Three Bridge Wealth Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Three Bridge Wealth Advisors, LLC reported 92 stock positions worth $253.8 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 16.9% of the portfolio, followed by Coinbase Global Class A (COIN, 13.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.2%). Compared with Q4 2023, it opened 6 new positions, sold out of 7, added to 31 and reduced 31. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +56%) and the biggest sale an exit from Affirm (AFRM).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001950962
Portfolio Value
$253.8M (Q1 2024)
SEC Filing
0001950962-24-000004 ↗ filed May 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $253.8M $253.8M Q1 2024 Q2 2024: $252.3M Q2 2024 Q3 2024: $271.1M Q3 2024 Q4 2024: $285.6M Q4 2024 Q1 2025: $287.4M Q1 2025 Q2 2025: $379.5M Q2 2025 Q3 2025: $387.9M Q3 2025 Q4 2025: $379.2M Q4 2025 Q1 2026: $364.2M Q1 2026 Q2 2026: $399.3M Q2 2026

Holdings 92 stocks · $253.8M
ACWI iShares MSCI Acwi ETF 16.89% 389,255 $42.9M Reduce -5.8%
COIN Coinbase Global Inc. Class A 12.99% 124,346 $33.0M Reduce -17.1%
SPY SS SPDR S&P 500 ETF Trust-US 7.20% 34,831 $18.3M Add +1.5%
VT Vanguard Tot World STK ETF 4.27% 98,029 $10.8M Add +3.5%
VOO Vanguard S&P 500 ETF 3.65% 19,260 $9.3M Add +56.1%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 3.04% 196,702 $7.7M Reduce -1.1%
IAU iShares Gold Trust 3.03% 182,879 $7.7M Add +1.8%
META Meta Platforms Inc. Class A 2.95% 15,410 $7.5M Reduce -18.1%
VWO Vanguard Ftse Emerging Marke 2.73% 166,053 $6.9M Add +8.1%
IWR iShares Russell Mid-Cap ETF 2.55% 76,876 $6.5M Add +8.2%
GLD SPDR Gold Shares 2.47% 30,415 $6.3M Add +0.6%
EEM iShares MSCI Emerging Market 2.31% 142,874 $5.9M Reduce -17.2%
IWF iShares Russell 1000 Growth 2.27% 17,110 $5.8M Add +0.9%
QQQ Invesco QQQ Trust Series 1 2.26% 12,898 $5.7M Add +23.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 2.17% 108,532 $5.5M Reduce -12.0%
CART Maplebear Inc. 1.54% 105,041 $3.9M New
RBLX Roblox Corp. Class A 1.30% 86,290 $3.3M New
GOOGL Alphabet Inc. Class A 1.11% 18,691 $2.8M Add +20.8%
AAPL Apple Inc. 1.10% 16,258 $2.8M Reduce -4.3%
MSFT Microsoft Corp. 1.07% 6,470 $2.7M Reduce -11.5%
MINT PIMCO Enhanced Short Maturit 0.95% 23,963 $2.4M Reduce -14.9%
ORCL Oracle Corp. 0.92% 18,515 $2.3M Reduce -15.8%
PRF Invesco Rafi US 1000 ETF 0.89% 58,674 $2.3M Reduce -5.6%
RTX RTX Corp. 0.89% 23,032 $2.2M Add +9.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.88% 18,271 $2.2M Add +97.6%
GTLB Gitlab Inc. Class A 0.84% 36,572 $2.1M Reduce -71.5%
BRK.B Berkshire Hathaway Inc. Class B 0.82% 4,951 $2.1M Reduce -8.6%
