Three Bridge Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Three Bridge Wealth Advisors, LLC reported 86 stock positions worth $364.2 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 15.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.4%). Compared with Q4 2025, it opened 3 new positions, sold out of 7, added to 38 and reduced 32. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +11%) and the biggest sale Apple (AAPL, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ALTOS, CA
- CIK
- 0001950962
- Portfolio Value
- $364.2M (Q1 2026)
- SEC Filing
- 0001420506-26-000928 ↗ filed May 12, 2026
Holdings Value
Holdings 86 stocks · $364.2M
| ACWI iShares MSCI Acwi ETF | 15.61% | 410,767 | $56.8M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 7.92% | 48,272 | $28.8M | Add +11.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.40% | 41,347 | $27.0M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 5.98% | 38,094 | $21.8M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.66% | 35,696 | $20.6M | Add +2.6% |
| GLD SPDR Gold Shares | 4.75% | 40,221 | $17.3M | Reduce -3.5% |
| IAU iShares Gold Trust | 4.46% | 184,324 | $16.3M | Reduce -6.9% |
| VT Vanguard Tot World STK ETF | 4.00% | 105,364 | $14.6M | No change |
| IWR iShares Russell Mid-Cap ETF | 3.94% | 147,446 | $14.3M | Add +8.2% |
| COIN Coinbase Global Inc. Class A | 3.56% | 74,173 | $13.0M | Add +0.0% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 3.37% | 267,339 | $12.3M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 3.10% | 208,855 | $11.3M | Add +3.9% |
| VEA Vanguard Ftse Developed ETF | 2.50% | 142,287 | $9.1M | Reduce -0.3% |
| EEM iShares MSCI Emerging Market | 2.33% | 149,459 | $8.5M | Add +5.4% |
| IWF iShares Russell 1000 Growth | 2.04% | 17,390 | $7.4M | No change |
| PRF Invesco Rafi US 1000 ETF | 1.85% | 141,547 | $6.7M | Reduce -2.5% |
| IWM iShares Russell 2000 ETF | 1.63% | 23,917 | $5.9M | Add +17.3% |
| RBLX Roblox Corp. Class A | 1.52% | 98,184 | $5.6M | No change |
| PXF Invesco Rafi Developed Marke | 1.52% | 79,121 | $5.5M | Reduce -1.2% |
| NVDA Nvidia Corp. | 1.32% | 27,670 | $4.8M | Add +21.6% |
| GOOGL Alphabet Inc. Class A | 0.84% | 10,650 | $3.1M | Reduce -14.6% |
| ACRS Aclaris Therapeutics Inc. | 0.74% | 714,823 | $2.7M | No change |
| MSFT Microsoft Corp. | 0.66% | 6,494 | $2.4M | Add +3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 4,798 | $2.3M | Reduce -3.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.60% | 57,590 | $2.2M | Add +60.5% |
| AAPL Apple Inc. | 0.58% | 8,350 | $2.1M | Reduce -56.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.58% | 41,554 | $2.1M | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.49% | 18,200 | $1.8M | No change |
| UL Unilever PLC-Sponsored ADR | 0.49% | 30,837 | $1.8M | Reduce -6.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 18,130 | $1.7M | Add +3.6% |
| MDT Medtronic PLC | 0.46% | 19,375 | $1.7M | Reduce -3.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.42% | 1,148 | $1.5M | Reduce -6.7% |
| PANW Palo Alto Networks Inc. | 0.39% | 8,932 | $1.4M | Add +0.8% |
| JNJ Johnson & Johnson | 0.38% | 5,731 | $1.4M | Reduce -28.0% |
| GD General Dynamics Corp. | 0.36% | 3,792 | $1.3M | Reduce -2.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.33% | 6,515 | $1.2M | Add +4.9% |
| MINT PIMCO Enhanced Short Maturit | 0.32% | 11,430 | $1.1M | Reduce -12.7% |
| V Visa Inc. Class A | 0.28% | 3,394 | $1.0M | Add +21.1% |
| RTX RTX Corp. | 0.27% | 5,106 | $985K | Reduce -11.7% |
| PG The Procter & Gamble Co. | 0.26% | 6,509 | $940K | Add +85.8% |
| ORCL Oracle Corp. | 0.26% | 6,363 | $936K | Reduce -46.7% |
| LLY Eli Lilly & Co. | 0.25% | 988 | $909K | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.24% | 3,071 | $881K | Add +58.6% |
| SBUX Starbucks Corp. | 0.24% | 9,701 | $869K | Reduce -2.4% |
