Three Bridge Wealth Advisors

LOS ALTOS, CAfiles as Three Bridge Wealth Advisors, LLC

$399m in 87 US stocks at the end of 30 June 2026. The top 10 are 62.8% of the money. It changed about 5.5% of the portfolio this quarter.

Value

$399m

Stocks

Top 10 share

62.8%

Turnover

5.5%

What changed this quarter

New

Bought for the first time this quarter.

BlockXYZ
0.2% of the fund
Select Sector Spdr TRXLI
<0.1% of the fund
ErascaERAS
<0.1% of the fund
Cisco SystemsCSCO
<0.1% of the fund
Intuitive SurgicalISRG
<0.1% of the fund
Ishares TRIVV
<0.1% of the fund
Ishares TRIWS
<0.1% of the fund
Thermo Fisher ScientificTMO
<0.1% of the fund
Vanguard Index FDSVXF
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIWR
4.2% of the fund
+3%
Vanguard Intl Equity Index FVWO
3.2% of the fund
+3%
Ishares TRIWM
1.9% of the fund
+5%
UnileverUL
0.5% of the fund
+17%
MedtronicMDT
0.4% of the fund
+3%
Vanguard Index FDSVOE
0.4% of the fund
+9%
Eli LillyLLY
0.3% of the fund
+8%
Vanguard Scottsdale FDSVCIT
0.2% of the fund
+5%
Ishares TRACWX
0.2% of the fund
+43%
Ishares TREMB
0.1% of the fund
+6%
Ishares TRGOVT
0.1% of the fund
+8%
Select Sector Spdr TRXLK
<0.1% of the fund
+19%
Ishares U S ETF TRCOMT
<0.1% of the fund
+14%
Ishares TRMBB
<0.1% of the fund
+8%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
8.0% of the fund
-4%
Meta PlatformsMETA
5.2% of the fund
-3%
Invesco Exchange Traded FD TPRFZ
3.7% of the fund
-2%
Spdr Gold TRGLD
3.6% of the fund
-4%
AlphabetGOOGL
0.8% of the fund
-15%
MicrosoftMSFT
0.6% of the fund
-4%
Johnson & JohnsonJNJ
0.3% of the fund
-9%
RTXRTX
0.2% of the fund
-2%
Vanguard Index FDSVUG
0.2% of the fund
-11%

Sold out

Sold their entire stake.

ImmunomeIMNM
-100%
Schwab Strategic TRSCHF
-100%
AccentureACN
-100%
Honeywell InternationalHON
-100%
Corvus PharmaceuticalsCRVS
-100%
IntuitINTU
-100%
Select Sector Spdr TRXLY
-100%
Ishares TRCMF
-100%

