Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of March 31, 2025

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 84 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 15.9 $46M 392k 116.39
Meta Platforms Cl A (META) 7.6 $22M 38k 576.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $21M 41k 513.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.0 $20M 36k 561.11
Coinbase Global Com Cl A (COIN) 4.4 $13M 74k 172.23
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.2 $12M 105k 115.95
Ishares Gold Tr Ishares New (IAU) 4.1 $12M 198k 58.96
Ishares Tr Rus Mid Cap Etf (IWR) 3.8 $11M 129k 85.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $10M 22k 469.63
Spdr Gold Tr Gold Shs (GLD) 3.2 $9.1M 32k 288.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $8.5M 187k 45.26
Roblox Corp Cl A (RBLX) 2.6 $7.4M 126k 58.29
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 2.5 $7.3M 193k 37.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $7.0M 138k 50.83
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $6.4M 18k 361.09
Ishares Tr Msci Emg Mkt Etf (EEM) 2.2 $6.4M 146k 43.70
Ishares Tr Russell 2000 Etf (IWM) 1.3 $3.8M 19k 199.49
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $3.5M 69k 50.85
Apple (AAPL) 0.9 $2.7M 12k 222.14
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.9 $2.7M 66k 40.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.6M 4.8k 532.58
NVIDIA Corporation (NVDA) 0.8 $2.4M 22k 108.39
Microsoft Corporation (MSFT) 0.8 $2.4M 6.3k 375.39
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.3M 15k 154.64
Oracle Corporation (ORCL) 0.8 $2.2M 16k 139.81
Maplebear (CART) 0.8 $2.2M 55k 39.89
Walt Disney Company (DIS) 0.8 $2.2M 22k 98.70
Unilever Spon Adr New 0.7 $2.1M 36k 59.55
Palantir Technologies Cl A (PLTR) 0.7 $2.0M 24k 84.40
Medtronic SHS (MDT) 0.6 $1.7M 19k 90.56
Novo-nordisk A S Adr (NVO) 0.6 $1.7M 24k 70.58
Intuit (INTU) 0.6 $1.6M 2.6k 613.99
Palo Alto Networks (PANW) 0.5 $1.5M 8.9k 170.64
Raytheon Technologies Corp (RTX) 0.5 $1.5M 11k 132.46
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.5M 18k 80.37
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $1.4M 14k 100.62
Johnson & Johnson (JNJ) 0.5 $1.3M 7.9k 165.84
Visa Com Cl A (V) 0.5 $1.3M 3.7k 350.46
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.4 $1.3M 24k 51.99
General Dynamics Corporation (GD) 0.4 $1.1M 4.0k 272.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $957k 6.0k 160.55
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $853k 18k 48.82
Starbucks Corporation (SBUX) 0.3 $846k 8.6k 98.09
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $824k 15k 56.28
Asml Holding N V N Y Registry Shs (ASML) 0.3 $793k 1.2k 662.63
Accenture Plc Ireland Shs Class A (ACN) 0.3 $780k 2.5k 312.04
Nike CL B (NKE) 0.3 $765k 12k 63.88
Wal-Mart Stores (WMT) 0.2 $711k 8.1k 88.03
Home Depot (HD) 0.2 $688k 1.9k 366.49
C H Robinson Worldwide Com New (CHRW) 0.2 $649k 6.3k 103.03
Diageo Spon Adr New (DEO) 0.2 $617k 5.8k 106.42
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $570k 2.9k 193.99
Costco Wholesale Corporation (COST) 0.2 $543k 574.00 945.78
Adobe Systems Incorporated (ADBE) 0.2 $538k 1.4k 383.53
Pepsi (PEP) 0.2 $536k 3.6k 149.94
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $519k 4.1k 127.09
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $502k 6.1k 81.76
Eli Lilly & Co. (LLY) 0.2 $501k 606.00 825.91
JPMorgan Chase & Co. (JPM) 0.2 $500k 2.0k 245.30
Ishares Tr Msci Eafe Etf (EFA) 0.2 $490k 6.0k 81.73
Vanguard Index Fds Large Cap Etf (VV) 0.2 $467k 1.8k 257.03
Procter & Gamble Company (PG) 0.2 $461k 2.7k 170.42
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $446k 23k 19.78
Workday Cl A (WDAY) 0.2 $433k 1.9k 233.53
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $421k 9.0k 46.81
Goldman Sachs (GS) 0.1 $352k 644.00 546.29
Weave Communications (WEAV) 0.1 $348k 31k 11.09
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $345k 4.9k 70.21
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $335k 3.7k 90.59
Alphabet Cap Stk Cl C (GOOG) 0.1 $313k 2.0k 156.23
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $310k 15k 20.17
Bank of America Corporation (BAC) 0.1 $305k 7.3k 41.73
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $275k 1.8k 150.96
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $268k 12k 22.98
Thermo Fisher Scientific (TMO) 0.1 $262k 525.00 498.03
Immunome (IMNM) 0.1 $253k 38k 6.73
Amazon (AMZN) 0.1 $244k 1.3k 190.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $238k 11k 21.53
Phillips Edison & Co Common Stock (PECO) 0.1 $228k 6.2k 36.59
Select Sector Spdr Tr Communication (XLC) 0.1 $226k 2.3k 96.45
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $226k 2.9k 78.29
Charles Schwab Corporation (SCHW) 0.1 $213k 2.7k 78.27
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $201k 1.0k 197.46
Corvus Pharmaceuticals (CRVS) 0.0 $71k 22k 3.18