Three Bridge Wealth Advisors, LLC

LOS ALTOS, CA · CIK 1950962 · 13F filing filed 2026-07-27

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

$399.3m reported value +9.6% vs Q1 2026

87positions

62.8%in top 10

9 new 38 added 24 reduced 8 sold out vs Q1 2026

Holdings, Q2 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	407,963	$64.0m16.04%	16.04%	Reduced -2.8k	-2,804 -0.7%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	46,454	$31.9m7.99%	7.99%	Reduced -1.8k	-1,818 -3.8%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	41,472	$31.0m7.77%	7.77%	Added +125	+125 0.3%
4	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	36,023	$26.6m6.65%	6.65%	Added +327	+327 0.9%
5	META PLATFORMS INC CL A META	META	37,087	$20.9m5.23%	5.23%	Reduced -1.0k	-1,007 -2.6%
6	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	107,297	$16.8m4.22%	4.22%	Added +1.9k	+1,933 1.8%
7	ISHARES TR RUS MID CAP ETF IWR	IWR	151,759	$16.7m4.19%	4.19%	Added +4.3k	+4,313 2.9%
8	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	261,632	$14.6m3.65%	3.65%	Reduced -5.7k	-5,707 -2.1%
9	SPDR GOLD TR GOLD SHS GLD	GLD	38,771	$14.3m3.58%	3.58%	Reduced -1.4k	-1,450 -3.6%
10	ISHARES GOLD TR ISHARES NEW IAU	IAU	183,087	$13.8m3.46%	3.46%	Reduced -1.2k	-1,237 -0.7%
11	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	214,422	$12.8m3.20%	3.20%	Added +5.6k	+5,567 2.7%
12	COINBASE GLOBAL INC COM CL A COIN	COIN	74,173	$10.8m2.72%	2.72%	Unchanged
13	ISHARES TR MSCI EMG MKT ETF EEM	EEM	151,546	$10.4m2.60%	2.60%	Added +2.1k	+2,087 1.4%
14	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	142,415	$10.1m2.54%	2.54%	Added +128	+128 0.1%
15	ISHARES TR RUS 1000 GRW ETF IWF	IWF	70,494	$8.8m2.19%	2.19%	Added +934	+934 1.3%
16	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	143,409	$7.7m1.94%	1.94%	Added +1.9k	+1,862 1.3%
17	ISHARES TR RUSSELL 2000 ETF IWM	IWM	25,092	$7.5m1.89%	1.89%	Added +1.2k	+1,175 4.9%
18	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	79,227	$6.0m1.50%	1.50%	Added +106	+106 0.1%
19	NVIDIA CORPORATION COM NVDA	NVDA	28,199	$5.6m1.41%	1.41%	Added +529	+529 1.9%
20	ROBLOX CORP CL A RBLX	RBLX	98,195	$5.3m1.34%	1.34%	Added +11	+11 0.0%
21	ACLARIS THERAPEUTICS INC COM ACRS	ACRS	714,823	$3.8m0.95%	0.95%	Unchanged
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,031	$3.2m0.81%	0.81%	Reduced -1.6k	-1,619 -15.2%
23	PALO ALTO NETWORKS INC COM PANW	PANW	8,942	$3.0m0.76%	0.76%	Added +10	+10 0.1%
24	NOVO-NORDISK A S ADR NVO	NVO	56,733	$2.7m0.68%	0.68%	Reduced -857	-857 -1.5%
25	APPLE INC COM AAPL	AAPL	8,235	$2.4m0.60%	0.60%	Reduced -115	-115 -1.4%
26	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,718	$2.4m0.59%	0.59%	Reduced -80	-80 -1.7%
27	MICROSOFT CORP COM MSFT	MSFT	6,228	$2.3m0.58%	0.58%	Reduced -266	-266 -4.1%
