Three Bridge Wealth Advisors, LLC - Portfolio Stock Holdings

Three Bridge Wealth Advisors, LLC disclosed 94 stock positions in a recent SEC 13F filing. $399,208,204 of stock holdings were filed, with the largest holdings including ACWI, VOO, and SPY. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,045,756,051 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.