Three Bridge Wealth Advisors, LLC

LOS ALTOS, CA · CIK 1950962 · 13F filing filed 2025-05-06

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

$287.4m reported value +0.6% vs Q4 2024

84positions

61.0%in top 10

0 new 45 added 17 reduced 9 sold out vs Q4 2024

Holdings, Q1 2025

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	391,881	$45.6m15.87%	15.87%	Added +4.2k	+4,159 1.1%
2	META PLATFORMS INC CL A META	META	37,821	$21.8m7.58%	7.58%	Added +25.1k	+25,106 197.4%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	40,946	$21.0m7.32%	7.32%	Added +41	+41 0.1%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	35,878	$20.1m7.00%	7.00%	Added +56	+56 0.2%
5	COINBASE GLOBAL INC COM CL A COIN	COIN	74,170	$12.8m4.44%	4.44%	Reduced -228	-228 -0.3%
6	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	104,539	$12.1m4.22%	4.22%	Unchanged
7	ISHARES GOLD TR ISHARES NEW IAU	IAU	197,714	$11.7m4.06%	4.06%	Added +190	+190 0.1%
8	ISHARES TR RUS MID CAP ETF IWR	IWR	128,561	$10.9m3.81%	3.81%	Added +3.2k	+3,232 2.6%
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	21,609	$10.1m3.53%	3.53%	Added +241	+241 1.1%
10	SPDR GOLD TR GOLD SHS GLD	GLD	31,607	$9.1m3.17%	3.17%	Added +622	+622 2.0%
11	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	187,363	$8.5m2.95%	2.95%	Added +12.7k	+12,739 7.3%
12	ROBLOX CORP CL A RBLX	RBLX	126,290	$7.4m2.56%	2.56%	Unchanged
13	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	192,467	$7.3m2.54%	2.54%	Added +1.1k	+1,093 0.6%
14	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	138,231	$7.0m2.44%	2.44%	Added +12	+12 0.0%
15	ISHARES TR RUS 1000 GRW ETF IWF	IWF	17,696	$6.4m2.22%	2.22%	Added +3	+3 0.0%
16	ISHARES TR MSCI EMG MKT ETF EEM	EEM	145,725	$6.4m2.22%	2.22%	Added +1.1k	+1,065 0.7%
17	ISHARES TR RUSSELL 2000 ETF IWM	IWM	19,212	$3.8m1.33%	1.33%	Unchanged
18	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	69,161	$3.5m1.22%	1.22%	Added +68	+68 0.1%
19	APPLE INC COM AAPL	AAPL	12,208	$2.7m0.94%	0.94%	Reduced -1.2k	-1,180 -8.8%
20	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	65,691	$2.7m0.92%	0.92%	Added +51	+51 0.1%
21	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,799	$2.6m0.89%	0.89%	Added +12	+12 0.2%
22	NVIDIA CORPORATION COM NVDA	NVDA	22,430	$2.4m0.85%	0.85%	Added +810	+810 3.8%
23	MICROSOFT CORP COM MSFT	MSFT	6,325	$2.4m0.83%	0.83%	Added +93	+93 1.5%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,893	$2.3m0.80%	0.80%	Reduced -266	-266 -1.8%
25	ORACLE CORP COM ORCL	ORCL	15,805	$2.2m0.77%	0.77%	Reduced -940	-940 -5.6%
26	MAPLEBEAR INC COM CART	CART	55,041	$2.2m0.76%	0.76%	Unchanged
27	DISNEY WALT CO COM DIS	DIS	22,016	$2.2m0.76%	0.76%	Added +1.2k	+1,216 5.8%
28	UNILEVER PLC SPON ADR NEW SPON ADR NEW		35,462	$2.1m0.73%	0.73%	Added +722	+722 2.1%
29	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	23,481	$2.0m0.69%	0.69%	Reduced -9.7k	-9,740 -29.3%
30	MEDTRONIC PLC SHS MDT	MDT	18,543	$1.7m0.58%	0.58%	Added +996	+996 5.7%
31	NOVO-NORDISK A S ADR NVO	NVO	23,665	$1.7m0.58%	0.58%	Added +11.1k	+11,107 88.5%
32	INTUIT COM INTU	INTU	2,582	$1.6m0.55%	0.55%	Reduced -10	-10 -0.4%
33	PALO ALTO NETWORKS INC COM PANW	PANW	8,858	$1.5m0.53%	0.53%	Unchanged
34	RTX CORPORATION COM RTX	RTX	11,091	$1.5m0.51%	0.51%	Reduced -8.3k	-8,312 -42.8%
35	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	18,200	$1.5m0.51%	0.51%	Unchanged
36	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	13,482	$1.4m0.47%	0.47%	Added +190	+190 1.4%
37	JOHNSON & JOHNSON COM JNJ	JNJ	7,926	$1.3m0.46%	0.46%	Reduced -85	-85 -1.1%
38	VISA INC COM CL A V	V	3,694	$1.3m0.45%	0.45%	Reduced -24	-24 -0.7%
39	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	24,141	$1.3m0.44%	0.44%	Added +42	+42 0.2%
40	GENERAL DYNAMICS CORP COM GD	GD	3,961	$1.1m0.38%	0.38%	Reduced -100	-100 -2.5%
41	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	5,961	$957.1k0.33%	0.33%	Added +14	+14 0.2%
42	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	17,466	$852.7k0.30%	0.30%	Added +74	+74 0.4%
43	STARBUCKS CORP COM SBUX	SBUX	8,628	$846.3k0.29%	0.29%	Added +206	+206 2.5%
