Three Bridge Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Three Bridge Wealth Advisors, LLC reported 87 stock positions worth $387.9 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 14.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.1%) and Meta Platforms Class A (META, 7.0%). Compared with Q2 2025, it opened 4 new positions, sold out of 40, added to 28 and reduced 39. The biggest buy was iShares MSCI Acwi ETF (ACWI, shares +2%) and the biggest sale Microsoft (MSFT, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ALTOS, CA
- CIK
- 0001950962
- Portfolio Value
- $387.9M (Q3 2025)
- SEC Filing
- 0001950962-25-000011 ↗ filed Oct 21, 2025
Holdings Value
Holdings 87 stocks · $387.9M
| ACWI iShares MSCI Acwi ETF | 14.69% | 412,183 | $57.0M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.11% | 41,279 | $27.6M | Add +6.7% |
| META Meta Platforms Inc. Class A | 7.02% | 37,093 | $27.2M | Reduce -6.3% |
| VOO Vanguard S&P 500 ETF | 6.47% | 40,881 | $25.1M | Add +1.0% |
| COIN Coinbase Global Inc. Class A | 6.45% | 74,170 | $25.0M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.23% | 33,751 | $20.3M | Add +15.4% |
| RBLX Roblox Corp. Class A | 4.51% | 126,290 | $17.5M | Reduce -0.4% |
| GLD SPDR Gold Shares | 3.78% | 41,297 | $14.7M | Add +8.2% |
| IAU iShares Gold Trust | 3.73% | 198,674 | $14.5M | Add +1.1% |
| VT Vanguard Tot World STK ETF | 3.72% | 104,619 | $14.4M | No change |
| IWR iShares Russell Mid-Cap ETF | 3.25% | 130,562 | $12.6M | Add +1.7% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 3.13% | 267,437 | $12.1M | Add +8.5% |
| VWO Vanguard Ftse Emerging Marke | 2.73% | 195,733 | $10.6M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 2.20% | 142,198 | $8.5M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 2.10% | 17,386 | $8.1M | No change |
| EEM iShares MSCI Emerging Market | 1.91% | 138,569 | $7.4M | Reduce -1.3% |
| PRF Invesco Rafi US 1000 ETF | 1.70% | 146,290 | $6.6M | Add +21.0% |
| PXF Invesco Rafi Developed Marke | 1.27% | 80,641 | $4.9M | Add +29.3% |
| AAPL Apple Inc. | 1.25% | 19,025 | $4.8M | Reduce -34.2% |
| IWM iShares Russell 2000 ETF | 1.20% | 19,212 | $4.6M | No change |
| NVDA Nvidia Corp. | 1.08% | 22,491 | $4.2M | Reduce -40.1% |
| ORCL Oracle Corp. | 0.88% | 12,162 | $3.4M | Reduce -10.7% |
| GOOGL Alphabet Inc. Class A | 0.86% | 13,718 | $3.3M | Reduce -30.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.84% | 64,097 | $3.3M | Reduce -6.7% |
| MSFT Microsoft Corp. | 0.83% | 6,221 | $3.2M | Reduce -46.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 4,993 | $2.5M | Reduce -18.0% |
| UL Unilever PLC | 0.56% | 36,970 | $2.2M | Reduce -0.5% |
| CART Maplebear Inc. | 0.52% | 55,041 | $2.0M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 17,380 | $2.0M | Reduce -19.1% |
| MDT Medtronic PLC | 0.50% | 20,036 | $1.9M | Reduce -4.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.49% | 18,200 | $1.9M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.47% | 32,761 | $1.8M | Add +31.3% |
| PANW Palo Alto Networks Inc. | 0.46% | 8,858 | $1.8M | Reduce -11.8% |
| JNJ Johnson & Johnson | 0.39% | 8,158 | $1.5M | Reduce -10.7% |
| ACRS Aclaris Therapeutics Inc. | 0.35% | 714,823 | $1.4M | New |
| GD General Dynamics Corp. | 0.34% | 3,901 | $1.3M | Reduce -2.9% |
| MINT PIMCO Enhanced Short Maturit | 0.34% | 12,997 | $1.3M | Add +1.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.31% | 1,229 | $1.2M | Reduce -2.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 5,849 | $1.0M | Add +0.2% |
| RTX RTX Corp. | 0.25% | 5,769 | $965K | Reduce -22.4% |
| V Visa Inc. Class A | 0.25% | 2,800 | $956K | Reduce -39.0% |
| LLY Eli Lilly & Co. | 0.24% | 1,209 | $922K | Reduce -19.1% |
| SBUX Starbucks Corp. | 0.22% | 10,226 | $865K | Add +6.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 16,747 | $828K | Add +2.7% |
| VCIT Vanguard Int-Term Corporate | 0.21% | 9,826 | $827K | Add +3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 3,586 | $777K | No change |
| HD Home Depot Inc. | 0.19% | 1,837 | $744K | Reduce -29.1% |