NVDA Nvidia Corp. 0.77% 2,162 $2.0M No change
UL Unilever PLC 0.74% 37,645 $1.9M Add +232.1%
EFA iShares MSCI Eafe ETF 0.74% 23,643 $1.9M Add +55.7%
NVO Novo-Nordisk A/S-Spons ADR 0.66% 13,020 $1.7M Reduce -6.3%
MDT Medtronic PLC 0.61% 17,607 $1.5M Add +26.4%
SPYG SS SPDR P S&P 500 Growth ETF 0.52% 18,200 $1.3M No change
PANW Palo Alto Networks Inc. 0.50% 4,479 $1.3M Reduce -0.6%
GD General Dynamics Corp. 0.48% 4,335 $1.2M Reduce -9.0%
PXF Invesco Rafi Developed Marke 0.47% 23,879 $1.2M Reduce -3.4%
V Visa Inc. Class A 0.46% 4,219 $1.2M Reduce -9.3%
HD Home Depot Inc. 0.45% 3,006 $1.2M Reduce -32.2%
INTU Intuit Inc. 0.42% 1,636 $1.1M No change
NKE Nike Inc. Class B 0.41% 10,927 $1.0M Add +8.1%
PLTR Palantir Technologies Inc. Class A 0.39% 43,221 $995K No change
JNJ Johnson & Johnson 0.35% 5,553 $878K Reduce -3.1%
WMT Walmart Inc. 0.34% 14,487 $875K Reduce -5.7%
BNDX Vanguard Total Intl Bond ETF 0.33% 16,841 $828K Add +1.5%
DEO Diageo PLC-Sponsored ADR 0.32% 5,462 $821K Add +38.0%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.32% 5,217 $813K Add +4.2%
GOOG Alphabet Inc. Class C 0.32% 5,260 $801K No change
IWM iShares Russell 2000 ETF 0.31% 3,792 $797K New
PEP Pepsico Inc. 0.30% 4,367 $770K Add +45.5%
SBUX Starbucks Corp. 0.30% 8,339 $762K Add +6.3%
ADBE Adobe Inc. 0.28% 1,431 $722K Reduce -41.2%
VEA Vanguard Ftse Developed ETF 0.27% 13,676 $686K Reduce -8.8%
ACN Accenture PLC Class A 0.27% 1,940 $672K Reduce -39.4%
CMF iShares California Muni Bond 0.26% 11,663 $671K Add +25.3%
CSCO Cisco Systems Inc. 0.26% 13,122 $655K Reduce -5.3%
MMM 3M Co. 0.26% 6,174 $655K Add +138.5%
AMZN Amazon.com Inc. 0.24% 3,380 $610K No change
VTI VG Morningstar TS MKT ETF-US 0.24% 2,329 $605K No change
PG The Procter & Gamble Co. 0.23% 3,596 $583K Reduce -7.9%
BIIB Biogen Inc. 0.21% 2,529 $545K Add +3.2%
CHRW C.H. Robinson Worldwide Inc. 0.20% 6,662 $511K Add +0.7%
WDAY Workday Inc. Class A 0.20% 1,852 $505K No change
VCIT Vanguard Int-Term Corporate 0.19% 5,942 $478K Add +18.5%
IUSG iShares Core S&P U.S. Growth 0.19% 4,080 $478K No change
SCHF Schwab Intl Equity ETF 0.17% 11,249 $439K Reduce -6.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.17% 1,815 $435K No change
VIG Vanguard Dividend Apprec ETF 0.17% 2,340 $427K No change
COST Costco Wholesale Corp. 0.17% 574 $421K No change
JPM JPMorgan Chase & Co. 0.16% 2,040 $409K No change
BDX Becton Dickinson and Co. 0.15% 1,580 $391K Reduce -6.6%
WEAV Weave Communications Inc. 0.14% 31,372 $360K No change
TMO Thermo Fisher Scientific Inc. 0.14% 601 $350K No change
PDN Inv Rafi Dev MKT US SM-Usdin 0.14% 10,539 $347K Add +0.2%
XLK SS Technology Select Sector 0.14% 1,654 $344K Add +22.7%
