Three Bridge Wealth Advisors, LLC

LOS ALTOS, CA · CIK 1950962 · 13F filing filed 2023-05-11

SEC-registered investment adviser since 2009 · limited liability company

Assets managed$1.0bn
Staff10 · 3 in investment roles
Main clients (by assets)High net worth individuals 99%
Websitethreebridgewa.com
Form ADV · 2026-03-30SEC adviser record

Kindwealth
Others nearbyLos Altos, CA

$215.8m reported value +15.7% vs Q4 2022

92positions

59.0%in top 10

12 new 40 added 21 reduced 2 sold out vs Q4 2022

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR MSCI ACWI ETF ACWI	ACWI	403,771	$36.8m17.06%	17.06%	Added +16.2k	+16,206 4.2%
2	AFFIRM HLDGS INC COM CL A AFRM	AFRM	2,268,387	$25.6m11.85%	11.85%	Reduced -190.0k	-190,000 -7.7%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	32,034	$13.2m6.10%	6.10%	Added +2.4k	+2,435 8.2%
4	COINBASE GLOBAL INC COM CL A COIN	COIN	149,816	$10.1m4.69%	4.69%	Reduced -7.8k	-7,800 -5.0%
5	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	86,495	$8.0m3.69%	3.69%	Unchanged
6	ISHARES TR MSCI EMG MKT ETF EEM	EEM	195,382	$7.7m3.57%	3.57%	Added +1.8k	+1,750 0.9%
7	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	147,339	$7.5m3.47%	3.47%	Added +15.8k	+15,774 12.0%
8	SPDR GOLD TR GOLD SHS GLD	GLD	33,951	$6.2m2.88%	2.88%	Added +743	+743 2.2%
9	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	37,631	$6.2m2.87%	2.87%	Added +2.4k	+2,358 6.7%
10	ISHARES GOLD TR ISHARES NEW IAU	IAU	163,548	$6.1m2.83%	2.83%	Added +9.4k	+9,414 6.1%
11	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	136,616	$5.5m2.56%	2.56%	Added +24.3k	+24,314 21.6%
12	ISHARES TR RUS MID CAP ETF IWR	IWR	72,983	$5.1m2.36%	2.36%	Added +4.5k	+4,547 6.6%
13	GITLAB INC CLASS A COM GTLB	GTLB	128,532	$4.4m2.04%	2.04%	Unchanged
14	ISHARES TR RUS 1000 GRW ETF IWF	IWF	16,590	$4.1m1.88%	1.88%	Unchanged
15	APPLE INC COM AAPL	AAPL	20,073	$3.3m1.53%	1.53%	Added +453	+453 2.3%
16	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	27,879	$2.8m1.28%	1.28%	Added +7.1k	+7,081 34.0%
17	ORACLE CORP COM ORCL	ORCL	27,727	$2.6m1.19%	1.19%	Reduced -6.3k	-6,330 -18.6%
18	META PLATFORMS INC CL A META	META	11,760	$2.5m1.16%	1.16%	Added +3.4k	+3,400 40.7%
19	MICROSOFT CORP COM MSFT	MSFT	8,199	$2.4m1.10%	1.10%	Added +112	+112 1.4%
20	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,257	$2.4m1.09%	1.09%	Added +441	+441 7.6%
21	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	7,056	$2.3m1.05%	1.05%	Added +811	+811 13.0%
22	RTX CORPORATION COM RTX	RTX	20,627	$2.0m0.94%	0.94%	Reduced -354	-354 -1.7%
23	DISNEY WALT CO COM DIS	DIS	19,717	$2.0m0.91%	0.91%	Added +7.4k	+7,356 59.5%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	18,574	$1.9m0.89%	0.89%	Added +3.6k	+3,613 24.1%
25	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,022	$1.9m0.86%	0.86%	Added +239	+239 4.1%
26	DOCUSIGN INC COM DOCU	DOCU	29,382	$1.7m0.79%	0.79%	Unchanged
