Three Bridge Wealth Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Three Bridge Wealth Advisors, LLC reported 93 stock positions worth $285.6 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 16.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.4%). Compared with Q3 2024, it opened 10 new positions, sold out of 4, added to 40 and reduced 22. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +1420%) and the biggest sale Coinbase Global Class A (COIN, shares −40%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001950962
Portfolio Value
$285.6M (Q4 2024)
SEC Filing
0001950962-25-000002 ↗ filed Jan 29, 2025

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 Q3 2024 Q4 2024: $285.6M $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 93 stocks · $285.6M
ACWI iShares MSCI Acwi ETF 15.95% 387,722 $45.6M Add +1.5%
VOO Vanguard S&P 500 ETF 7.72% 40,905 $22.0M Add +21.0%
SPY SS SPDR S&P 500 ETF Trust-US 7.38% 35,822 $21.1M Add +2.1%
COIN Coinbase Global Inc. Class A 6.47% 74,398 $18.5M Reduce -40.2%
VT Vanguard Tot World STK ETF 4.30% 104,539 $12.3M Add +2.8%
IWR iShares Russell Mid-Cap ETF 3.88% 125,329 $11.1M Add +14.9%
QQQ Invesco QQQ Trust Series 1 3.82% 21,368 $10.9M Add +16.0%
IAU iShares Gold Trust 3.42% 197,524 $9.8M Add +0.4%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 2.79% 191,374 $8.0M Reduce -1.6%
VWO Vanguard Ftse Emerging Marke 2.69% 174,624 $7.7M Add +8.4%
GLD SPDR Gold Shares 2.63% 30,985 $7.5M Add +0.5%
META Meta Platforms Inc. Class A 2.61% 12,715 $7.4M No change
RBLX Roblox Corp. Class A 2.56% 126,290 $7.3M No change
IWF iShares Russell 1000 Growth 2.49% 17,693 $7.1M Add +3.3%
VEA Vanguard Ftse Developed ETF 2.31% 138,219 $6.6M Add +1420.2%
EEM iShares MSCI Emerging Market 2.12% 144,660 $6.0M Add +5.9%
IWM iShares Russell 2000 ETF 1.49% 19,212 $4.2M Add +32.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.23% 69,093 $3.5M Add +0.1%
AAPL Apple Inc. 1.17% 13,388 $3.4M Add +5.4%
NVDA Nvidia Corp. 1.02% 21,620 $2.9M No change
GOOGL Alphabet Inc. Class A 1.00% 15,159 $2.9M Add +0.7%
ORCL Oracle Corp. 0.98% 16,745 $2.8M Reduce -8.0%
PRF Invesco Rafi US 1000 ETF 0.93% 65,640 $2.6M Add +3.0%
MSFT Microsoft Corp. 0.92% 6,232 $2.6M Add +7.9%
PLTR Palantir Technologies Inc. Class A 0.88% 33,221 $2.5M Reduce -23.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.81% 20,800 $2.3M Reduce -5.8%
CART Maplebear Inc. 0.80% 55,041 $2.3M No change
RTX RTX Corp. 0.79% 19,403 $2.2M Reduce -4.2%
BRK.B Berkshire Hathaway Inc. Class B 0.76% 4,787 $2.2M Reduce -0.6%
GTLB Gitlab Inc. Class A 0.72% 36,572 $2.1M No change
UL Unilever PLC 0.69% 34,740 $2.0M Add +0.6%
INTU Intuit Inc. 0.57% 2,592 $1.6M Add +77.4%
PANW Palo Alto Networks Inc. 0.56% 8,858 $1.6M Reduce -1.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.56% 18,200 $1.6M No change
MDT Medtronic PLC 0.50% 17,547 $1.4M Reduce -3.0%
MINT PIMCO Enhanced Short Maturit 0.47% 13,292 $1.3M Reduce -10.3%
V Visa Inc. Class A 0.41% 3,718 $1.2M Add +4.5%
JNJ Johnson & Johnson 0.41% 8,011 $1.2M Add +4.7%
PXF Invesco Rafi Developed Marke 0.40% 24,099 $1.2M Add +1.4%
NVO Novo-Nordisk A/S-Spons ADR 0.38% 12,558 $1.1M Add +1.2%
GD General Dynamics Corp. 0.37% 4,061 $1.1M Reduce -0.6%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.34% 5,947 $962K Add +3.8%
WMT Walmart Inc. 0.31% 9,762 $884K Reduce -0.8%