Holdings

Ishares TRACWI
Share
16.0%
Value
$64m
Shares
407,963
Held
Vanguard Index FDSVOO
Share
8.0%
Value
$32m
Shares
46,454
-4%
State STR Spdr S&P 500 ETF TSPY
Share
7.8%
Value
$31m
Shares
41,472
Held
Invesco QQQ TRQQQ
Share
6.6%
Value
$27m
Shares
36,023
Held
Meta PlatformsMETA
Share
5.2%
Value
$21m
Shares
37,087
-3%
Vanguard Intl Equity Index FVT
Share
4.2%
Value
$17m
Shares
107,297
Held
Ishares TRIWR
Share
4.2%
Value
$17m
Shares
151,759
+3%
Invesco Exchange Traded FD TPRFZ
Share
3.7%
Value
$15m
Shares
261,632
-2%
Spdr Gold TRGLD
Share
3.6%
Value
$14m
Shares
38,771
-4%
Ishares Gold TRIAU
Share
3.5%
Value
$14m
Shares
183,087
Held
Vanguard Intl Equity Index FVWO
Share
3.2%
Value
$13m
Shares
214,422
+3%
Coinbase GlobalCOIN
Share
2.7%
Value
$11m
Shares
74,173
Held
Ishares TREEM
Share
2.6%
Value
$10m
Shares
151,546
Held
Vanguard Tax-Managed FDSVEA
Share
2.5%
Value
$10m
Shares
142,415
Held
Ishares TRIWF
Share
2.2%
Value
$9m
Shares
70,494
Held
Invesco Exchange Traded FD TPRF
Share
1.9%
Value
$8m
Shares
143,409
Held
Ishares TRIWM
Share
1.9%
Value
$8m
Shares
25,092
+5%
Invesco Exch Traded FD TR IIPXF
Share
1.5%
Value
$6m
Shares
79,227
Held
NvidiaNVDA
Share
1.4%
Value
$6m
Shares
28,199
Held
RobloxRBLX
Share
1.3%
Value
$5m
Shares
98,195
Held
Aclaris TherapeuticsACRS
Share
0.9%
Value
$4m
Shares
714,823
Held
AlphabetGOOGL
Share
0.8%
Value
$3m
Shares
9,031
-15%
Palo Alto NetworksPANW
Share
0.8%
Value
$3m
Shares
8,942
Held
Novo Nordisk A SNVO
Share
0.7%
Value
$3m
Shares
56,733
Held
AppleAAPL
Share
0.6%
Value
$2m
Shares
8,235
Held
Berkshire HathawayBRK-B
Share
0.6%
Value
$2m
Shares
4,718
Held
MicrosoftMSFT
Share
0.6%
Value
$2m
Shares
6,228
-4%
ASML Holding NVASML
Share
0.6%
Value
$2m
Shares
1,132
Held
UnileverUL
Share
0.5%
Value
$2m
Shares
36,080
+17%
Spdr Series TrustSPYG
Share
0.5%
Value
$2m
Shares
18,200
Held
J P Morgan Exchange Traded FJMST
Share
0.5%
Value
$2m
Shares
41,617
Held
Walt DisneyDIS
Share
0.4%
Value
$2m
Shares
18,065
Held
MedtronicMDT
Share
0.4%
Value
$2m
Shares
19,859
+3%
Vanguard Index FDSVOE
Share
0.4%
Value
$1m
Shares
7,078
+9%
Johnson & JohnsonJNJ
Share
0.3%
Value
$1m
Shares
5,230
-9%
General DynamicsGD
Share
0.3%
Value
$1m
Shares
3,725
Held
Eli LillyLLY
Share
0.3%
Value
$1m
Shares
1,070
+8%
Pimco ETF TRMINT
Share
0.3%
Value
$1m
Shares
11,527
Held
VisaV
Share
0.3%
Value
$1m
Shares
3,349
Held
AlphabetGOOG
Share
0.3%
Value
$1m
Shares
3,042
Held
StarbucksSBUX
Share
0.2%
Value
$986,134
Shares
9,650
Held
Procter & GamblePG
Share
0.2%
Value
$951,400
Shares
6,488
Held
RTXRTX
Share
0.2%
Value
$949,029
Shares
5,002
-2%
OracleORCL
Share
0.2%
Value
$933,084
Shares
6,367
Held
C. H. Robinson WorldwideCHRW
Share
0.2%
Value
