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Disclosery

13F-HR filed by Three Bridge Wealth Advisors, LLC

Three Bridge Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 82 holding rows worth $186,546,743.

Accession
0001950962-23-000003
Filer
CIK 1950962
Filed
2023-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 82 entries on the cover page, a total value of $186,546,743 stated on the cover page (in dollars after the unit check, H1), rows summing to $186,546,743 with VALUE read as dollars as filed, 13F file number 028-22674. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR464288257MSCI ACWI ETF387,565$32,896,509dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock2,458,387$23,772,602dollars as filed
SPY78462F103SHS29,599$11,361,064dollars as filed
Vanguard Total World Stock ETF922042742SHS86,495$7,455,004dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF193,632$7,338,653dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF131,565$6,648,637dollars as filed
GITLAB INC CLASS A COM37637K108Stock128,532$5,840,494dollars as filed
SPDR GOLD TR78463V107GOLD SHS33,208$5,633,405dollars as filed
INVESCO EXCHANGE TRADED FD T46137V597RAFI US 150035,273$5,587,664dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock157,616$5,578,030dollars as filed
iShares Gold Trust464285204COM154,134$5,331,495dollars as filed
iShares Russell Midcap ETF464287499SHS68,436$4,616,020dollars as filed
VWO922042858SHS112,302$4,377,540dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK16,590$3,554,242dollars as filed
Oracle Corporation68389X105COM34,057$2,783,819dollars as filed
Apple Inc037833100COM19,620$2,552,487dollars as filed
Raytheon Technologies Corporation75513E101COM20,981$2,117,403dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC20,798$2,058,604dollars as filed
Vanguard S&P 500 ETF922908363COM5,816$2,043,525dollars as filed
Microsoft Corp594918104COM8,087$1,939,364dollars as filed
Berkshire Hathaway Inc084670702COM5,783$1,786,369dollars as filed
NOVO-NORDISK A S ADR670100205ADR12,849$1,738,984dollars as filed
INVESCO QQQ TR46090E103COM6,245$1,662,878dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF10,700$1,660,168dollars as filed
DOCUSIGN INC COM256163106Stock29,382$1,628,350dollars as filed
Home Depot, Inc437076102COM4,739$1,496,861dollars as filed
NIKE,Inc. Class B654106103COM12,059$1,411,024dollars as filed
GINKGO BIOWORKS HOLDINGS INC37611X100CL A SHS833,802$1,409,125dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM14,961$1,320,009dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock5,248$1,302,081dollars as filed
ISHARES TR464287465MSCI EAFE ETF18,900$1,240,596dollars as filed
Starbucks Corporation855244109COM12,258$1,215,994dollars as filed
UNILEVER PLC904767704SPON ADR NEW21,494$1,082,223dollars as filed
Walt Disney Co254687106COM12,361$1,073,924dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock11,611$1,070,452dollars as filed
META PLATFORMS INC CL A30303M102COM8,360$1,006,042dollars as filed
BECTON DICKINSON & CO075887109COM3,795$965,069dollars as filed
Walmart Inc.931142103COM6,594$938,681dollars as filed
Cisco Systems,Inc.17275R102COM19,062$908,106dollars as filed
Accenture Plc Class AG1151C101COM3,387$903,787dollars as filed
BIOGEN INC COM09062X103Stock3,257$901,928dollars as filed
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock8,102$855,976dollars as filed
Johnson & Johnson478160104COM4,641$819,833dollars as filed
INVESCO EXCH TRADED FD TR II46138E743RAFI DVLPD MRKTS19,243$799,345dollars as filed
Medtronic PlcG5960L103COM9,548$748,563dollars as filed
Visa Inc92826C839COM3,523$734,091dollars as filed
PALO ALTO NETWORKS INC697435105COM4,706$656,675dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS4,787$647,372dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS15,106$634,006dollars as filed
Adobe Inc00724F101COM1,855$624,263dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock10,255$586,483dollars as filed
Procter & Gamble Co742718109COM3,688$558,953dollars as filed
VTI922908769COM2,655$507,609dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,260$466,720dollars as filed
PepsiCo,Inc.713448108COM2,389$434,344dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS4,217$409,007dollars as filed
Thermo Fisher Scientific Inc.883556102COM626$344,920dollars as filed
3M CO COM88579Y101Stock2,870$344,170dollars as filed
INVESCO EXCH TRADED FD TR II46138E727RAFI EMRGNG MRKT19,224$338,727dollars as filed
INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF46138E735ETF11,082$328,250dollars as filed
ISHARES TR464287564SELECT US REIT5,822$319,278dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,815$316,173dollars as filed
Schwab U.S. Broad Market ETF808524102SHS7,053$316,028dollars as filed
WORKDAY INC CL A98138H101Stock1,852$309,895dollars as filed
Intuit Inc.461202103COM747$290,747dollars as filed
WISDOMTREE TR97717W315EMER MKT HIGH FD8,053$286,998dollars as filed
Amazon.com, Inc023135106COM3,380$284,684dollars as filed
Charles Schwab Corp808513105COM3,335$277,631dollars as filed
Palantir Technologies Inc. Class A69608A108COM43,221$277,479dollars as filed
ISHARES TR464288356CALIF MUN BD ETF4,891$274,452dollars as filed
Costco Wholesale Corporation22160K105COM574$262,031dollars as filed
iShares TIPS Bond ETF464287176SHS2,386$253,966dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF1,808$250,690dollars as filed
INVESCO EXCH TRADED FD TR II46138E784EMRNG MKT SVRG13,379$249,788dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS5,216$247,388dollars as filed
Danaher Corporation235851102COM874$232,196dollars as filed
Schwab US Mid-Cap ETF808524508SHS3,464$227,269dollars as filed
Vanguard High Dividend Yield ETF921946406SHS2,011$217,610dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,021$213,305dollars as filed
NVIDIA Corp67066G104COM1,432$209,272dollars as filed
WEAVE COMMUNICATIONS INC94724R108COM31,372$143,684dollars as filed
TILRAY INC88688T100COM CL 214,000$37,660dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001950962-23-000003this filing2023-02-14acceptance time not in the bulk data set