| IMNM Immunome Inc. | 0.23% | 37,615 | $823K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.21% | 4,519 | $753K | Reduce -10.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 15,581 | $749K | Reduce -5.3% |
| VCIT Vanguard Int-Term Corporate | 0.21% | 9,033 | $747K | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 3,429 | $737K | No change |
| TSLA Tesla Inc. | 0.19% | 1,909 | $710K | Add +36.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 1,462 | $639K | New |
| IUSG iShares Core S&P U.S. Growth | 0.17% | 4,093 | $635K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.17% | 636 | $634K | Add +17.1% |
| HEZU iShares Currency Hedged MSCI | 0.17% | 14,225 | $622K | Add +50.5% |
| HD Home Depot Inc. | 0.17% | 1,828 | $601K | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 0.16% | 23,280 | $576K | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 1,870 | $550K | Reduce -8.3% |
| PEP Pepsico Inc. | 0.15% | 3,459 | $537K | Reduce -11.1% |
| SCHB Schwab US Broad Market ETF | 0.14% | 20,390 | $512K | Add +0.1% |
| ACN Accenture PLC Class A | 0.14% | 2,581 | $512K | Reduce -1.8% |
| IEMG iShares Core MSCI Emerging | 0.14% | 7,332 | $511K | Add +62.6% |
| DEO Diageo PLC-Sponsored ADR | 0.14% | 6,868 | $511K | Add +8.5% |
| HON Honeywell International Inc. | 0.11% | 1,765 | $399K | Add +34.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.11% | 5,740 | $393K | New |
| EMB iShares JP Morgan Usd Emergi | 0.11% | 4,181 | $393K | Reduce -5.5% |
| GOVT iShares US Treasury Bond ETF | 0.11% | 16,749 | $384K | Add +2.0% |
| PCY Invesco Emerging Markets Sov | 0.11% | 18,357 | $384K | Reduce -6.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 1,177 | $378K | No change |
| COMT iShares Gsci Commodity Dynam | 0.09% | 9,892 | $334K | Add +12.7% |
| CRVS Corvus Pharmaceuticals Inc. | 0.09% | 22,371 | $327K | No change |
| IWN iShares Russell 2000 Value E | 0.08% | 1,620 | $307K | Reduce -11.0% |
| AMZN Amazon.com Inc. | 0.08% | 1,407 | $293K | Reduce -7.1% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.08% | 5,020 | $283K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.07% | 907 | $271K | No change |
| GS Goldman Sachs Group Inc. | 0.07% | 314 | $266K | Add +1.6% |
| INTU Intuit Inc. | 0.07% | 591 | $256K | Reduce -11.9% |
| WDAY Workday Inc. Class A | 0.07% | 1,855 | $241K | Add +0.2% |
| XLY SS Consumer Disc Select Sect | 0.07% | 2,206 | $240K | Add +10.9% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 2,994 | $235K | Add +0.6% |
| PECO Phillips Edison & Company Inc. | 0.06% | 6,237 | $234K | Add +0.1% |
| CMF iShares California Muni Bond | 0.06% | 3,886 | $221K | Reduce -35.7% |
| RBRK Rubrik Inc. Class A | 0.06% | 4,464 | $219K | No change |
| MBB iShares MBS ETF | 0.06% | 2,269 | $215K | Add +1.3% |
| SCHW Schwab (charles) Corp. | 0.06% | 2,274 | $214K | Add +2.3% |
| XLK SS Technology Select Sector | 0.06% | 1,542 | $205K | Add +4.0% |
| WEAV Weave Communications Inc. | 0.04% | 31,372 | $145K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -56.4% | 0.58% | −0.79 |
| ORCL Oracle Corp. | Reduce -46.7% | 0.26% | −0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -14.6% | 0.84% | −0.19 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 7.40% | −0.13 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.11 |
| UL Unilever PLC-Sponsored ADR | Reduce -6.6% | 0.49% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.08 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.06 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.06 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.06 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.05 |
| JNJ Johnson & Johnson | Reduce -28.0% | 0.38% | −0.05 |
| MDT Medtronic PLC | Reduce -3.6% | 0.46% | −0.05 |
| INTU Intuit Inc. | Reduce -11.9% | 0.07% | −0.05 |
| ACN Accenture PLC Class A | Reduce -1.8% | 0.14% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -2.1% | 0.25% | −0.04 |
| MINT PIMCO Enhanced Short Maturit | Reduce -12.7% | 0.32% | −0.03 |