$853,955
Shares
4,519
Held
TeslaTSLA
Share
0.2%
Value
$817,646
Shares
1,944
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$811,370
Shares
3,429
Held
Vanguard Scottsdale FDSVCIT
Share
0.2%
Value
$780,381
Shares
9,442
+5%
Ishares TRIUSG
Share
0.2%
Value
$770,181
Shares
4,095
Held
Vanguard Charlotte FDSBNDX
Share
0.2%
Value
$763,427
Shares
15,764
Held
Ishares TRHEZU
Share
0.2%
Value
$713,425
Shares
14,225
Held
Vanguard Index FDSVUG
Share
0.2%
Value
$670,341
Shares
7,782
-11%
Home DepotHD
Share
0.2%
Value
$639,409
Shares
1,813
Held
BlockXYZ
Share
0.2%
Value
$628,216
Shares
8,266
New
Ishares TRACWX
Share
0.2%
Value
$624,688
Shares
8,208
+43%
JPMorgan ChaseJPM
Share
0.2%
Value
$615,380
Shares
1,880
Held
IsharesIEMG
Share
0.1%
Value
$596,448
Shares
7,200
Held
Costco WholesaleCOST
Share
0.1%
Value
$594,959
Shares
636
Held
Schwab Strategic TRSCHB
Share
0.1%
Value
$590,822
Shares
20,401
Held
DiageoDEO
Share
0.1%
Value
$556,310
Shares
6,921
Held
PepsiCoPEP
Share
0.1%
Value
$469,838
Shares
3,470
Held
Vanguard Index FDSVTI
Share
0.1%
Value
$435,537
Shares
1,177
Held
Ishares TREMB
Share
0.1%
Value
$426,361
Shares
4,421
+6%
Ishares TRGOVT
Share
0.1%
Value
$410,815
Shares
18,034
+8%
Invesco Exch Traded FD TR IIPCY
Share
<0.1%
Value
$396,945
Shares
18,335
Held
RubrikRBRK
Share
<0.1%
Value
$358,370
Shares
4,464
Held
Ishares TRIWN
Share
<0.1%
Value
$358,304
Shares
1,620
Held
Select Sector Spdr TRXLK
Share
<0.1%
Value
$350,938
Shares
1,842
+19%
Ishares U S ETF TRCOMT
Share
<0.1%
Value
$342,240
Shares
11,269
+14%
Amazon.comAMZN
Share
<0.1%
Value
$335,344
Shares
1,407
Held
Ishares TRHEWJ
Share
<0.1%
Value
$323,890
Shares
5,020
Held
Goldman Sachs GroupGS
Share
<0.1%
Value
$317,570
Shares
314
Held
Vanguard Index FDSVV
Share
<0.1%
Value
$311,926
Shares
907
Held
Select Sector Spdr TRXLI
Share
<0.1%
Value
$275,993
Shares
1,490
New
Phillips Edison & CompanyPECO
Share
<0.1%
Value
$260,462
Shares
6,242
Held
ErascaERAS
Share
<0.1%
Value
$256,480
Shares
14,000
New
Vanguard BD Index FDSBSV
Share
<0.1%
Value
$235,678
Shares
3,025
Held
Ishares TRMBB
Share
<0.1%
Value
$230,723
Shares
2,441
+8%
Cisco SystemsCSCO
Share
<0.1%
Value
$230,085
Shares
1,959
New
WorkdayWDAY
Share
<0.1%
Value
$228,068
Shares
1,863
Held
Intuitive SurgicalISRG
Share
<0.1%
Value
$225,882
Shares
568
New
Ishares TRIVV
Share
<0.1%
Value
$221,671
Shares
296
New
Ishares TRIWS
Share
<0.1%
Value
$213,980
Shares
1,300
New
Charles SchwabSCHW
Share
<0.1%
Value
$209,776
Shares
2,274
Held
Thermo Fisher ScientificTMO
Share
<0.1%
Value
$203,241
Shares
405
New
Vanguard Index FDSVXF
Share
<0.1%
Value
$200,907
Shares
816
New
Weave CommunicationsWEAV
Share
<0.1%
Value
$187,918
Shares
31,372
Held