44	ISHARES TR CALIF MUN BD ETF CMF	CMF	14,640	$823.9k0.29%	0.29%	Added +2	+2 0.0%
45	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,197	$793.2k0.28%	0.28%	Added +194	+194 19.3%
46	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,501	$780.4k0.27%	0.27%	Added +19	+19 0.8%
47	NIKE INC CL B NKE	NKE	11,976	$765.0k0.27%	0.27%	Added +1.2k	+1,170 10.8%
48	WALMART INC COM WMT	WMT	8,082	$711.4k0.25%	0.25%	Reduced -1.7k	-1,680 -17.2%
49	HOME DEPOT INC COM HD	HD	1,877	$687.9k0.24%	0.24%	Reduced -27	-27 -1.4%
50	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	6,301	$649.2k0.23%	0.23%	Added +24	+24 0.4%
51	DIAGEO PLC SPON ADR NEW DEO	DEO	5,794	$616.6k0.21%	0.21%	Added +547	+547 10.4%
52	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,939	$570.1k0.20%	0.20%	Added +588	+588 25.0%
53	COSTCO WHSL CORP NEW COM COST	COST	574	$542.9k0.19%	0.19%	Unchanged
54	ADOBE INC COM ADBE	ADBE	1,403	$538.1k0.19%	0.19%	Added +7	+7 0.5%
55	PEPSICO INC COM PEP	PEP	3,577	$536.3k0.19%	0.19%	Added +87	+87 2.5%
56	ISHARES TR CORE S&P US GWT IUSG	IUSG	4,086	$519.3k0.18%	0.18%	Added +1	+1 0.0%
57	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	6,140	$502.0k0.17%	0.17%	Added +9	+9 0.1%
58	ELI LILLY & CO COM LLY	LLY	606	$500.5k0.17%	0.17%	Added +3	+3 0.5%
59	JPMORGAN CHASE & CO COM JPM	JPM	2,040	$500.4k0.17%	0.17%	Unchanged
60	ISHARES TR MSCI EAFE ETF EFA	EFA	5,996	$490.1k0.17%	0.17%	Reduced -411	-411 -6.4%
61	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,815	$466.5k0.16%	0.16%	Unchanged
62	PROCTER AND GAMBLE CO COM PG	PG	2,705	$461.0k0.16%	0.16%	Added +81	+81 3.1%
63	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	22,527	$445.6k0.16%	0.16%	Unchanged
64	WORKDAY INC CL A WDAY	WDAY	1,852	$432.5k0.15%	0.15%	Unchanged
65	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	9,000	$421.3k0.15%	0.15%	Added +4.7k	+4,675 108.1%
66	GOLDMAN SACHS GROUP INC COM GS	GS	644	$351.8k0.12%	0.12%	Unchanged
67	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	31,372	$347.9k0.12%	0.12%	Unchanged
68	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	4,914	$345.0k0.12%	0.12%	Added +1.1k	+1,087 28.4%
69	ISHARES TR JPMORGAN USD EMG EMB	EMB	3,695	$334.7k0.12%	0.12%	Unchanged
70	ALPHABET INC CAP STK CL C GOOG	GOOG	2,000	$312.5k0.11%	0.11%	Unchanged
71	INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG PCY	PCY	15,377	$310.1k0.11%	0.11%	Added +347	+347 2.3%
72	BANK AMERICA CORP COM BAC	BAC	7,300	$304.6k0.11%	0.11%	Unchanged
73	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,820	$274.8k0.10%	0.10%	Unchanged
74	ISHARES TR US TREAS BD ETF GOVT	GOVT	11,651	$267.8k0.09%	0.09%	Unchanged
75	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	525	$261.5k0.09%	0.09%	Unchanged
76	IMMUNOME INC COM IMNM	IMNM	37,615	$253.1k0.09%	0.09%	Added +10.0k	+10,000 36.2%
77	AMAZON COM INC COM AMZN	AMZN	1,280	$243.5k0.08%	0.08%	Unchanged
78	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	11,056	$238.0k0.08%	0.08%	Reduced -322	-322 -2.8%
79	PHILLIPS EDISON & CO INC COMMON STOCK PECO	PECO	6,231	$228.0k0.08%	0.08%	Unchanged
80	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	2,347	$226.4k0.08%	0.08%	Reduced -17	-17 -0.7%
81	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	2,880	$225.5k0.08%	0.08%	Added +17	+17 0.6%
82	SCHWAB CHARLES CORP COM SCHW	SCHW	2,718	$212.7k0.07%	0.07%	Reduced -201	-201 -6.9%
83	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	1,020	$201.4k0.07%	0.07%	Reduced -7	-7 -0.7%
84	CORVUS PHARMACEUTICALS INC COM CRVS	CRVS	22,371	$71.1k0.02%	0.02%	Unchanged

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
GITLAB INC GTLB	GTLB	36,572	$2.1m36.6k shares
J P MORGAN EXCHANGE TRADED F JQUA	JQUA	8,291	$474.8k8.3k shares
BECTON DICKINSON & CO BDX	BDX	1,453	$329.6k1.5k shares
SELECT SECTOR SPDR TR XLK	XLK	1,238	$287.9k1.2k shares
ISHARES INC IEMG	IEMG	5,147	$268.8k5.1k shares
GRANITESHARES ETF TR NVDL	NVDL	3,742	$248.4k3.7k shares
COCA COLA CO KO	KO	3,539	$220.3k3.5k shares
SALESFORCE INC CRM	CRM	611	$204.5k611 shares
MATTERPORT INC MTTR	MTTR	30,970	$146.8k31.0k shares