Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- Latest filing
- Jul 27, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Feb 14, 2023. Long positions only.
- Positions
- 87
- No filing for Q4 2021
- Portfolio value
- $357.6M
- No filing for Q4 2021
Three Bridge Wealth Advisors, LLC did not file a 13F for Q4 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TLRYTilray Brands, Inc. | COM CL 2 | 10,000 | $78.0K | <0.1% | – | – | History |
| AVDLAvadel Pharmaceuticals PLC | SPONSORED ADR | 17,000 | $116.0K | <0.1% | – | – | History |
| DHRDanaher Corp | Stock | 700 | $206.0K | 0.1% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 513 | $214.0K | 0.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 2,119 | $216.0K | 0.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,230 | $244.0K | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 3,997 | $250.0K | 0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,182 | $251.0K | 0.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,412 | $258.0K | 0.1% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,682 | $262.0K | 0.1% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 1,610 | $277.0K | 0.1% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 2,258 | $281.0K | 0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 3,335 | $281.0K | 0.1% | – | – | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,778 | $287.0K | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,332 | $289.0K | 0.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,101 | $311.0K | 0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,033 | $316.0K | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 550 | $325.0K | 0.1% | – | – | History |
| GSBDGoldman Sachs BDC, Inc. | SHS | 16,276 | $326.0K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,300 | $355.0K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 650 | $374.0K | 0.1% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $378.0K | 0.1% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 8,701 | $381.0K | 0.1% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,822 | $413.0K | 0.1% | – | – | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 12,062 | $416.0K | 0.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,935 | $424.0K | 0.1% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 14,845 | $434.0K | 0.1% | – | – | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $443.0K | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 23,063 | $480.0K | 0.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,000 | $553.0K | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 3,789 | $566.0K | 0.2% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,601 | $592.0K | 0.2% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 43,221 | $593.0K | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 4,183 | $639.0K | 0.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 4,047 | $677.0K | 0.2% | – | – | History |
| MMM3M Co | Stock | 4,779 | $711.0K | 0.2% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,786 | $716.0K | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 263 | $735.0K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 233 | $760.0K | 0.2% | – | – | History |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 18,759 | $865.0K | 0.2% | – | – | – |
| BIIBBiogen Inc. | COM | 4,182 | $881.0K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 5,101 | $904.0K | 0.3% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,365 | $934.0K | 0.3% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 1,702 | $1.06M | 0.3% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 4,004 | $1.06M | 0.3% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,327 | $1.07M | 0.3% | – | – | – |
| ACNAccenture plc | Stock | 3,318 | $1.12M | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 20,677 | $1.15M | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 3,875 | $1.16M | 0.3% | – | – | History |
| VVisa Inc. | Stock | 5,318 | $1.18M | 0.3% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 13,200 | $1.18M | 0.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 13,922 | $1.27M | 0.4% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 9,646 | $1.27M | 0.4% | – | – | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 26,535 | $1.34M | 0.4% | – | – | – |
| ULUnilever PLC | SPON ADR NEW | 30,373 | $1.38M | 0.4% | – | – | History |
| ADBEAdobe Inc. | Stock | 3,097 | $1.41M | 0.4% | – | – | History |
| MDTMedtronic plc | Stock | 13,272 | $1.48M | 0.4% | – | – | History |
| NKENIKE, Inc. | Stock | 11,022 | $1.49M | 0.4% | – | – | History |
| NVONovo Nordisk A S | ADR | 13,691 | $1.53M | 0.4% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,855 | $1.60M | 0.4% | – | – | – |
| INTUIntuit Inc. | Stock | 3,349 | $1.61M | 0.5% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 22,020 | $1.62M | 0.5% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 6,960 | $1.68M | 0.5% | – | – | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,220 | $1.75M | 0.5% | – | – | – |
| DISWalt Disney Co | Stock | 14,850 | $2.04M | 0.6% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 19,977 | $2.16M | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,202 | $2.19M | 0.6% | – | – | History |
| RTXRTX Corp | Stock | 22,355 | $2.21M | 0.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 798 | $2.22M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 10,210 | $2.27M | 0.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 8,712 | $2.69M | 0.8% | – | – | History |
| ORCLOracle Corp | Stock | 36,155 | $2.99M | 0.8% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 29,382 | $3.15M | 0.9% | – | – | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 33,573 | $3.36M | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 21,458 | $3.75M | 1.0% | – | – | History |
| IAUiShares Gold Trust | ETF | 114,573 | $4.22M | 1.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,732 | $4.62M | 1.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 70,811 | $5.53M | 1.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,413 | $5.63M | 1.6% | – | – | History |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 36,850 | $6.73M | 1.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 161,882 | $7.47M | 2.1% | – | – | – |
| GTLBGitlab Inc. | CLASS A COM | 141,532 | $7.71M | 2.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 47,950 | $8.66M | 2.4% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 203,501 | $9.19M | 2.6% | – | – | – |
| COINCoinbase Global, Inc. | COM CL A | 161,416 | $30.6M | 8.6% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 398,706 | $39.8M | 11.1% | – | – | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 3,261,652 | $150.9M | 42.2% | – | – | History |