Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 87 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 14.7 $57M 412k 138.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.1 $28M 41k 668.01
Meta Platforms Cl A (META) 7.0 $27M 37k 734.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.5 $25M 41k 614.12
Coinbase Global Com Cl A (COIN) 6.5 $25M 74k 337.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $20M 34k 601.06
Roblox Corp Cl A (RBLX) 4.5 $18M 126k 138.52
Spdr Gold Tr Gold Shs (GLD) 3.8 $15M 41k 355.47
Ishares Gold Tr Ishares New (IAU) 3.7 $15M 199k 72.77
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.7 $14M 105k 137.80
Ishares Tr Rus Mid Cap Etf (IWR) 3.2 $13M 131k 96.55
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 3.1 $12M 267k 45.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $11M 196k 54.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $8.5M 142k 59.92
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $8.1M 17k 468.42
Ishares Tr Msci Emg Mkt Etf (EEM) 1.9 $7.4M 139k 53.40
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.7 $6.6M 146k 45.21
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 1.3 $4.9M 81k 61.18
Apple (AAPL) 1.2 $4.8M 19k 254.63
Ishares Tr Russell 2000 Etf (IWM) 1.2 $4.6M 19k 241.96
NVIDIA Corporation (NVDA) 1.1 $4.2M 23k 186.59
Oracle Corporation (ORCL) 0.9 $3.4M 12k 281.24
Alphabet Cap Stk Cl A (GOOGL) 0.9 $3.3M 14k 243.10
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $3.3M 64k 51.04
Microsoft Corporation (MSFT) 0.8 $3.2M 6.2k 517.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.5M 5.0k 502.74
Unilever Spon Adr New (UL) 0.6 $2.2M 37k 59.28
Maplebear (CART) 0.5 $2.0M 55k 36.76
Walt Disney Company (DIS) 0.5 $2.0M 17k 114.50
Medtronic SHS (MDT) 0.5 $1.9M 20k 95.95
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.5 $1.9M 18k 104.51
Novo-nordisk A S Adr (NVO) 0.5 $1.8M 33k 55.49
Palo Alto Networks (PANW) 0.5 $1.8M 8.9k 203.62
Johnson & Johnson (JNJ) 0.4 $1.5M 8.2k 185.42
Aclaris Therapeutics (ACRS) 0.4 $1.4M 715k 1.90
General Dynamics Corporation (GD) 0.3 $1.3M 3.9k 341.00
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.3M 13k 100.69
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.2M 1.2k 968.09
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.0M 5.8k 175.47
Raytheon Technologies Corp (RTX) 0.2 $965k 5.8k 167.33
Visa Com Cl A (V) 0.2 $956k 2.8k 341.38
Eli Lilly & Co. (LLY) 0.2 $923k 1.2k 763.00
Starbucks Corporation (SBUX) 0.2 $865k 10k 84.60
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $828k 17k 49.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $827k 9.8k 84.11
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $777k 3.6k 216.65
Home Depot (HD) 0.2 $744k 1.8k 405.19
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $700k 12k 57.04
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $673k 4.1k 164.55
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $670k 10k 65.00
C H Robinson Worldwide Com New (CHRW) 0.2 $668k 5.0k 133.03
Accenture Plc Ireland Shs Class A (ACN) 0.2 $667k 2.7k 246.60
JPMorgan Chase & Co. (JPM) 0.2 $644k 2.0k 315.43
Tesla Motors (TSLA) 0.2 $621k 1.4k 444.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $619k 24k 25.71
Diageo Spon Adr New (DEO) 0.2 $596k 6.2k 95.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $559k 24k 23.28
Pepsi (PEP) 0.1 $544k 3.9k 140.44
Procter & Gamble Company (PG) 0.1 $541k 3.5k 153.65
Costco Wholesale Corporation (COST) 0.1 $503k 543.00 925.63
Alphabet Cap Stk Cl C (GOOG) 0.1 $472k 1.9k 243.55
Intuit (INTU) 0.1 $458k 671.00 682.91
Workday Cl A (WDAY) 0.1 $446k 1.9k 240.73
Immunome (IMNM) 0.1 $441k 38k 11.71
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $405k 4.3k 95.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $394k 1.2k 329.08
Rubrik Cl A (RBRK) 0.1 $367k 4.5k 82.25
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $322k 1.8k 176.79
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $317k 15k 21.56
Ishares Core Msci Emkt (IEMG) 0.1 $305k 4.6k 65.92
Amazon (AMZN) 0.1 $289k 1.3k 219.57
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $288k 12k 23.12
Select Sector Spdr Tr Communication (XLC) 0.1 $277k 2.3k 118.37
Ishares Tr Msci Eafe Etf (EFA) 0.1 $262k 2.8k 93.37
Doordash Cl A (DASH) 0.1 $262k 962.00 271.99
Charles Schwab Corporation (SCHW) 0.1 $259k 2.7k 95.45
Thermo Fisher Scientific (TMO) 0.1 $255k 525.00 485.45
Goldman Sachs (GS) 0.1 $246k 309.00 796.35
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $244k 1.0k 239.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $232k 2.9k 78.92
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $222k 8.7k 25.42
Select Sector Spdr Tr Technology (XLK) 0.1 $216k 766.00 281.86
Phillips Edison & Co Common Stock (PECO) 0.1 $215k 6.2k 34.44
Wal-Mart Stores (WMT) 0.1 $211k 2.0k 103.06
Weave Communications (WEAV) 0.1 $210k 31k 6.68
Honeywell International (HON) 0.1 $204k 968.00 210.50
Corvus Pharmaceuticals (CRVS) 0.0 $165k 22k 7.37