Three Bridge Wealth Advisors, LLC

LOS ALTOS, CA · CIK 1950962 · 13F filing filed 2026-05-12

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

$364.2m reported value -4.0% vs Q4 2025

86positions

63.3%in top 10

3 new 38 added 32 reduced 7 sold out vs Q4 2025

Holdings, Q1 2026

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	410,767	$56.8m15.61%	15.61%	Reduced -3.5k	-3,487 -0.8%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	48,272	$28.8m7.92%	7.92%	Added +4.9k	+4,931 11.4%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	41,347	$27.0m7.40%	7.40%	Reduced -416	-416 -1.0%
4	META PLATFORMS INC CL A META	META	38,094	$21.8m5.98%	5.98%	Added +50	+50 0.1%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	35,696	$20.6m5.66%	5.66%	Added +916	+916 2.6%
6	SPDR GOLD TR GOLD SHS GLD	GLD	40,221	$17.3m4.75%	4.75%	Reduced -1.5k	-1,465 -3.5%
7	ISHARES GOLD TR ISHARES NEW IAU	IAU	184,324	$16.3m4.46%	4.46%	Reduced -13.6k	-13,571 -6.9%
8	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	105,364	$14.6m4.00%	4.00%	Unchanged
9	ISHARES TR RUS MID CAP ETF IWR	IWR	147,446	$14.3m3.94%	3.94%	Added +11.1k	+11,128 8.2%
10	COINBASE GLOBAL INC COM CL A COIN	COIN	74,173	$13.0m3.56%	3.56%	Added +3	+3 0.0%
11	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	267,339	$12.3m3.37%	3.37%	Added +1.6k	+1,556 0.6%
12	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	208,855	$11.3m3.10%	3.10%	Added +7.8k	+7,795 3.9%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	142,287	$9.1m2.50%	2.50%	Reduced -391	-391 -0.3%
14	ISHARES TR MSCI EMG MKT ETF EEM	EEM	149,459	$8.5m2.33%	2.33%	Added +7.7k	+7,689 5.4%
15	ISHARES TR RUS 1000 GRW ETF IWF	IWF	17,390	$7.4m2.04%	2.04%	Unchanged
16	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	141,547	$6.7m1.85%	1.85%	Reduced -3.6k	-3,601 -2.5%
17	ISHARES TR RUSSELL 2000 ETF IWM	IWM	23,917	$5.9m1.63%	1.63%	Added +3.5k	+3,520 17.3%
18	ROBLOX CORP CL A RBLX	RBLX	98,184	$5.6m1.52%	1.52%	Unchanged
19	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	79,121	$5.5m1.52%	1.52%	Reduced -953	-953 -1.2%
20	NVIDIA CORPORATION COM NVDA	NVDA	27,670	$4.8m1.33%	1.33%	Added +4.9k	+4,909 21.6%
21	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,650	$3.1m0.84%	0.84%	Reduced -1.8k	-1,813 -14.6%
22	ACLARIS THERAPEUTICS INC COM ACRS	ACRS	714,823	$2.7m0.74%	0.74%	Unchanged
23	MICROSOFT CORP COM MSFT	MSFT	6,494	$2.4m0.66%	0.66%	Added +216	+216 3.4%
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,798	$2.3m0.63%	0.63%	Reduced -160	-160 -3.2%
25	NOVO-NORDISK A S ADR NVO	NVO	57,590	$2.2m0.60%	0.60%	Added +21.7k	+21,719 60.5%
26	APPLE INC COM AAPL	AAPL	8,350	$2.1m0.58%	0.58%	Reduced -10.8k	-10,800 -56.4%
27	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	41,554	$2.1m0.58%	0.58%	Added +60	+60 0.1%
