Three Bridge Wealth Advisors, LLC

LOS ALTOS, CA · CIK 1950962 · 13F filing filed 2025-07-22

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

$379.5m reported value +32.0% vs Q1 2025

123positions

58.3%in top 10

39 new 50 added 24 reduced 0 sold out vs Q1 2025

Holdings, Q2 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	403,429	$51.9m13.67%	13.67%	Added +11.5k	+11,548 3.0%
2	META PLATFORMS INC CL A META	META	39,590	$29.2m7.70%	7.70%	Added +1.8k	+1,769 4.7%
3	COINBASE GLOBAL INC COM CL A COIN	COIN	74,236	$26.0m6.86%	6.86%	Added +66	+66 0.1%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	38,694	$24.0m6.32%	6.32%	Added +2.8k	+2,816 7.8%
5	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	40,481	$23.1m6.08%	6.08%	Reduced -465	-465 -1.1%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	29,257	$16.2m4.26%	4.26%	Added +7.6k	+7,648 35.4%
7	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	104,619	$13.4m3.54%	3.54%	Added +80	+80 0.1%
8	ROBLOX CORP CL A RBLX	RBLX	126,751	$13.3m3.51%	3.51%	Added +461	+461 0.4%
9	ISHARES GOLD TR ISHARES NEW IAU	IAU	196,444	$12.3m3.23%	3.23%	Reduced -1.3k	-1,270 -0.6%
10	ISHARES TR RUS MID CAP ETF IWR	IWR	128,412	$11.8m3.11%	3.11%	Reduced -149	-149 -0.1%
11	SPDR GOLD TR GOLD SHS GLD	GLD	38,157	$11.6m3.06%	3.06%	Added +6.5k	+6,550 20.7%
12	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	246,465	$10.0m2.64%	2.64%	Added +54.0k	+53,998 28.1%
13	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	192,722	$9.5m2.51%	2.51%	Added +5.4k	+5,359 2.9%
14	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	142,191	$8.1m2.14%	2.14%	Added +4.0k	+3,960 2.9%
15	ISHARES TR RUS 1000 GRW ETF IWF	IWF	17,386	$7.4m1.95%	1.95%	Reduced -310	-310 -1.8%
16	ISHARES TR MSCI EMG MKT ETF EEM	EEM	140,369	$6.8m1.78%	1.78%	Reduced -5.4k	-5,356 -3.7%
17	NVIDIA CORPORATION COM NVDA	NVDA	37,581	$5.9m1.56%	1.56%	Added +15.2k	+15,151 67.5%
18	APPLE INC COM AAPL	AAPL	28,900	$5.9m1.56%	1.56%	Added +16.7k	+16,692 136.7%
19	MICROSOFT CORP COM MSFT	MSFT	11,531	$5.7m1.51%	1.51%	Added +5.2k	+5,206 82.3%
20	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	120,917	$5.1m1.35%	1.35%	Added +55.2k	+55,226 84.1%
21	ISHARES TR RUSSELL 2000 ETF IWM	IWM	19,212	$4.1m1.09%	1.09%	Unchanged
22	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	62,360	$3.6m0.94%	0.94%	Added +38.2k	+38,219 158.3%
23	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	68,698	$3.5m0.92%	0.92%	Reduced -463	-463 -0.7%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	19,612	$3.5m0.91%	0.91%	Added +4.7k	+4,719 31.7%
25	ORACLE CORP COM ORCL	ORCL	13,615	$3.0m0.78%	0.78%	Reduced -2.2k	-2,190 -13.9%
26	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,086	$3.0m0.78%	0.78%	Added +1.3k	+1,287 26.8%
27	DISNEY WALT CO COM DIS	DIS	21,484	$2.7m0.70%	0.70%	Reduced -532	-532 -2.4%
28	MAPLEBEAR INC COM CART	CART	55,041	$2.5m0.66%	0.66%	Unchanged
