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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 2024-12-31, filed 2025-01-29, with 93 holding rows worth $285,611,190.

Accession
0001950962-25-000002
Filer
CIK 1950962
Filed
2025-01-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 93 entries on the cover page, a total value of $285,611,190 stated on the cover page (in dollars after the unit check, H1), rows summing to $285,611,190 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 ETF387,722$45,557,340dollars as filed
Vanguard S&P 500 ETF922908363COM40,905$22,040,230dollars as filed
SPY78462F103SHS35,822$21,064,744dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock74,398$18,473,023dollars as filed
Vanguard Total World Stock ETF922042742SHS104,539$12,281,242dollars as filed
iShares Russell Midcap ETF464287499SHS125,329$11,079,095dollars as filed
INVESCO QQQ TR46090E103COM21,368$10,923,914dollars as filed
iShares Gold Trust464285204COM197,524$9,779,413dollars as filed
INVESCO EXCHANGE TRADED FD T46137V597RAFI US 1500191,374$7,963,055dollars as filed
VWO922042858SHS174,624$7,690,446dollars as filed
SPDR GOLD TR78463V107GOLD SHS30,985$7,502,398dollars as filed
META PLATFORMS INC CL A30303M102COM12,715$7,444,760dollars as filed
ROBLOX CORP CL A771049103Stock126,290$7,307,139dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK17,693$7,105,155dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS138,219$6,609,609dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF144,660$6,049,696dollars as filed
iShares Russell 2000 ETF464287655SHS19,212$4,245,084dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF69,093$3,512,145dollars as filed
Apple Inc037833100COM13,388$3,352,539dollars as filed
NVIDIA Corp67066G104COM21,620$2,903,350dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM15,159$2,869,612dollars as filed
Oracle Corporation68389X105COM16,745$2,790,387dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF65,640$2,647,902dollars as filed
Microsoft Corp594918104COM6,232$2,626,788dollars as filed
Palantir Technologies Inc. Class A69608A108COM33,221$2,512,504dollars as filed
Walt Disney Co254687106COM20,800$2,326,511dollars as filed
MAPLEBEAR INC COM565394103Stock55,041$2,279,798dollars as filed
Raytheon Technologies Corporation75513E101COM19,403$2,245,315dollars as filed
Berkshire Hathaway Inc084670702COM4,787$2,169,851dollars as filed
GITLAB INC CLASS A COM37637K108Stock36,572$2,060,832dollars as filed
UNILEVER PLC904767704SPON ADR NEW34,740$1,969,758dollars as filed
Intuit Inc.461202103COM2,592$1,629,072dollars as filed
PALO ALTO NETWORKS INC697435105COM8,858$1,611,802dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS18,200$1,599,780dollars as filed
Medtronic PlcG5960L103COM17,547$1,413,937dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC13,292$1,339,046dollars as filed
Visa Inc92826C839COM3,718$1,175,037dollars as filed
Johnson & Johnson478160104COM8,011$1,158,551dollars as filed
INVESCO EXCH TRADED FD TR II46138E743RAFI DVLPD MRKTS24,099$1,154,125dollars as filed
NOVO-NORDISK A S ADR670100205ADR12,558$1,080,239dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock4,061$1,070,033dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS5,947$962,015dollars as filed
Walmart Inc.931142103COM9,762$884,022dollars as filed
Accenture Plc Class AG1151C101COM2,482$873,143dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS17,392$853,056dollars as filed
ISHARES TR464288356CALIF MUN BD ETF14,638$838,492dollars as filed
NIKE,Inc. Class B654106103COM10,806$820,803dollars as filed
Starbucks Corporation855244109COM8,422$768,508dollars as filed
Home Depot, Inc437076102COM1,904$740,637dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,003$695,159dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR5,247$667,051dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock6,277$652,446dollars as filed
Adobe Inc00724F101COM1,396$620,773dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF4,085$569,230dollars as filed
PepsiCo,Inc.713448108COM3,490$535,419dollars as filed
Costco Wholesale Corporation22160K105COM574$525,939dollars as filed
WEAVE COMMUNICATIONS INC94724R108COM31,372$499,442dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS6,131$492,137dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,815$489,506dollars as filed
JPMorgan Chase & Co46625H100COM2,040$489,008dollars as filed
ISHARES TR464287465MSCI EAFE ETF6,407$484,433dollars as filed
WORKDAY INC CL A98138H101Stock1,852$477,872dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR8,291$474,826dollars as filed
Eli Lilly and Company532457108COM603$465,516dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,351$460,396dollars as filed
Procter & Gamble Co742718109COM2,624$439,914dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF22,527$416,754dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,000$380,880dollars as filed
Goldman Sachs Group,Inc.38141G104COM644$368,767dollars as filed
ISHARES TR464288281JPMORGAN USD EMG3,695$329,943dollars as filed
BECTON DICKINSON & CO075887109COM1,453$329,642dollars as filed
Bank of America Corp060505104COM7,300$320,835dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF1,820$298,760dollars as filed
INVESCO EXCH TRADED FD TR II46138E784EMRNG MKT SVRG15,030$297,893dollars as filed
IMMUNOME INC45257U108COM27,615$293,271dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,238$287,860dollars as filed
Amazon.com, Inc023135106COM1,280$280,819dollars as filed
Thermo Fisher Scientific Inc.883556102COM525$273,326dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS5,147$268,776dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS11,651$267,740dollars as filed
Schwab U.S. Broad Market ETF808524102SHS11,378$258,273dollars as filed
GRANITESHARES ETF TR38747R8272X LONG NVDA DAI3,742$248,431dollars as filed
Vanguard FTSE Europe ETF922042874SHS3,827$242,900dollars as filed
PHILLIPS EDISON & CO INC COMMON STOCK71844V201REIT6,231$234,052dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,027$230,407dollars as filed
IShares Bitcoin Trust Registered46438F101SHS4,325$229,441dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS2,364$228,859dollars as filed
Vanguard Short-Term Bond ETF921937827SHS2,863$221,222dollars as filed
Coca-Cola Company191216100COM3,539$220,338dollars as filed
Charles Schwab Corp808513105COM2,919$215,998dollars as filed
Salesforce.com, Inc79466L302COM611$204,520dollars as filed
MATTERPORT INC577096100COM CL A30,970$146,798dollars as filed
CORVUS PHARMACEUTICALS INC221015100COM22,371$119,685dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001950962-25-000002this filing2025-01-29acceptance time not in the bulk data set