CRM Salesforce Inc. 0.13% 1,056 $318K No change
IWN iShares Russell 2000 Value E 0.11% 1,790 $284K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 1,115 $279K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 7,300 $277K No change
GS Goldman Sachs Group Inc. 0.11% 644 $269K No change
PCY Invesco Emerging Markets Sov 0.10% 12,996 $266K Add +5.0%
VGK Vanguard Ftse Europe ETF 0.10% 3,805 $256K New
GOVT iShares US Treasury Bond ETF 0.10% 10,792 $246K Add +2.3%
KO The Coca-Cola Co. 0.09% 3,855 $238K Reduce -2.0%
SCHB Schwab US Broad Market ETF 0.09% 3,821 $233K Reduce -38.7%
EMB iShares JP Morgan Usd Emergi 0.09% 2,560 $230K New
PECO Phillips Edison & Company Inc. 0.09% 6,231 $224K No change
IPAC iShares Core MSCI Pacific Et 0.09% 3,412 $216K New
BSV Vanguard Short-Term Bond ETF 0.08% 2,782 $213K Add +0.5%
SCHW Schwab (charles) Corp. 0.08% 2,919 $211K Reduce -7.5%
MTTR Matterport Inc. 0.03% 30,970 $70K No change
TLRY Tilray Brands Inc. 0.01% 10,000 $25K No change
VAXX Vaxxinity Inc. Class A 0.00% 14,178 $10K No change

Portfolio Sells Q4 2023 → Q1 2024
AFRM Affirm Holdings Inc. Sold out 0.00% −18.64
JQUA JPMorgan US Quality Factor Sold out 0.00% −2.11
GTLB Gitlab Inc. Class A Reduce -71.5% 0.84% −1.96
DNA Ginkgo Bioworks Holdings Inc. Sold out 0.00% −0.49
ADBE Adobe Inc. Reduce -41.2% 0.28% −0.22
ACN Accenture PLC Class A Reduce -39.4% 0.27% −0.12
DEM Wisdomtree Emerging Markets Sold out 0.00% −0.11
EEM iShares MSCI Emerging Market Reduce -17.2% 2.31% −0.09
VGT Vanguard Info Tech ETF Sold out 0.00% −0.09
HD Home Depot Inc. Reduce -32.2% 0.45% −0.08
IFF Intl Flavors & Fragrances Sold out 0.00% −0.08
SCHM Schwab US Mid Cap ETF Sold out 0.00% −0.07
AAPL Apple Inc. Reduce -4.3% 1.10% −0.03
SCHB Schwab US Broad Market ETF Reduce -38.7% 0.09% −0.03
MINT PIMCO Enhanced Short Maturit Reduce -14.9% 0.95% −0.03
JMST JPM Ultra-Short Muni Income Reduce -12.0% 2.17% −0.00
SCHW Schwab (charles) Corp. Reduce -7.5% 0.08% +0.01
BDX Becton Dickinson and Co. Reduce -6.6% 0.15% +0.01
KO The Coca-Cola Co. Reduce -2.0% 0.09% +0.01
CSCO Cisco Systems Inc. Reduce -5.3% 0.26% +0.02
SCHF Schwab Intl Equity ETF Reduce -6.0% 0.17% +0.02
VEA Vanguard Ftse Developed ETF Reduce -8.8% 0.27% +0.02
PG The Procter & Gamble Co. Reduce -7.9% 0.23% +0.03
JNJ Johnson & Johnson Reduce -3.1% 0.35% +0.04
PANW Palo Alto Networks Inc. Reduce -0.6% 0.50% +0.04
V Visa Inc. Class A Reduce -9.3% 0.46% +0.05
GD General Dynamics Corp. Reduce -9.0% 0.48% +0.05
PXF Invesco Rafi Developed Marke Reduce -3.4% 0.47% +0.06
WMT Walmart Inc. Reduce -5.7% 0.34% +0.06
ORCL Oracle Corp. Reduce -15.8% 0.92% +0.12
MSFT Microsoft Corp. Reduce -11.5% 1.07% +0.12
PRF Invesco Rafi US 1000 ETF Reduce -5.6% 0.89% +0.13