29	UNILEVER PLC SPON ADR NEW SPON ADR NEW		37,142	$2.3m0.60%	0.60%	Added +1.7k	+1,680 4.7%
30	PALO ALTO NETWORKS INC COM PANW	PANW	10,044	$2.1m0.54%	0.54%	Added +1.2k	+1,186 13.4%
31	MEDTRONIC PLC SHS MDT	MDT	21,015	$1.8m0.49%	0.49%	Added +2.5k	+2,472 13.3%
32	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	13,319	$1.8m0.48%	0.48%	Reduced -10.2k	-10,162 -43.3%
33	AMAZON COM INC COM AMZN	AMZN	8,000	$1.8m0.46%	0.46%	Added +6.7k	+6,720 525.0%
34	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	18,200	$1.7m0.46%	0.46%	Unchanged
35	NOVO-NORDISK A S ADR NVO	NVO	24,950	$1.7m0.45%	0.45%	Added +1.3k	+1,285 5.4%
36	VISA INC COM CL A V	V	4,593	$1.6m0.43%	0.43%	Added +899	+899 24.3%
37	JOHNSON & JOHNSON COM JNJ	JNJ	9,132	$1.4m0.37%	0.37%	Added +1.2k	+1,206 15.2%
38	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	12,869	$1.3m0.34%	0.34%	Reduced -613	-613 -4.5%
39	GENERAL DYNAMICS CORP COM GD	GD	4,016	$1.2m0.31%	0.31%	Added +55	+55 1.4%
40	ELI LILLY & CO COM LLY	LLY	1,495	$1.2m0.31%	0.31%	Added +889	+889 146.7%
41	RTX CORPORATION COM RTX	RTX	7,432	$1.1m0.29%	0.29%	Reduced -3.7k	-3,659 -33.0%
42	BROADCOM INC COM AVGO	AVGO	3,667	$1.0m0.27%	0.27%	New
43	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,256	$1.0m0.27%	0.27%	Added +59	+59 4.9%
44	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	5,837	$965.1k0.25%	0.25%	Reduced -124	-124 -2.1%
45	HOME DEPOT INC COM HD	HD	2,589	$949.2k0.25%	0.25%	Added +712	+712 37.9%
46	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	3,123	$933.4k0.25%	0.25%	Added +622	+622 24.9%
47	COSTCO WHSL CORP NEW COM COST	COST	938	$928.6k0.24%	0.24%	Added +364	+364 63.4%
48	STARBUCKS CORP COM SBUX	SBUX	9,612	$880.7k0.23%	0.23%	Added +984	+984 11.4%
49	JPMORGAN CHASE & CO COM JPM	JPM	2,984	$865.1k0.23%	0.23%	Added +944	+944 46.3%
50	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	16,312	$807.6k0.21%	0.21%	Reduced -1.2k	-1,154 -6.6%
51	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	9,540	$791.0k0.21%	0.21%	Added +3.4k	+3,400 55.4%
52	TESLA INC COM TSLA	TSLA	2,453	$779.2k0.21%	0.21%	New
53	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,586	$737.1k0.19%	0.19%	Added +647	+647 22.0%
54	ISHARES TR CALIF MUN BD ETF CMF	CMF	11,972	$667.3k0.18%	0.18%	Reduced -2.7k	-2,668 -18.2%
55	ALPHABET INC CAP STK CL C GOOG	GOOG	3,755	$666.1k0.18%	0.18%	Added +1.8k	+1,755 87.8%
56	PROCTER AND GAMBLE CO COM PG	PG	4,175	$665.2k0.18%	0.18%	Added +1.5k	+1,470 54.3%
57	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	10,310	$631.1k0.17%	0.17%	Added +1.3k	+1,310 14.6%
58	DIAGEO PLC SPON ADR NEW DEO	DEO	6,122	$617.3k0.16%	0.16%	Added +328	+328 5.7%
59	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	6,375	$615.6k0.16%	0.16%	Added +74	+74 1.2%
60	ISHARES TR CORE S&P US GWT IUSG	IUSG	4,088	$614.8k0.16%	0.16%	Added +2	+2 0.1%
61	INTUIT COM INTU	INTU	754	$593.9k0.16%	0.16%	Reduced -1.8k	-1,828 -70.8%
