Three Bridge Wealth Advisors

Three Bridge Wealth Advisors as of June 30, 2026

Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 87 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 16.0 $64M 408k 156.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.0 $32M 47k 686.82
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.8 $31M 42k 748.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.6 $27M 36k 737.21
Meta Platforms Cl A (META) 5.2 $21M 37k 563.29
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.2 $17M 107k 156.95
Ishares Tr Rus Mid Cap Etf (IWR) 4.2 $17M 152k 110.32
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 3.7 $15M 262k 55.77
Spdr Gold Tr Gold Shs (GLD) 3.6 $14M 39k 368.38
Ishares Gold Tr Ishares New (IAU) 3.5 $14M 183k 75.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $13M 214k 59.69
Coinbase Global Com Cl A (COIN) 2.7 $11M 74k 146.19
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $10M 152k 68.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.5 $10M 142k 71.25
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $8.8M 71k 124.17
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.9 $7.7M 143k 54.03
Ishares Tr Russell 2000 Etf (IWM) 1.9 $7.5M 25k 300.45
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 1.5 $6.0M 79k 75.64
NVIDIA Corporation (NVDA) 1.4 $5.6M 28k 200.09
Roblox Corp Cl A (RBLX) 1.3 $5.3M 98k 54.38
Aclaris Therapeutics (ACRS) 0.9 $3.8M 715k 5.29
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.2M 9.0k 357.38
Palo Alto Networks (PANW) 0.8 $3.0M 8.9k 341.02
Novo-nordisk A S Adr (NVO) 0.7 $2.7M 57k 47.94
Apple (AAPL) 0.6 $2.4M 8.2k 289.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.4M 4.7k 500.39
Microsoft Corporation (MSFT) 0.6 $2.3M 6.2k 373.02
Asml Hldg Nv N Y Registry Shs (ASML) 0.6 $2.3M 1.1k 1989.44
Unilever Spon Adr New (UL) 0.5 $2.2M 36k 60.12
Spdr Series Trust ST STR P500GRW (SPYG) 0.5 $2.2M 18k 118.99
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $2.1M 42k 51.00
Walt Disney Company (DIS) 0.4 $1.8M 18k 97.00
Medtronic SHS (MDT) 0.4 $1.6M 20k 78.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.4M 7.1k 197.59
Johnson & Johnson (JNJ) 0.3 $1.3M 5.2k 253.97
General Dynamics Corporation (GD) 0.3 $1.3M 3.7k 354.24
Eli Lilly & Co. (LLY) 0.3 $1.3M 1.1k 1199.43
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.2M 12k 100.81
Visa Com Cl A (V) 0.3 $1.1M 3.3k 343.09
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 3.0k 353.33
Starbucks Corporation (SBUX) 0.2 $986k 9.7k 102.19
Procter & Gamble Company (PG) 0.2 $951k 6.5k 146.64
Raytheon Technologies Corp (RTX) 0.2 $949k 5.0k 189.73
Oracle Corporation (ORCL) 0.2 $933k 6.4k 146.55
C H Robinson Worldwide In Com New (CHRW) 0.2 $854k 4.5k 188.97
Tesla Motors (TSLA) 0.2 $818k 1.9k 420.60
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $811k 3.4k 236.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $780k 9.4k 82.65
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $770k 4.1k 188.08
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $763k 16k 48.43
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.2 $713k 14k 50.15
Vanguard Index Fds Growth Etf (VUG) 0.2 $670k 7.8k 86.14
Home Depot (HD) 0.2 $639k 1.8k 352.68
Block Cl A (XYZ) 0.2 $628k 8.3k 76.00
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $625k 8.2k 76.11
JPMorgan Chase & Co. (JPM) 0.2 $615k 1.9k 327.33
Ishares Core Msci Emkt (IEMG) 0.1 $596k 7.2k 82.84
Costco Wholesale Corporation (COST) 0.1 $595k 636.00 935.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $591k 20k 28.96
Diageo Spon Adr New (DEO) 0.1 $556k 6.9k 80.38
Pepsi (PEP) 0.1 $470k 3.5k 135.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $436k 1.2k 370.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $426k 4.4k 96.44
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $411k 18k 22.78
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $397k 18k 21.65
Rubrik Cl A (RBRK) 0.1 $358k 4.5k 80.28
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $358k 1.6k 221.18
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $351k 1.8k 190.52
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $342k 11k 30.37
Amazon (AMZN) 0.1 $335k 1.4k 238.34
Ishares Tr Hdg Msci Japan (HEWJ) 0.1 $324k 5.0k 64.52
Goldman Sachs (GS) 0.1 $318k 314.00 1011.37
Vanguard Index Fds Large Cap Etf (VV) 0.1 $312k 907.00 343.91
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $276k 1.5k 185.23
Phillips Edison & Co Common Stock (PECO) 0.1 $261k 6.2k 41.73
Erasca (ERAS) 0.1 $257k 14k 18.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $236k 3.0k 77.91
Ishares Tr Mbs Etf (MBB) 0.1 $231k 2.4k 94.52
Cisco Systems (CSCO) 0.1 $230k 2.0k 117.45
Workday Cl A (WDAY) 0.1 $228k 1.9k 122.42
Intuitive Surgical Com New (ISRG) 0.1 $226k 568.00 397.68
Ishares Tr Core S&p500 Etf (IVV) 0.1 $222k 296.00 748.89
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $214k 1.3k 164.60
Charles Schwab Corporation (SCHW) 0.1 $210k 2.3k 92.25
Thermo Fisher Scientific (TMO) 0.1 $203k 405.00 501.83
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $201k 816.00 246.21
Weave Communications (WEAV) 0.0 $188k 31k 5.99