28	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	18,200	$1.8m0.49%	0.49%	Unchanged
29	UNILEVER PLC SPON ADR NEW UL	UL	30,837	$1.8m0.49%	0.49%	Reduced -2.2k	-2,170 -6.6%
30	DISNEY WALT CO COM DIS	DIS	18,130	$1.7m0.48%	0.48%	Added +631	+631 3.6%
31	MEDTRONIC PLC SHS MDT	MDT	19,375	$1.7m0.46%	0.46%	Reduced -731	-731 -3.6%
32	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,148	$1.5m0.42%	0.42%	Reduced -83	-83 -6.7%
33	PALO ALTO NETWORKS INC COM PANW	PANW	8,932	$1.4m0.39%	0.39%	Added +74	+74 0.8%
34	JOHNSON & JOHNSON COM JNJ	JNJ	5,731	$1.4m0.38%	0.38%	Reduced -2.2k	-2,226 -28.0%
35	GENERAL DYNAMICS CORP COM GD	GD	3,792	$1.3m0.36%	0.36%	Reduced -114	-114 -2.9%
36	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	6,515	$1.2m0.33%	0.33%	Added +306	+306 4.9%
37	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	11,430	$1.1m0.32%	0.32%	Reduced -1.7k	-1,660 -12.7%
38	VISA INC COM CL A V	V	3,394	$1.0m0.28%	0.28%	Added +591	+591 21.1%
39	RTX CORPORATION COM RTX	RTX	5,106	$984.9k0.27%	0.27%	Reduced -677	-677 -11.7%
40	PROCTER AND GAMBLE CO COM PG	PG	6,509	$940.2k0.26%	0.26%	Added +3.0k	+3,006 85.8%
41	ORACLE CORP COM ORCL	ORCL	6,363	$936.1k0.26%	0.26%	Reduced -5.6k	-5,570 -46.7%
42	ELI LILLY & CO COM LLY	LLY	988	$908.7k0.25%	0.25%	Reduced -21	-21 -2.1%
43	ALPHABET INC CAP STK CL C GOOG	GOOG	3,071	$880.9k0.24%	0.24%	Added +1.1k	+1,135 58.6%
44	STARBUCKS CORP COM SBUX	SBUX	9,701	$869.1k0.24%	0.24%	Reduced -238	-238 -2.4%
45	IMMUNOME INC COM IMNM	IMNM	37,615	$822.6k0.23%	0.23%	Unchanged
46	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	4,519	$753.3k0.21%	0.21%	Reduced -514	-514 -10.2%
47	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	15,581	$748.7k0.21%	0.21%	Reduced -863	-863 -5.2%
48	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	9,033	$747.5k0.21%	0.21%	Added +37	+37 0.4%
49	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,429	$737.4k0.20%	0.20%	Unchanged
50	TESLA INC COM TSLA	TSLA	1,909	$709.7k0.19%	0.19%	Added +513	+513 36.8%
51	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,462	$638.6k0.18%	0.18%	New
52	ISHARES TR CORE S&P US GWT IUSG	IUSG	4,093	$634.9k0.17%	0.17%	Added +2	+2 0.1%
53	COSTCO WHSL CORP NEW COM COST	COST	636	$633.7k0.17%	0.17%	Added +93	+93 17.1%
54	ISHARES TR CUR HD EURZN ETF HEZU	HEZU	14,225	$621.6k0.17%	0.17%	Added +4.8k	+4,773 50.5%
55	HOME DEPOT INC COM HD	HD	1,828	$601.2k0.17%	0.17%	Reduced -11	-11 -0.6%
56	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	23,280	$576.2k0.16%	0.16%	Unchanged
57	JPMORGAN CHASE & CO COM JPM	JPM	1,870	$550.1k0.15%	0.15%	Reduced -170	-170 -8.3%
58	PEPSICO INC COM PEP	PEP	3,459	$537.1k0.15%	0.15%	Reduced -432	-432 -11.1%
59	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	20,390	$511.8k0.14%	0.14%	Added +12	+12 0.1%
