Three Bridge Wealth Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Three Bridge Wealth Advisors, LLC reported 91 stock positions worth $252.3 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 16.9% of the portfolio, followed by Coinbase Global Class A (COIN, 11.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.5%). Compared with Q1 2024, it opened 4 new positions, sold out of 5, added to 18 and reduced 48. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +35%) and the biggest sale Maplebear (CART, shares −48%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001950962
Portfolio Value
$252.3M (Q2 2024)
SEC Filing
0001950962-24-000006 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $253.8M Q1 2024 Q2 2024: $252.3M $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 91 stocks · $252.3M
ACWI iShares MSCI Acwi ETF 16.88% 378,982 $42.6M Reduce -2.6%
COIN Coinbase Global Inc. Class A 10.96% 124,398 $27.6M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 7.48% 34,567 $18.9M Reduce -0.8%
VOO Vanguard S&P 500 ETF 5.18% 26,053 $13.1M Add +35.3%
VT Vanguard Tot World STK ETF 4.38% 98,029 $11.0M No change
IAU iShares Gold Trust 3.38% 194,374 $8.5M Add +6.3%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 2.98% 197,085 $7.5M Add +0.2%
IWR iShares Russell Mid-Cap ETF 2.92% 90,736 $7.4M Add +18.0%
QQQ Invesco QQQ Trust Series 1 2.90% 15,270 $7.3M Add +18.4%
VWO Vanguard Ftse Emerging Marke 2.61% 150,694 $6.6M Reduce -9.3%
GLD SPDR Gold Shares 2.58% 30,225 $6.5M Reduce -0.6%
META Meta Platforms Inc. Class A 2.54% 12,715 $6.4M Reduce -17.5%
IWF iShares Russell 1000 Growth 2.47% 17,123 $6.2M Add +0.1%
EEM iShares MSCI Emerging Market 2.30% 136,018 $5.8M Reduce -4.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.99% 99,117 $5.0M Reduce -8.7%
RBLX Roblox Corp. Class A 1.86% 126,290 $4.7M Add +46.4%
AAPL Apple Inc. 1.09% 13,050 $2.7M Reduce -19.7%
GOOGL Alphabet Inc. Class A 1.09% 15,083 $2.7M Reduce -19.3%
NVDA Nvidia Corp. 1.06% 21,620 $2.7M No change
ORCL Oracle Corp. 1.03% 18,436 $2.6M Reduce -0.4%
EFA iShares MSCI Eafe ETF 1.01% 32,620 $2.6M Add +38.0%
MSFT Microsoft Corp. 0.95% 5,379 $2.4M Reduce -16.9%
PRF Invesco Rafi US 1000 ETF 0.87% 58,165 $2.2M Reduce -0.9%
MINT PIMCO Enhanced Short Maturit 0.85% 21,282 $2.1M Reduce -11.2%
RTX RTX Corp. 0.84% 21,157 $2.1M Reduce -8.1%
UL Unilever PLC 0.79% 36,294 $2.0M Reduce -3.6%
BRK.B Berkshire Hathaway Inc. Class B 0.77% 4,778 $1.9M Reduce -3.5%
IWM iShares Russell 2000 ETF 0.73% 9,137 $1.9M Add +140.9%
GTLB Gitlab Inc. Class A 0.72% 36,572 $1.8M No change
NVO Novo-Nordisk A/S-Spons ADR 0.72% 12,694 $1.8M Reduce -2.5%
CART Maplebear Inc. 0.70% 55,041 $1.8M Reduce -47.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.69% 17,612 $1.7M Reduce -3.6%
PANW Palo Alto Networks Inc. 0.60% 4,479 $1.5M No change
SPYG SS SPDR P S&P 500 Growth ETF 0.58% 18,200 $1.5M No change
MDT Medtronic PLC 0.53% 16,847 $1.3M Reduce -4.3%
GD General Dynamics Corp. 0.48% 4,172 $1.2M Reduce -3.8%
PXF Invesco Rafi Developed Marke 0.46% 23,721 $1.2M Reduce -0.7%
PLTR Palantir Technologies Inc. Class A 0.43% 43,221 $1.1M No change
JNJ Johnson & Johnson 0.42% 7,329 $1.1M Add +32.0%
HD Home Depot Inc. 0.40% 2,910 $1.0M Reduce -3.2%
WMT Walmart Inc. 0.38% 14,211 $962K Reduce -1.9%
INTU Intuit Inc. 0.38% 1,461 $960K Reduce -10.7%