27	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	10,923	$1.7m0.79%	0.79%	Added +223	+223 2.1%
28	UNILEVER PLC SPON ADR NEW SPON ADR NEW		30,856	$1.6m0.74%	0.74%	Added +9.4k	+9,362 43.6%
29	HOME DEPOT INC COM HD	HD	5,135	$1.5m0.70%	0.70%	Added +396	+396 8.4%
30	NOVO-NORDISK A S ADR NVO	NVO	9,152	$1.5m0.68%	0.68%	Reduced -3.7k	-3,697 -28.8%
31	NIKE INC CL B NKE	NKE	11,869	$1.5m0.68%	0.68%	Reduced -190	-190 -1.6%
32	STARBUCKS CORP COM SBUX	SBUX	13,098	$1.4m0.63%	0.63%	Added +840	+840 6.8%
33	ISHARES TR MSCI EAFE ETF EFA	EFA	18,900	$1.4m0.63%	0.63%	Unchanged
34	MEDTRONIC PLC SHS MDT	MDT	15,571	$1.3m0.59%	0.59%	Added +6.0k	+6,023 63.1%
35	GENERAL DYNAMICS CORP COM GD	GD	5,185	$1.2m0.55%	0.55%	Reduced -63	-63 -1.2%
36	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	11,804	$1.2m0.55%	0.55%	Added +193	+193 1.7%
37	ADOBE INC COM ADBE	ADBE	3,048	$1.2m0.54%	0.54%	Added +1.2k	+1,193 64.3%
38	VISA INC COM CL A V	V	5,059	$1.1m0.53%	0.53%	Added +1.5k	+1,536 43.6%
39	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	3,955	$1.1m0.52%	0.52%	Added +568	+568 16.8%
40	GINKGO BIOWORKS HOLDINGS INC CL A SHS CL A SHS		833,802	$1.1m0.51%	0.51%	Unchanged
41	JOHNSON & JOHNSON COM JNJ	JNJ	7,064	$1.1m0.51%	0.51%	Added +2.4k	+2,423 52.2%
42	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	18,200	$1.0m0.47%	0.47%	New
43	BIOGEN INC COM BIIB	BIIB	3,525	$980.1k0.45%	0.45%	Added +268	+268 8.2%
44	CISCO SYS INC COM CSCO	CSCO	18,720	$978.6k0.45%	0.45%	Reduced -342	-342 -1.8%
45	WALMART INC COM WMT	WMT	6,465	$956.9k0.44%	0.44%	Reduced -129	-129 -2.0%
46	PALO ALTO NETWORKS INC COM PANW	PANW	4,706	$940.0k0.44%	0.44%	Unchanged
47	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	10,061	$933.4k0.43%	0.43%	Added +2.0k	+1,959 24.2%
48	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	20,845	$918.4k0.43%	0.43%	Added +1.6k	+1,602 8.3%
49	BECTON DICKINSON & CO COM BDX	BDX	3,368	$833.7k0.39%	0.39%	Reduced -427	-427 -11.2%
50	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	14,916	$673.8k0.31%	0.31%	Reduced -190	-190 -1.3%
51	PROCTER AND GAMBLE CO COM PG	PG	4,465	$663.9k0.31%	0.31%	Added +777	+777 21.1%
52	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	10,801	$658.1k0.30%	0.30%	Added +546	+546 5.3%
53	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	4,634	$621.3k0.29%	0.29%	Reduced -153	-153 -3.2%
54	NVIDIA CORPORATION COM NVDA	NVDA	2,162	$600.5k0.28%	0.28%	Added +730	+730 51.0%
55	PEPSICO INC COM PEP	PEP	3,144	$573.2k0.27%	0.27%	Added +755	+755 31.6%
56	ALPHABET INC CAP STK CL C GOOG	GOOG	5,260	$547.0k0.25%	0.25%	Unchanged
57	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,652	$541.3k0.25%	0.25%	Reduced -3	-3 -0.1%
58	3M CO COM MMM	MMM	4,031	$423.7k0.20%	0.20%	Added +1.2k	+1,161 40.5%
59	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	11,955	$416.0k0.19%	0.19%	New
