Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of March 31, 2026

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