Three Bridge Wealth Advisors, LLC

LOS ALTOS, CA · CIK 1950962 · 13F filing filed 2024-08-14

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

$252.3m reported value -0.6% vs Q1 2024

91positions

59.7%in top 10

4 new 18 added 48 reduced 5 sold out vs Q1 2024

Holdings, Q2 2024

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	378,982	$42.6m16.88%	16.88%	Reduced -10.3k	-10,273 -2.6%
2	COINBASE GLOBAL INC COM CL A COIN	COIN	124,398	$27.6m10.96%	10.96%	Added +52	+52 0.0%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	34,567	$18.9m7.48%	7.48%	Reduced -264	-264 -0.8%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	26,053	$13.1m5.18%	5.18%	Added +6.8k	+6,793 35.3%
5	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	98,029	$11.0m4.38%	4.38%	Unchanged
6	ISHARES GOLD TR ISHARES NEW IAU	IAU	194,374	$8.5m3.38%	3.38%	Added +11.5k	+11,495 6.3%
7	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	197,085	$7.5m2.98%	2.98%	Added +383	+383 0.2%
8	ISHARES TR RUS MID CAP ETF IWR	IWR	90,736	$7.4m2.92%	2.92%	Added +13.9k	+13,860 18.0%
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	15,270	$7.3m2.90%	2.90%	Added +2.4k	+2,372 18.4%
10	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	150,694	$6.6m2.61%	2.61%	Reduced -15.4k	-15,359 -9.2%
11	SPDR GOLD TR GOLD SHS GLD	GLD	30,225	$6.5m2.58%	2.58%	Reduced -190	-190 -0.6%
12	META PLATFORMS INC CL A META	META	12,715	$6.4m2.54%	2.54%	Reduced -2.7k	-2,695 -17.5%
13	ISHARES TR RUS 1000 GRW ETF IWF	IWF	17,123	$6.2m2.47%	2.47%	Added +13	+13 0.1%
14	ISHARES TR MSCI EMG MKT ETF EEM	EEM	136,018	$5.8m2.30%	2.30%	Reduced -6.9k	-6,856 -4.8%
15	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	99,117	$5.0m1.99%	1.99%	Reduced -9.4k	-9,415 -8.7%
16	ROBLOX CORP CL A RBLX	RBLX	126,290	$4.7m1.86%	1.86%	Added +40.0k	+40,000 46.4%
17	APPLE INC COM AAPL	AAPL	13,050	$2.7m1.09%	1.09%	Reduced -3.2k	-3,208 -19.7%
18	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,083	$2.7m1.09%	1.09%	Reduced -3.6k	-3,608 -19.3%
19	NVIDIA CORPORATION COM NVDA	NVDA	21,620	$2.7m1.06%	1.06%	Unchanged
20	ORACLE CORP COM ORCL	ORCL	18,436	$2.6m1.03%	1.03%	Reduced -79	-79 -0.4%
21	ISHARES TR MSCI EAFE ETF EFA	EFA	32,620	$2.6m1.01%	1.01%	Added +9.0k	+8,977 38.0%
22	MICROSOFT CORP COM MSFT	MSFT	5,379	$2.4m0.95%	0.95%	Reduced -1.1k	-1,091 -16.9%
23	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	58,165	$2.2m0.87%	0.87%	Reduced -509	-509 -0.9%
24	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	21,282	$2.1m0.85%	0.85%	Reduced -2.7k	-2,681 -11.2%
25	RTX CORPORATION COM RTX	RTX	21,157	$2.1m0.84%	0.84%	Reduced -1.9k	-1,875 -8.1%
26	UNILEVER PLC SPON ADR NEW SPON ADR NEW		36,294	$2.0m0.79%	0.79%	Reduced -1.4k	-1,351 -3.6%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,778	$1.9m0.77%	0.77%	Reduced -173	-173 -3.5%
28	ISHARES TR RUSSELL 2000 ETF IWM	IWM	9,137	$1.9m0.73%	0.73%	Added +5.3k	+5,345 140.9%