60	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	2,581	$511.8k0.14%	0.14%	Reduced -46	-46 -1.8%
61	ISHARES INC CORE MSCI EMKT IEMG	IEMG	7,332	$511.4k0.14%	0.14%	Added +2.8k	+2,822 62.6%
62	DIAGEO PLC SPON ADR NEW DEO	DEO	6,868	$511.3k0.14%	0.14%	Added +537	+537 8.5%
63	HONEYWELL INTL INC COM COM		1,765	$398.9k0.11%	0.11%	Added +450	+450 34.2%
64	ISHARES TR MSCI ACWI EX US ACWX	ACWX	5,740	$393.0k0.11%	0.11%	New
65	ISHARES TR JPMORGAN USD EMG EMB	EMB	4,181	$392.7k0.11%	0.11%	Reduced -242	-242 -5.5%
66	ISHARES TR US TREAS BD ETF GOVT	GOVT	16,749	$383.7k0.11%	0.11%	Added +328	+328 2.0%
67	INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG PCY	PCY	18,357	$383.7k0.11%	0.11%	Reduced -1.2k	-1,162 -6.0%
68	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,177	$377.6k0.10%	0.10%	Unchanged
69	ISHARES U S ETF TR GSCI CMDTY STGY COMT	COMT	9,892	$334.4k0.09%	0.09%	Added +1.1k	+1,113 12.7%
70	CORVUS PHARMACEUTICALS INC COM CRVS	CRVS	22,371	$327.3k0.09%	0.09%	Unchanged
71	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,620	$307.1k0.08%	0.08%	Reduced -200	-200 -11.0%
72	AMAZON COM INC COM AMZN	AMZN	1,407	$293.0k0.08%	0.08%	Reduced -107	-107 -7.1%
73	ISHARES TR HDG MSCI JAPAN HEWJ	HEWJ	5,020	$282.5k0.08%	0.08%	New
74	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	907	$271.1k0.07%	0.07%	Unchanged
75	GOLDMAN SACHS GROUP INC COM GS	GS	314	$265.6k0.07%	0.07%	Added +5	+5 1.6%
76	INTUIT COM INTU	INTU	591	$255.5k0.07%	0.07%	Reduced -80	-80 -11.9%
77	WORKDAY INC CL A WDAY	WDAY	1,855	$241.0k0.07%	0.07%	Added +3	+3 0.2%
78	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	2,206	$240.4k0.07%	0.07%	Added +217	+217 10.9%
79	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	2,994	$234.8k0.06%	0.06%	Added +19	+19 0.6%
80	PHILLIPS EDISON & CO INC COMMON STOCK PECO	PECO	6,237	$234.0k0.06%	0.06%	Added +6	+6 0.1%
81	ISHARES TR CALIF MUN BD ETF CMF	CMF	3,886	$221.0k0.06%	0.06%	Reduced -2.2k	-2,156 -35.7%
82	RUBRIK INC. CL A RBRK	RBRK	4,464	$218.6k0.06%	0.06%	Unchanged
83	ISHARES TR MBS ETF MBB	MBB	2,269	$215.4k0.06%	0.06%	Added +30	+30 1.3%
84	SCHWAB CHARLES CORP COM SCHW	SCHW	2,274	$213.7k0.06%	0.06%	Added +50	+50 2.2%
85	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,542	$204.9k0.06%	0.06%	Added +60	+60 4.0%
86	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	31,372	$144.9k0.04%	0.04%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ISHARES BITCOIN TRUST ETF IBIT	IBIT	10,310	$511.9k10.3k shares
VANGUARD INTL EQUITY INDEX F VGK	VGK	4,954	$414.2k5.0k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	525	$304.4k525 shares
SELECT SECTOR SPDR TR XLC	XLC	2,028	$238.7k2.0k shares
WALMART INC WMT	WMT	2,053	$229.2k2.1k shares
DOORDASH INC DASH	DASH	962	$217.9k962 shares
ISHARES TR IVV	IVV	296	$202.7k296 shares