Three Bridge Wealth Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Three Bridge Wealth Advisors, LLC reported 123 stock positions worth $379.5 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 13.7% of the portfolio, followed by Meta Platforms Class A (META, 7.7%) and Coinbase Global Class A (COIN, 6.9%). Compared with Q1 2025, it opened 39 new positions, added to 50 and reduced 24. The biggest buy was Coinbase Global Class A (COIN, shares +0%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −1%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001950962
Portfolio Value
$379.5M (Q2 2025)
SEC Filing
0001950962-25-000007 ↗ filed Jul 22, 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 Q1 2025 Q2 2025: $379.5M $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 123 stocks · $379.5M
ACWI iShares MSCI Acwi ETF 13.67% 403,429 $51.9M Add +3.0%
META Meta Platforms Inc. Class A 7.70% 39,590 $29.2M Add +4.7%
COIN Coinbase Global Inc. Class A 6.86% 74,236 $26.0M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 6.32% 38,694 $24.0M Add +7.8%
VOO Vanguard S&P 500 ETF 6.08% 40,481 $23.1M Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 4.26% 29,257 $16.2M Add +35.4%
VT Vanguard Tot World STK ETF 3.54% 104,619 $13.4M Add +0.1%
RBLX Roblox Corp. Class A 3.51% 126,751 $13.3M Add +0.4%
IAU iShares Gold Trust 3.23% 196,444 $12.3M Reduce -0.6%
IWR iShares Russell Mid-Cap ETF 3.11% 128,412 $11.8M Reduce -0.1%
GLD SPDR Gold Shares 3.06% 38,157 $11.6M Add +20.7%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 2.64% 246,465 $10.0M Add +28.1%
VWO Vanguard Ftse Emerging Marke 2.51% 192,722 $9.5M Add +2.9%
VEA Vanguard Ftse Developed ETF 2.14% 142,191 $8.1M Add +2.9%
IWF iShares Russell 1000 Growth 1.95% 17,386 $7.4M Reduce -1.8%
EEM iShares MSCI Emerging Market 1.78% 140,369 $6.8M Reduce -3.7%
NVDA Nvidia Corp. 1.56% 37,581 $5.9M Add +67.5%
AAPL Apple Inc. 1.56% 28,900 $5.9M Add +136.7%
MSFT Microsoft Corp. 1.51% 11,531 $5.7M Add +82.3%
PRF Invesco Rafi US 1000 ETF 1.35% 120,917 $5.1M Add +84.1%
IWM iShares Russell 2000 ETF 1.09% 19,212 $4.1M No change
PXF Invesco Rafi Developed Marke 0.94% 62,360 $3.6M Add +158.3%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.92% 68,698 $3.5M Reduce -0.7%
GOOGL Alphabet Inc. Class A 0.91% 19,612 $3.5M Add +31.7%
ORCL Oracle Corp. 0.78% 13,615 $3.0M Reduce -13.9%
BRK.B Berkshire Hathaway Inc. Class B 0.78% 6,086 $3.0M Add +26.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.70% 21,484 $2.7M Reduce -2.4%
CART Maplebear Inc. 0.66% 55,041 $2.5M No change
UL Unilever PLC 0.60% 37,142 $2.3M Add +4.7%
PANW Palo Alto Networks Inc. 0.54% 10,044 $2.1M Add +13.4%
MDT Medtronic PLC 0.49% 21,015 $1.8M Add +13.3%
PLTR Palantir Technologies Inc. Class A 0.48% 13,319 $1.8M Reduce -43.3%
AMZN Amazon.com Inc. 0.46% 8,000 $1.8M Add +525.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.46% 18,200 $1.7M No change
NVO Novo-Nordisk A/S-Spons ADR 0.45% 24,950 $1.7M Add +5.4%
V Visa Inc. Class A 0.43% 4,593 $1.6M Add +24.3%
JNJ Johnson & Johnson 0.37% 9,132 $1.4M Add +15.2%
MINT PIMCO Enhanced Short Maturit 0.34% 12,869 $1.3M Reduce -4.5%
GD General Dynamics Corp. 0.31% 4,016 $1.2M Add +1.4%
LLY Eli Lilly & Co. 0.31% 1,495 $1.2M Add +146.7%
RTX RTX Corp. 0.29% 7,432 $1.1M Reduce -33.0%
AVGO Broadcom Inc. 0.27% 3,667 $1.0M New
