13F Filings History of Three Bridge Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$379,227,320
Signature - Title
Cynthia Banfield - Chief Compliance Officer
Location
Los Altos, CA
Summary
This page shows a list of all the recent 13F filings made by Three Bridge Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Three Bridge Wealth Advisors, LLC reported 90 stock holdings with total value $379,227,320 as of Q4 2025. Top holdings included ACWI, SPY, VOO, META, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 90 $379,227,320 +$9,864,668 -$9,811,003 +$53,665 ACWI, SPY, VOO, META, QQQ 13F-HR 10 Feb 2026, 11:54
Q3 2025 87 $387,930,076 +$13,563,338 -$34,206,812 -$20,643,474 ACWI, SPY, META, VOO, COIN 13F-HR 21 Oct 2025, 13:20
Q2 2025 123 $379,501,293 +$47,446,206 -$6,737,889 +$40,708,317 ACWI, META, COIN, SPY, VOO 13F-HR 22 Jul 2025, 17:00
Q1 2025 84 $287,392,786 +$18,258,368 -$6,911,988 +$11,346,380 ACWI, META, VOO, SPY, COIN 13F-HR 06 May 2025, 16:29
Q4 2024 93 $285,611,190 +$23,098,909 -$18,536,231 +$4,562,678 ACWI, VOO, SPY, COIN, VT 13F-HR 29 Jan 2025, 16:25
Q3 2024 87 $271,083,886 +$13,284,321 -$5,434,204 +$7,850,117 ACWI, COIN, SPY, VOO, VT 13F-HR 13 Nov 2024, 12:19
Q2 2024 91 $252,337,170 +$13,283,373 -$12,293,385 +$989,988 ACWI, COIN, SPY, VOO, VT 13F-HR 14 Aug 2024, 11:19
Q1 2024 92 $253,764,973 +$20,976,412 -$84,856,138 -$63,879,726 ACWI, COIN, SPY, VT, VOO 13F-HR 14 May 2024, 10:53
Q4 2023 93 $289,134,143 +$11,744,234 -$54,063,147 -$42,318,913 AFRM, ACWI, COIN, SPY, VT 13F-HR 08 Feb 2024, 11:01
Q3 2023 93 $240,948,833 +$13,672,536 -$6,413,194 +$7,259,342 AFRM, ACWI, SPY, COIN, VT 13F-HR 13 Nov 2023, 13:32
Q2 2023 93 $236,195,318 +$7,287,662 -$8,866,613 -$1,578,951 ACWI, AFRM, SPY, COIN, VT 13F-HR 28 Jul 2023, 13:31
Q1 2023 92 $215,787,772 +$15,965,720 -$4,882,320 +$11,083,400 ACWI, AFRM, SPY, COIN, VT 13F-HR 11 May 2023, 08:47
Q4 2022 82 $186,546,743 +$22,093,117 -$13,734,003 +$8,359,114 ACWI, AFRM, SPY, VT, EEM 13F-HR 14 Feb 2023, 13:06
Q3 2022 83 $196,483,000 +$6,199,656 -$6,081,650 +$118,006 AFRM, ACWI, COIN, EEM, GTLB 13F-HR 10 Nov 2022, 11:19
Q2 2022 83 $204,164,000 +$13,198,174 -$25,900,480 -$12,702,306 AFRM, ACWI, EEM, GTLB, COIN 13F-HR 10 Nov 2022, 11:13
Q1 2022 87 $357,596,000 $0 $0 $0 AFRM, ACWI, COIN, EEM, GLD 13F-HR 14 Feb 2023, 13:08