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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, VOO, SPY, META, QQQ, and represent 42.57% of Three Bridge Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO, IWR, IWM, NVDA, NVO, VUG, QQQ, EEM, PG, VWO.
Started 3 new stock positions in ACWX, VUG, HEWJ.
Reduced shares in these 10 stocks: AAPL, IAU, ORCL, GLD, JNJ, GOOGL, IBIT, ACWI, VGK, TMO.
Sold out of its positions in DASH, IVV, IBIT, XLC, TMO, VGK, WMT.
Three Bridge Wealth Advisors was a net buyer of stock by $597k.
Three Bridge Wealth Advisors has $364M in assets under management (AUM), dropping by -3.96%.
Central Index Key (CIK): 0001950962

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Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Acwi Etf (ACWI)	15.6	$57M		411k	138.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.9	$29M	+11%	48k	597.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	7.4	$27M		41k	652.14	View chart
Meta Platforms Cl A (META)	6.0	$22M		38k	572.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.7	$21M	+2%	36k	577.18	View chart
Spdr Gold Tr Gold Shs (GLD)	4.8	$17M	-3%	40k	430.29	View chart
Ishares Gold Tr Ishares New (IAU)	4.5	$16M	-6%	184k	88.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.0	$15M		105k	138.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.9	$14M	+8%	147k	97.23	View chart
Coinbase Global Com Cl A (COIN)	3.6	$13M		74k	174.61	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	3.4	$12M		267k	45.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$11M	+3%	209k	54.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$9.1M		142k	64.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.3	$8.5M	+5%	150k	56.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$7.4M		17k	426.41	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.8	$6.7M	-2%	142k	47.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$5.9M	+17%	24k	248.00	View chart
Roblox Corp Cl A (RBLX)	1.5	$5.6M		98k	56.56	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.5	$5.5M		79k	69.90	View chart
NVIDIA Corporation (NVDA)	1.3	$4.8M	+21%	28k	174.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.1M	-14%	11k	287.56	View chart
Aclaris Therapeutics (ACRS)	0.7	$2.7M		715k	3.75	View chart
Microsoft Corporation (MSFT)	0.7	$2.4M	+3%	6.5k	370.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.3M	-3%	4.8k	479.20	View chart
Novo-nordisk A S Adr (NVO)	0.6	$2.2M	+60%	58k	37.98	View chart
Apple (AAPL)	0.6	$2.1M	-56%	8.4k	253.79	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$2.1M		42k	50.98	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$1.8M		18k	97.91	View chart
Unilever Spon Adr New (UL)	0.5	$1.8M	-6%	31k	57.53	View chart
Walt Disney Company (DIS)	0.5	$1.7M	+3%	18k	96.38	View chart
Medtronic SHS (MDT)	0.5	$1.7M	-3%	19k	87.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$1.5M	-6%	1.1k	1320.83	View chart
Palo Alto Networks (PANW)	0.4	$1.4M		8.9k	160.32	View chart
Johnson & Johnson (JNJ)	0.4	$1.4M	-27%	5.7k	244.44	View chart
General Dynamics Corporation (GD)	0.4	$1.3M	-2%	3.8k	343.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.2M	+4%	6.5k	184.29	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$1.1M	-12%	11k	100.57	View chart
Visa Com Cl A (V)	0.3	$1.0M	+21%	3.4k	302.24	View chart
Raytheon Technologies Corp (RTX)	0.3	$985k	-11%	5.1k	192.90	View chart
Procter & Gamble Company (PG)	0.3	$940k	+85%	6.5k	144.44	View chart
Oracle Corporation (ORCL)	0.3	$936k	-46%	6.4k	147.11	View chart
Eli Lilly & Co. (LLY)	0.2	$909k	-2%	988.00	919.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$881k	+58%	3.1k	286.86	View chart
Starbucks Corporation (SBUX)	0.2	$869k	-2%	9.7k	89.59	View chart
Immunome (IMNM)	0.2	$823k		38k	21.87	View chart
C H Robinson Worldwide In Com New (CHRW)	0.2	$753k	-10%	4.5k	166.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$749k	-5%	16k	48.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$748k		9.0k	82.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$737k		3.4k	215.06	View chart
Tesla Motors (TSLA)	0.2	$710k	+36%	1.9k	371.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$639k	NEW	1.5k	436.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$635k		4.1k	155.11	View chart
Costco Wholesale Corporation (COST)	0.2	$634k	+17%	636.00	996.43	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.2	$622k	+50%	14k	43.70	View chart
Home Depot (HD)	0.2	$601k		1.8k	328.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$576k		23k	24.75	View chart
JPMorgan Chase & Co. (JPM)	0.2	$550k	-8%	1.9k	294.16	View chart
Pepsi (PEP)	0.1	$537k	-11%	3.5k	155.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$512k		20k	25.10	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$512k		2.6k	198.29	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$511k	+62%	7.3k	69.75	View chart
Diageo Spon Adr New (DEO)	0.1	$511k	+8%	6.9k	74.45	View chart
Honeywell International (HON)	0.1	$399k	+34%	1.8k	226.03	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$393k	NEW	5.7k	68.47	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$393k	-5%	4.2k	93.93	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$384k		17k	22.91	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$384k	-5%	18k	20.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$378k		1.2k	320.81	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$334k	+12%	9.9k	33.81	View chart
Corvus Pharmaceuticals (CRVS)	0.1	$327k		22k	14.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$307k	-10%	1.6k	189.57	View chart
Amazon (AMZN)	0.1	$293k	-7%	1.4k	208.27	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.1	$283k	NEW	5.0k	56.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$271k		907.00	298.85	View chart
Goldman Sachs (GS)	0.1	$266k		314.00	845.99	View chart
Intuit (INTU)	0.1	$256k	-11%	591.00	432.38	View chart
Workday Cl A (WDAY)	0.1	$241k		1.9k	129.92	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$240k	+10%	2.2k	108.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$235k		3.0k	78.42	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$234k		6.2k	37.53	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$221k	-35%	3.9k	56.87	View chart
Rubrik Cl A (RBRK)	0.1	$219k		4.5k	48.97	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$215k		2.3k	94.95	View chart
Charles Schwab Corporation (SCHW)	0.1	$214k	+2%	2.3k	93.96	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$205k	+4%	1.5k	132.90	View chart
Weave Communications (WEAV)	0.0	$145k		31k	4.62	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 2026 Q1 filed May 12, 2026
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

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