Three Bridge Wealth Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Three Bridge Wealth Advisors, LLC reported 87 stock positions worth $271.1 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 16.8% of the portfolio, followed by Coinbase Global Class A (COIN, 8.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.4%). Compared with Q2 2024, it opened 2 new positions, sold out of 6, added to 42 and reduced 17. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +30%) and the biggest sale JPM Ultra-Short Muni Income (JMST, shares −30%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001950962
Portfolio Value
$271.1M (Q3 2024)
SEC Filing
0001950962-24-000010 ↗ filed Nov 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $253.8M Q1 2024 Q2 2024: $252.3M Q2 2024 Q3 2024: $271.1M $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 87 stocks · $271.1M
ACWI iShares MSCI Acwi ETF 16.84% 381,846 $45.6M Add +0.8%
COIN Coinbase Global Inc. Class A 8.18% 124,398 $22.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 7.45% 35,070 $20.2M Add +1.5%
VOO Vanguard S&P 500 ETF 6.60% 33,794 $17.9M Add +29.7%
VT Vanguard Tot World STK ETF 4.49% 101,689 $12.2M Add +3.7%
IAU iShares Gold Trust 3.61% 196,724 $9.8M Add +1.2%
IWR iShares Russell Mid-Cap ETF 3.55% 109,113 $9.6M Add +20.3%
QQQ Invesco QQQ Trust Series 1 3.32% 18,417 $9.0M Add +20.6%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 2.98% 194,442 $8.1M Reduce -1.3%
VWO Vanguard Ftse Emerging Marke 2.84% 161,107 $7.7M Add +6.9%
GLD SPDR Gold Shares 2.77% 30,845 $7.5M Add +2.0%
META Meta Platforms Inc. Class A 2.69% 12,715 $7.3M No change
IWF iShares Russell 1000 Growth 2.37% 17,123 $6.4M No change
EEM iShares MSCI Emerging Market 2.31% 136,588 $6.3M Add +0.4%
RBLX Roblox Corp. Class A 2.06% 126,290 $5.6M No change
EFA iShares MSCI Eafe ETF 1.35% 43,895 $3.7M Add +34.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.30% 69,018 $3.5M Reduce -30.4%
IWM iShares Russell 2000 ETF 1.18% 14,462 $3.2M Add +58.3%
ORCL Oracle Corp. 1.14% 18,191 $3.1M Reduce -1.3%
AAPL Apple Inc. 1.09% 12,699 $3.0M Reduce -2.7%
NVDA Nvidia Corp. 0.97% 21,620 $2.6M No change
PRF Invesco Rafi US 1000 ETF 0.96% 63,738 $2.6M Add +9.6%
GOOGL Alphabet Inc. Class A 0.92% 15,055 $2.5M Reduce -0.2%
MSFT Microsoft Corp. 0.92% 5,777 $2.5M Add +7.4%
RTX RTX Corp. 0.91% 20,248 $2.5M Reduce -4.3%
UL Unilever PLC 0.83% 34,542 $2.2M Reduce -4.8%
CART Maplebear Inc. 0.83% 55,041 $2.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.82% 4,818 $2.2M Add +0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.78% 22,078 $2.1M Add +25.4%
GTLB Gitlab Inc. Class A 0.70% 36,572 $1.9M No change
MDT Medtronic PLC 0.61% 18,095 $1.6M Add +7.4%
PLTR Palantir Technologies Inc. Class A 0.59% 43,221 $1.6M No change
PANW Palo Alto Networks Inc. 0.56% 4,479 $1.5M No change
SPYG SS SPDR P S&P 500 Growth ETF 0.56% 18,200 $1.5M No change
MINT PIMCO Enhanced Short Maturit 0.55% 14,815 $1.5M Reduce -30.4%
NVO Novo-Nordisk A/S-Spons ADR 0.55% 12,408 $1.5M Reduce -2.3%
JNJ Johnson & Johnson 0.46% 7,652 $1.2M Add +4.4%
PXF Invesco Rafi Developed Marke 0.46% 23,754 $1.2M Add +0.1%