ACN Accenture PLC Class A 0.31% 2,482 $873K Reduce -0.1%
BNDX Vanguard Total Intl Bond ETF 0.30% 17,392 $853K Add +1.0%
CMF iShares California Muni Bond 0.29% 14,638 $838K Add +6.5%
NKE Nike Inc. Class B 0.29% 10,806 $821K Reduce -5.2%
SBUX Starbucks Corp. 0.27% 8,422 $769K Reduce -2.6%
HD Home Depot Inc. 0.26% 1,904 $741K Reduce -23.0%
ASML ASML Holding NV-NY Reg SHS 0.24% 1,003 $695K New
DEO Diageo PLC-Sponsored ADR 0.23% 5,247 $667K Reduce -2.5%
CHRW C.H. Robinson Worldwide Inc. 0.23% 6,277 $652K Reduce -1.9%
ADBE Adobe Inc. 0.22% 1,396 $621K Add +0.7%
IUSG iShares Core S&P U.S. Growth 0.20% 4,085 $569K Add +0.1%
PEP Pepsico Inc. 0.19% 3,490 $535K Add +10.2%
COST Costco Wholesale Corp. 0.18% 574 $526K No change
WEAV Weave Communications Inc. 0.17% 31,372 $499K No change
VCIT Vanguard Int-Term Corporate 0.17% 6,131 $492K Add +1.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.17% 1,815 $490K No change
JPM JPMorgan Chase & Co. 0.17% 2,040 $489K Add +32.5%
EFA iShares MSCI Eafe ETF 0.17% 6,407 $484K Reduce -85.4%
WDAY Workday Inc. Class A 0.17% 1,852 $478K No change
JQUA JPMorgan US Quality Factor 0.17% 8,291 $475K New
LLY Eli Lilly & Co. 0.16% 603 $466K New
VIG Vanguard Dividend Apprec ETF 0.16% 2,351 $460K No change
PG The Procter & Gamble Co. 0.15% 2,624 $440K Add +18.7%
SCHF Schwab Intl Equity ETF 0.15% 22,527 $417K No change
GOOG Alphabet Inc. Class C 0.13% 2,000 $381K Add +66.7%
GS Goldman Sachs Group Inc. 0.13% 644 $369K No change
EMB iShares JP Morgan Usd Emergi 0.12% 3,695 $330K Add +7.0%
BDX Becton Dickinson and Co. 0.12% 1,453 $330K Reduce -5.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 7,300 $321K Add +35.2%
IWN iShares Russell 2000 Value E 0.10% 1,820 $299K No change
PCY Invesco Emerging Markets Sov 0.10% 15,030 $298K Add +6.7%
IMNM Immunome Inc. 0.10% 27,615 $293K New
XLK SS Technology Select Sector 0.10% 1,238 $288K No change
AMZN Amazon.com Inc. 0.10% 1,280 $281K New
TMO Thermo Fisher Scientific Inc. 0.10% 525 $273K New
IEMG iShares Core MSCI Emerging 0.09% 5,147 $269K Add +10.5%
GOVT iShares US Treasury Bond ETF 0.09% 11,651 $268K Add +1.4%
SCHB Schwab US Broad Market ETF 0.09% 11,378 $258K Reduce -1.0%
NVDL Granitesh 2X LNG Nvda ETF 0.09% 3,742 $248K No change
VGK Vanguard Ftse Europe ETF 0.09% 3,827 $243K No change
PECO Phillips Edison & Company Inc. 0.08% 6,231 $234K No change
XLY SS Consumer Disc Select Sect 0.08% 1,027 $230K No change
IBIT iShares Bitcoin Trust ETF 0.08% 4,325 $229K New
XLC SS Comm Select Sector SPDR 0.08% 2,364 $229K No change
BSV Vanguard Short-Term Bond ETF 0.08% 2,863 $221K Add +1.2%
KO The Coca-Cola Co. 0.08% 3,539 $220K Reduce -2.5%
SCHW Schwab (charles) Corp. 0.08% 2,919 $216K New
CRM Salesforce Inc. 0.07% 611 $205K New
MTTR Matterport Inc. 0.05% 30,970 $147K No change
CRVS Corvus Pharmaceuticals Inc. 0.04% 22,371 $120K New

Portfolio Sells Q3 2024 → Q4 2024
COIN Coinbase Global Inc. Class A Reduce -40.2% 6.47% −1.71
EFA iShares MSCI Eafe ETF Reduce -85.4% 0.17% −1.18
CSCO Cisco Systems Inc. Sold out 0.00% −0.22
PRFZ Inv Rafi US 1500 SM-Usd Inc. Reduce -1.6% 2.79% −0.19
BIIB Biogen Inc. Sold out 0.00% −0.17
ORCL Oracle Corp. Reduce -8.0% 0.98% −0.17
RTX RTX Corp. Reduce -4.2% 0.79% −0.12
HD Home Depot Inc. Reduce -23.0% 0.26% −0.11
MDT Medtronic PLC Reduce -3.0% 0.50% −0.11
COMT iShares Gsci Commodity Dynam Sold out 0.00% −0.10
NKE Nike Inc. Class B Reduce -5.2% 0.29% −0.09
