Three Bridge Wealth Advisors, LLC

CIK 0001950962 • 6 13F filings • May 6, 2025 – Jul 27, 2026

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Filer information

Filed by: Three Bridge Wealth Advisors, LLC, Chief Compliance Officer
Address: 240 3RD STREET, SUITE 110, LOS ALTOS, CA, 94022
Phone: 650-433-3500
AUM: $379.2M

AUM over time

$399.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $379.2M90 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$705K	0.2%Prev: 0.2%	2,627 SH	Increased-77 SH
ACLARIS THERAPEUTICS INC	COM	$2.2M	0.6%Prev: 0.4%	714,823 SH	Increased
ALPHABET INC	CAP STK CL A	$3.9M	1.0%Prev: 0.9%	12,463 SH	Increased-1,255 SH
ALPHABET INC	CAP STK CL C	$608K	0.2%Prev: 0.1%	1,936 SH	Increased
AMAZON COM INC	COM	$349K	0.1%Prev: 0.1%	1,514 SH	Increased+200 SH
APPLE INC	COM	$5.2M	1.4%Prev: 1.2%	19,150 SH	Increased+125 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.3M	0.3%Prev: 0.3%	1,231 SH	Increased+2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	0.7%Prev: 0.6%	4,958 SH	Decreased-35 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$812K	0.2%Prev: 0.2%	5,033 SH	Increased+11 SH
COINBASE GLOBAL INC	COM CL A	$16.8M	4.4%Prev: 6.5%	74,170 SH	Decreased
CORVUS PHARMACEUTICALS INC	COM	$172K	0.0%Prev: 0.0%	22,371 SH	Increased
COSTCO WHSL CORP NEW	COM	$468K	0.1%Prev: 0.1%	543 SH	Decreased
DIAGEO PLC	SPON ADR NEW	$546K	0.1%Prev: 0.2%	6,331 SH	Decreased+85 SH
DISNEY WALT CO	COM	$2.0M	0.5%Prev: 0.5%	17,499 SH	Increased+119 SH
DOORDASH INC	CL A	$218K	0.1%Prev: 0.1%	962 SH	Decreased
ELI LILLY & CO	COM	$1.1M	0.3%Prev: 0.2%	1,009 SH	Increased-200 SH
GENERAL DYNAMICS CORP	COM	$1.3M	0.3%Prev: 0.3%	3,906 SH	Decreased+5 SH
GOLDMAN SACHS GROUP INC	COM	$272K	0.1%Prev: 0.1%	309 SH	Increased
HOME DEPOT INC	COM	$633K	0.2%Prev: 0.2%	1,839 SH	Decreased+2 SH
HONEYWELL INTL INC	COM	$257K	0.1%Prev: 0.1%	1,315 SH	Increased+347 SH
IMMUNOME INC	COM	$808K	0.2%Prev: 0.1%	37,615 SH	Increased
INTUIT	COM	$444K	0.1%Prev: 0.1%	671 SH	Decreased
INVESCO EXCH TRADED FD TR II	EMRNG MKT SVRG	$423K	0.1%Prev: 0.1%	19,519 SH	Increased+4,797 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$5.2M	1.4%Prev: 1.3%	80,074 SH	Increased-567 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$6.8M	1.8%Prev: 1.7%	145,148 SH	Increased-1,142 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$12.2M	3.2%Prev: 3.1%	265,783 SH	Increased-1,654 SH
INVESCO QQQ TR	UNIT SER 1	$21.4M	5.6%Prev: 5.2%	34,780 SH	Increased+1,029 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$512K	0.1%Prev: 0.2%	10,310 SH	Decreased
ISHARES GOLD TR	ISHARES NEW	$16.1M	4.2%Prev: 3.7%	197,895 SH	Increased-779 SH
ISHARES INC	CORE MSCI EMKT	$303K	0.1%Prev: 0.1%	4,510 SH	Decreased-119 SH
ISHARES TR	CALIF MUN BD ETF	$347K	0.1%Prev: 0.2%	6,042 SH	Decreased-6,229 SH
ISHARES TR	CORE S&P US GWT	$687K	0.2%Prev: 0.2%	4,091 SH	Increased+2 SH
ISHARES TR	CORE S&P500 ETF	$203K	0.1%	296 SH	New
ISHARES TR	CUR HD EURZN ETF	$414K	0.1%	9,452 SH	New
ISHARES TR	JPMORGAN USD EMG	$426K	0.1%Prev: 0.1%	4,423 SH	Increased+169 SH
ISHARES TR	MBS ETF	$213K	0.1%	2,239 SH	New
ISHARES TR	MSCI ACWI ETF	$58.6M	15.5%Prev: 14.7%	414,254 SH	Increased+2,071 SH
ISHARES TR	MSCI EMG MKT ETF	$7.8M	2.0%Prev: 1.9%	141,770 SH	Increased+3,201 SH
ISHARES TR	RUS 1000 GRW ETF	$8.2M	2.2%Prev: 2.1%	17,390 SH	Increased+4 SH
ISHARES TR	RUS 2000 VAL ETF	$330K	0.1%Prev: 0.1%	1,820 SH	Increased
ISHARES TR	RUS MID CAP ETF	$13.1M	3.5%Prev: 3.2%	136,318 SH	Increased+5,756 SH
ISHARES TR	RUSSELL 2000 ETF	$5.0M	1.3%Prev: 1.2%	20,397 SH	Increased+1,185 SH
ISHARES TR	US TREAS BD ETF	$378K	0.1%Prev: 0.1%	16,421 SH	Increased+3,981 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$219K	0.1%	8,779 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.1M	0.6%Prev: 0.8%	41,494 SH	Decreased-22,603 SH
JOHNSON & JOHNSON	COM	$1.6M	0.4%Prev: 0.4%	7,957 SH	Increased-201 SH