ASML ASML Holding NV-NY Reg SHS 0.27% 1,256 $1.0M Add +4.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.25% 5,837 $965K Reduce -2.1%
HD Home Depot Inc. 0.25% 2,589 $949K Add +37.9%
ACN Accenture PLC Class A 0.25% 3,123 $933K Add +24.9%
COST Costco Wholesale Corp. 0.24% 938 $929K Add +63.4%
SBUX Starbucks Corp. 0.23% 9,612 $881K Add +11.4%
JPM JPMorgan Chase & Co. 0.23% 2,984 $865K Add +46.3%
BNDX Vanguard Total Intl Bond ETF 0.21% 16,312 $808K Reduce -6.6%
VCIT Vanguard Int-Term Corporate 0.21% 9,540 $791K Add +55.4%
TSLA Tesla Inc. 0.21% 2,453 $779K New
VIG Vanguard Dividend Apprec ETF 0.19% 3,586 $737K Add +22.0%
CMF iShares California Muni Bond 0.18% 11,972 $667K Reduce -18.2%
GOOG Alphabet Inc. Class C 0.18% 3,755 $666K Add +87.8%
PG The Procter & Gamble Co. 0.18% 4,175 $665K Add +54.3%
IBIT iShares Bitcoin Trust ETF 0.17% 10,310 $631K Add +14.6%
DEO Diageo PLC-Sponsored ADR 0.16% 6,122 $617K Add +5.7%
CHRW C.H. Robinson Worldwide Inc. 0.16% 6,375 $616K Add +1.2%
IUSG iShares Core S&P U.S. Growth 0.16% 4,088 $615K Add +0.1%
INTU Intuit Inc. 0.16% 754 $594K Reduce -70.8%
SCHB Schwab US Broad Market ETF 0.15% 24,052 $573K Add +117.5%
SCHF Schwab Intl Equity ETF 0.14% 24,002 $530K Add +6.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.14% 1,815 $519K No change
NOW ServiceNow Inc. 0.13% 496 $510K New
NFLX Netflix Inc. 0.13% 376 $504K New
PEP Pepsico Inc. 0.13% 3,802 $502K Add +6.3%
ABBV Abbvie Inc. 0.13% 2,668 $495K New
ISRG Intuitive Surgical Inc. 0.13% 892 $485K New
WDAY Workday Inc. Class A 0.13% 2,017 $484K Add +8.9%
WMT Walmart Inc. 0.12% 4,761 $466K Reduce -41.1%
LIN Linde PLC 0.11% 874 $410K New
XOM Exxon Mobil Corp. 0.11% 3,748 $404K New
EMB iShares JP Morgan Usd Emergi 0.10% 4,254 $394K Add +15.1%
BKNG Booking Holdings Inc. 0.10% 68 $394K New
CTAS Cintas Corp. 0.10% 1,732 $386K New
VGK Vanguard Ftse Europe ETF 0.10% 4,912 $381K Reduce -0.0%
WFC Wells Fargo & Co. 0.10% 4,538 $364K New
SCHW Schwab (charles) Corp. 0.10% 3,970 $362K Add +46.1%
IMNM Immunome Inc. 0.09% 37,615 $350K No change
UBER Uber Technologies Inc. 0.09% 3,701 $345K New
ICE Intercontinental Exchange Inc. 0.09% 1,875 $344K New
DASH DoorDash Inc. Class A 0.09% 1,344 $331K New
CRM Salesforce Inc. 0.08% 1,178 $321K New
PH Parker Hannifin Corp. 0.08% 452 $316K New
EFA iShares MSCI Eafe ETF 0.08% 3,513 $314K Reduce -41.4%
VTI VG Morningstar TS MKT ETF-US 0.08% 1,020 $311K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 2,476 $306K New
PCY Invesco Emerging Markets Sov 0.08% 14,561 $297K Reduce -5.3%
PWR Quanta Services Inc. 0.08% 772 $292K New
ADI Analog Devices Inc. 0.08% 1,219 $290K New
CB Chubb Ltd. 0.08% 991 $287K New
IWN iShares Russell 2000 Value E 0.08% 1,820 $287K No change
IEMG iShares Core MSCI Emerging 0.07% 4,629 $278K New
GS Goldman Sachs Group Inc. 0.07% 392 $277K Reduce -39.1%
MDLZ Mondelez International Inc. Class A 0.07% 4,082 $277K New
CSCO Cisco Systems Inc. 0.07% 3,918 $272K New
GOVT iShares US Treasury Bond ETF 0.07% 11,758 $270K Add +0.9%
PGR Progressive Corp. 0.07% 1,001 $267K New
MA Mastercard Inc. Class A 0.07% 469 $264K New

Show all 123 holdings

Portfolio Sells Q1 2025 → Q2 2025
VOO Vanguard S&P 500 ETF Reduce -1.1% 6.08% −1.24
IAU iShares Gold Trust Reduce -0.6% 3.23% −0.83
IWR iShares Russell Mid-Cap ETF Reduce -0.1% 3.11% −0.69
