Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of June 30, 2025

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 123 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 13.7 $52M 403k 128.60
Meta Platforms Cl A (META) 7.7 $29M 40k 738.10
Coinbase Global Com Cl A (COIN) 6.9 $26M 74k 350.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.3 $24M 39k 619.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.1 $23M 41k 569.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.3 $16M 29k 552.24
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.5 $13M 105k 128.52
Roblox Corp Cl A (RBLX) 3.5 $13M 127k 105.20
Ishares Gold Tr Ishares New (IAU) 3.2 $12M 196k 62.36
Ishares Tr Rus Mid Cap Etf (IWR) 3.1 $12M 128k 91.97
Spdr Gold Tr Gold Shs (GLD) 3.1 $12M 38k 304.83
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 2.6 $10M 247k 40.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $9.5M 193k 49.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $8.1M 142k 57.01
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $7.4M 17k 424.58
Ishares Tr Msci Emg Mkt Etf (EEM) 1.8 $6.8M 140k 48.24
NVIDIA Corporation (NVDA) 1.6 $5.9M 38k 158.00
Apple (AAPL) 1.6 $5.9M 29k 205.17
Microsoft Corporation (MSFT) 1.5 $5.7M 12k 497.41
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.3 $5.1M 121k 42.27
Ishares Tr Russell 2000 Etf (IWM) 1.1 $4.1M 19k 215.79
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.9 $3.6M 62k 57.42
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $3.5M 69k 50.92
Alphabet Cap Stk Cl A (GOOGL) 0.9 $3.5M 20k 176.23
Oracle Corporation (ORCL) 0.8 $3.0M 14k 218.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $3.0M 6.1k 485.77
Walt Disney Company (DIS) 0.7 $2.7M 22k 124.51
Maplebear (CART) 0.7 $2.5M 55k 45.24
Unilever Spon Adr New (UL) 0.6 $2.3M 37k 61.17
Palo Alto Networks (PANW) 0.5 $2.1M 10k 204.64
Medtronic SHS (MDT) 0.5 $1.8M 21k 87.88
Palantir Technologies Cl A (PLTR) 0.5 $1.8M 13k 136.32
Amazon (AMZN) 0.5 $1.8M 8.0k 219.39
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.5 $1.7M 18k 95.32
Novo-nordisk A S Adr (NVO) 0.5 $1.7M 25k 69.02
Visa Com Cl A (V) 0.4 $1.6M 4.6k 355.05
Johnson & Johnson (JNJ) 0.4 $1.4M 9.1k 152.75
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.3M 13k 100.54
General Dynamics Corporation (GD) 0.3 $1.2M 4.0k 291.66
Eli Lilly & Co. (LLY) 0.3 $1.2M 1.5k 779.53
Raytheon Technologies Corp (RTX) 0.3 $1.1M 7.4k 146.02
Broadcom (AVGO) 0.3 $1.0M 3.7k 275.65
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.0M 1.3k 801.39
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $965k 5.8k 165.34
Home Depot (HD) 0.3 $949k 2.6k 366.64
Accenture Plc Ireland Shs Class A (ACN) 0.2 $933k 3.1k 298.89
Costco Wholesale Corporation (COST) 0.2 $929k 938.00 989.94
Starbucks Corporation (SBUX) 0.2 $881k 9.6k 91.63
JPMorgan Chase & Co. (JPM) 0.2 $865k 3.0k 289.91
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $808k 16k 49.51
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $791k 9.5k 82.92
Tesla Motors (TSLA) 0.2 $779k 2.5k 317.66
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $737k 3.6k 205.54
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $667k 12k 55.74
Alphabet Cap Stk Cl C (GOOG) 0.2 $666k 3.8k 177.39
Procter & Gamble Company (PG) 0.2 $665k 4.2k 159.32
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $631k 10k 61.21