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.6% 0.82% +0.15
NVO Novo-Nordisk A/S-Spons ADR Reduce -6.3% 0.66% +0.17
PRFZ Inv Rafi US 1500 SM-Usd Inc. Reduce -1.1% 3.04% +0.47
META Meta Platforms Inc. Class A Reduce -18.1% 2.95% +0.65
ACWI iShares MSCI Acwi ETF Reduce -5.8% 16.89% +2.35
COIN Coinbase Global Inc. Class A Reduce -17.1% 12.99% +3.96

Portfolio Buys Q4 2023 → Q1 2024
VOO Vanguard S&P 500 ETF Add +56.1% 3.65% +1.78
CART Maplebear Inc. New 1.54% +1.54
SPY SS SPDR S&P 500 ETF Trust-US Add +1.5% 7.20% +1.54
RBLX Roblox Corp. Class A New 1.30% +1.30
VT Vanguard Tot World STK ETF Add +3.5% 4.27% +0.90
QQQ Invesco QQQ Trust Series 1 Add +23.1% 2.26% +0.78
IWR iShares Russell Mid-Cap ETF Add +8.2% 2.55% +0.64
IAU iShares Gold Trust Add +1.8% 3.03% +0.60
DIS The Walt Disney Co. Add +97.6% 0.88% +0.59
UL Unilever PLC Add +232.1% 0.74% +0.55
VWO Vanguard Ftse Emerging Marke Add +8.1% 2.73% +0.55
IWF iShares Russell 1000 Growth Add +0.9% 2.27% +0.50
GLD SPDR Gold Shares Add +0.6% 2.47% +0.47
GOOGL Alphabet Inc. Class A Add +20.8% 1.11% +0.36
EFA iShares MSCI Eafe ETF Add +55.7% 0.74% +0.35
IWM iShares Russell 2000 ETF New 0.31% +0.31
RTX RTX Corp. Add +9.4% 0.89% +0.27
MDT Medtronic PLC Add +26.4% 0.61% +0.21
MMM 3M Co. Add +138.5% 0.26% +0.16
PEP Pepsico Inc. Add +45.5% 0.30% +0.13
DEO Diageo PLC-Sponsored ADR Add +38.0% 0.32% +0.12
VGK Vanguard Ftse Europe ETF New 0.10% +0.10
EMB iShares JP Morgan Usd Emergi New 0.09% +0.09
IPAC iShares Core MSCI Pacific Et New 0.09% +0.09
CMF iShares California Muni Bond Add +25.3% 0.26% +0.08
VOE Vngrd Mrngstr MD-Cap Val ETF Add +4.2% 0.32% +0.07
VCIT Vanguard Int-Term Corporate Add +18.5% 0.19% +0.05
XLK SS Technology Select Sector Add +22.7% 0.14% +0.05
BNDX Vanguard Total Intl Bond ETF Add +1.5% 0.33% +0.04
SBUX Starbucks Corp. Add +6.3% 0.30% +0.04
NKE Nike Inc. Class B Add +8.1% 0.41% +0.03
PDN Inv Rafi Dev MKT US SM-Usdin Add +0.2% 0.14% +0.02
PCY Invesco Emerging Markets Sov Add +5.0% 0.10% +0.02
GOVT iShares US Treasury Bond ETF Add +2.3% 0.10% +0.01
BSV Vanguard Short-Term Bond ETF Add +0.5% 0.08% +0.01
CHRW C.H. Robinson Worldwide Inc. Add +0.7% 0.20% +0.00
BIIB Biogen Inc. Add +3.2% 0.21% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 87$399.3MACWI, VOO, SPY, QQQ, META
Q1 2026 86$364.2MACWI, VOO, SPY, META, QQQ
Q4 2025 90$379.2MACWI, SPY, VOO, META, QQQ
Q3 2025 87$387.9MACWI, SPY, META, VOO, COIN
Q2 2025 123$379.5MACWI, META, COIN, SPY, VOO
Q1 2025 84$287.4MACWI, META, VOO, SPY, COIN
Q4 2024 93$285.6MACWI, VOO, SPY, COIN, VT
Q3 2024 87$271.1MACWI, COIN, SPY, VOO, VT
Q2 2024 91$252.3MACWI, COIN, SPY, VOO, VT
Q1 2024 92$253.8MACWI, COIN, SPY, VT, VOO