29	GITLAB INC CLASS A COM GTLB	GTLB	36,572	$1.8m0.72%	0.72%	Unchanged
30	NOVO-NORDISK A S ADR NVO	NVO	12,694	$1.8m0.72%	0.72%	Reduced -326	-326 -2.5%
31	MAPLEBEAR INC COM CART	CART	55,041	$1.8m0.70%	0.70%	Reduced -50.0k	-50,000 -47.6%
32	DISNEY WALT CO COM DIS	DIS	17,612	$1.7m0.69%	0.69%	Reduced -659	-659 -3.6%
33	PALO ALTO NETWORKS INC COM PANW	PANW	4,479	$1.5m0.60%	0.60%	Unchanged
34	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	18,200	$1.5m0.58%	0.58%	Unchanged
35	MEDTRONIC PLC SHS MDT	MDT	16,847	$1.3m0.53%	0.53%	Reduced -760	-760 -4.3%
36	GENERAL DYNAMICS CORP COM GD	GD	4,172	$1.2m0.48%	0.48%	Reduced -163	-163 -3.8%
37	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	23,721	$1.2m0.46%	0.46%	Reduced -158	-158 -0.7%
38	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	43,221	$1.1m0.43%	0.43%	Unchanged
39	JOHNSON & JOHNSON COM JNJ	JNJ	7,329	$1.1m0.42%	0.42%	Added +1.8k	+1,776 32.0%
40	HOME DEPOT INC COM HD	HD	2,910	$1.0m0.40%	0.40%	Reduced -96	-96 -3.2%
41	WALMART INC COM WMT	WMT	14,211	$962.2k0.38%	0.38%	Reduced -276	-276 -1.9%
42	INTUIT COM INTU	INTU	1,461	$960.2k0.38%	0.38%	Reduced -175	-175 -10.7%
43	VISA INC COM CL A V	V	3,643	$956.2k0.38%	0.38%	Reduced -576	-576 -13.7%
44	NIKE INC CL B NKE	NKE	11,006	$833.4k0.33%	0.33%	Added +79	+79 0.7%
45	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	16,635	$809.6k0.32%	0.32%	Reduced -206	-206 -1.2%
46	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	5,177	$783.3k0.31%	0.31%	Reduced -40	-40 -0.8%
47	ADOBE INC COM ADBE	ADBE	1,382	$767.8k0.30%	0.30%	Reduced -49	-49 -3.4%
48	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,476	$751.2k0.30%	0.30%	Added +536	+536 27.6%
49	PEPSICO INC COM PEP	PEP	3,950	$651.5k0.26%	0.26%	Reduced -417	-417 -9.6%
50	ISHARES TR CALIF MUN BD ETF CMF	CMF	11,425	$649.9k0.26%	0.26%	Reduced -238	-238 -2.0%
51	STARBUCKS CORP COM SBUX	SBUX	8,308	$646.8k0.26%	0.26%	Reduced -31	-31 -0.4%
52	DIAGEO PLC SPON ADR NEW DEO	DEO	5,031	$634.3k0.25%	0.25%	Reduced -431	-431 -7.9%
53	3M CO COM MMM	MMM	5,988	$611.9k0.24%	0.24%	Reduced -186	-186 -3.0%
54	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	6,361	$564.4k0.22%	0.22%	Reduced -301	-301 -4.5%
55	BIOGEN INC COM BIIB	BIIB	2,426	$562.4k0.22%	0.22%	Reduced -103	-103 -4.1%
56	CISCO SYS INC COM CSCO	CSCO	11,520	$547.3k0.22%	0.22%	Reduced -1.6k	-1,602 -12.2%
57	ISHARES TR CORE S&P US GWT IUSG	IUSG	4,081	$520.3k0.21%	0.21%	Added +1	+1 0.0%
58	PROCTER AND GAMBLE CO COM PG	PG	3,095	$510.4k0.20%	0.20%	Reduced -501	-501 -13.9%
59	COSTCO WHSL CORP NEW COM COST	COST	574	$487.9k0.19%	0.19%	Unchanged
60	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	5,958	$476.2k0.19%	0.19%	Added +16	+16 0.3%
61	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,815	$454.6k0.18%	0.18%	Unchanged