EEM iShares MSCI Emerging Market Reduce -3.7% 1.78% −0.43
INTU Intuit Inc. Reduce -70.8% 0.16% −0.40
JMST JPM Ultra-Short Muni Income Reduce -0.7% 0.92% −0.30
IWF iShares Russell 1000 Growth Reduce -1.8% 1.95% −0.28
RTX RTX Corp. Reduce -33.0% 0.29% −0.23
PLTR Palantir Technologies Inc. Class A Reduce -43.3% 0.48% −0.21
NKE Nike Inc. Class B Reduce -74.1% 0.06% −0.21
MINT PIMCO Enhanced Short Maturit Reduce -4.5% 0.34% −0.13
WMT Walmart Inc. Reduce -41.1% 0.12% −0.12
ADBE Adobe Inc. Reduce -52.5% 0.07% −0.12
CMF iShares California Muni Bond Reduce -18.2% 0.18% −0.11
EFA iShares MSCI Eafe ETF Reduce -41.4% 0.08% −0.09
BNDX Vanguard Total Intl Bond ETF Reduce -6.6% 0.21% −0.08
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -2.1% 0.25% −0.08
DIS The Walt Disney Co. Reduce -2.4% 0.70% −0.05
GS Goldman Sachs Group Inc. Reduce -39.1% 0.07% −0.05
BAC Bank of America Corp. Reduce -29.9% 0.06% −0.04
PCY Invesco Emerging Markets Sov Reduce -5.3% 0.08% −0.03
VGK Vanguard Ftse Europe ETF Reduce -0.0% 0.10% −0.02
XLC SS Comm Select Sector SPDR Reduce -0.0% 0.07% −0.01
ORCL Oracle Corp. Reduce -13.9% 0.78% +0.02

Portfolio Buys Q1 2025 → Q2 2025
COIN Coinbase Global Inc. Class A Add +0.1% 6.86% +2.41
RBLX Roblox Corp. Class A Add +0.4% 3.51% +0.95
QQQ Invesco QQQ Trust Series 1 Add +35.4% 4.26% +0.73
NVDA Nvidia Corp. Add +67.5% 1.56% +0.72
MSFT Microsoft Corp. Add +82.3% 1.51% +0.69
AAPL Apple Inc. Add +136.7% 1.56% +0.62
PXF Invesco Rafi Developed Marke Add +158.3% 0.94% +0.51
PRF Invesco Rafi US 1000 ETF Add +84.1% 1.35% +0.42
AMZN Amazon.com Inc. Add +525.0% 0.46% +0.38
AVGO Broadcom Inc. New 0.27% +0.27
TSLA Tesla Inc. New 0.21% +0.21
NOW ServiceNow Inc. New 0.13% +0.13
LLY Eli Lilly & Co. Add +146.7% 0.31% +0.13
NFLX Netflix Inc. New 0.13% +0.13
ABBV Abbvie Inc. New 0.13% +0.13
ISRG Intuitive Surgical Inc. New 0.13% +0.13
META Meta Platforms Inc. Class A Add +4.7% 7.70% +0.11
GOOGL Alphabet Inc. Class A Add +31.7% 0.91% +0.11
LIN Linde PLC New 0.11% +0.11
XOM Exxon Mobil Corp. New 0.11% +0.11
PRFZ Inv Rafi US 1500 SM-Usd Inc. Add +28.1% 2.64% +0.11
BKNG Booking Holdings Inc. New 0.10% +0.10
CTAS Cintas Corp. New 0.10% +0.10
WFC Wells Fargo & Co. New 0.10% +0.10
UBER Uber Technologies Inc. New 0.09% +0.09
ICE Intercontinental Exchange Inc. New 0.09% +0.09
DASH DoorDash Inc. Class A New 0.09% +0.09
CRM Salesforce Inc. New 0.08% +0.08
PH Parker Hannifin Corp. New 0.08% +0.08
VTI VG Morningstar TS MKT ETF-US New 0.08% +0.08
TJX TJX Companies Inc. New 0.08% +0.08
PWR Quanta Services Inc. New 0.08% +0.08
ADI Analog Devices Inc. New 0.08% +0.08
CB Chubb Ltd. New 0.08% +0.08
IEMG iShares Core MSCI Emerging New 0.07% +0.07
MDLZ Mondelez International Inc. Class A New 0.07% +0.07
CSCO Cisco Systems Inc. New 0.07% +0.07
PGR Progressive Corp. New 0.07% +0.07
ABT Abbott Laboratories New 0.07% +0.07
MA Mastercard Inc. Class A New 0.07% +0.07
SCHB Schwab US Broad Market ETF Add +117.5% 0.15% +0.07
MS Morgan Stanley New 0.07% +0.07
GOOG Alphabet Inc. Class C Add +87.8% 0.18% +0.07
MCK McKesson Corp. New 0.07% +0.07
CTVA Corteva Inc. New 0.06% +0.06
IDXX Idexx Laboratories Inc. New 0.06% +0.06
ETN Eaton Corp. PLC New 0.06% +0.06
DHR Danaher Corp. New 0.06% +0.06
COF Capital One Financial Corp. New 0.06% +0.06
EQIX Equinix Inc. New 0.06% +0.06

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