| CMF iShares California Muni Bond | 0.18% | 12,271 | $700K | Add +2.5% |
| IUSG iShares Core S&P U.S. Growth | 0.17% | 4,089 | $673K | Add +0.0% |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 10,310 | $670K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.17% | 5,022 | $668K | Reduce -21.2% |
| ACN Accenture PLC Class A | 0.17% | 2,704 | $667K | Reduce -13.4% |
| JPM JPMorgan Chase & Co. | 0.17% | 2,040 | $643K | Reduce -31.6% |
| TSLA Tesla Inc. | 0.16% | 1,396 | $621K | Reduce -43.1% |
| SCHB Schwab US Broad Market ETF | 0.16% | 24,065 | $619K | Add +0.1% |
| DEO Diageo PLC-Sponsored ADR | 0.15% | 6,246 | $596K | Add +2.0% |
| SCHF Schwab Intl Equity ETF | 0.14% | 24,002 | $559K | No change |
| PEP Pepsico Inc. | 0.14% | 3,870 | $544K | Add +1.8% |
| PG The Procter & Gamble Co. | 0.14% | 3,523 | $541K | Reduce -15.6% |
| COST Costco Wholesale Corp. | 0.13% | 543 | $503K | Reduce -42.1% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,936 | $472K | Reduce -48.4% |
| INTU Intuit Inc. | 0.12% | 671 | $458K | Reduce -11.0% |
| WDAY Workday Inc. Class A | 0.11% | 1,852 | $446K | Reduce -8.2% |
| IMNM Immunome Inc. | 0.11% | 37,615 | $440K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 4,254 | $405K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 1,198 | $394K | Add +17.4% |
| RBRK Rubrik Inc. Class A | 0.09% | 4,464 | $367K | New |
| IWN iShares Russell 2000 Value E | 0.08% | 1,820 | $322K | No change |
| PCY Invesco Emerging Markets Sov | 0.08% | 14,722 | $317K | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 0.08% | 4,629 | $305K | No change |
| AMZN Amazon.com Inc. | 0.07% | 1,314 | $289K | Reduce -83.6% |
| GOVT iShares US Treasury Bond ETF | 0.07% | 12,440 | $288K | Add +5.8% |
| XLC SS Comm Select Sector SPDR | 0.07% | 2,338 | $277K | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.07% | 2,810 | $262K | Reduce -20.0% |
| DASH DoorDash Inc. Class A | 0.07% | 962 | $262K | Reduce -28.4% |
| SCHW Schwab (charles) Corp. | 0.07% | 2,718 | $259K | Reduce -31.5% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 525 | $255K | Reduce -4.7% |
| GS Goldman Sachs Group Inc. | 0.06% | 309 | $246K | Reduce -21.2% |
| XLY SS Consumer Disc Select Sect | 0.06% | 1,020 | $244K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 2,936 | $232K | Add +1.0% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.06% | 8,725 | $222K | Add +0.9% |
| XLK SS Technology Select Sector | 0.06% | 766 | $216K | New |
| PECO Phillips Edison & Company Inc. | 0.06% | 6,231 | $215K | No change |
| WMT Walmart Inc. | 0.05% | 2,043 | $211K | Reduce -57.1% |
| WEAV Weave Communications Inc. | 0.05% | 31,372 | $210K | No change |
| HON Honeywell International Inc. | 0.05% | 968 | $204K | New |
| CRVS Corvus Pharmaceuticals Inc. | 0.04% | 22,371 | $165K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -46.0% | 0.83% | −0.68 |
| META Meta Platforms Inc. Class A | Reduce -6.3% | 7.02% | −0.68 |
| NVDA Nvidia Corp. | Reduce -40.1% | 1.08% | −0.48 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.48 |
| COIN Coinbase Global Inc. Class A | Reduce -0.1% | 6.45% | −0.40 |
| AMZN Amazon.com Inc. | Reduce -83.6% | 0.07% | −0.39 |
| AAPL Apple Inc. | Reduce -34.2% | 1.25% | −0.31 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.27 |
| DIS The Walt Disney Co. | Reduce -19.1% | 0.51% | −0.19 |
| V Visa Inc. Class A | Reduce -39.0% | 0.25% | −0.18 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.14 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.13 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -18.0% | 0.65% | −0.13 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.13 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -42.1% | 0.13% | −0.12 |
| LIN Linde PLC | Sold out | 0.00% | −0.11 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.11 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.10 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.10 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.10 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.10 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.09 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.09 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.08 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.08 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.08 |
