Three Bridge Wealth Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Three Bridge Wealth Advisors, LLC reported 84 stock positions worth $287.4 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 15.9% of the portfolio, followed by Meta Platforms Class A (META, 7.6%) and Vanguard S&P 500 ETF (VOO, 7.3%). Compared with Q4 2024, it sold out of 9, added to 45 and reduced 17. The biggest buy was Meta Platforms Class A (META, shares +197%) and the biggest sale Coinbase Global Class A (COIN, shares −0%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001950962
Portfolio Value
$287.4M (Q1 2025)
SEC Filing
0001950962-25-000004 ↗ filed May 6, 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 Q4 2024 Q1 2025: $287.4M $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 84 stocks · $287.4M
ACWI iShares MSCI Acwi ETF 15.87% 391,881 $45.6M Add +1.1%
META Meta Platforms Inc. Class A 7.58% 37,821 $21.8M Add +197.4%
VOO Vanguard S&P 500 ETF 7.32% 40,946 $21.0M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 7.00% 35,878 $20.1M Add +0.2%
COIN Coinbase Global Inc. Class A 4.44% 74,170 $12.8M Reduce -0.3%
VT Vanguard Tot World STK ETF 4.22% 104,539 $12.1M No change
IAU iShares Gold Trust 4.06% 197,714 $11.7M Add +0.1%
IWR iShares Russell Mid-Cap ETF 3.81% 128,561 $10.9M Add +2.6%
QQQ Invesco QQQ Trust Series 1 3.53% 21,609 $10.1M Add +1.1%
GLD SPDR Gold Shares 3.17% 31,607 $9.1M Add +2.0%
VWO Vanguard Ftse Emerging Marke 2.95% 187,363 $8.5M Add +7.3%
RBLX Roblox Corp. Class A 2.56% 126,290 $7.4M No change
PRFZ Inv Rafi US 1500 SM-Usd Inc. 2.54% 192,467 $7.3M Add +0.6%
VEA Vanguard Ftse Developed ETF 2.44% 138,231 $7.0M Add +0.0%
IWF iShares Russell 1000 Growth 2.22% 17,696 $6.4M Add +0.0%
EEM iShares MSCI Emerging Market 2.22% 145,725 $6.4M Add +0.7%
IWM iShares Russell 2000 ETF 1.33% 19,212 $3.8M No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.22% 69,161 $3.5M Add +0.1%
AAPL Apple Inc. 0.94% 12,208 $2.7M Reduce -8.8%
PRF Invesco Rafi US 1000 ETF 0.92% 65,691 $2.7M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.89% 4,799 $2.6M Add +0.3%
NVDA Nvidia Corp. 0.85% 22,430 $2.4M Add +3.8%
MSFT Microsoft Corp. 0.83% 6,325 $2.4M Add +1.5%
GOOGL Alphabet Inc. Class A 0.80% 14,893 $2.3M Reduce -1.8%
ORCL Oracle Corp. 0.77% 15,805 $2.2M Reduce -5.6%
CART Maplebear Inc. 0.76% 55,041 $2.2M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.76% 22,016 $2.2M Add +5.8%
UL Unilever PLC 0.73% 35,462 $2.1M Add +2.1%
PLTR Palantir Technologies Inc. Class A 0.69% 23,481 $2.0M Reduce -29.3%
MDT Medtronic PLC 0.58% 18,543 $1.7M Add +5.7%
NVO Novo-Nordisk A/S-Spons ADR 0.58% 23,665 $1.7M Add +88.5%
INTU Intuit Inc. 0.55% 2,582 $1.6M Reduce -0.4%
PANW Palo Alto Networks Inc. 0.53% 8,858 $1.5M No change
RTX RTX Corp. 0.51% 11,091 $1.5M Reduce -42.8%
SPYG SS SPDR P S&P 500 Growth ETF 0.51% 18,200 $1.5M No change
MINT PIMCO Enhanced Short Maturit 0.47% 13,482 $1.4M Add +1.4%
JNJ Johnson & Johnson 0.46% 7,926 $1.3M Reduce -1.1%
V Visa Inc. Class A 0.45% 3,694 $1.3M Reduce -0.7%
PXF Invesco Rafi Developed Marke 0.44% 24,141 $1.3M Add +0.2%
