Three Bridge Wealth Advisors, LLC logo

Three Bridge Wealth Advisors, LLC

RIA/Wealth

Three Bridge Wealth Advisors, LLC is a RIA/Wealth based in Los Altos, CA led by Eric Thomas Thurber, reporting $817.8M in AUM as of Q3 2025 with 61% ETF concentration and 63% concentrated in top 10 holdings.

CIOEric Thomas Thurber
Portfolio Value
$387.9M
Positions
87
Top Holding
ACWI at 14.69%
Last Reported
Q3 2025
Address240 Third Street, Suite 110, Los Altos, CA, 94022, United States

Top Holdings

Largest long holdings in Three Bridge Wealth Advisors, LLC's portfolio (62.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$57.0M
14.69%
+$1.2M
Bought
412.2K shares
ETF
ETF
$27.6M
7.11%
+$1.7M
Bought
41.3K shares
Internet Content & Information
Communication Services
$27.2M
7.02%
-$1.8M
Sold
0.00%
37.1K shares
ETF
ETF
$25.1M
6.47%
+$245.6K
Bought
40.9K shares
Software - Application
Technology
$25.0M
6.45%
-$22.3K
Sold
0.03%
74.2K shares
ETF
ETF
$20.3M
5.23%
+$2.7M
Bought
33.8K shares
7
Roblox logo
Roblox
RBLX
Electronic Gaming & Multimedia
Technology
$17.5M
4.51%
-$63.9K
Sold
0.02%
126.3K shares
Unknown
Unknown
$14.7M
3.78%
+$1.1M
Bought
41.3K shares
Unknown
Unknown
$14.5M
3.73%
+$162.3K
Bought
198.7K shares
ETF
ETF
$14.4M
3.72%
104.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Three Bridge Wealth Advisors, LLC's latest filing

See all changes
Market Value
$387.9M
Prior: $379.5M
Q/Q Change
+2.22%
+$8.4M
Net Flows % of MV
-5.38%
Turnover Ratio
6.16%
New Purchases
3 stocks
$1.9M
Added To
28 stocks
+$11.4M
Sold Out Of
40 stocks
$14.8M
Reduced Holdings
39 stocks
-$19.4M

Increased Positions

PositionShares Δ
New
2
Rubrik logo
Rubrik
RBRK
New
New
+31.31%
+29.32%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
5
Netflix logo
Sold

Analytics

Portfolio insights and performance metrics for Three Bridge Wealth Advisors, LLC

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Sector Allocation

ETF: 60.80%ETFTechnology: 16.00%TechnologyCommunication Services: 8.60%Communication ServicesHealthcare: 1.70%Financial Services: 1.20%Consumer Cyclical: 1.20%Industrials: 0.80%Consumer Defensive: 0.50%Real Estate: 0.10%
ETF
60.80%
Technology
16.00%
Communication Services
8.60%
Healthcare
1.70%
Financial Services
1.20%
Consumer Cyclical
1.20%
Industrials
0.80%
Consumer Defensive
0.50%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 15.31%Mega Cap (> $200B)Large Cap ($10B - $200B): 13.55%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.06%Small Cap ($300M - $2B): 0.21%Micro Cap ($50M - $300M): 0.35%Nano Cap (< $50M): 0.52%N/A (ETF or Unknown): 70.00%N/A (ETF or Unknown)
Mega Cap (> $200B)
15.31%
Large Cap ($10B - $200B)
13.55%
Mid Cap ($2B - $10B)
0.06%
Small Cap ($300M - $2B)
0.21%
Micro Cap ($50M - $300M)
0.35%
Nano Cap (< $50M)
0.52%
N/A (ETF or Unknown)
70.00%

Portfolio Concentration

Top 10 Holdings %
62.71%
Top 20 Holdings %
83.45%
Top 50 Holdings %
96.41%
Top 100 Holdings %
100.0%

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