Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- Latest filing
- Jul 27, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 29, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 93
- +6 vs. Q3 2024
- Portfolio value
- $285.6M
- +$14.5M (+5.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRVSCorvus Pharmaceuticals, Inc. | COM | 22,371 | $119.7K | <0.1% | +22,371 | New | History |
| MTTRMatterport, Inc. | COM CL A | 30,970 | $146.8K | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 611 | $204.5K | 0.1% | +611 | New | History |
| SCHWSchwab Charles Corp | Stock | 2,919 | $216.0K | 0.1% | +2,919 | New | History |
| KOCoca Cola Co | Stock | 3,539 | $220.3K | 0.1% | −89−2.5% | Reduced | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,863 | $221.2K | 0.1% | +34+1.2% | Added | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,364 | $228.9K | 0.1% | 00.0% | Unchanged | – |
| IBITiShares Bitcoin Trust ETF | ETF | 4,325 | $229.4K | 0.1% | +4,325 | New | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,027 | $230.4K | 0.1% | 00.0% | Unchanged | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $234.1K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,827 | $242.9K | 0.1% | 00.0% | Unchanged | – |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 3,742 | $248.4K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 11,378 | $258.3K | 0.1% | −112−1.0% | ReducedConverted for a 3-for-1 split | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,651 | $267.7K | 0.1% | +157+1.4% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,147 | $268.8K | 0.1% | +489+10.5% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 525 | $273.3K | 0.1% | +525 | New | History |
| AMZNAmazon Com Inc | Stock | 1,280 | $280.8K | 0.1% | +1,280 | New | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,238 | $287.9K | 0.1% | 00.0% | Unchanged | – |
| IMNMImmunome Inc. | COM | 27,615 | $293.3K | 0.1% | +27,615 | New | History |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 15,030 | $297.9K | 0.1% | +937+6.6% | Added | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,820 | $298.8K | 0.1% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 7,300 | $320.8K | 0.1% | +1,900+35.2% | Added | History |
| BDXBecton Dickinson & Co | Stock | 1,453 | $329.6K | 0.1% | −78−5.1% | Reduced | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,695 | $329.9K | 0.1% | +240+6.9% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 644 | $368.8K | 0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,000 | $380.9K | 0.1% | +800+66.7% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 22,527 | $416.8K | 0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| PGProcter & Gamble Co | Stock | 2,624 | $439.9K | 0.2% | +413+18.7% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,351 | $460.4K | 0.2% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 603 | $465.5K | 0.2% | +603 | New | History |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 8,291 | $474.8K | 0.2% | +8,291 | New | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $477.9K | 0.2% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,407 | $484.4K | 0.2% | −37,488−85.4% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 2,040 | $489.0K | 0.2% | +500+32.5% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $489.5K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,131 | $492.1K | 0.2% | +59+1.0% | Added | – |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $499.4K | 0.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 574 | $525.9K | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 3,490 | $535.4K | 0.2% | +324+10.2% | Added | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,085 | $569.2K | 0.2% | +20.0% | Added | – |
| ADBEAdobe Inc. | Stock | 1,396 | $620.8K | 0.2% | +9+0.6% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 6,277 | $652.4K | 0.2% | −118−1.8% | Reduced | History |
| DEODiageo PLC | SPON ADR NEW | 5,247 | $667.1K | 0.2% | −136−2.5% | Reduced | History |
| ASMLASML Holding NV | ADR | 1,003 | $695.2K | 0.2% | +1,003 | New | History |
| HDHome Depot, Inc. | Stock | 1,904 | $740.6K | 0.3% | −570−23.0% | Reduced | History |
| SBUXStarbucks Corp | Stock | 8,422 | $768.5K | 0.3% | −225−2.6% | Reduced | History |