Diageo Spon Adr New (DEO) 0.2 $617k 6.1k 100.84
C H Robinson Worldwide Com New (CHRW) 0.2 $616k 6.4k 96.57
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $615k 4.1k 150.39
Intuit (INTU) 0.2 $594k 754.00 787.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $573k 24k 23.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $531k 24k 22.10
Vanguard Index Fds Large Cap Etf (VV) 0.1 $519k 1.8k 286.15
Servicenow (NOW) 0.1 $510k 496.00 1028.08
Netflix (NFLX) 0.1 $504k 376.00 1339.13
Pepsi (PEP) 0.1 $502k 3.8k 132.04
Abbvie (ABBV) 0.1 $495k 2.7k 185.62
Intuitive Surgical Com New (ISRG) 0.1 $485k 892.00 543.41
Workday Cl A (WDAY) 0.1 $484k 2.0k 240.00
Wal-Mart Stores (WMT) 0.1 $466k 4.8k 97.78
Linde SHS (LIN) 0.1 $410k 874.00 469.18
Exxon Mobil Corporation (XOM) 0.1 $404k 3.7k 107.80
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $394k 4.3k 92.62
Booking Holdings (BKNG) 0.1 $394k 68.00 5789.24
Cintas Corporation (CTAS) 0.1 $386k 1.7k 222.87
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $381k 4.9k 77.50
Wells Fargo & Company (WFC) 0.1 $364k 4.5k 80.12
Charles Schwab Corporation (SCHW) 0.1 $362k 4.0k 91.23
Immunome (IMNM) 0.1 $350k 38k 9.30
Uber Technologies (UBER) 0.1 $345k 3.7k 93.30
Intercontinental Exchange (ICE) 0.1 $344k 1.9k 183.47
Doordash Cl A (DASH) 0.1 $331k 1.3k 246.51
salesforce (CRM) 0.1 $322k 1.2k 272.91
Parker-Hannifin Corporation (PH) 0.1 $316k 452.00 698.47
Ishares Tr Msci Eafe Etf (EFA) 0.1 $314k 3.5k 89.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $311k 1.0k 304.84
TJX Companies (TJX) 0.1 $306k 2.5k 123.49
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $298k 15k 20.43
Quanta Services (PWR) 0.1 $292k 772.00 378.08
Analog Devices (ADI) 0.1 $290k 1.2k 238.02
Chubb (CB) 0.1 $287k 991.00 289.72
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $287k 1.8k 157.74
Ishares Core Msci Emkt (IEMG) 0.1 $278k 4.6k 60.03
Goldman Sachs (GS) 0.1 $277k 392.00 707.75
Mondelez Intl Cl A (MDLZ) 0.1 $277k 4.1k 67.91
Cisco Systems (CSCO) 0.1 $272k 3.9k 69.38
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $270k 12k 22.98
Progressive Corporation (PGR) 0.1 $267k 1.0k 266.86
Mastercard Incorporated Cl A (MA) 0.1 $264k 469.00 561.94
Abbott Laboratories (ABT) 0.1 $264k 1.9k 136.01
Weave Communications (WEAV) 0.1 $261k 31k 8.32
Adobe Systems Incorporated (ADBE) 0.1 $258k 666.00 386.88
Morgan Stanley Com New (MS) 0.1 $257k 1.8k 140.86
Select Sector Spdr Tr Communication (XLC) 0.1 $255k 2.3k 108.53
McKesson Corporation (MCK) 0.1 $250k 341.00 732.78
Corteva (CTVA) 0.1 $246k 3.3k 74.53
IDEXX Laboratories (IDXX) 0.1 $244k 454.00 536.34
Bank of America Corporation (BAC) 0.1 $242k 5.1k 47.32
Eaton Corp SHS (ETN) 0.1 $239k 670.00 356.99
Danaher Corporation (DHR) 0.1 $238k 1.2k 197.86
Capital One Financial (COF) 0.1 $237k 1.1k 212.76
Equinix (EQIX) 0.1 $230k 289.00 795.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $229k 2.9k 78.70
Nike CL B (NKE) 0.1 $225k 3.1k 72.53
Arista Networks Com Shs (ANET) 0.1 $224k 2.2k 102.31
Thermo Fisher Scientific (TMO) 0.1 $224k 551.00 405.87
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $222k 1.0k 217.33
Phillips Edison & Co Common Stock (PECO) 0.1 $219k 6.2k 35.13
American Express Company (AXP) 0.1 $216k 676.00 318.98
Kkr & Co (KKR) 0.1 $210k 1.6k 133.03
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $202k 8.6k 23.39
Corvus Pharmaceuticals (CRVS) 0.0 $90k 22k 4.00