GD General Dynamics Corp. 0.46% 4,084 $1.2M Reduce -2.1%
NKE Nike Inc. Class B 0.37% 11,403 $1.0M Add +3.6%
HD Home Depot Inc. 0.37% 2,474 $1.0M Reduce -15.0%
V Visa Inc. Class A 0.36% 3,559 $979K Reduce -2.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.35% 5,729 $961K Add +10.7%
INTU Intuit Inc. 0.33% 1,461 $907K No change
ACN Accenture PLC Class A 0.32% 2,484 $878K Add +0.3%
BNDX Vanguard Total Intl Bond ETF 0.32% 17,218 $866K Add +3.5%
SBUX Starbucks Corp. 0.31% 8,647 $843K Add +4.1%
CMF iShares California Muni Bond 0.29% 13,740 $798K Add +20.3%
WMT Walmart Inc. 0.29% 9,843 $795K Reduce -30.7%
DEO Diageo PLC-Sponsored ADR 0.28% 5,383 $768K Add +7.0%
ADBE Adobe Inc. 0.26% 1,387 $718K Add +0.4%
CHRW C.H. Robinson Worldwide Inc. 0.26% 6,395 $710K Add +0.5%
CSCO Cisco Systems Inc. 0.22% 11,319 $602K Reduce -1.7%
IUSG iShares Core S&P U.S. Growth 0.20% 4,083 $539K Add +0.1%
PEP Pepsico Inc. 0.20% 3,166 $538K Reduce -19.9%
COST Costco Wholesale Corp. 0.19% 574 $509K No change
VCIT Vanguard Int-Term Corporate 0.19% 6,072 $509K Add +1.9%
VEA Vanguard Ftse Developed ETF 0.18% 9,092 $480K Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.18% 1,815 $479K No change
BIIB Biogen Inc. 0.17% 2,444 $474K Add +0.7%
VIG Vanguard Dividend Apprec ETF 0.17% 2,351 $468K Add +0.5%
SCHF Schwab Intl Equity ETF 0.17% 11,253 $463K Add +0.0%
WDAY Workday Inc. Class A 0.17% 1,852 $453K No change
WEAV Weave Communications Inc. 0.15% 31,372 $402K No change
PG The Procter & Gamble Co. 0.14% 2,211 $383K Reduce -28.6%
BDX Becton Dickinson and Co. 0.14% 1,531 $369K No change
JPM JPMorgan Chase & Co. 0.12% 1,540 $325K No change
EMB iShares JP Morgan Usd Emergi 0.12% 3,455 $323K Add +35.0%
GS Goldman Sachs Group Inc. 0.12% 644 $319K No change
IWN iShares Russell 2000 Value E 0.11% 1,820 $304K No change
PCY Invesco Emerging Markets Sov 0.11% 14,093 $303K Add +9.8%
XLK SS Technology Select Sector 0.10% 1,238 $279K No change
VGK Vanguard Ftse Europe ETF 0.10% 3,827 $272K New
GOVT iShares US Treasury Bond ETF 0.10% 11,494 $270K Add +5.3%
IEMG iShares Core MSCI Emerging 0.10% 4,658 $267K Add +3.3%
KO The Coca-Cola Co. 0.10% 3,628 $263K Reduce -5.9%
COMT iShares Gsci Commodity Dynam 0.10% 10,083 $261K Add +8.0%
SCHB Schwab US Broad Market ETF 0.09% 3,830 $255K Add +0.2%
PECO Phillips Edison & Company Inc. 0.09% 6,231 $236K No change
BSV Vanguard Short-Term Bond ETF 0.08% 2,829 $223K Add +0.9%
NVDL Granitesh 2X LNG Nvda ETF 0.08% 3,742 $218K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 5,400 $214K No change
XLC SS Comm Select Sector SPDR 0.08% 2,364 $214K Add +1.0%
XLY SS Consumer Disc Select Sect 0.08% 1,027 $206K New
GOOG Alphabet Inc. Class C 0.07% 1,200 $201K No change
MTTR Matterport Inc. 0.05% 30,970 $139K No change
TLRY Tilray Brands Inc. 0.01% 10,000 $18K No change

Portfolio Sells Q2 2024 → Q3 2024
JMST JPM Ultra-Short Muni Income Reduce -30.4% 1.30% −0.70
MINT PIMCO Enhanced Short Maturit Reduce -30.4% 0.55% −0.30
MMM 3M Co. Sold out 0.00% −0.24
NVO Novo-Nordisk A/S-Spons ADR Reduce -2.3% 0.55% −0.17
GOOGL Alphabet Inc. Class A Reduce -0.2% 0.92% −0.17
PDN Inv Rafi Dev MKT US SM-Usdin Sold out 0.00% −0.11