V Visa Inc. Class A 0.38% 3,643 $956K Reduce -13.7%
NKE Nike Inc. Class B 0.33% 11,006 $833K Add +0.7%
BNDX Vanguard Total Intl Bond ETF 0.32% 16,635 $810K Reduce -1.2%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.31% 5,177 $783K Reduce -0.8%
ADBE Adobe Inc. 0.30% 1,382 $768K Reduce -3.4%
ACN Accenture PLC Class A 0.30% 2,476 $751K Add +27.6%
PEP Pepsico Inc. 0.26% 3,950 $651K Reduce -9.6%
CMF iShares California Muni Bond 0.26% 11,425 $650K Reduce -2.0%
SBUX Starbucks Corp. 0.26% 8,308 $647K Reduce -0.4%
DEO Diageo PLC-Sponsored ADR 0.25% 5,031 $634K Reduce -7.9%
MMM 3M Co. 0.24% 5,988 $612K Reduce -3.0%
CHRW C.H. Robinson Worldwide Inc. 0.22% 6,361 $564K Reduce -4.5%
BIIB Biogen Inc. 0.22% 2,426 $562K Reduce -4.1%
CSCO Cisco Systems Inc. 0.22% 11,520 $547K Reduce -12.2%
IUSG iShares Core S&P U.S. Growth 0.21% 4,081 $520K Add +0.0%
PG The Procter & Gamble Co. 0.20% 3,095 $510K Reduce -13.9%
COST Costco Wholesale Corp. 0.19% 574 $488K No change
VCIT Vanguard Int-Term Corporate 0.19% 5,958 $476K Add +0.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.18% 1,815 $455K No change
VEA Vanguard Ftse Developed ETF 0.18% 9,079 $449K Reduce -33.6%
SCHF Schwab Intl Equity ETF 0.17% 11,249 $436K No change
VIG Vanguard Dividend Apprec ETF 0.17% 2,339 $429K Reduce -0.0%
WDAY Workday Inc. Class A 0.16% 1,852 $414K No change
BDX Becton Dickinson and Co. 0.14% 1,531 $358K Reduce -3.1%
JPM JPMorgan Chase & Co. 0.12% 1,540 $311K Reduce -24.5%
GS Goldman Sachs Group Inc. 0.12% 644 $291K No change
PDN Inv Rafi Dev MKT US SM-Usdin 0.11% 8,777 $284K Reduce -16.7%
WEAV Weave Communications Inc. 0.11% 31,372 $283K No change
XLK SS Technology Select Sector 0.11% 1,238 $280K Reduce -25.1%
IWN iShares Russell 2000 Value E 0.11% 1,820 $277K Add +1.7%
CRM Salesforce Inc. 0.11% 1,056 $271K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 1,115 $271K No change
NVDL Granitesh 2X LNG Nvda ETF 0.10% 3,742 $260K New
PCY Invesco Emerging Markets Sov 0.10% 12,838 $257K Reduce -1.2%
COMT iShares Gsci Commodity Dynam 0.10% 9,336 $255K New
KO The Coca-Cola Co. 0.10% 3,855 $247K No change
GOVT iShares US Treasury Bond ETF 0.10% 10,919 $246K Add +1.2%
IEMG iShares Core MSCI Emerging 0.10% 4,511 $241K New
SCHB Schwab US Broad Market ETF 0.10% 3,821 $241K No change
EMB iShares JP Morgan Usd Emergi 0.09% 2,560 $227K No change
GOOG Alphabet Inc. Class C 0.09% 1,200 $220K Reduce -77.2%
BSV Vanguard Short-Term Bond ETF 0.09% 2,805 $215K Add +0.8%
SCHW Schwab (charles) Corp. 0.09% 2,919 $215K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 5,400 $215K Reduce -26.0%
TMO Thermo Fisher Scientific Inc. 0.08% 376 $208K Reduce -37.4%
PECO Phillips Edison & Company Inc. 0.08% 6,231 $204K No change
XLC SS Comm Select Sector SPDR 0.08% 2,341 $201K New
MTTR Matterport Inc. 0.05% 30,970 $138K No change
TLRY Tilray Brands Inc. 0.01% 10,000 $17K No change

Portfolio Sells Q1 2024 → Q2 2024
CART Maplebear Inc. Reduce -47.6% 0.70% −0.84
META Meta Platforms Inc. Class A Reduce -17.5% 2.54% −0.41
AMZN Amazon.com Inc. Sold out 0.00% −0.24
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.24
GOOG Alphabet Inc. Class C Reduce -77.2% 0.09% −0.23
DIS The Walt Disney Co. Reduce -3.6% 0.69% −0.19
JMST JPM Ultra-Short Muni Income Reduce -8.7% 1.99% −0.18
MSFT Microsoft Corp. Reduce -16.9% 0.95% −0.12
VWO Vanguard Ftse Emerging Marke Reduce -9.3% 2.61% −0.12
