Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of Dec. 31, 2025

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