MINT PIMCO Enhanced Short Maturit Reduce -10.3% 0.47% −0.08
GD General Dynamics Corp. Reduce -0.6% 0.37% −0.08
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 0.76% −0.06
DEO Diageo PLC-Sponsored ADR Reduce -2.5% 0.23% −0.05
SBUX Starbucks Corp. Reduce -2.6% 0.27% −0.04
CHRW C.H. Robinson Worldwide Inc. Reduce -1.9% 0.23% −0.03
BDX Becton Dickinson and Co. Reduce -5.1% 0.12% −0.02
KO The Coca-Cola Co. Reduce -2.5% 0.08% −0.02
ACN Accenture PLC Class A Reduce -0.1% 0.31% −0.02
TLRY Tilray Brands Inc. Sold out 0.00% −0.01
SCHB Schwab US Broad Market ETF Reduce -1.0% 0.09% −0.00
PANW Palo Alto Networks Inc. Reduce -1.1% 0.56% −0.00
WMT Walmart Inc. Reduce -0.8% 0.31% +0.02
DIS The Walt Disney Co. Reduce -5.8% 0.81% +0.03
PLTR Palantir Technologies Inc. Class A Reduce -23.1% 0.88% +0.29

Portfolio Buys Q3 2024 → Q4 2024
VEA Vanguard Ftse Developed ETF Add +1420.2% 2.31% +2.14
VOO Vanguard S&P 500 ETF Add +21.0% 7.72% +1.12
QQQ Invesco QQQ Trust Series 1 Add +16.0% 3.82% +0.50
IWR iShares Russell Mid-Cap ETF Add +14.9% 3.88% +0.33
IWM iShares Russell 2000 ETF Add +32.8% 1.49% +0.31
ASML ASML Holding NV-NY Reg SHS New 0.24% +0.24
INTU Intuit Inc. Add +77.4% 0.57% +0.24
JQUA JPMorgan US Quality Factor New 0.17% +0.17
LLY Eli Lilly & Co. New 0.16% +0.16
IWF iShares Russell 1000 Growth Add +3.3% 2.49% +0.12
IMNM Immunome Inc. New 0.10% +0.10
AMZN Amazon.com Inc. New 0.10% +0.10
TMO Thermo Fisher Scientific Inc. New 0.10% +0.10
GOOGL Alphabet Inc. Class A Add +0.7% 1.00% +0.08
AAPL Apple Inc. Add +5.4% 1.17% +0.08
IBIT iShares Bitcoin Trust ETF New 0.08% +0.08
SCHW Schwab (charles) Corp. New 0.08% +0.08
CRM Salesforce Inc. New 0.07% +0.07
GOOG Alphabet Inc. Class C Add +66.7% 0.13% +0.06
JPM JPMorgan Chase & Co. Add +32.5% 0.17% +0.05
V Visa Inc. Class A Add +4.5% 0.41% +0.05
CRVS Corvus Pharmaceuticals Inc. New 0.04% +0.04
BAC Bank of America Corp. Add +35.2% 0.11% +0.03
PG The Procter & Gamble Co. Add +18.7% 0.15% +0.01
MSFT Microsoft Corp. Add +7.9% 0.92% +0.00
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.20% +0.00
CMF iShares California Muni Bond Add +6.5% 0.29% −0.00
EMB iShares JP Morgan Usd Emergi Add +7.0% 0.12% −0.00
IEMG iShares Core MSCI Emerging Add +10.5% 0.09% −0.00
BSV Vanguard Short-Term Bond ETF Add +1.2% 0.08% −0.00
GOVT iShares US Treasury Bond ETF Add +1.4% 0.09% −0.01
PCY Invesco Emerging Markets Sov Add +6.7% 0.10% −0.01
PEP Pepsico Inc. Add +10.2% 0.19% −0.01
VCIT Vanguard Int-Term Corporate Add +1.0% 0.17% −0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Add +3.8% 0.34% −0.02
BNDX Vanguard Total Intl Bond ETF Add +1.0% 0.30% −0.02
PRF Invesco Rafi US 1000 ETF Add +3.0% 0.93% −0.03
ADBE Adobe Inc. Add +0.7% 0.22% −0.05
JNJ Johnson & Johnson Add +4.7% 0.41% −0.05
PXF Invesco Rafi Developed Marke Add +1.4% 0.40% −0.05
JMST JPM Ultra-Short Muni Income Add +0.1% 1.23% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +2.1% 7.38% −0.07
UL Unilever PLC Add +0.6% 0.69% −0.14
GLD SPDR Gold Shares Add +0.5% 2.63% −0.14
VWO Vanguard Ftse Emerging Marke Add +8.4% 2.69% −0.15
NVO Novo-Nordisk A/S-Spons ADR Add +1.2% 0.38% −0.17
IAU iShares Gold Trust Add +0.4% 3.42% −0.18
VT Vanguard Tot World STK ETF Add +2.8% 4.30% −0.19
EEM iShares MSCI Emerging Market Add +5.9% 2.12% −0.19
ACWI iShares MSCI Acwi ETF Add +1.5% 15.95% −0.89

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