CRM Salesforce Inc. Sold out 0.00% −0.11
VO Vngrd Mrngstr MD-Cap ETF-Usd Sold out 0.00% −0.11
WMT Walmart Inc. Reduce -30.7% 0.29% −0.09
SCHW Schwab (charles) Corp. Sold out 0.00% −0.09
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.08
PG The Procter & Gamble Co. Reduce -28.6% 0.14% −0.06
PEP Pepsico Inc. Reduce -19.9% 0.20% −0.06
HD Home Depot Inc. Reduce -15.0% 0.37% −0.03
GD General Dynamics Corp. Reduce -2.1% 0.46% −0.02
V Visa Inc. Class A Reduce -2.3% 0.36% −0.02
KO The Coca-Cola Co. Reduce -5.9% 0.10% −0.00
PRFZ Inv Rafi US 1500 SM-Usd Inc. Reduce -1.3% 2.98% +0.00
AAPL Apple Inc. Reduce -2.7% 1.09% +0.00
CSCO Cisco Systems Inc. Reduce -1.7% 0.22% +0.01
UL Unilever PLC Reduce -4.8% 0.83% +0.04
RTX RTX Corp. Reduce -4.3% 0.91% +0.06
ORCL Oracle Corp. Reduce -1.3% 1.14% +0.11

Portfolio Buys Q2 2024 → Q3 2024
VOO Vanguard S&P 500 ETF Add +29.7% 6.60% +1.42
IWR iShares Russell Mid-Cap ETF Add +20.3% 3.55% +0.63
IWM iShares Russell 2000 ETF Add +58.3% 1.18% +0.44
QQQ Invesco QQQ Trust Series 1 Add +20.6% 3.32% +0.42
EFA iShares MSCI Eafe ETF Add +34.6% 1.35% +0.34
VWO Vanguard Ftse Emerging Marke Add +6.9% 2.84% +0.23
IAU iShares Gold Trust Add +1.2% 3.61% +0.22
GLD SPDR Gold Shares Add +2.0% 2.77% +0.19
VT Vanguard Tot World STK ETF Add +3.7% 4.49% +0.11
VGK Vanguard Ftse Europe ETF New 0.10% +0.10
DIS The Walt Disney Co. Add +25.4% 0.78% +0.09
PRF Invesco Rafi US 1000 ETF Add +9.6% 0.96% +0.08
XLY SS Consumer Disc Select Sect New 0.08% +0.08
MDT Medtronic PLC Add +7.4% 0.61% +0.08
SBUX Starbucks Corp. Add +4.1% 0.31% +0.05
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 0.82% +0.05
VOE Vngrd Mrngstr MD-Cap Val ETF Add +10.7% 0.35% +0.04
NKE Nike Inc. Class B Add +3.6% 0.37% +0.04
CHRW C.H. Robinson Worldwide Inc. Add +0.5% 0.26% +0.04
CMF iShares California Muni Bond Add +20.3% 0.29% +0.04
JNJ Johnson & Johnson Add +4.4% 0.46% +0.03
DEO Diageo PLC-Sponsored ADR Add +7.0% 0.28% +0.03
EMB iShares JP Morgan Usd Emergi Add +35.0% 0.12% +0.03
ACN Accenture PLC Class A Add +0.3% 0.32% +0.03
EEM iShares MSCI Emerging Market Add +0.4% 2.31% +0.01
PCY Invesco Emerging Markets Sov Add +9.8% 0.11% +0.01
IEMG iShares Core MSCI Emerging Add +3.3% 0.10% +0.00
VIG Vanguard Dividend Apprec ETF Add +0.5% 0.17% +0.00
GOVT iShares US Treasury Bond ETF Add +5.3% 0.10% +0.00
XLC SS Comm Select Sector SPDR Add +1.0% 0.08% −0.00
VEA Vanguard Ftse Developed ETF Add +0.1% 0.18% −0.00
PXF Invesco Rafi Developed Marke Add +0.1% 0.46% −0.00
VCIT Vanguard Int-Term Corporate Add +1.9% 0.19% −0.00
SCHB Schwab US Broad Market ETF Add +0.2% 0.09% −0.00
BNDX Vanguard Total Intl Bond ETF Add +3.5% 0.32% −0.00
SCHF Schwab Intl Equity ETF Add +0.0% 0.17% −0.00
BSV Vanguard Short-Term Bond ETF Add +0.9% 0.08% −0.00
COMT iShares Gsci Commodity Dynam Add +8.0% 0.10% −0.00
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.20% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.5% 7.45% −0.03
MSFT Microsoft Corp. Add +7.4% 0.92% −0.04
ADBE Adobe Inc. Add +0.4% 0.26% −0.04
ACWI iShares MSCI Acwi ETF Add +0.8% 16.84% −0.04
BIIB Biogen Inc. Add +0.7% 0.17% −0.05

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