Sign In
test

Brett Barton Sharkey

Three Bridge Wealth Advisors, Llc

Assets Managed
$364.211M
Holdings
86
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-3.95%(2Q avg: -3.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Three Bridge Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Three Bridge Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 364.211M in assets, with a quarterly growth rate of -3.95% and a 2-quarter average growth rate of -3.1%. The portfolio is managed by Brett Barton Sharkey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ACWI
Ishares Msci Acwi Etf
Recent Activity
Decreased -0.84%
15.61%
$56.838M
410,767 shares@ $138.37 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 11.38%
7.92%
$28.845M
48,272 shares@ $597.56 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.99%
7.41%
$26.964M
41,347 shares@ $652.14 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 0.14%
5.99%
$21.795M
38,094 shares@ $572.13 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2.64%
5.66%
$20.603M
35,696 shares@ $577.18 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -3.51%
4.76%
$17.307M
40,221 shares@ $430.29 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -6.85%
4.47%
$16.25M
184,324 shares@ $88.17 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
4.01%
$14.574M
105,364 shares@ $138.32 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 8.17%
3.94%
$14.336M
147,446 shares@ $97.24 avg price
COIN
Coinbase Global Inc -class A
Recent Activity
Increased 0.01%
3.56%
$12.951M
74,173 shares@ $174.62 avg price

1-10 of 86