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Three Bridge Wealth Advisors

Latest statistics and disclosures from Three Bridge Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ACWI, SPY, VOO, META, QQQ, and represent 42.41% of Three Bridge Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: UL, VOO, QQQ, META, IWR, VGK, HEZU, SPY, ACWI, IWM.
Started 7 new stock positions in MBB, COMT, UL, HEZU, VV, VGK, IVV.
Reduced shares in these 10 stocks: RBLX, Unilever, CART, JMST, GOOGL, CMF, EFA, PXH, LLY, SCHB.
Sold out of its positions in PXH, EFA, CART, Unilever.
Three Bridge Wealth Advisors was a net buyer of stock by $54k.
Three Bridge Wealth Advisors has $379M in assets under management (AUM), dropping by -2.24%.
Central Index Key (CIK): 0001950962

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Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 90 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Acwi Etf (ACWI)	15.5	$59M		414k	141.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	7.5	$29M		42k	683.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.2	$27M	+6%	43k	627.14	View chart
Meta Platforms Cl A (META)	6.6	$25M	+2%	38k	660.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.6	$21M	+3%	35k	614.32	View chart
Coinbase Global Com Cl A (COIN)	4.4	$17M		74k	226.14	View chart
Spdr Gold Tr Gold Shs (GLD)	4.4	$17M		42k	396.31	View chart
Ishares Gold Tr Ishares New (IAU)	4.2	$16M		198k	81.17	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.9	$15M		105k	141.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.5	$13M	+4%	136k	96.27	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	3.2	$12M		266k	45.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$11M	+2%	201k	53.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$8.9M		143k	62.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$8.2M		17k	473.31	View chart
Roblox Corp Cl A (RBLX)	2.1	$8.0M	-22%	98k	81.03	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.0	$7.8M	+2%	142k	54.71	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.8	$6.8M		145k	46.92	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.4	$5.2M		80k	65.54	View chart
Apple (AAPL)	1.4	$5.2M		19k	271.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$5.0M	+6%	20k	246.16	View chart
NVIDIA Corporation (NVDA)	1.1	$4.2M		23k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.9M	-9%	13k	313.00	View chart
Microsoft Corporation (MSFT)	0.8	$3.0M		6.3k	483.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.5M		5.0k	502.65	View chart
Oracle Corporation (ORCL)	0.6	$2.3M		12k	194.91	View chart
Unilever Spon Adr New (UL)	0.6	$2.2M	NEW	33k	65.40	View chart
Aclaris Therapeutics (ACRS)	0.6	$2.2M		715k	3.01	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$2.1M	-35%	42k	51.05	View chart
Walt Disney Company (DIS)	0.5	$2.0M		18k	114.47	View chart
Medtronic SHS (MDT)	0.5	$1.9M		20k	96.77	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$1.9M		18k	106.70	View chart
Novo-nordisk A S Adr (NVO)	0.5	$1.8M	+9%	36k	50.88	View chart
Johnson & Johnson (JNJ)	0.4	$1.6M	-2%	8.0k	206.95	View chart
Palo Alto Networks (PANW)	0.4	$1.6M		8.9k	184.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$1.3M		13k	100.70	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$1.3M		1.2k	1069.86	View chart
General Dynamics Corporation (GD)	0.3	$1.3M		3.9k	336.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.1M	+6%	6.2k	177.36	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1M	-16%	1.0k	1074.68	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.1M		5.8k	183.40	View chart
Visa Com Cl A (V)	0.3	$983k		2.8k	350.71	View chart
Starbucks Corporation (SBUX)	0.2	$837k	-2%	9.9k	84.21	View chart
C H Robinson Worldwide Com New (CHRW)	0.2	$812k		5.0k	161.39	View chart
Immunome (IMNM)	0.2	$808k		38k	21.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$795k		16k	48.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$754k	-4%	3.4k	219.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$753k	-8%	9.0k	83.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$705k	-2%	2.6k	268.30	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$687k		4.1k	167.96	View chart
JPMorgan Chase & Co. (JPM)	0.2	$657k		2.0k	322.22	View chart
Home Depot (HD)	0.2	$633k		1.8k	344.10	View chart
Tesla Motors (TSLA)	0.2	$628k		1.4k	449.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$608k		1.9k	313.80	View chart
Pepsi (PEP)	0.1	$562k		3.9k	144.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$560k	-3%	23k	24.04	View chart
Diageo Spon Adr New (DEO)	0.1	$546k		6.3k	86.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$535k	-15%	20k	26.23	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$512k		10k	49.65	View chart
Procter & Gamble Company (PG)	0.1	$502k		3.5k	143.31	View chart
Costco Wholesale Corporation (COST)	0.1	$468k		543.00	862.34	View chart
Intuit (INTU)	0.1	$445k		671.00	662.42	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$426k	+3%	4.4k	96.28	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$423k	+32%	20k	21.66	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$414k	NEW	5.0k	83.61	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.1	$414k	NEW	9.5k	43.76	View chart
Workday Cl A (WDAY)	0.1	$398k		1.9k	214.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$395k		1.2k	335.27	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$378k	+32%	16k	23.02	View chart
Amazon (AMZN)	0.1	$350k	+15%	1.5k	230.82	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$347k	-50%	6.0k	57.46	View chart
Rubrik Cl A (RBRK)	0.1	$341k		4.5k	76.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$330k		1.8k	181.19	View chart
Thermo Fisher Scientific (TMO)	0.1	$304k		525.00	579.88	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$303k	-2%	4.5k	67.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$286k	NEW	907.00	314.80	View chart
Goldman Sachs (GS)	0.1	$272k		309.00	879.00	View chart
Honeywell International (HON)	0.1	$257k	+35%	1.3k	195.09	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$239k	-13%	2.0k	117.72	View chart
Weave Communications (WEAV)	0.1	$238k		31k	7.59	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$238k	+95%	2.0k	119.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$235k		3.0k	78.82	View chart
Wal-Mart Stores (WMT)	0.1	$229k		2.1k	111.64	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$222k		6.2k	35.68	View chart
Charles Schwab Corporation (SCHW)	0.1	$222k	-18%	2.2k	99.89	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$219k	NEW	8.8k	24.89	View chart
Doordash Cl A (DASH)	0.1	$218k		962.00	226.48	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$213k	+93%	1.5k	143.97	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$213k	NEW	2.2k	95.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$203k	NEW	296.00	684.94	View chart
Corvus Pharmaceuticals (CRVS)	0.0	$172k		22k	7.70	View chart