62	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	9,079	$448.7k0.18%	0.18%	Reduced -4.6k	-4,597 -33.6%
63	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	11,249	$436.3k0.17%	0.17%	Unchanged
64	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,339	$429.1k0.17%	0.17%	Reduced -1	-1 -0.0%
65	WORKDAY INC CL A WDAY	WDAY	1,852	$414.0k0.16%	0.16%	Unchanged
66	BECTON DICKINSON & CO COM BDX	BDX	1,531	$357.8k0.14%	0.14%	Reduced -49	-49 -3.1%
67	JPMORGAN CHASE & CO COM JPM	JPM	1,540	$311.5k0.12%	0.12%	Reduced -500	-500 -24.5%
68	GOLDMAN SACHS GROUP INC COM GS	GS	644	$291.3k0.12%	0.12%	Unchanged
69	INVESCO EXCH TRADED FD TR II FTSE RAFI SML PDN	PDN	8,777	$283.7k0.11%	0.11%	Reduced -1.8k	-1,762 -16.7%
70	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	31,372	$283.0k0.11%	0.11%	Unchanged
71	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,238	$280.1k0.11%	0.11%	Reduced -416	-416 -25.1%
72	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,820	$277.2k0.11%	0.11%	Added +30	+30 1.7%
73	SALESFORCE INC COM CRM	CRM	1,056	$271.5k0.11%	0.11%	Unchanged
74	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,115	$271.0k0.11%	0.11%	Unchanged
75	GRANITESHARES ETF TR 2X LONG NVDA DAI NVDL	NVDL	3,742	$260.3k0.10%	0.10%	New
76	INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG PCY	PCY	12,838	$256.8k0.10%	0.10%	Reduced -158	-158 -1.2%
77	ISHARES U S ETF TR GSCI CMDTY STGY COMT	COMT	9,336	$255.0k0.10%	0.10%	New
78	COCA COLA CO COM KO	KO	3,855	$247.2k0.10%	0.10%	Unchanged
79	ISHARES TR US TREAS BD ETF GOVT	GOVT	10,919	$246.4k0.10%	0.10%	Added +127	+127 1.2%
80	ISHARES INC CORE MSCI EMKT IEMG	IEMG	4,511	$241.5k0.10%	0.10%	New
81	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	3,821	$241.0k0.10%	0.10%	Unchanged
82	ISHARES TR JPMORGAN USD EMG EMB	EMB	2,560	$226.5k0.09%	0.09%	Unchanged
83	ALPHABET INC CAP STK CL C GOOG	GOOG	1,200	$220.1k0.09%	0.09%	Reduced -4.1k	-4,060 -77.2%
84	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	2,805	$215.1k0.09%	0.09%	Added +23	+23 0.8%
85	SCHWAB CHARLES CORP COM SCHW	SCHW	2,919	$215.1k0.09%	0.09%	Unchanged
86	BANK AMERICA CORP COM BAC	BAC	5,400	$214.8k0.09%	0.09%	Reduced -1.9k	-1,900 -26.0%
87	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	376	$208.1k0.08%	0.08%	Reduced -225	-225 -37.4%
88	PHILLIPS EDISON & CO INC COMMON STOCK PECO	PECO	6,231	$204.4k0.08%	0.08%	Unchanged
89	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	2,341	$200.5k0.08%	0.08%	New
90	MATTERPORT INC COM CL A MTTR	MTTR	30,970	$138.4k0.05%	0.05%	Unchanged
91	TILRAY BRANDS INC COM COM		10,000	$16.6k0.01%	0.01%	Unchanged

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
AMAZON COM INC AMZN	AMZN	3,380	$609.7k3.4k shares
VANGUARD INDEX FDS VTI	VTI	2,329	$605.3k2.3k shares
VANGUARD INTL EQUITY INDEX F VGK	VGK	3,805	$256.2k3.8k shares
ISHARES TR IPAC	IPAC	3,412	$216.0k3.4k shares
VAXXINITY INC VAXX	VAXX	14,178	$10.2k14.2k shares