Investor
Three Bridge Wealth Advisors, LLC
CIK 0001950962 · filed 2026-05-12 · SEC filing
13F book
$364.2M
Positions
86
3 new · 7 sold
Largest name
15.6%
Ishares Tr
Est. mark
−$15.3M
Price effect on 83 names still held. Flow $275.9K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 410.8K | $56.8M | 15.6% | −$1.28M | Cut−$1.77M |
| Vanguard Index Fds | — | 48.3K | $28.8M | 7.9% | −$1.28M | Added$1.66M |
| Spdr S&P 500 Etf Tr | — | 41.3K | $27M | 7.4% | −$1.31M | Cut−$1.6M |
| Meta Platforms, Inc. | META | 38.1K | $21.8M | 6.0% | −$3.35M | Added−$3.32M |
| Invesco Qqq Tr | — | 35.7K | $20.6M | 5.7% | −$1.29M | Added−$763K |
| Spdr Gold Tr | — | 40.2K | $17.3M | 4.8% | $1.37M | Cut$786.1K |
| Ishares Gold Tr | — | 184.3K | $16.3M | 4.5% | $1.29M | Cut$186.9K |
| Vanguard Intl Equity Index F | — | 105.4K | $14.6M | 4.0% | −$288.7K | Held |
| Ishares Tr | — | 147.4K | $14.3M | 3.9% | $131K | Added$1.21M |
| Coinbase Global, Inc. | COIN | 74.2K | $13M | 3.6% | −$3.82M | Added−$3.82M |
| Invesco Exchange Traded Fd T | — | 267.3K | $12.3M | 3.4% | −$5.34K | Added$66K |
| Vanguard Intl Equity Index F | — | 208.9K | $11.3M | 3.1% | $58.3K | Added$479.6K |
| Vanguard Tax-Managed Fds | — | 142.3K | $9.12M | 2.5% | $229.1K | Cut$204.7K |
| Ishares Tr | — | 149.5K | $8.49M | 2.3% | $294.9K | Added$731.5K |
| Ishares Tr | — | 17.4K | $7.42M | 2.0% | −$815.6K | Held |
| Invesco Exchange Traded Fd T | — | 141.5K | $6.73M | 1.8% | $86.4K | Cut−$82.6K |
| Ishares Tr | — | 23.9K | $5.93M | 1.6% | $37.5K | Added$910.5K |
| Roblox Corp | RBLX | 98.2K | $5.55M | 1.5% | −$2.4M | Held |
| Invesco Exch Traded Fd Tr Ii | — | 79.1K | $5.53M | 1.5% | $344.6K | Cut$282.1K |
| Nvidia Corp | NVDA | 27.7K | $4.83M | 1.3% | −$275.2K | Added$581K |
| Alphabet Inc | — | 10.7K | $3.06M | 0.8% | −$270.9K | Cut−$838.4K |
| Aclaris Therapeutics, Inc. | ACRS | 714.8K | $2.68M | 0.7% | $529K | Held |
| Microsoft Corp | MSFT | 6.49K | $2.4M | 0.7% | −$712.2K | Added−$632.3K |
| Berkshire Hathaway Inc Del | — | 4.8K | $2.3M | 0.6% | −$112.5K | Cut−$192.9K |
| Novo-Nordisk A S | — | 57.6K | $2.19M | 0.6% | −$462.8K | Added$362K |
| Apple Inc. | AAPL | 8.35K | $2.12M | 0.6% | −$150.8K | Cut−$3.09M |
| J P Morgan Exchange Traded F | — | 41.6K | $2.12M | 0.6% | −$2.78K | Added$278 |
| Spdr Series Trust | — | 18.2K | $1.78M | 0.5% | −$160K | Held |
| Unilever Plc | — | 30.8K | $1.77M | 0.5% | −$242.8K | Cut−$384.7K |
| Disney Walt Co | — | 18.1K | $1.75M | 0.5% | −$316.5K | Added−$255.7K |
| Medtronic Plc | MDT | 19.4K | $1.69M | 0.5% | −$182.2K | Cut−$252.9K |
| Asml Holding N V | — | 1.15K | $1.52M | 0.4% | $288.1K | Cut$199.3K |
| Palo Alto Networks Inc | PANW | 8.93K | $1.43M | 0.4% | −$211.5K | Added−$199.7K |
| Johnson & Johnson | JNJ | 5.73K | $1.4M | 0.4% | $214.9K | Cut−$245.8K |
| General Dynamics Corp | GD | 3.79K | $1.3M | 0.4% | $24.9K | Cut−$13.5K |
| Vanguard Index Fds | — | 6.51K | $1.2M | 0.3% | $43K | Added$99.4K |
| Pimco Etf Tr | — | 11.4K | $1.15M | 0.3% | −$1.51K | Cut−$168.7K |
| Visa Inc. | V | 3.39K | $1.03M | 0.3% | −$135.9K | Added$42.8K |
| RTX Corp | RTX | 5.11K | $984.9K | 0.3% | $48.5K | Cut−$75.7K |
| Procter And Gamble Co | PG | 6.51K | $940.2K | 0.3% | $3.96K | Added$438.1K |
| Oracle Corp | — | 6.36K | $936.1K | 0.3% | −$304.2K | Cut−$1.39M |