GD General Dynamics Corp. 0.38% 3,961 $1.1M Reduce -2.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.33% 5,961 $957K Add +0.2%
BNDX Vanguard Total Intl Bond ETF 0.30% 17,466 $853K Add +0.4%
SBUX Starbucks Corp. 0.29% 8,628 $846K Add +2.5%
CMF iShares California Muni Bond 0.29% 14,640 $824K Add +0.0%
ASML ASML Holding NV-NY Reg SHS 0.28% 1,197 $793K Add +19.3%
ACN Accenture PLC Class A 0.27% 2,501 $780K Add +0.8%
NKE Nike Inc. Class B 0.27% 11,976 $765K Add +10.8%
WMT Walmart Inc. 0.25% 8,082 $711K Reduce -17.2%
HD Home Depot Inc. 0.24% 1,877 $688K Reduce -1.4%
CHRW C.H. Robinson Worldwide Inc. 0.23% 6,301 $649K Add +0.4%
DEO Diageo PLC-Sponsored ADR 0.21% 5,794 $617K Add +10.4%
VIG Vanguard Dividend Apprec ETF 0.20% 2,939 $570K Add +25.0%
COST Costco Wholesale Corp. 0.19% 574 $543K No change
ADBE Adobe Inc. 0.19% 1,403 $538K Add +0.5%
PEP Pepsico Inc. 0.19% 3,577 $536K Add +2.5%
IUSG iShares Core S&P U.S. Growth 0.18% 4,086 $519K Add +0.0%
VCIT Vanguard Int-Term Corporate 0.17% 6,140 $502K Add +0.1%
LLY Eli Lilly & Co. 0.17% 606 $501K Add +0.5%
JPM JPMorgan Chase & Co. 0.17% 2,040 $500K No change
EFA iShares MSCI Eafe ETF 0.17% 5,996 $490K Reduce -6.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.16% 1,815 $467K No change
PG The Procter & Gamble Co. 0.16% 2,705 $461K Add +3.1%
SCHF Schwab Intl Equity ETF 0.15% 22,527 $446K No change
WDAY Workday Inc. Class A 0.15% 1,852 $432K No change
IBIT iShares Bitcoin Trust ETF 0.15% 9,000 $421K Add +108.1%
GS Goldman Sachs Group Inc. 0.12% 644 $352K No change
WEAV Weave Communications Inc. 0.12% 31,372 $348K No change
VGK Vanguard Ftse Europe ETF 0.12% 4,914 $345K Add +28.4%
EMB iShares JP Morgan Usd Emergi 0.12% 3,695 $335K No change
GOOG Alphabet Inc. Class C 0.11% 2,000 $312K No change
PCY Invesco Emerging Markets Sov 0.11% 15,377 $310K Add +2.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 7,300 $305K No change
IWN iShares Russell 2000 Value E 0.10% 1,820 $275K No change
GOVT iShares US Treasury Bond ETF 0.09% 11,651 $268K No change
TMO Thermo Fisher Scientific Inc. 0.09% 525 $261K No change
IMNM Immunome Inc. 0.09% 37,615 $253K Add +36.2%
AMZN Amazon.com Inc. 0.08% 1,280 $244K No change
SCHB Schwab US Broad Market ETF 0.08% 11,056 $238K Reduce -2.8%
PECO Phillips Edison & Company Inc. 0.08% 6,231 $228K No change
XLC SS Comm Select Sector SPDR 0.08% 2,347 $226K Reduce -0.7%
BSV Vanguard Short-Term Bond ETF 0.08% 2,880 $225K Add +0.6%
SCHW Schwab (charles) Corp. 0.07% 2,718 $213K Reduce -6.9%
XLY SS Consumer Disc Select Sect 0.07% 1,020 $201K Reduce -0.7%
CRVS Corvus Pharmaceuticals Inc. 0.02% 22,371 $71K No change

Portfolio Sells Q4 2024 → Q1 2025
COIN Coinbase Global Inc. Class A Reduce -0.3% 4.44% −2.02
GTLB Gitlab Inc. Class A Sold out 0.00% −0.72
RTX RTX Corp. Reduce -42.8% 0.51% −0.28
AAPL Apple Inc. Reduce -8.8% 0.94% −0.23
ORCL Oracle Corp. Reduce -5.6% 0.77% −0.21
GOOGL Alphabet Inc. Class A Reduce -1.8% 0.80% −0.20
PLTR Palantir Technologies Inc. Class A Reduce -29.3% 0.69% −0.19
JQUA JPMorgan US Quality Factor Sold out 0.00% −0.17
BDX Becton Dickinson and Co. Sold out 0.00% −0.12
XLK SS Technology Select Sector Sold out 0.00% −0.10
