Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- Latest filing
- Jul 27, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 22, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 123
- +39 vs. Q1 2025
- Portfolio value
- $379.5M
- +$92.1M (+32.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRVSCorvus Pharmaceuticals, Inc. | COM | 22,371 | $89.5K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 8,643 | $202.2K | 0.1% | +8,643 | New | – |
| KKRKKR & Co. Inc. | COM | 1,577 | $209.8K | 0.1% | +1,577 | New | History |
| AXPAmerican Express Co | Stock | 676 | $215.6K | 0.1% | +676 | New | History |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $218.9K | 0.1% | 00.0% | Unchanged | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,020 | $221.7K | 0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 551 | $223.6K | 0.1% | +26+5.0% | Added | History |
| ANETArista Networks, Inc. | Stock | 2,192 | $224.3K | 0.1% | +2,192 | New | History |
| NKENIKE, Inc. | Stock | 3,099 | $224.8K | 0.1% | −8,877−74.1% | Reduced | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,908 | $228.8K | 0.1% | +28+1.0% | Added | – |
| EQIXEquinix Inc | COM | 289 | $229.9K | 0.1% | +289 | New | History |
| COFCapital One Financial Corp | Stock | 1,112 | $236.6K | 0.1% | +1,112 | New | History |
| DHRDanaher Corp | Stock | 1,202 | $237.8K | 0.1% | +1,202 | New | History |
| ETNEaton Corp plc | Stock | 670 | $239.2K | 0.1% | +670 | New | History |
| BACBank of America Corp | Stock | 5,121 | $242.3K | 0.1% | −2,179−29.8% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 454 | $243.5K | 0.1% | +454 | New | History |
| CTVACorteva, Inc. | Stock | 3,301 | $246.0K | 0.1% | +3,301 | New | History |
| MCKMcKesson Corp | Stock | 341 | $249.9K | 0.1% | +341 | New | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,346 | $254.6K | 0.1% | −10.0% | Reduced | – |
| MSMorgan Stanley | Stock | 1,827 | $257.4K | 0.1% | +1,827 | New | History |
| ADBEAdobe Inc. | Stock | 666 | $257.7K | 0.1% | −737−52.5% | Reduced | History |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $261.0K | 0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 1,937 | $263.5K | 0.1% | +1,937 | New | History |
| MAMastercard Inc | Stock | 469 | $263.6K | 0.1% | +469 | New | History |
| PGRProgressive Corp | Stock | 1,001 | $267.1K | 0.1% | +1,001 | New | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,758 | $270.2K | 0.1% | +107+0.9% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 3,918 | $271.8K | 0.1% | +3,918 | New | History |
| MDLZMondelez International, Inc. | Stock | 4,082 | $277.2K | 0.1% | +4,082 | New | History |
| GSGoldman Sachs Group Inc | Stock | 392 | $277.4K | 0.1% | −252−39.1% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,629 | $277.9K | 0.1% | +4,629 | New | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,820 | $287.1K | 0.1% | 00.0% | Unchanged | – |
| CBChubb Ltd | Stock | 991 | $287.1K | 0.1% | +991 | New | History |
| ADIAnalog Devices Inc | Stock | 1,219 | $290.1K | 0.1% | +1,219 | New | History |
| PWRQuanta Services, Inc. | COM | 772 | $291.9K | 0.1% | +772 | New | History |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 14,561 | $297.5K | 0.1% | −816−5.3% | Reduced | – |
| TJXTJX Companies Inc | Stock | 2,476 | $305.8K | 0.1% | +2,476 | New | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,020 | $310.9K | 0.1% | +1,020 | New | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,513 | $314.0K | 0.1% | −2,483−41.4% | Reduced | – |
| PHParker-Hannifin Corp | Stock | 452 | $315.7K | 0.1% | +452 | New | History |
| CRMSalesforce, Inc. | Stock | 1,178 | $321.5K | 0.1% | +1,178 | New | History |
| DASHDoorDash, Inc. | Stock | 1,344 | $331.3K | 0.1% | +1,344 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 1,875 | $344.0K | 0.1% | +1,875 | New | History |
| UBERUber Technologies, Inc | Stock | 3,701 | $345.3K | 0.1% | +3,701 | New | History |
| IMNMImmunome Inc. | COM | 37,615 | $349.8K | 0.1% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,970 | $362.2K | 0.1% | +1,252+46.1% | Added | History |
| WFCWells Fargo & Company | Stock | 4,538 | $363.6K | 0.1% | +4,538 | New | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,912 | $380.7K | 0.1% | −20.0% | Reduced | – |
| CTASCintas Corp | Stock | 1,732 | $386.0K | 0.1% | +1,732 | New | History |