28	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,132	$2.3m0.56%	0.56%	Reduced -16	-16 -1.4%
29	UNILEVER PLC SPON ADR NEW UL	UL	36,080	$2.2m0.54%	0.54%	Added +5.2k	+5,243 17.0%
30	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	18,200	$2.2m0.54%	0.54%	Unchanged
31	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	41,617	$2.1m0.53%	0.53%	Added +63	+63 0.1%
32	DISNEY WALT CO COM DIS	DIS	18,065	$1.8m0.44%	0.44%	Reduced -65	-65 -0.4%
33	MEDTRONIC PLC SHS MDT	MDT	19,859	$1.6m0.39%	0.39%	Added +484	+484 2.5%
34	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	7,078	$1.4m0.35%	0.35%	Added +563	+563 8.6%
35	JOHNSON & JOHNSON COM JNJ	JNJ	5,230	$1.3m0.33%	0.33%	Reduced -501	-501 -8.7%
36	GENERAL DYNAMICS CORP COM GD	GD	3,725	$1.3m0.33%	0.33%	Reduced -67	-67 -1.8%
37	ELI LILLY & CO COM LLY	LLY	1,070	$1.3m0.32%	0.32%	Added +82	+82 8.3%
38	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	11,527	$1.2m0.29%	0.29%	Added +97	+97 0.8%
39	VISA INC COM CL A V	V	3,349	$1.1m0.29%	0.29%	Reduced -45	-45 -1.3%
40	ALPHABET INC CAP STK CL C GOOG	GOOG	3,042	$1.1m0.27%	0.27%	Reduced -29	-29 -0.9%
41	STARBUCKS CORP COM SBUX	SBUX	9,650	$986.1k0.25%	0.25%	Reduced -51	-51 -0.5%
42	PROCTER AND GAMBLE CO COM PG	PG	6,488	$951.4k0.24%	0.24%	Reduced -21	-21 -0.3%
43	RTX CORPORATION COM RTX	RTX	5,002	$949.0k0.24%	0.24%	Reduced -104	-104 -2.0%
44	ORACLE CORP COM ORCL	ORCL	6,367	$933.1k0.23%	0.23%	Added +4	+4 0.1%
45	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	4,519	$854.0k0.21%	0.21%	Unchanged
46	TESLA INC COM TSLA	TSLA	1,944	$817.6k0.20%	0.20%	Added +35	+35 1.8%
47	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,429	$811.4k0.20%	0.20%	Unchanged
48	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	9,442	$780.4k0.20%	0.20%	Added +409	+409 4.5%
49	ISHARES TR CORE S&P US GWT IUSG	IUSG	4,095	$770.2k0.19%	0.19%	Added +2	+2 0.1%
50	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	15,764	$763.4k0.19%	0.19%	Added +183	+183 1.2%
51	ISHARES TR CUR HD EURZN ETF HEZU	HEZU	14,225	$713.4k0.18%	0.18%	Unchanged
52	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	7,782	$670.3k0.17%	0.17%	Reduced -990	-990 -11.3%
53	HOME DEPOT INC COM HD	HD	1,813	$639.4k0.16%	0.16%	Reduced -15	-15 -0.8%
54	BLOCK INC CL A XYZ	XYZ	8,266	$628.2k0.16%	0.16%	New
55	ISHARES TR MSCI ACWI EX US ACWX	ACWX	8,208	$624.7k0.16%	0.16%	Added +2.5k	+2,468 43.0%
56	JPMORGAN CHASE & CO COM JPM	JPM	1,880	$615.4k0.15%	0.15%	Added +10	+10 0.5%
57	ISHARES INC CORE MSCI EMKT IEMG	IEMG	7,200	$596.4k0.15%	0.15%	Reduced -132	-132 -1.8%
58	COSTCO WHSL CORP NEW COM COST	COST	636	$595.0k0.15%	0.15%	Unchanged
59	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	20,401	$590.8k0.15%	0.15%	Added +11	+11 0.1%