60	ISHARES TR CORE US AGGBD ET AGG	AGG	3,850	$383.6k0.18%	0.18%	Reduced -367	-367 -8.7%
61	WORKDAY INC CL A WDAY	WDAY	1,852	$382.5k0.18%	0.18%	Unchanged
62	AMAZON COM INC COM AMZN	AMZN	3,551	$366.8k0.17%	0.17%	Added +171	+171 5.1%
63	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	43,221	$365.2k0.17%	0.17%	Unchanged
64	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	626	$361.0k0.17%	0.17%	Unchanged
65	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,815	$339.1k0.16%	0.16%	Unchanged
66	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	6,889	$337.0k0.16%	0.16%	Added +1.7k	+1,673 32.1%
67	INTUIT COM INTU	INTU	747	$333.0k0.15%	0.15%	Unchanged
68	INVESCO EXCH TRADED FD TR II FTSE RAFI SML PDN	PDN	10,594	$328.5k0.15%	0.15%	Reduced -488	-488 -4.4%
69	ISHARES TR COHEN STEER REIT ICF	ICF	5,822	$323.4k0.15%	0.15%	Unchanged
70	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	6,213	$297.3k0.14%	0.14%	Reduced -840	-840 -11.9%
71	WISDOMTREE TR EMER MKT HIGH FD DEM	DEM	7,681	$290.8k0.13%	0.13%	Reduced -372	-372 -4.6%
72	COSTCO WHSL CORP NEW COM COST	COST	574	$285.2k0.13%	0.13%	Unchanged
73	COCA COLA CO COM KO	KO	4,577	$285.1k0.13%	0.13%	New
74	ISHARES TR CALIF MUN BD ETF CMF	CMF	4,927	$282.9k0.13%	0.13%	Added +36	+36 0.7%
75	JPMORGAN CHASE & CO COM JPM	JPM	2,040	$265.8k0.12%	0.12%	New
76	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,790	$245.2k0.11%	0.11%	Reduced -18	-18 -1.0%
77	INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG PXH	PXH	13,001	$238.7k0.11%	0.11%	Reduced -6.2k	-6,223 -32.4%
78	BANK AMERICA CORP COM BAC	BAC	8,300	$237.4k0.11%	0.11%	New
79	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	3,467	$235.2k0.11%	0.11%	Added +3	+3 0.1%
80	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,115	$235.2k0.11%	0.11%	New
81	ISHARES TR TIPS BD ETF TIP	TIP	2,063	$227.4k0.11%	0.11%	Reduced -323	-323 -13.5%
82	DANAHER CORPORATION COM DHR	DHR	874	$220.5k0.10%	0.10%	Unchanged
83	INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG PCY	PCY	11,343	$217.6k0.10%	0.10%	Reduced -2.0k	-2,036 -15.2%
84	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,011	$212.2k0.10%	0.10%	Unchanged
85	SALESFORCE INC COM CRM	CRM	1,056	$211.0k0.10%	0.10%	New
86	GOLDMAN SACHS GROUP INC COM GS	GS	644	$210.7k0.10%	0.10%	New
87	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	2,708	$207.2k0.10%	0.10%	New
88	PHILLIPS EDISON & CO INC COMMON STOCK PECO	PECO	6,231	$203.8k0.09%	0.09%	New
89	ISHARES TR SHORT TREAS BD SHV	SHV	1,822	$201.3k0.09%	0.09%	New
90	AIRBNB INC COM CL A ABNB	ABNB	1,610	$200.3k0.09%	0.09%	New
91	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	31,372	$155.9k0.07%	0.07%	Unchanged
92	TILRAY BRANDS INC COM COM		14,000	$35.4k0.02%	0.02%	Unchanged

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
SCHWAB CHARLES CORP SCHW	SCHW	3,335	$277.6k3.3k shares
ISHARES TR MUB	MUB	2,021	$213.3k2.0k shares