| BKNGBooking Holdings Inc. | Stock | 68 | $393.7K | 0.1% | +68 | New | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,254 | $394.0K | 0.1% | +559+15.1% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 3,748 | $404.0K | 0.1% | +3,748 | New | History |
| LINLinde PLC | Stock | 874 | $410.1K | 0.1% | +874 | New | History |
| WMTWalmart Inc. | Stock | 4,761 | $465.5K | 0.1% | −3,321−41.1% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 2,017 | $484.1K | 0.1% | +165+8.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 892 | $484.7K | 0.1% | +892 | New | History |
| ABBVAbbVie Inc. | Stock | 2,668 | $495.2K | 0.1% | +2,668 | New | History |
| PEPPepsiCo Inc | Stock | 3,802 | $502.0K | 0.1% | +225+6.3% | Added | History |
| NFLXNetflix Inc | Stock | 376 | $503.5K | 0.1% | +376 | New | History |
| NOWServiceNow, Inc. | Stock | 496 | $509.9K | 0.1% | +496 | New | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $519.4K | 0.1% | 00.0% | Unchanged | – |
| Schwab International Equity ETF808524805 | ETF | 24,002 | $530.5K | 0.1% | +1,475+6.5% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,052 | $573.2K | 0.2% | +12,996+117.5% | Added | – |
| INTUIntuit Inc. | Stock | 754 | $593.9K | 0.2% | −1,828−70.8% | Reduced | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,088 | $614.8K | 0.2% | +20.0% | Added | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 6,375 | $615.6K | 0.2% | +74+1.2% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 6,122 | $617.3K | 0.2% | +328+5.7% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 10,310 | $631.1K | 0.2% | +1,310+14.6% | Added | History |
| PGProcter & Gamble Co | Stock | 4,175 | $665.2K | 0.2% | +1,470+54.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,755 | $666.1K | 0.2% | +1,755+87.8% | Added | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 11,972 | $667.3K | 0.2% | −2,668−18.2% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,586 | $737.1K | 0.2% | +647+22.0% | Added | – |
| TSLATesla, Inc. | Stock | 2,453 | $779.2K | 0.2% | +2,453 | New | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,540 | $791.0K | 0.2% | +3,400+55.4% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,312 | $807.6K | 0.2% | −1,154−6.6% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 2,984 | $865.1K | 0.2% | +944+46.3% | Added | History |
| SBUXStarbucks Corp | Stock | 9,612 | $880.7K | 0.2% | +984+11.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 938 | $928.6K | 0.2% | +364+63.4% | Added | History |
| ACNAccenture plc | Stock | 3,123 | $933.4K | 0.2% | +622+24.9% | Added | History |
| HDHome Depot, Inc. | Stock | 2,589 | $949.2K | 0.3% | +712+37.9% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,837 | $965.1K | 0.3% | −124−2.1% | Reduced | – |
| ASMLASML Holding NV | ADR | 1,256 | $1.01M | 0.3% | +59+4.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 3,667 | $1.01M | 0.3% | +3,667 | New | History |
| RTXRTX Corp | Stock | 7,432 | $1.09M | 0.3% | −3,659−33.0% | Reduced | History |
| LLYEli Lilly & Co | Stock | 1,495 | $1.17M | 0.3% | +889+146.7% | Added | History |
| GDGeneral Dynamics Corp | Stock | 4,016 | $1.17M | 0.3% | +55+1.4% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 12,869 | $1.29M | 0.3% | −613−4.5% | Reduced | – |
| JNJJohnson & Johnson | Stock | 9,132 | $1.39M | 0.4% | +1,206+15.2% | Added | History |
| VVisa Inc. | Stock | 4,593 | $1.63M | 0.4% | +899+24.3% | Added | History |
| NVONovo Nordisk A S | ADR | 24,950 | $1.72M | 0.5% | +1,285+5.4% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $1.73M | 0.5% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 8,000 | $1.76M | 0.5% | +6,720+525.0% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 13,319 | $1.82M | 0.5% | −10,162−43.3% | Reduced | History |
| MDTMedtronic plc | Stock | 21,015 | $1.85M | 0.5% | +2,472+13.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 10,044 | $2.06M | 0.5% | +1,186+13.4% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 37,142 | $2.27M | 0.6% | +1,680+4.7% | Added | History |
| CARTMaplebear Inc. | COM | 55,041 | $2.49M | 0.7% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 21,484 | $2.68M | 0.7% | −532−2.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,086 | $2.96M | 0.8% | +1,287+26.8% | Added | History |
| ORCLOracle Corp | Stock | 13,615 | $2.98M | 0.8% | −2,190−13.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 19,612 | $3.46M | 0.9% | +4,719+31.7% | Added | History |