Three Bridge Wealth Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Three Bridge Wealth Advisors, LLC reported 90 stock positions worth $379.2 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 15.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.5%) and Vanguard S&P 500 ETF (VOO, 7.2%). Compared with Q3 2025, it opened 6 new positions, sold out of 3, added to 38 and reduced 26. The biggest buy was iShares MSCI Acwi ETF (ACWI, shares +1%) and the biggest sale Roblox Class A (RBLX, shares −22%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001950962
Portfolio Value
$379.2M (Q4 2025)
SEC Filing
0001950962-26-000001 ↗ filed Feb 10, 2026

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 Q2 2025 Q3 2025: $387.9M Q3 2025 Q4 2025: $379.2M $379.2M Q4 2025 Q1 2026: $364.2M Q1 2026 Q2 2026: $399.3M Q2 2026

Holdings 90 stocks · $379.2M
ACWI iShares MSCI Acwi ETF 15.46% 414,254 $58.6M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 7.53% 41,763 $28.6M Add +1.2%
VOO Vanguard S&P 500 ETF 7.17% 43,341 $27.2M Add +6.0%
META Meta Platforms Inc. Class A 6.62% 38,044 $25.1M Add +2.6%
QQQ Invesco QQQ Trust Series 1 5.63% 34,780 $21.4M Add +3.0%
COIN Coinbase Global Inc. Class A 4.42% 74,170 $16.8M No change
GLD SPDR Gold Shares 4.36% 41,686 $16.5M Add +0.9%
IAU iShares Gold Trust 4.24% 197,895 $16.1M Reduce -0.4%
VT Vanguard Tot World STK ETF 3.92% 105,364 $14.9M Add +0.7%
IWR iShares Russell Mid-Cap ETF 3.46% 136,318 $13.1M Add +4.4%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 3.22% 265,783 $12.2M Reduce -0.6%
VWO Vanguard Ftse Emerging Marke 2.85% 201,060 $10.8M Add +2.7%
VEA Vanguard Ftse Developed ETF 2.35% 142,678 $8.9M Add +0.3%
IWF iShares Russell 1000 Growth 2.17% 17,390 $8.2M Add +0.0%
RBLX Roblox Corp. Class A 2.10% 98,184 $8.0M Reduce -22.3%
EEM iShares MSCI Emerging Market 2.05% 141,770 $7.8M Add +2.3%
PRF Invesco Rafi US 1000 ETF 1.80% 145,148 $6.8M Reduce -0.8%
PXF Invesco Rafi Developed Marke 1.38% 80,074 $5.2M Reduce -0.7%
AAPL Apple Inc. 1.37% 19,150 $5.2M Add +0.7%
IWM iShares Russell 2000 ETF 1.32% 20,397 $5.0M Add +6.2%
NVDA Nvidia Corp. 1.12% 22,761 $4.2M Add +1.2%
GOOGL Alphabet Inc. Class A 1.03% 12,463 $3.9M Reduce -9.2%
MSFT Microsoft Corp. 0.80% 6,278 $3.0M Add +0.9%
BRK.B Berkshire Hathaway Inc. Class B 0.66% 4,958 $2.5M Reduce -0.7%
ORCL Oracle Corp. 0.61% 11,933 $2.3M Reduce -1.9%
UL Unilever PLC-Sponsored ADR 0.57% 33,007 $2.2M Add +0.5%
ACRS Aclaris Therapeutics Inc. 0.57% 714,823 $2.2M No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.56% 41,494 $2.1M Reduce -35.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.53% 17,499 $2.0M Add +0.7%
MDT Medtronic PLC 0.51% 20,106 $1.9M Add +0.3%
SPYG SS SPDR P S&P 500 Growth ETF 0.51% 18,200 $1.9M No change
NVO Novo-Nordisk A/S-Spons ADR 0.48% 35,871 $1.8M Add +9.5%
JNJ Johnson & Johnson 0.43% 7,957 $1.6M Reduce -2.5%
PANW Palo Alto Networks Inc. 0.43% 8,858 $1.6M No change
MINT PIMCO Enhanced Short Maturit 0.35% 13,090 $1.3M Add +0.7%
ASML ASML Holding NV-NY Reg SHS 0.35% 1,231 $1.3M Add +0.2%
GD General Dynamics Corp. 0.35% 3,906 $1.3M Add +0.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.29% 6,209 $1.1M Add +6.2%
LLY Eli Lilly & Co. 0.29% 1,009 $1.1M Reduce -16.5%
RTX RTX Corp. 0.28% 5,783 $1.1M Add +0.2%
V Visa Inc. Class A 0.26% 2,803 $983K Add +0.1%