| NKENIKE, Inc. | Stock | 10,806 | $820.8K | 0.3% | −597−5.2% | Reduced | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 14,638 | $838.5K | 0.3% | +898+6.5% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 17,392 | $853.1K | 0.3% | +174+1.0% | Added | – |
| ACNAccenture plc | Stock | 2,482 | $873.1K | 0.3% | −2−0.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 9,762 | $884.0K | 0.3% | −81−0.8% | Reduced | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,947 | $962.0K | 0.3% | +218+3.8% | Added | – |
| GDGeneral Dynamics Corp | Stock | 4,061 | $1.07M | 0.4% | −23−0.6% | Reduced | History |
| NVONovo Nordisk A S | ADR | 12,558 | $1.08M | 0.4% | +150+1.2% | Added | History |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 24,099 | $1.15M | 0.4% | +345+1.5% | Added | – |
| JNJJohnson & Johnson | Stock | 8,011 | $1.16M | 0.4% | +359+4.7% | Added | History |
| VVisa Inc. | Stock | 3,718 | $1.18M | 0.4% | +159+4.5% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 13,292 | $1.34M | 0.5% | −1,523−10.3% | Reduced | – |
| MDTMedtronic plc | Stock | 17,547 | $1.41M | 0.5% | −548−3.0% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $1.60M | 0.6% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 8,858 | $1.61M | 0.6% | −100−1.1% | ReducedConverted for a 2-for-1 split | History |
| INTUIntuit Inc. | Stock | 2,592 | $1.63M | 0.6% | +1,131+77.4% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 34,740 | $1.97M | 0.7% | +198+0.6% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 36,572 | $2.06M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,787 | $2.17M | 0.8% | −31−0.6% | Reduced | History |
| RTXRTX Corp | Stock | 19,403 | $2.25M | 0.8% | −845−4.2% | Reduced | History |
| CARTMaplebear Inc. | COM | 55,041 | $2.28M | 0.8% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 20,800 | $2.33M | 0.8% | −1,278−5.8% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 33,221 | $2.51M | 0.9% | −10,000−23.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 6,232 | $2.63M | 0.9% | +455+7.9% | Added | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 65,640 | $2.65M | 0.9% | +1,902+3.0% | Added | – |
| ORCLOracle Corp | Stock | 16,745 | $2.79M | 1.0% | −1,446−7.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 15,159 | $2.87M | 1.0% | +104+0.7% | Added | History |
| NVDANVIDIA Corp | Stock | 21,620 | $2.90M | 1.0% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 13,388 | $3.35M | 1.2% | +689+5.4% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 69,093 | $3.51M | 1.2% | +75+0.1% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 19,212 | $4.25M | 1.5% | +4,750+32.8% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 144,660 | $6.05M | 2.1% | +8,072+5.9% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 138,219 | $6.61M | 2.3% | +129,127+1,420.2% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,693 | $7.11M | 2.5% | +570+3.3% | Added | – |
| RBLXRoblox Corp | Stock | 126,290 | $7.31M | 2.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 12,715 | $7.44M | 2.6% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 30,985 | $7.50M | 2.6% | +140+0.5% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 174,624 | $7.69M | 2.7% | +13,517+8.4% | Added | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 191,374 | $7.96M | 2.8% | −3,068−1.6% | Reduced | – |
| IAUiShares Gold Trust | ETF | 197,524 | $9.78M | 3.4% | +800+0.4% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,368 | $10.9M | 3.8% | +2,951+16.0% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 125,329 | $11.1M | 3.9% | +16,216+14.9% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 104,539 | $12.3M | 4.3% | +2,850+2.8% | Added | – |
| COINCoinbase Global, Inc. | COM CL A | 74,398 | $18.5M | 6.5% | −50,000−40.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 35,822 | $21.1M | 7.4% | +752+2.1% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 40,905 | $22.0M | 7.7% | +7,111+21.0% | Added | – |
| iShares Tr464288257 | MSCI ACWI ETF | 387,722 | $45.6M | 16.0% | +5,876+1.5% | Added | – |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 11,319 | $602.4K | 0.2% | History |
| BIIBBiogen Inc. | COM | 2,444 | $473.7K | 0.2% | History |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 10,083 | $261.3K | 0.1% | – |
| TLRYTilray Brands, Inc. | COM CL 2 | 10,000 | $17.6K | <0.1% | History |