62	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	24,052	$573.2k0.15%	0.15%	Added +13.0k	+12,996 117.5%
63	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	24,002	$530.5k0.14%	0.14%	Added +1.5k	+1,475 6.5%
64	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,815	$519.4k0.14%	0.14%	Unchanged
65	SERVICENOW INC COM NOW	NOW	496	$509.9k0.13%	0.13%	New
66	NETFLIX INC COM NFLX	NFLX	376	$503.5k0.13%	0.13%	New
67	PEPSICO INC COM PEP	PEP	3,802	$502.0k0.13%	0.13%	Added +225	+225 6.3%
68	ABBVIE INC COM ABBV	ABBV	2,668	$495.2k0.13%	0.13%	New
69	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	892	$484.7k0.13%	0.13%	New
70	WORKDAY INC CL A WDAY	WDAY	2,017	$484.1k0.13%	0.13%	Added +165	+165 8.9%
71	WALMART INC COM WMT	WMT	4,761	$465.5k0.12%	0.12%	Reduced -3.3k	-3,321 -41.1%
72	LINDE PLC SHS LIN	LIN	874	$410.1k0.11%	0.11%	New
73	EXXON MOBIL CORP COM XOM	XOM	3,748	$404.0k0.11%	0.11%	New
74	ISHARES TR JPMORGAN USD EMG EMB	EMB	4,254	$394.0k0.10%	0.10%	Added +559	+559 15.1%
75	BOOKING HOLDINGS INC COM BKNG	BKNG	68	$393.7k0.10%	0.10%	New
76	CINTAS CORP COM CTAS	CTAS	1,732	$386.0k0.10%	0.10%	New
77	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	4,912	$380.7k0.10%	0.10%	Reduced -2	-2 -0.0%
78	WELLS FARGO CO NEW COM WFC	WFC	4,538	$363.6k0.10%	0.10%	New
79	SCHWAB CHARLES CORP COM SCHW	SCHW	3,970	$362.2k0.10%	0.10%	Added +1.3k	+1,252 46.1%
80	IMMUNOME INC COM IMNM	IMNM	37,615	$349.8k0.09%	0.09%	Unchanged
81	UBER TECHNOLOGIES INC COM UBER	UBER	3,701	$345.3k0.09%	0.09%	New
82	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	1,875	$344.0k0.09%	0.09%	New
83	DOORDASH INC CL A DASH	DASH	1,344	$331.3k0.09%	0.09%	New
84	SALESFORCE INC COM CRM	CRM	1,178	$321.5k0.08%	0.08%	New
85	PARKER-HANNIFIN CORP COM PH	PH	452	$315.7k0.08%	0.08%	New
86	ISHARES TR MSCI EAFE ETF EFA	EFA	3,513	$314.0k0.08%	0.08%	Reduced -2.5k	-2,483 -41.4%
87	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,020	$310.9k0.08%	0.08%	New
88	TJX COS INC NEW COM TJX	TJX	2,476	$305.8k0.08%	0.08%	New
89	INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG PCY	PCY	14,561	$297.5k0.08%	0.08%	Reduced -816	-816 -5.3%
90	QUANTA SVCS INC COM PWR	PWR	772	$291.9k0.08%	0.08%	New
91	ANALOG DEVICES INC COM ADI	ADI	1,219	$290.1k0.08%	0.08%	New
92	CHUBB LIMITED COM CB	CB	991	$287.1k0.08%	0.08%	New
93	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,820	$287.1k0.08%	0.08%	Unchanged
94	ISHARES INC CORE MSCI EMKT IEMG	IEMG	4,629	$277.9k0.07%	0.07%	New
95	GOLDMAN SACHS GROUP INC COM GS	GS	392	$277.4k0.07%	0.07%	Reduced -252	-252 -39.1%
96	MONDELEZ INTL INC CL A MDLZ	MDLZ	4,082	$277.2k0.07%	0.07%	New
97	CISCO SYS INC COM CSCO	CSCO	3,918	$271.8k0.07%	0.07%	New
98	ISHARES TR US TREAS BD ETF GOVT	GOVT	11,758	$270.2k0.07%	0.07%	Added +107	+107 0.9%
99	PROGRESSIVE CORP COM PGR	PGR	1,001	$267.1k0.07%	0.07%	New
100	MASTERCARD INCORPORATED CL A MA	MA	469	$263.6k0.07%	0.07%	New