Skip to content
Disclosery

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

Three Bridge Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-14, with 92 holding rows worth $253,764,973.

Accession
0001950962-24-000004
Filer
CIK 1950962
Filed
2024-05-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 92 entries on the cover page, a total value of $253,764,973 stated on the cover page (in dollars after the unit check, H1), rows summing to $253,764,973 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 ETF389,255$42,868,604dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock124,346$32,966,612dollars as filed
SPY78462F103SHS34,831$18,274,718dollars as filed
Vanguard Total World Stock ETF922042742SHS98,029$10,832,205dollars as filed
Vanguard S&P 500 ETF922908363COM19,260$9,258,181dollars as filed
INVESCO EXCHANGE TRADED FD T46137V597RAFI US 1500196,702$7,726,455dollars as filed
iShares Gold Trust464285204COM182,879$7,682,747dollars as filed
META PLATFORMS INC CL A30303M102COM15,410$7,482,788dollars as filed
VWO922042858SHS166,053$6,936,036dollars as filed
iShares Russell Midcap ETF464287499SHS76,876$6,464,517dollars as filed
SPDR GOLD TR78463V107GOLD SHS30,415$6,256,974dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF142,874$5,869,277dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK17,110$5,766,926dollars as filed
INVESCO QQQ TR46090E103COM12,898$5,734,205dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF108,532$5,506,901dollars as filed
MAPLEBEAR INC COM565394103Stock105,041$3,916,979dollars as filed
ROBLOX CORP CL A771049103Stock86,290$3,294,552dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM18,691$2,821,033dollars as filed
Apple Inc037833100COM16,258$2,787,900dollars as filed
Microsoft Corp594918104COM6,470$2,722,228dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC23,963$2,409,213dollars as filed
Oracle Corporation68389X105COM18,515$2,325,669dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF58,674$2,257,180dollars as filed
Raytheon Technologies Corporation75513E101COM23,032$2,246,311dollars as filed
Walt Disney Co254687106COM18,271$2,235,648dollars as filed
GITLAB INC CLASS A COM37637K108Stock36,572$2,132,879dollars as filed
Berkshire Hathaway Inc084670702COM4,951$2,081,995dollars as filed
NVIDIA Corp67066G104COM2,162$1,953,497dollars as filed
UNILEVER PLC904767704SPON ADR NEW37,645$1,889,403dollars as filed
ISHARES TR464287465MSCI EAFE ETF23,643$1,888,130dollars as filed
NOVO-NORDISK A S ADR670100205ADR13,020$1,683,868dollars as filed
Medtronic PlcG5960L103COM17,607$1,546,576dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS18,200$1,331,330dollars as filed
PALO ALTO NETWORKS INC697435105COM4,479$1,272,618dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock4,335$1,224,594dollars as filed
INVESCO EXCH TRADED FD TR II46138E743RAFI DVLPD MRKTS23,879$1,185,588dollars as filed
Visa Inc92826C839COM4,219$1,177,439dollars as filed
Home Depot, Inc437076102COM3,006$1,153,102dollars as filed
Intuit Inc.461202103COM1,636$1,063,400dollars as filed
NIKE,Inc. Class B654106103COM10,927$1,030,962dollars as filed
Palantir Technologies Inc. Class A69608A108COM43,221$994,515dollars as filed
Johnson & Johnson478160104COM5,553$878,429dollars as filed
Walmart Inc.931142103COM14,487$874,689dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS16,841$828,414dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR5,462$820,568dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS5,217$813,393dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,260$800,888dollars as filed
iShares Russell 2000 ETF464287655SHS3,792$797,458dollars as filed
PepsiCo,Inc.713448108COM4,367$769,793dollars as filed
Starbucks Corporation855244109COM8,339$762,101dollars as filed
Adobe Inc00724F101COM1,431$722,083dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS13,676$686,143dollars as filed
Accenture Plc Class AG1151C101COM1,940$672,423dollars as filed
ISHARES TR464288356CALIF MUN BD ETF11,663$671,080dollars as filed
Cisco Systems,Inc.17275R102COM13,122$654,911dollars as filed
3M CO COM88579Y101Stock6,174$654,876dollars as filed
Amazon.com, Inc023135106COM3,380$609,684dollars as filed
VTI922908769COM2,329$605,307dollars as filed
Procter & Gamble Co742718109COM3,596$583,451dollars as filed
BIOGEN INC COM09062X103Stock2,529$545,328dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock6,662$511,309dollars as filed
WORKDAY INC CL A98138H101Stock1,852$505,133dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS5,942$478,419dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF4,080$478,217dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF11,249$438,935dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,815$435,164dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,340$427,307dollars as filed
Costco Wholesale Corporation22160K105COM574$420,530dollars as filed
JPMorgan Chase & Co46625H100COM2,040$408,612dollars as filed
BECTON DICKINSON & CO075887109COM1,580$390,971dollars as filed
WEAVE COMMUNICATIONS INC94724R108COM31,372$360,151dollars as filed
Thermo Fisher Scientific Inc.883556102COM601$349,542dollars as filed
INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF46138E735ETF10,539$346,511dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,654$344,479dollars as filed
Salesforce.com, Inc79466L302COM1,056$318,468dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF1,790$284,241dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,115$278,594dollars as filed
Bank of America Corp060505104COM7,300$276,816dollars as filed
Goldman Sachs Group,Inc.38141G104COM644$268,992dollars as filed
INVESCO EXCH TRADED FD TR II46138E784EMRNG MKT SVRG12,996$265,898dollars as filed
Vanguard FTSE Europe ETF922042874SHS3,805$256,229dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS10,792$245,734dollars as filed
Coca-Cola Company191216100COM3,855$237,719dollars as filed
Schwab U.S. Broad Market ETF808524102SHS3,821$233,279dollars as filed
ISHARES TR464288281JPMORGAN USD EMG2,560$229,555dollars as filed
PHILLIPS EDISON & CO INC COMMON STOCK71844V201REIT6,231$224,114dollars as filed
ISHARES TR46434V696CORE MSCI PAC3,412$216,014dollars as filed
Vanguard Short-Term Bond ETF921937827SHS2,782$213,276dollars as filed
Charles Schwab Corp808513105COM2,919$211,125dollars as filed
MATTERPORT INC577096100COM CL A30,970$69,992dollars as filed
TILRAY INC88688T100COM CL 210,000$24,700dollars as filed
VAXXINITY INC CLASS A92244V104COMMON STOCK14,178$10,173dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001950962-24-000004this filing2024-05-14acceptance time not in the bulk data set