Workday, Inc. | 1,863 | US$228K | 0.06% |
| Intuitive Surgical, Inc. | 568 | US$226K | 0.06% |
| Charles Schwab Corporation (the) | 2,274 | US$210K | 0.05% |
| Thermo Fisher Scientific Inc | 405 | US$203K | 0.05% |
| Weave Communications, Inc. | 31,372 | US$188K | 0.05% |
| Corvus Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Immunome, Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
Source
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