Three Bridge Wealth Advisors, LLC reported 473 positions worth $177.34M for the quarter ended Sep 30, 2026, up 52.4% on the prior quarter. It opened 428 new positions, added to 19, trimmed 17 and exited 0. Its largest holding is Space Exploration Technologies Corp at 28.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +332.3K | – | $50.13M | 28.27% |
| GLD Spdr Gold Trust | +1,927 | +5.0% | $733.88K | 8.74% |
| BLLN BillionToOne, Inc. | +2,580 | – | $274.62K | 0.155% |
| HONA Honeywell Aerospace Inc. | +1,509 | – | $233.85K | 0.132% |
| TVTX Travere Therapeutics, Inc. | +3,490 | – | $205.49K | 0.116% |
| AMLX Amylyx Pharmaceuticals, Inc. | +6,666 | – | $193.98K | 0.109% |
| HON Honeywell International Inc | +879 | – | $185.42K | 0.105% |
| DASH DoorDash, Inc. | +965 | – | $177.13K | 0.1% |
| IMNM Immunome Inc. | +7,615 | – | $163.80K | 0.092% |
| INTU Intuit Inc. | +557 | – | $153.57K | 0.087% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| COIN Coinbase Global, Inc. | -32.7K | -44.1% | $6.09M | 4.36% |
| IAU Ishares Gold Trust | -3,478 | -1.9% | $271.63K | 7.91% |
| NVDA Nvidia Corp | -156 | -0.6% | $35.67K | 3.62% |
| AAPL Apple Inc. | -105 | -1.3% | $34.97K | 1.53% |
| RTX RTX Corp | -174 | -3.5% | $32.30K | 0.505% |
| GOOGL Alphabet Inc. | -53 | -0.6% | $18.24K | 1.74% |
| ASML Asml Holding Nv | -9 | -0.8% | $16.31K | 1.15% |
| LLY ELI LILLY & Co | -14 | -1.3% | $16.20K | 0.689% |
| TSLA Tesla, Inc. | -41 | -2.1% | $14.55K | 0.381% |
| NVO Novo Nordisk A S | -282 | -0.5% | $10.69K | 1.21% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +332.3K | $50.13M | 28.27% |
| BLLN BillionToOne, Inc. | +2,580 | $274.62K | 0.155% |
| HONA Honeywell Aerospace Inc. | +1,509 | $233.85K | 0.132% |
| TVTX Travere Therapeutics, Inc. | +3,490 | $205.49K | 0.116% |
| AMLX Amylyx Pharmaceuticals, Inc. | +6,666 | $193.98K | 0.109% |
| HON Honeywell International Inc | +879 | $185.42K | 0.105% |
| DASH DoorDash, Inc. | +965 | $177.13K | 0.1% |
| IMNM Immunome Inc. | +7,615 | $163.80K | 0.092% |
| INTU Intuit Inc. | +557 | $153.57K | 0.087% |
| PLTR Palantir Technologies Inc. | +801 | $149.83K | 0.084% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 332.3K | $50.13M | 28.27% | +332.3K | – | New | 0% |
| 2 | META Meta Platforms, Inc. | Technology | 37.1K | $26.90M | 15.17% | +6 | +0.0% | Added | 0% |
| 3 | GLD Spdr Gold Trust | Financial Services | 40.7K | $15.50M | 8.74% | +1,927 | +5.0% | Added | 0.01% |
| 4 | IAU Ishares Gold Trust | Others | 179.6K | $14.03M | 7.91% | -3,478 | -1.9% | Reduced | 0.02% |
| 5 | COIN Coinbase Global, Inc. | Technology | 41.5K | $7.73M | 4.36% | -32.7K | -44.1% | Reduced | 0.02% |
| 6 | NVDA Nvidia Corp | Technology | 28.0K | $6.41M | 3.62% | -156 | -0.6% | Reduced | 0% |
| 7 | RBLX Roblox Corp | Technology | 98.2K | $4.16M | 2.35% | +15 | +0.0% | Added | 0.01% |
| 8 | ACRS Aclaris Therapeutics, Inc. | Healthcare | 714.8K | $3.76M | 2.12% | 0 | 0.0% | Unchanged | 0.5% |
| 9 | PANW Palo Alto Networks Inc | Technology | 8,942 | $3.55M | 2% | 0 | 0.0% | Unchanged | 0% |
| 10 | MSFT Microsoft Corp | Technology | 6,402 | $3.28M | 1.85% | +174 | +2.8% | Added | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 8,978 | $3.09M | 1.74% | -53 | -0.6% | Reduced | 0% |
| 12 | AAPL Apple Inc. | Technology | 8,130 | $2.71M | 1.53% | -105 | -1.3% | Reduced | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,834 | $2.41M | 1.36% | +116 | +2.5% | Added | 0% |
| 14 | UL Unilever Plc | Consumer Staples | 36.8K | $2.23M | 1.26% | +697 | +1.9% | Added | 0% |
| 15 | NVO Novo Nordisk A S | Healthcare | 56.5K | $2.14M | 1.21% | -282 | -0.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Three Bridge Wealth Advisors.
As of its Q3 2026 13F filing, Three Bridge Wealth Advisors, LLC’s five largest positions were Space Exploration Technologies Corp (SPCX) at 28.3%, Meta Platforms, Inc. (META) at 15.2%, Spdr Gold Trust (GLD) at 8.7%, Ishares Gold Trust (IAU) at 7.9%, Coinbase Global, Inc. (COIN) at 4.4% of the reported portfolio.
Three Bridge Wealth Advisors, LLC reported a 13F portfolio worth $177.34M across 473 positions for Q3 2026. That is up 52.4% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($50.13M), Spdr Gold Trust ($733.88K), BillionToOne, Inc. ($274.62K). It opened 428 new positions.
Its largest sales by value were Coinbase Global, Inc. ($6.09M), Ishares Gold Trust ($271.63K), Nvidia Corp ($35.67K). It exited 0 positions entirely.
From the Form 13F-HR reports Three Bridge Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.