| Eli Lilly & Co | LLY | 988 | $908.7K | 0.3% | −$153.1K | Cut−$175.6K |
| Alphabet Inc | — | 3.07K | $880.9K | 0.2% | −$52.2K | Added$273.4K |
| Starbucks Corp | SBUX | 9.7K | $869.1K | 0.2% | $52.2K | Cut$32.1K |
| Immunome Inc. | IMNM | 37.6K | $822.6K | 0.2% | $14.7K | Held |
| C. H. Robinson Worldwide, Inc. | CHRW | 4.52K | $753.3K | 0.2% | $24K | Cut−$59K |
| Vanguard Charlotte Fds | — | 15.6K | $748.7K | 0.2% | −$4.19K | Cut−$45.9K |
| Vanguard Scottsdale Fds | — | 9.03K | $747.5K | 0.2% | −$9.03K | Added−$5.96K |
| Vanguard Specialized Funds | — | 3.43K | $737.4K | 0.2% | −$16.2K | Held |
| Tesla, Inc. | TSLA | 1.91K | $709.7K | 0.2% | −$108.8K | Added$81.9K |
| Vanguard Growth Etf | — | 1.46K | $638.6K | 0.2% | — | New |
| Ishares Tr | — | 4.09K | $634.9K | 0.2% | −$52.6K | Added−$52.3K |
| Costco Whsl Corp New | — | 636 | $633.7K | 0.2% | $72.8K | Added$165.5K |
| Ishares Tr | — | 14.2K | $621.6K | 0.2% | −$567 | Added$208K |
| Home Depot, Inc. | HD | 1.83K | $601.2K | 0.2% | −$27.8K | Cut−$31.6K |
| Schwab Strategic Tr | — | 23.3K | $576.2K | 0.2% | $16.5K | Held |
| Jpmorgan Chase & Co. | — | 1.87K | $550.1K | 0.2% | −$52.5K | Cut−$107.3K |
| Pepsico Inc | PEP | 3.46K | $537.1K | 0.1% | $37.9K | Cut−$24.4K |
| Schwab Strategic Tr | — | 20.4K | $511.8K | 0.1% | −$23K | Added−$22.7K |
| Accenture Plc Ireland | — | 2.58K | $511.8K | 0.1% | −$180.7K | Cut−$193K |
| Ishares Inc | — | 7.33K | $511.4K | 0.1% | $11.4K | Added$208.2K |
| Diageo Plc | — | 6.87K | $511.3K | 0.1% | −$74.8K | Added−$34.9K |
| Honeywell Intl Inc | — | 1.76K | $398.9K | 0.1% | $40.7K | Added$142.4K |
| Ishares Tr | — | 5.74K | $393K | 0.1% | — | New |
| Ishares Tr | — | 4.18K | $392.7K | 0.1% | −$9.83K | Cut−$33.1K |
| Ishares Tr | — | 16.7K | $383.7K | 0.1% | −$1.89K | Added$5.63K |
| Invesco Exch Traded Fd Tr Ii | — | 18.4K | $383.7K | 0.1% | −$13.9K | Cut−$39.1K |
| Vanguard Index Fds | — | 1.18K | $377.6K | 0.1% | −$17K | Held |
| Ishares U S Etf Tr | — | 9.89K | $334.4K | 0.1% | $78.3K | Added$115.9K |
| Corvus Pharmaceuticals, Inc. | CRVS | 22.4K | $327.3K | 0.1% | $155K | Held |
| Ishares Tr | — | 1.62K | $307.1K | 0.1% | $13.6K | Cut−$22.7K |
| Amazon Com Inc | AMZN | 1.41K | $293K | 0.1% | −$31.7K | Cut−$56.4K |
| Ishares Tr | — | 5.02K | $282.5K | 0.1% | — | New |
| Vanguard Index Fds | — | 907 | $271.1K | 0.1% | −$14.5K | Held |
| Goldman Sachs Group Inc | — | 314 | $265.6K | 0.1% | −$10.2K | Added−$5.97K |
| Intuit Inc. | INTU | 591 | $255.5K | 0.1% | −$136K | Cut−$188.9K |
| Workday, Inc. | WDAY | 1.85K | $241K | 0.1% | −$157.2K | Added−$156.8K |
| Select Sector Spdr Tr | — | 2.21K | $240.4K | 0.1% | −$20.7K | Added$2.9K |
| Vanguard Bd Index Fds | — | 2.99K | $234.8K | 0.1% | −$1.18K | Added$315 |
| Phillips Edison & Co Inc | — | 6.24K | $234K | 0.1% | $11.5K | Added$11.7K |
| Ishares Tr | — | 3.89K | $221K | 0.1% | −$2.32K | Cut−$126.2K |
| Rubrik, Inc. | RBRK | 4.46K | $218.6K | 0.1% | −$122.8K | Held |
| Ishares Tr | — | 2.27K | $215.4K | 0.1% | −$605 | Added$2.24K |
| Schwab Charles Corp | — | 2.27K | $213.7K | 0.1% | −$13.2K | Added−$8.49K |
| Select Sector Spdr Tr | — | 1.54K | $204.9K | 0.1% | −$16.4K | Added−$8.43K |
| Weave Communications, Inc. | WEAV | 31.4K | $144.9K | 0.0% | −$93.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.