Past Filings by Three Bridge Wealth Advisors

SEC 13F filings are viewable for Three Bridge Wealth Advisors going back to 2022

Three Bridge Wealth Advisors 2025 Q4 filed Feb. 10, 2026
Three Bridge Wealth Advisors 2025 Q3 filed Oct. 21, 2025
Three Bridge Wealth Advisors 2025 Q2 filed July 22, 2025
Three Bridge Wealth Advisors 2025 Q1 filed May 6, 2025
Three Bridge Wealth Advisors 2024 Q4 filed Jan. 29, 2025
Three Bridge Wealth Advisors 2024 Q3 filed Nov. 13, 2024
Three Bridge Wealth Advisors 2024 Q2 filed Aug. 14, 2024
Three Bridge Wealth Advisors 2024 Q1 filed May 14, 2024
Three Bridge Wealth Advisors 2023 Q4 filed Feb. 8, 2024
Three Bridge Wealth Advisors 2023 Q3 filed Nov. 13, 2023
Three Bridge Wealth Advisors 2023 Q2 filed July 28, 2023
Three Bridge Wealth Advisors 2023 Q1 filed May 11, 2023
Three Bridge Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Three Bridge Wealth Advisors 2022 Q1 filed Feb. 14, 2023
Three Bridge Wealth Advisors 2022 Q2 filed Nov. 10, 2022
Three Bridge Wealth Advisors 2022 Q3 filed Nov. 10, 2022

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