60	DIAGEO PLC SPON ADR NEW DEO	DEO	6,921	$556.3k0.14%	0.14%	Added +53	+53 0.8%
61	PEPSICO INC COM PEP	PEP	3,470	$469.8k0.12%	0.12%	Added +11	+11 0.3%
62	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,177	$435.5k0.11%	0.11%	Unchanged
63	ISHARES TR JPMORGAN USD EMG EMB	EMB	4,421	$426.4k0.11%	0.11%	Added +240	+240 5.7%
64	ISHARES TR US TREAS BD ETF GOVT	GOVT	18,034	$410.8k0.10%	0.10%	Added +1.3k	+1,285 7.7%
65	INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG PCY	PCY	18,335	$396.9k0.10%	0.10%	Reduced -22	-22 -0.1%
66	RUBRIK INC. CL A RBRK	RBRK	4,464	$358.4k0.09%	0.09%	Unchanged
67	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,620	$358.3k0.09%	0.09%	Unchanged
68	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,842	$350.9k0.09%	0.09%	Added +300	+300 19.5%
69	ISHARES U S ETF TR GSCI CMDTY STGY COMT	COMT	11,269	$342.2k0.09%	0.09%	Added +1.4k	+1,377 13.9%
70	AMAZON COM INC COM AMZN	AMZN	1,407	$335.3k0.08%	0.08%	Unchanged
71	ISHARES TR HDG MSCI JAPAN HEWJ	HEWJ	5,020	$323.9k0.08%	0.08%	Unchanged
72	GOLDMAN SACHS GROUP INC COM GS	GS	314	$317.6k0.08%	0.08%	Unchanged
73	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	907	$311.9k0.08%	0.08%	Unchanged
74	SELECT SECTOR SPDR TR INDL XLI	XLI	1,490	$276.0k0.07%	0.07%	New
75	PHILLIPS EDISON & CO INC COMMON STOCK PECO	PECO	6,242	$260.5k0.07%	0.07%	Added +5	+5 0.1%
76	ERASCA INC COM ERAS	ERAS	14,000	$256.5k0.06%	0.06%	New
77	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	3,025	$235.7k0.06%	0.06%	Added +31	+31 1.0%
78	ISHARES TR MBS ETF MBB	MBB	2,441	$230.7k0.06%	0.06%	Added +172	+172 7.6%
79	CISCO SYS INC COM CSCO	CSCO	1,959	$230.1k0.06%	0.06%	New
80	WORKDAY INC CL A WDAY	WDAY	1,863	$228.1k0.06%	0.06%	Added +8	+8 0.4%
81	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	568	$225.9k0.06%	0.06%	New
82	ISHARES TR CORE S&P500 ETF IVV	IVV	296	$221.7k0.06%	0.06%	New
83	ISHARES TR RUS MDCP VAL ETF IWS	IWS	1,300	$214.0k0.05%	0.05%	New
84	SCHWAB CHARLES CORP COM SCHW	SCHW	2,274	$209.8k0.05%	0.05%	Unchanged
85	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	405	$203.2k0.05%	0.05%	New
86	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	816	$200.9k0.05%	0.05%	New
87	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	31,372	$187.9k0.05%	0.05%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
IMMUNOME INC IMNM	IMNM	37,615	$822.6k37.6k shares
SCHWAB STRATEGIC TR SCHF	SCHF	23,280	$576.2k23.3k shares
ACCENTURE PLC IRELAND ACN	ACN	2,581	$511.8k2.6k shares
HONEYWELL INTL INC		882	$398.9k882 shares
CORVUS PHARMACEUTICALS INC CRVS	CRVS	22,371	$327.3k22.4k shares
INTUIT INTU	INTU	591	$255.5k591 shares
SELECT SECTOR SPDR TR XLY	XLY	2,206	$240.4k2.2k shares
ISHARES TR CMF	CMF	3,886	$221.0k3.9k shares