VGK Vanguard Ftse Europe ETF Sold out 0.00% −0.10
MINT PIMCO Enhanced Short Maturit Reduce -11.2% 0.85% −0.10
VEA Vanguard Ftse Developed ETF Reduce -33.6% 0.18% −0.09
IPAC iShares Core MSCI Pacific Et Sold out 0.00% −0.09
V Visa Inc. Class A Reduce -13.7% 0.38% −0.09
MDT Medtronic PLC Reduce -4.3% 0.53% −0.08
DEO Diageo PLC-Sponsored ADR Reduce -7.9% 0.25% −0.07
HD Home Depot Inc. Reduce -3.2% 0.40% −0.06
TMO Thermo Fisher Scientific Inc. Reduce -37.4% 0.08% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.5% 0.77% −0.05
PEP Pepsico Inc. Reduce -9.6% 0.26% −0.05
SBUX Starbucks Corp. Reduce -0.4% 0.26% −0.04
RTX RTX Corp. Reduce -8.1% 0.84% −0.04
CSCO Cisco Systems Inc. Reduce -12.2% 0.22% −0.04
INTU Intuit Inc. Reduce -10.7% 0.38% −0.04
JPM JPMorgan Chase & Co. Reduce -24.5% 0.12% −0.04
PG The Procter & Gamble Co. Reduce -13.9% 0.20% −0.03
XLK SS Technology Select Sector Reduce -25.1% 0.11% −0.02
PDN Inv Rafi Dev MKT US SM-Usdin Reduce -16.7% 0.11% −0.02
BAC Bank of America Corp. Reduce -26.0% 0.09% −0.02
GOOGL Alphabet Inc. Class A Reduce -19.3% 1.09% −0.02
EEM iShares MSCI Emerging Market Reduce -4.8% 2.30% −0.02
MMM 3M Co. Reduce -3.0% 0.24% −0.02
PRF Invesco Rafi US 1000 ETF Reduce -0.9% 0.87% −0.01
BDX Becton Dickinson and Co. Reduce -3.1% 0.14% −0.01
ACWI iShares MSCI Acwi ETF Reduce -2.6% 16.88% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -0.8% 0.31% −0.01
PXF Invesco Rafi Developed Marke Reduce -0.7% 0.46% −0.01
AAPL Apple Inc. Reduce -19.7% 1.09% −0.01
CMF iShares California Muni Bond Reduce -2.0% 0.26% −0.01
BNDX Vanguard Total Intl Bond ETF Reduce -1.2% 0.32% −0.01
VAXX Vaxxinity Inc. Class A Sold out 0.00% −0.00
PCY Invesco Emerging Markets Sov Reduce -1.2% 0.10% −0.00
GD General Dynamics Corp. Reduce -3.8% 0.48% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -0.0% 0.17% +0.00
BIIB Biogen Inc. Reduce -4.1% 0.22% +0.01
ADBE Adobe Inc. Reduce -3.4% 0.30% +0.02
CHRW C.H. Robinson Worldwide Inc. Reduce -4.5% 0.22% +0.02
WMT Walmart Inc. Reduce -1.9% 0.38% +0.04
UL Unilever PLC Reduce -3.6% 0.79% +0.05
NVO Novo-Nordisk A/S-Spons ADR Reduce -2.5% 0.72% +0.05

Portfolio Buys Q1 2024 → Q2 2024
VOO Vanguard S&P 500 ETF Add +35.3% 5.18% +1.53
QQQ Invesco QQQ Trust Series 1 Add +18.4% 2.90% +0.64
RBLX Roblox Corp. Class A Add +46.4% 1.86% +0.56
IWM iShares Russell 2000 ETF Add +140.9% 0.73% +0.42
IWR iShares Russell Mid-Cap ETF Add +18.0% 2.92% +0.37
IAU iShares Gold Trust Add +6.3% 3.38% +0.36
EFA iShares MSCI Eafe ETF Add +38.0% 1.01% +0.27
IWF iShares Russell 1000 Growth Add +0.1% 2.47% +0.20
NVDL Granitesh 2X LNG Nvda ETF New 0.10% +0.10
COMT iShares Gsci Commodity Dynam New 0.10% +0.10
IEMG iShares Core MSCI Emerging New 0.10% +0.10
XLC SS Comm Select Sector SPDR New 0.08% +0.08
JNJ Johnson & Johnson Add +32.0% 0.42% +0.08
ACN Accenture PLC Class A Add +27.6% 0.30% +0.03
IUSG iShares Core S&P U.S. Growth Add +0.0% 0.21% +0.02
BSV Vanguard Short-Term Bond ETF Add +0.8% 0.09% +0.00
GOVT iShares US Treasury Bond ETF Add +1.2% 0.10% +0.00
VCIT Vanguard Int-Term Corporate Add +0.3% 0.19% +0.00
IWN iShares Russell 2000 Value E Add +1.7% 0.11% −0.00
PRFZ Inv Rafi US 1500 SM-Usd Inc. Add +0.2% 2.98% −0.07
NKE Nike Inc. Class B Add +0.7% 0.33% −0.08
COIN Coinbase Global Inc. Class A Add +0.0% 10.96% −2.04

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