Company	Share of fund	Value	Shares	Change
Ishares TRACWI	16.0%	$64m	407,963	Held
Vanguard Index FDSVOO	8.0%	$32m	46,454	-4%
State STR Spdr S&P 500 ETF TSPY	7.8%	$31m	41,472	Held
Invesco QQQ TRQQQ	6.6%	$27m	36,023	Held
Meta PlatformsMETA	5.2%	$21m	37,087	-3%
Vanguard Intl Equity Index FVT	4.2%	$17m	107,297	Held
Ishares TRIWR	4.2%	$17m	151,759	+3%
Invesco Exchange Traded FD TPRFZ	3.7%	$15m	261,632	-2%
Spdr Gold TRGLD	3.6%	$14m	38,771	-4%
Ishares Gold TRIAU	3.5%	$14m	183,087	Held
Vanguard Intl Equity Index FVWO	3.2%	$13m	214,422	+3%
Coinbase GlobalCOIN	2.7%	$11m	74,173	Held
Ishares TREEM	2.6%	$10m	151,546	Held
Vanguard Tax-Managed FDSVEA	2.5%	$10m	142,415	Held
Ishares TRIWF	2.2%	$9m	70,494	Held
Invesco Exchange Traded FD TPRF	1.9%	$8m	143,409	Held
Ishares TRIWM	1.9%	$8m	25,092	+5%
Invesco Exch Traded FD TR IIPXF	1.5%	$6m	79,227	Held
NvidiaNVDA	1.4%	$6m	28,199	Held
RobloxRBLX	1.3%	$5m	98,195	Held
Aclaris TherapeuticsACRS	0.9%	$4m	714,823	Held
AlphabetGOOGL	0.8%	$3m	9,031	-15%
Palo Alto NetworksPANW	0.8%	$3m	8,942	Held
Novo Nordisk A SNVO	0.7%	$3m	56,733	Held
AppleAAPL	0.6%	$2m	8,235	Held
Berkshire HathawayBRK-B	0.6%	$2m	4,718	Held
MicrosoftMSFT	0.6%	$2m	6,228	-4%
ASML Holding NVASML	0.6%	$2m	1,132	Held
UnileverUL	0.5%	$2m	36,080	+17%
Spdr Series TrustSPYG	0.5%	$2m	18,200	Held
J P Morgan Exchange Traded FJMST	0.5%	$2m	41,617	Held
Walt DisneyDIS	0.4%	$2m	18,065	Held
MedtronicMDT	0.4%	$2m	19,859	+3%
Vanguard Index FDSVOE	0.4%	$1m	7,078	+9%
Johnson & JohnsonJNJ	0.3%	$1m	5,230	-9%
General DynamicsGD	0.3%	$1m	3,725	Held
Eli LillyLLY	0.3%	$1m	1,070	+8%
Pimco ETF TRMINT	0.3%	$1m	11,527	Held
VisaV	0.3%	$1m	3,349	Held
AlphabetGOOG	0.3%	$1m	3,042	Held
StarbucksSBUX	0.2%	$986,134	9,650	Held
Procter & GamblePG	0.2%	$951,400	6,488	Held
RTXRTX	0.2%	$949,029	5,002	-2%
OracleORCL	0.2%	$933,084	6,367	Held
C. H. Robinson WorldwideCHRW	0.2%	$853,955	4,519	Held
TeslaTSLA	0.2%	$817,646	1,944	Held
Vanguard Specialized FundsVIG	0.2%	$811,370	3,429	Held
Vanguard Scottsdale FDSVCIT	0.2%	$780,381	9,442	+5%
Ishares TRIUSG	0.2%	$770,181	4,095	Held
Vanguard Charlotte FDSBNDX	0.2%	$763,427	15,764	Held
Ishares TRHEZU	0.2%	$713,425	14,225	Held
Vanguard Index FDSVUG	0.2%	$670,341	7,782	-11%
Home DepotHD	0.2%	$639,409	1,813	Held
BlockXYZ	0.2%	$628,216	8,266	New
Ishares TRACWX	0.2%	$624,688	8,208	+43%
JPMorgan ChaseJPM	0.2%	$615,380	1,880	Held
IsharesIEMG	0.1%	$596,448	7,200	Held
Costco WholesaleCOST	0.1%	$594,959	636	Held
Schwab Strategic TRSCHB	0.1%	$590,822	20,401	Held
DiageoDEO	0.1%	$556,310	6,921	Held
PepsiCoPEP	0.1%	$469,838	3,470	Held
Vanguard Index FDSVTI	0.1%	$435,537	1,177	Held
Ishares TREMB	0.1%	$426,361	4,421	+6%
Ishares TRGOVT	0.1%	$410,815	18,034	+8%
Invesco Exch Traded FD TR IIPCY	<0.1%	$396,945	18,335	Held
RubrikRBRK	<0.1%	$358,370	4,464	Held
Ishares TRIWN	<0.1%	$358,304	1,620	Held
Select Sector Spdr TRXLK	<0.1%	$350,938	1,842	+19%
Ishares U S ETF TRCOMT	<0.1%	$342,240	11,269	+14%
Amazon.comAMZN	<0.1%	$335,344	1,407	Held
Ishares TRHEWJ	<0.1%	$323,890	5,020	Held
Goldman Sachs GroupGS	<0.1%	$317,570	314	Held
Vanguard Index FDSVV	<0.1%	$311,926	907	Held
Select Sector Spdr TRXLI	<0.1%	$275,993	1,490	New
Phillips Edison & CompanyPECO	<0.1%	$260,462	6,242	Held
ErascaERAS	<0.1%	$256,480	14,000	New
Vanguard BD Index FDSBSV	<0.1%	$235,678	3,025	Held
Ishares TRMBB	<0.1%	$230,723	2,441	+8%
Cisco SystemsCSCO	<0.1%	$230,085	1,959	New
WorkdayWDAY	<0.1%	$228,068	1,863	Held
Intuitive SurgicalISRG	<0.1%	$225,882	568	New
Ishares TRIVV	<0.1%	$221,671	296	New
Ishares TRIWS	<0.1%	$213,980	1,300	New
Charles SchwabSCHW	<0.1%	$209,776	2,274	Held
Thermo Fisher ScientificTMO	<0.1%	$203,241	405	New
Vanguard Index FDSVXF	<0.1%	$200,907	816	New
Weave CommunicationsWEAV	<0.1%	$187,918	31,372	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 5.2% since 30 June 2025.

Where the money is

Media & telecom6.7%

Technology5.2%

Financial services4.0%

Health care2.8%

Industrials1.3%

Retail & consumer0.7%

Everyday goods0.6%

Real estate0.1%

Other78.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.