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THREE BRIDGE WEALTH ADVISORS, LLC 13F portfolio summary

THREE BRIDGE WEALTH ADVISORS, LLC of THREE BRIDGE WEALTH ADVISORS, LLC has 86 current stock holdings with a reported portfolio value of $364.2M. The portfolio 1 year return is +18.93%. Top holdings include BSV (0.00%), QQQ (0.00%), SPY (0.00%), ACWI (17.96%), VOO (9.12%).

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THREE BRIDGE WEALTH ADVISORS, LLC

THREE BRIDGE WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

THREE BRIDGE WEALTH ADVISORS, LLC runs THREE BRIDGE WEALTH ADVISORS, LLC and currently holds 86 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $364.21M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. THREE BRIDGE WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, THREE BRIDGE WEALTH ADVISORS, LLC's portfolio at THREE BRIDGE WEALTH ADVISORS, LLC has delivered returns of +18.93%. Their 3-year annualized return is +112.83%. Looking at the 5-year horizon, THREE BRIDGE WEALTH ADVISORS, LLC has achieved +25.75% annualized returns at THREE BRIDGE WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.93%
#0/1000
3 Year
+112.83%
#0/1000
5 Year
+25.75%
#0/1000

Portfolio Value

$364.21M

Alpha Score

47.5

#0 of 1000

Holdings

86

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change