| CMF iShares California Muni Bond | Reduce -35.7% | 0.06% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.2% | 0.63% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -8.3% | 0.15% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -7.1% | 0.08% | −0.01 |
| RTX RTX Corp. | Reduce -11.7% | 0.27% | −0.01 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -10.2% | 0.21% | −0.01 |
| PCY Invesco Emerging Markets Sov | Reduce -6.0% | 0.11% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -5.5% | 0.11% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -5.3% | 0.21% | −0.00 |
| IWN iShares Russell 2000 Value E | Reduce -11.0% | 0.08% | −0.00 |
| HD Home Depot Inc. | Reduce -0.6% | 0.17% | −0.00 |
| PEP Pepsico Inc. | Reduce -11.1% | 0.15% | −0.00 |
| GD General Dynamics Corp. | Reduce -2.9% | 0.36% | +0.01 |
| SBUX Starbucks Corp. | Reduce -2.4% | 0.24% | +0.02 |
| PRF Invesco Rafi US 1000 ETF | Reduce -2.5% | 1.85% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -6.7% | 0.42% | +0.07 |
| PXF Invesco Rafi Developed Marke | Reduce -1.2% | 1.52% | +0.13 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.8% | 15.61% | +0.15 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 2.50% | +0.15 |
| IAU iShares Gold Trust | Reduce -6.9% | 4.46% | +0.23 |
| GLD SPDR Gold Shares | Reduce -3.5% | 4.75% | +0.40 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +11.4% | 7.92% | +0.75 |
| IWR iShares Russell Mid-Cap ETF | Add +8.2% | 3.94% | +0.48 |
| IWM iShares Russell 2000 ETF | Add +17.3% | 1.63% | +0.30 |
| EEM iShares MSCI Emerging Market | Add +5.4% | 2.33% | +0.29 |
| VWO Vanguard Ftse Emerging Marke | Add +3.9% | 3.10% | +0.25 |
| NVDA Nvidia Corp. | Add +21.6% | 1.32% | +0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.18% | +0.18 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +0.6% | 3.37% | +0.15 |
| PG The Procter & Gamble Co. | Add +85.8% | 0.26% | +0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +60.5% | 0.60% | +0.12 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +58.6% | 0.24% | +0.08 |
| HEWJ Isha Curr Hedged MSCI Japan | New | 0.08% | +0.08 |
| HEZU iShares Currency Hedged MSCI | Add +50.5% | 0.17% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +62.6% | 0.14% | +0.06 |
| COST Costco Wholesale Corp. | Add +17.1% | 0.17% | +0.05 |
| HON Honeywell International Inc. | Add +34.2% | 0.11% | +0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +4.9% | 0.33% | +0.04 |
| COMT iShares Gsci Commodity Dynam | Add +12.7% | 0.09% | +0.03 |
| TSLA Tesla Inc. | Add +36.8% | 0.19% | +0.03 |
| JMST JPM Ultra-Short Muni Income | Add +0.1% | 0.58% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.6% | 5.66% | +0.02 |
| V Visa Inc. Class A | Add +21.1% | 0.28% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +0.4% | 0.21% | +0.01 |
| GOVT iShares US Treasury Bond ETF | Add +2.0% | 0.11% | +0.01 |
| PECO Phillips Edison & Company Inc. | Add +0.1% | 0.06% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +10.9% | 0.07% | +0.00 |
| MBB iShares MBS ETF | Add +1.3% | 0.06% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +0.6% | 0.06% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.6% | 0.07% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +2.3% | 0.06% | +0.00 |
| XLK SS Technology Select Sector | Add +4.0% | 0.06% | 0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.14% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Add +8.5% | 0.14% | −0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.17% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +0.8% | 0.39% | −0.04 |
| WDAY Workday Inc. Class A | Add +0.2% | 0.07% | −0.04 |
| DIS The Walt Disney Co. | Add +3.6% | 0.48% | −0.05 |
| MSFT Microsoft Corp. | Add +3.4% | 0.66% | −0.14 |
| META Meta Platforms Inc. Class A | Add +0.1% | 5.98% | −0.64 |
| COIN Coinbase Global Inc. Class A | Add +0.0% | 3.56% | −0.87 |
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 |