SBUX Starbucks Corp. 0.22% 9,939 $837K Reduce -2.8%
CHRW C.H. Robinson Worldwide Inc. 0.21% 5,033 $812K Add +0.2%
IMNM Immunome Inc. 0.21% 37,615 $808K No change
BNDX Vanguard Total Intl Bond ETF 0.21% 16,444 $795K Reduce -1.8%
VIG Vanguard Dividend Apprec ETF 0.20% 3,429 $754K Reduce -4.4%
VCIT Vanguard Int-Term Corporate 0.20% 8,996 $753K Reduce -8.4%
ACN Accenture PLC Class A 0.19% 2,627 $705K Reduce -2.9%
IUSG iShares Core S&P U.S. Growth 0.18% 4,091 $687K Add +0.1%
JPM JPMorgan Chase & Co. 0.17% 2,040 $657K No change
HD Home Depot Inc. 0.17% 1,839 $633K Add +0.1%
TSLA Tesla Inc. 0.17% 1,396 $628K No change
GOOG Alphabet Inc. Class C 0.16% 1,936 $608K No change
PEP Pepsico Inc. 0.15% 3,891 $562K Add +0.5%
SCHF Schwab Intl Equity ETF 0.15% 23,280 $560K Reduce -3.0%
DEO Diageo PLC-Sponsored ADR 0.14% 6,331 $546K Add +1.4%
SCHB Schwab US Broad Market ETF 0.14% 20,378 $535K Reduce -15.3%
IBIT iShares Bitcoin Trust ETF 0.14% 10,310 $512K No change
PG The Procter & Gamble Co. 0.13% 3,503 $502K Reduce -0.6%
COST Costco Wholesale Corp. 0.12% 543 $468K No change
INTU Intuit Inc. 0.12% 671 $444K No change
EMB iShares JP Morgan Usd Emergi 0.11% 4,423 $426K Add +4.0%
PCY Invesco Emerging Markets Sov 0.11% 19,519 $423K Add +32.6%
VGK Vanguard Ftse Europe ETF 0.11% 4,954 $414K New
HEZU iShares Currency Hedged MSCI 0.11% 9,452 $414K New
WDAY Workday Inc. Class A 0.10% 1,852 $398K No change
VTI VG Morningstar TS MKT ETF-US 0.10% 1,177 $395K Reduce -1.8%
GOVT iShares US Treasury Bond ETF 0.10% 16,421 $378K Add +32.0%
AMZN Amazon.com Inc. 0.09% 1,514 $349K Add +15.2%
CMF iShares California Muni Bond 0.09% 6,042 $347K Reduce -50.8%
RBRK Rubrik Inc. Class A 0.09% 4,464 $341K No change
IWN iShares Russell 2000 Value E 0.09% 1,820 $330K No change
TMO Thermo Fisher Scientific Inc. 0.08% 525 $304K No change
IEMG iShares Core MSCI Emerging 0.08% 4,510 $303K Reduce -2.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 907 $286K New
GS Goldman Sachs Group Inc. 0.07% 309 $272K No change
HON Honeywell International Inc. 0.07% 1,315 $257K Add +35.9%
XLC SS Comm Select Sector SPDR 0.06% 2,028 $239K Reduce -13.3%
WEAV Weave Communications Inc. 0.06% 31,372 $238K No change
XLY SS Consumer Disc Select Sect 0.06% 1,989 $238K Reduce -2.5%
BSV Vanguard Short-Term Bond ETF 0.06% 2,975 $234K Add +1.3%
WMT Walmart Inc. 0.06% 2,053 $229K Add +0.5%
PECO Phillips Edison & Company Inc. 0.06% 6,231 $222K No change
SCHW Schwab (charles) Corp. 0.06% 2,224 $222K Reduce -18.2%
COMT iShares Gsci Commodity Dynam 0.06% 8,779 $219K New
DASH DoorDash Inc. Class A 0.06% 962 $218K No change
XLK SS Technology Select Sector 0.06% 1,482 $213K Reduce -3.3%
MBB iShares MBS ETF 0.06% 2,239 $213K New
IVV iShares Core S&P 500 ETF 0.05% 296 $203K New
CRVS Corvus Pharmaceuticals Inc. 0.05% 22,371 $172K No change

Portfolio Sells Q3 2025 → Q4 2025
RBLX Roblox Corp. Class A Reduce -22.3% 2.10% −2.41
CART Maplebear Inc. Sold out 0.00% −0.52
JMST JPM Ultra-Short Muni Income Reduce -35.3% 0.56% −0.28
ORCL Oracle Corp. Reduce -1.9% 0.61% −0.27
CMF iShares California Muni Bond Reduce -50.8% 0.09% −0.09
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.07
PXH Inves Rafi Emer MRKT-Usd Inc. Sold out 0.00% −0.06
SCHB Schwab US Broad Market ETF Reduce -15.3% 0.14% −0.02
VCIT Vanguard Int-Term Corporate Reduce -8.4% 0.20% −0.01