| JMST JPM Ultra-Short Muni Income | Reduce -6.7% | 0.84% | −0.08 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -11.8% | 0.46% | −0.08 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.08 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.08 |
| ACN Accenture PLC Class A | Reduce -13.4% | 0.17% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.07 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.07 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.07 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.07 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -19.1% | 0.24% | −0.07 |
| WMT Walmart Inc. | Reduce -57.1% | 0.05% | −0.07 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.07 |
| MS Morgan Stanley | Sold out | 0.00% | −0.07 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.07 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.06 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.06 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.06 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.06 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.06 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| ACWI iShares MSCI Acwi ETF | Add +2.2% | 14.69% | +1.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +15.4% | 5.23% | +0.97 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.7% | 7.11% | +0.79 |
| GLD SPDR Gold Shares | Add +8.2% | 3.78% | +0.72 |
| IAU iShares Gold Trust | Add +1.1% | 3.73% | +0.50 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +8.5% | 3.13% | +0.49 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 6.47% | +0.39 |
| PRF Invesco Rafi US 1000 ETF | Add +21.0% | 1.70% | +0.36 |
| ACRS Aclaris Therapeutics Inc. | New | 0.35% | +0.35 |
| PXF Invesco Rafi Developed Marke | Add +29.3% | 1.27% | +0.33 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 2.73% | +0.22 |
| IWR iShares Russell Mid-Cap ETF | Add +1.7% | 3.25% | +0.14 |
| RBRK Rubrik Inc. Class A | New | 0.09% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 2.20% | +0.06 |
| XLK SS Technology Select Sector | New | 0.06% | +0.06 |
| HON Honeywell International Inc. | New | 0.05% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +17.4% | 0.10% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +31.3% | 0.47% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +0.0% | 0.17% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.2% | 0.26% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.16% | +0.01 |
| PEP Pepsico Inc. | Add +1.8% | 0.14% | +0.01 |
| CMF iShares California Muni Bond | Add +2.5% | 0.18% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Add +3.0% | 0.21% | +0.00 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +0.9% | 0.06% | +0.00 |
| PCY Invesco Emerging Markets Sov | Add +1.1% | 0.08% | +0.00 |
| GOVT iShares US Treasury Bond ETF | Add +5.8% | 0.07% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.7% | 0.21% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +1.0% | 0.06% | −0.00 |
| MINT PIMCO Enhanced Short Maturit | Add +1.0% | 0.34% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Add +2.0% | 0.15% | −0.01 |
| SBUX Starbucks Corp. | Add +6.4% | 0.22% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 87 | $399.3M | ACWI, VOO, SPY, QQQ, META |
| Q1 2026 | 86 | $364.2M | ACWI, VOO, SPY, META, QQQ |
| Q4 2025 | 90 | $379.2M | ACWI, SPY, VOO, META, QQQ |
| Q3 2025 | 87 | $387.9M | ACWI, SPY, META, VOO, COIN |
| Q2 2025 | 123 | $379.5M | ACWI, META, COIN, SPY, VOO |
| Q1 2025 | 84 | $287.4M | ACWI, META, VOO, SPY, COIN |
| Q4 2024 | 93 | $285.6M | ACWI, VOO, SPY, COIN, VT |
| Q3 2024 | 87 | $271.1M | ACWI, COIN, SPY, VOO, VT |
| Q2 2024 | 91 | $252.3M | ACWI, COIN, SPY, VOO, VT |
| Q1 2024 | 92 | $253.8M | ACWI, COIN, SPY, VT, VOO |