JPMORGAN CHASE & CO.	COM	$657K	0.2%Prev: 0.2%	2,040 SH	Increased
MEDTRONIC PLC	SHS	$1.9M	0.5%Prev: 0.5%	20,106 SH	Increased+70 SH
META PLATFORMS INC	CL A	$25.1M	6.6%Prev: 7.0%	38,044 SH	Decreased+951 SH
MICROSOFT CORP	COM	$3.0M	0.8%Prev: 0.8%	6,278 SH	Decreased+57 SH
NOVO-NORDISK A S	ADR	$1.8M	0.5%Prev: 0.5%	35,871 SH	Increased+3,110 SH
NVIDIA CORPORATION	COM	$4.2M	1.1%Prev: 1.1%	22,761 SH	Increased+270 SH
ORACLE CORP	COM	$2.3M	0.6%Prev: 0.9%	11,933 SH	Decreased-229 SH
PALO ALTO NETWORKS INC	COM	$1.6M	0.4%Prev: 0.5%	8,858 SH	Decreased
PEPSICO INC	COM	$562K	0.1%Prev: 0.1%	3,891 SH	Increased+21 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$222K	0.1%Prev: 0.1%	6,231 SH	Increased
PIMCO ETF TR	ENHAN SHRT MA AC	$1.3M	0.3%Prev: 0.3%	13,090 SH	Increased+93 SH
PROCTER AND GAMBLE CO	COM	$502K	0.1%Prev: 0.1%	3,503 SH	Decreased-20 SH
ROBLOX CORP	CL A	$8.0M	2.1%Prev: 4.5%	98,184 SH	Decreased-28,106 SH
RTX CORPORATION	COM	$1.1M	0.3%Prev: 0.2%	5,783 SH	Increased+14 SH
RUBRIK INC.	CL A	$341K	0.1%Prev: 0.1%	4,464 SH	Decreased
SCHWAB CHARLES CORP	COM	$222K	0.1%Prev: 0.1%	2,224 SH	Decreased-494 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$560K	0.1%Prev: 0.1%	23,280 SH	Increased-722 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$535K	0.1%Prev: 0.2%	20,378 SH	Decreased-3,687 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$239K	0.1%	2,028 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$238K	0.1%	1,989 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$213K	0.1%	1,482 SH	New
SPDR GOLD TR	GOLD SHS	$16.5M	4.4%Prev: 3.8%	41,686 SH	Increased+389 SH
SPDR S&P 500 ETF TR	TR UNIT	$28.6M	7.5%Prev: 7.1%	41,763 SH	Increased+484 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.9M	0.5%	18,200 SH	New
STARBUCKS CORP	COM	$837K	0.2%Prev: 0.2%	9,939 SH	Decreased-287 SH
TESLA INC	COM	$628K	0.2%Prev: 0.2%	1,396 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$304K	0.1%Prev: 0.1%	525 SH	Increased
UNILEVER PLC	SPON ADR NEW	$2.2M	0.6%Prev: 0.6%	33,007 SH	Decreased-3,963 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$234K	0.1%Prev: 0.1%	2,975 SH	Increased+39 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$795K	0.2%Prev: 0.2%	16,444 SH	Decreased-303 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$286K	0.1%	907 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.1M	0.3%Prev: 0.3%	6,209 SH	Increased+360 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$27.2M	7.2%Prev: 6.5%	43,341 SH	Increased+2,460 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$395K	0.1%Prev: 0.1%	1,177 SH	Increased-21 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.8M	2.9%Prev: 2.7%	201,060 SH	Increased+5,327 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$414K	0.1%	4,954 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$14.9M	3.9%Prev: 3.7%	105,364 SH	Increased+745 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$753K	0.2%Prev: 0.2%	8,996 SH	Decreased-830 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$754K	0.2%Prev: 0.2%	3,429 SH	Decreased-157 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.9M	2.4%Prev: 2.2%	142,678 SH	Increased+480 SH
VISA INC	COM CL A	$983K	0.3%Prev: 0.2%	2,803 SH	Increased+3 SH
WALMART INC	COM	$229K	0.1%Prev: 0.1%	2,053 SH	Increased+10 SH
WEAVE COMMUNICATIONS INC	COM	$238K	0.1%Prev: 0.1%	31,372 SH	Increased
WORKDAY INC	CL A	$398K	0.1%Prev: 0.1%	1,852 SH	Decreased

Sold (vs prior filing)

INVESCO EXCH TRADED FD TR II — $222K
ISHARES TR — $262K
MAPLEBEAR INC — $2.0M
SELECT SECTOR SPDR TR — $277K
SELECT SECTOR SPDR TR — $244K
SELECT SECTOR SPDR TR — $216K
SPDR SERIES TRUST — $1.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001950962-26-000001	$379.2M	View
Oct 21, 2025	Q3 2025	13F-HR	0001950962-25-000011	$387.9M	View
Jul 27, 2026	Q2 2026