XLC SS Comm Select Sector SPDR Reduce -13.3% 0.06% −0.01
SCHW Schwab (charles) Corp. Reduce -18.2% 0.06% −0.01
PG The Procter & Gamble Co. Reduce -0.6% 0.13% −0.01
BNDX Vanguard Total Intl Bond ETF Reduce -1.8% 0.21% −0.00
SBUX Starbucks Corp. Reduce -2.8% 0.22% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -4.4% 0.20% −0.00
XLY SS Consumer Disc Select Sect Reduce -2.5% 0.06% −0.00
XLK SS Technology Select Sector Reduce -3.3% 0.06% +0.00
IEMG iShares Core MSCI Emerging Reduce -2.6% 0.08% +0.00
VTI VG Morningstar TS MKT ETF-US Reduce -1.8% 0.10% +0.00
SCHF Schwab Intl Equity ETF Reduce -3.0% 0.15% +0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 0.66% +0.01
ACN Accenture PLC Class A Reduce -2.9% 0.19% +0.01
JNJ Johnson & Johnson Reduce -2.5% 0.43% +0.04
LLY Eli Lilly & Co. Reduce -16.5% 0.29% +0.05
PRFZ Inv Rafi US 1500 SM-Usd Inc. Reduce -0.6% 3.22% +0.09
PRF Invesco Rafi US 1000 ETF Reduce -0.8% 1.80% +0.09
PXF Invesco Rafi Developed Marke Reduce -0.7% 1.38% +0.11
GOOGL Alphabet Inc. Class A Reduce -9.2% 1.03% +0.17
IAU iShares Gold Trust Reduce -0.4% 4.24% +0.51

Portfolio Buys Q3 2025 → Q4 2025
ACWI iShares MSCI Acwi ETF Add +0.5% 15.46% +0.77
VOO Vanguard S&P 500 ETF Add +6.0% 7.17% +0.70
GLD SPDR Gold Shares Add +0.9% 4.36% +0.57
SPY SS SPDR S&P 500 ETF Trust-US Add +1.2% 7.53% +0.42
QQQ Invesco QQQ Trust Series 1 Add +3.0% 5.63% +0.40
IWR iShares Russell Mid-Cap ETF Add +4.4% 3.46% +0.21
VT Vanguard Tot World STK ETF Add +0.7% 3.92% +0.20
VEA Vanguard Ftse Developed ETF Add +0.3% 2.35% +0.15
EEM iShares MSCI Emerging Market Add +2.3% 2.05% +0.14
IWM iShares Russell 2000 ETF Add +6.2% 1.32% +0.13
AAPL Apple Inc. Add +0.7% 1.37% +0.12
VWO Vanguard Ftse Emerging Marke Add +2.7% 2.85% +0.12
VGK Vanguard Ftse Europe ETF New 0.11% +0.11
HEZU iShares Currency Hedged MSCI New 0.11% +0.11
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.08% +0.08
IWF iShares Russell 1000 Growth Add +0.0% 2.17% +0.07
COMT iShares Gsci Commodity Dynam New 0.06% +0.06
MBB iShares MBS ETF New 0.06% +0.06
IVV iShares Core S&P 500 ETF New 0.05% +0.05
CHRW C.H. Robinson Worldwide Inc. Add +0.2% 0.21% +0.04
ASML ASML Holding NV-NY Reg SHS Add +0.2% 0.35% +0.04
NVDA Nvidia Corp. Add +1.2% 1.12% +0.04
RTX RTX Corp. Add +0.2% 0.28% +0.03
PCY Invesco Emerging Markets Sov Add +32.6% 0.11% +0.03
VOE Vngrd Mrngstr MD-Cap Val ETF Add +6.2% 0.29% +0.03
GOVT iShares US Treasury Bond ETF Add +32.0% 0.10% +0.03
AMZN Amazon.com Inc. Add +15.2% 0.09% +0.02
MDT Medtronic PLC Add +0.3% 0.51% +0.02
DIS The Walt Disney Co. Add +0.7% 0.53% +0.02
HON Honeywell International Inc. Add +35.9% 0.07% +0.02
V Visa Inc. Class A Add +0.1% 0.26% +0.01
NVO Novo-Nordisk A/S-Spons ADR Add +9.5% 0.48% +0.01
MINT PIMCO Enhanced Short Maturit Add +0.7% 0.35% +0.01
PEP Pepsico Inc. Add +0.5% 0.15% +0.01
EMB iShares JP Morgan Usd Emergi Add +4.0% 0.11% +0.01
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.18% +0.01
WMT Walmart Inc. Add +0.5% 0.06% +0.01
UL Unilever PLC-Sponsored ADR Add +0.5% 0.57% +0.00
GD General Dynamics Corp. Add +0.1% 0.35% +0.00
BSV Vanguard Short-Term Bond ETF Add +1.3% 0.06% +0.00
DEO Diageo PLC-Sponsored ADR Add +1.4% 0.14% −0.01
HD Home Depot Inc. Add +0.1% 0.17% −0.03
MSFT Microsoft Corp. Add +0.9% 0.80% −0.03
META Meta Platforms Inc. Class A Add +2.6% 6.62% −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