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.09
NVDL Granitesh 2X LNG Nvda ETF Sold out 0.00% −0.09
KO The Coca-Cola Co. Sold out 0.00% −0.08
CRM Salesforce Inc. Sold out 0.00% −0.07
WMT Walmart Inc. Reduce -17.2% 0.25% −0.06
MTTR Matterport Inc. Sold out 0.00% −0.05
HD Home Depot Inc. Reduce -1.4% 0.24% −0.02
INTU Intuit Inc. Reduce -0.4% 0.55% −0.02
XLY SS Consumer Disc Select Sect Reduce -0.7% 0.07% −0.01
SCHB Schwab US Broad Market ETF Reduce -2.8% 0.08% −0.01
SCHW Schwab (charles) Corp. Reduce -6.9% 0.07% −0.00
XLC SS Comm Select Sector SPDR Reduce -0.7% 0.08% −0.00
EFA iShares MSCI Eafe ETF Reduce -6.4% 0.17% +0.00
GD General Dynamics Corp. Reduce -2.5% 0.38% +0.00
V Visa Inc. Class A Reduce -0.7% 0.45% +0.04
JNJ Johnson & Johnson Reduce -1.1% 0.46% +0.05

Portfolio Buys Q4 2024 → Q1 2025
META Meta Platforms Inc. Class A Add +197.4% 7.58% +4.98
IAU iShares Gold Trust Add +0.1% 4.06% +0.63
GLD SPDR Gold Shares Add +2.0% 3.17% +0.54
VWO Vanguard Ftse Emerging Marke Add +7.3% 2.95% +0.26
NVO Novo-Nordisk A/S-Spons ADR Add +88.5% 0.58% +0.20
VEA Vanguard Ftse Developed ETF Add +0.0% 2.44% +0.13
BRK.B Berkshire Hathaway Inc. Class B Add +0.3% 0.89% +0.13
EEM iShares MSCI Emerging Market Add +0.7% 2.22% +0.10
MDT Medtronic PLC Add +5.7% 0.58% +0.09
IBIT iShares Bitcoin Trust ETF Add +108.1% 0.15% +0.07
UL Unilever PLC Add +2.1% 0.73% +0.05
VIG Vanguard Dividend Apprec ETF Add +25.0% 0.20% +0.04
VGK Vanguard Ftse Europe ETF Add +28.4% 0.12% +0.04
PXF Invesco Rafi Developed Marke Add +0.2% 0.44% +0.03
ASML ASML Holding NV-NY Reg SHS Add +19.3% 0.28% +0.03
SBUX Starbucks Corp. Add +2.5% 0.29% +0.03
LLY Eli Lilly & Co. Add +0.5% 0.17% +0.01
PG The Procter & Gamble Co. Add +3.1% 0.16% +0.01
PCY Invesco Emerging Markets Sov Add +2.3% 0.11% +0.00
MINT PIMCO Enhanced Short Maturit Add +1.4% 0.47% +0.00
VCIT Vanguard Int-Term Corporate Add +0.1% 0.17% +0.00
BSV Vanguard Short-Term Bond ETF Add +0.6% 0.08% +0.00
PEP Pepsico Inc. Add +2.5% 0.19% −0.00
BNDX Vanguard Total Intl Bond ETF Add +0.4% 0.30% −0.00
CHRW C.H. Robinson Worldwide Inc. Add +0.4% 0.23% −0.00
PRF Invesco Rafi US 1000 ETF Add +0.1% 0.92% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.2% 0.33% −0.00
JMST JPM Ultra-Short Muni Income Add +0.1% 1.22% −0.01
CMF iShares California Muni Bond Add +0.0% 0.29% −0.01
IMNM Immunome Inc. Add +36.2% 0.09% −0.01
IUSG iShares Core S&P U.S. Growth Add +0.0% 0.18% −0.02
DEO Diageo PLC-Sponsored ADR Add +10.4% 0.21% −0.02
NKE Nike Inc. Class B Add +10.8% 0.27% −0.02
ADBE Adobe Inc. Add +0.5% 0.19% −0.03
ACN Accenture PLC Class A Add +0.8% 0.27% −0.03
DIS The Walt Disney Co. Add +5.8% 0.76% −0.06
IWR iShares Russell Mid-Cap ETF Add +2.6% 3.81% −0.07
ACWI iShares MSCI Acwi ETF Add +1.1% 15.87% −0.08
MSFT Microsoft Corp. Add +1.5% 0.83% −0.09
NVDA Nvidia Corp. Add +3.8% 0.85% −0.17
PRFZ Inv Rafi US 1500 SM-Usd Inc. Add +0.6% 2.54% −0.25
IWF iShares Russell 1000 Growth Add +0.0% 2.22% −0.26
QQQ Invesco QQQ Trust Series 1 Add +1.1% 3.53% −0.29
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 7.00% −0.37
VOO Vanguard S&P 500 ETF Add +0.1% 7.32% −0.40

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