Three Bridge Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Three Bridge Wealth Advisors, LLCInvestment ActivityThree Bridge Wealth Advisors, LLC has $379.50 million in total holdings as of June 30, 2025.Three Bridge Wealth Advisors, LLC owns shares of 123 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 12.50% of the portfolio was purchased this quarter.About 1.78% of the portfolio was sold this quarter.This quarter, Three Bridge Wealth Advisors, LLC has purchased 84 new stocks and bought additional shares in 50 stocks.Three Bridge Wealth Advisors, LLC sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $51,880,909Meta Platforms $29,221,196Coinbase Global $26,018,976SPDR S&P 500 ETF Trust $23,971,915Vanguard S&P 500 ETF $23,064,803 Largest New Holdings this Quarter 11135F101 - Broadcom $1,010,809 Holding88160R101 - Tesla $779,220 Holding81762P102 - ServiceNow $509,928 Holding64110L106 - Netflix $503,513 Holding00287Y109 - AbbVie $495,234 Holding Largest Purchases this Quarter Invesco QQQ 7,648 shares (about $4.22M)Apple 16,692 shares (about $3.42M)Microsoft 5,206 shares (about $2.59M)NVIDIA 15,151 shares (about $2.39M)Invesco RAFI US 1000 ETF 55,226 shares (about $2.33M) Largest Sales this Quarter Intuit 1,828 shares (about $1.44M)PALANTIR TECHNOLOGIES INC 10,162 shares (about $1.39M)NIKE 8,877 shares (about $643.89K)RTX 3,659 shares (about $534.29K)Oracle 2,190 shares (about $478.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofThree Bridge Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACWIiShares MSCI ACWI ETF$51,880,909$1,485,071 ▲2.9%403,42913.7%ManufacturingMETAMeta Platforms$29,221,196$1,305,691 ▲4.7%39,5907.7%Computer and TechnologyCOINCoinbase Global$26,018,976$23,132 ▲0.1%74,2366.9%FinanceSPYSPDR S&P 500 ETF Trust$23,971,915$1,744,583 ▲7.8%38,6946.3%FinanceVOOVanguard S&P 500 ETF$23,064,803$264,942 ▼-1.1%40,4816.1%ETFQQQInvesco QQQ$16,156,814$4,223,513 ▲35.4%29,2574.3%FinanceVTVanguard Total World Stock ETF$13,445,634$10,282 ▲0.1%104,6193.5%ETFRBLXRoblox$13,334,205$48,497 ▲0.4%126,7513.5%Consumer DiscretionaryIAUiShares Gold Trust$12,250,248$79,197 ▼-0.6%196,4443.2%FinanceIWRiShares Russell Mid-Cap ETF$11,810,072$13,704 ▼-0.1%128,4123.1%ETFGLDSPDR Gold Shares$11,631,398$1,996,636 ▲20.7%38,1573.1%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$10,023,739$2,196,100 ▲28.1%246,4652.6%ManufacturingVWOVanguard FTSE Emerging Markets ETF$9,532,047$265,057 ▲2.9%192,7222.5%ETFVEAVanguard FTSE Developed Markets ETF$8,106,320$225,760 ▲2.9%142,1912.1%ETFIWFiShares Russell 1000 Growth ETF$7,381,810$131,621 ▼-1.8%17,3861.9%ETFEEMiShares MSCI Emerging Markets ETF$6,771,417$258,374 ▼-3.7%140,3691.8%FinanceNVDANVIDIA$5,937,647$2,393,797 ▲67.5%37,5811.6%Computer and TechnologyAAPLApple$5,929,487$3,424,740 ▲136.7%28,9001.6%Computer and TechnologyMSFTMicrosoft$5,735,635$2,589,517 ▲82.3%11,5311.5%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$5,111,171$2,334,407 ▲84.1%120,9171.3%ETFIWMiShares Russell 2000 ETF$4,145,7570.0%19,2121.1%FinancePXFInvesco RAFI Developed Markets ex-U.S. ETF$3,580,711$2,194,535 ▲158.3%62,3600.9%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,498,118$23,576 ▼-0.7%68,6980.9%ETFGOOGLAlphabet$3,456,243$831,634 ▲31.7%19,6120.9%Computer and TechnologyORCLOracle$2,976,647$478,800 ▼-13.9%13,6150.8%Computer and TechnologyBRK.BBerkshire Hathaway$2,956,396$625,186 ▲26.8%6,0860.8%FinanceDISWalt Disney$2,675,005$66,240 ▼-2.4%21,4840.7%Consumer DiscretionaryMAPLEBEAR INC$2,490,0550.0%55,0410.7%COMULUnilever$2,271,976$102,766 ▲4.7%37,1420.6%Consumer StaplesPANWPalo Alto Networks$2,055,404$242,703 ▲13.4%10,0440.5%Computer and TechnologyMDTMedtronic$1,846,798$217,239 ▲13.3%21,0150.5%MedicalPALANTIR TECHNOLOGIES INC$1,815,646$1,385,284 ▼-43.3%13,3190.5%CL AAMZNAmazon.com$1,755,120$1,474,301 ▲525.0%8,0000.5%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$1,734,8240.0%18,2000.5%ETFNVONovo Nordisk A/S$1,722,049$88,691 ▲5.4%24,9500.5%MedicalVVisa$1,630,745$319,190 ▲24.3%4,5930.4%Business ServicesJNJJohnson & Johnson$1,394,913$184,217 ▲15.2%9,1320.4%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,293,810$61,629 ▼-4.5%12,8690.3%ETFGDGeneral Dynamics$1,171,307$16,041 ▲1.4%4,0160.3%AerospaceLLYEli Lilly and Company$1,165,397$693,002 ▲146.7%1,4950.3%MedicalRTXRTX$1,085,221$534,287 ▼-33.0%7,4320.3%AerospaceAVGOBroadcom$1,010,809$1,010,809 ▲New Holding3,6670.3%Computer and TechnologyASMLASML$1,006,546$47,282 ▲4.9%1,2560.3%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$965,073$20,502 ▼-2.1%5,8370.3%ETFHDHome Depot$949,231$261,048 ▲37.9%2,5890.3%Retail/WholesaleACNAccenture$933,433$185,909 ▲24.9%3,1230.2%Computer and TechnologyCOSTCostco Wholesale$928,564$360,338 ▲63.4%9380.2%Retail/WholesaleSBUXStarbucks$880,748$90,164 ▲11.4%9,6120.2%Retail/WholesaleJPMJPMorgan Chase & Co.$865,091$273,675 ▲46.3%2,9840.2%FinanceBNDXVanguard Total International Bond ETF$807,592$57,133 ▼-6.6%16,3120.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$791,050$281,926 ▲55.4%9,5400.2%ETFTSLATesla$779,220$779,220 ▲New Holding2,4530.2%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$737,071$132,985 ▲22.0%3,5860.2%ETFCMFiShares California Muni Bond ETF$667,292$148,708 ▼-18.2%11,9720.2%ETFGOOGAlphabet$666,099$311,319 ▲87.8%3,7550.2%Computer and TechnologyPGProcter & Gamble$665,161$234,200 ▲54.3%4,1750.2%Consumer StaplesISHARES BITCOIN TRUST ETF$631,075$80,185 ▲14.6%10,3100.2%SHS BEN INTDEODiageo$617,342$33,075 ▲5.7%6,1220.2%Consumer StaplesCHRWC.H. Robinson Worldwide$615,634$7,146 ▲1.2%6,3750.2%TransportationIUSGiShares Core S&P U.S. Growth ETF$614,796$301 ▲0.0%4,0880.2%ManufacturingINTUIntuit$593,873$1,439,788 ▼-70.8%7540.2%Computer and TechnologySCHBSchwab US Broad Market ETF$573,164$309,697 ▲117.5%24,0520.2%ETFSCHFSchwab International Equity ETF$530,455$32,598 ▲6.5%24,0020.1%ETFVVVanguard Large-Cap ETF$519,3590.0%1,8150.1%ETFNOWServiceNow$509,928$509,928 ▲New Holding4960.1%Computer and TechnologyNFLXNetflix$503,513$503,513 ▲New Holding3760.1%Consumer DiscretionaryPEPPepsiCo$502,016$29,709 ▲6.3%3,8020.1%Consumer StaplesABBVAbbVie$495,234$495,234 ▲New Holding2,6680.1%MedicalISRGIntuitive Surgical$484,722$484,722 ▲New Holding8920.1%MedicalWDAYWorkday$484,080$39,600 ▲8.9%2,0170.1%Computer and TechnologyWMTWalmart$465,531$324,728 ▼-41.1%4,7610.1%Retail/WholesaleLINDE PLC$410,063$410,063 ▲New Holding8740.1%SHSXOMExxon Mobil$404,034$404,034 ▲New Holding3,7480.1%EnergyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$394,005$51,775 ▲15.1%4,2540.1%ETFBKNGBooking$393,668$393,668 ▲New Holding680.1%Retail/WholesaleCTASCintas$386,011$386,011 ▲New Holding1,7320.1%Business ServicesVGKVanguard FTSE Europe ETF$380,680$155 ▼0.0%4,9120.1%ETFWFCWells Fargo & Company$363,585$363,585 ▲New Holding4,5380.1%FinanceSCHWCharles Schwab$362,177$114,218 ▲46.1%3,9700.1%FinanceIMNMImmunome$349,8200.0%37,6150.1%MedicalUBERUber Technologies$345,303$345,303 ▲New Holding3,7010.1%Computer and TechnologyICEIntercontinental Exchange$344,006$344,006 ▲New Holding1,8750.1%FinanceDOORDASH INC$331,309$331,309 ▲New Holding1,3440.1%CL ACRMSalesforce$321,483$321,483 ▲New Holding1,1780.1%Computer and TechnologyPHParker-Hannifin$315,708$315,708 ▲New Holding4520.1%IndustrialsEFAiShares MSCI EAFE ETF$314,027$221,955 ▼-41.4%3,5130.1%FinanceVTIVanguard Total Stock Market ETF$310,940$310,940 ▲New Holding1,0200.1%ETFTJXTJX Companies$305,761$305,761 ▲New Holding2,4760.1%Retail/WholesalePCYInvesco Emerging Markets Sovereign Debt ETF$297,486$16,671 ▼-5.3%14,5610.1%ETFPWRQuanta Services$291,878$291,878 ▲New Holding7720.1%ConstructionADIAnalog Devices$290,146$290,146 ▲New Holding1,2190.1%Computer and TechnologyCBChubb$287,113$287,113 ▲New Holding9910.1%FinanceIWNiShares Russell 2000 Value ETF$287,0950.0%1,8200.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$277,879$277,879 ▲New Holding4,6290.1%ETFGSThe Goldman Sachs Group$277,438$178,353 ▼-39.1%3920.1%FinanceMDLZMondelez International$277,209$277,209 ▲New Holding4,0820.1%Consumer StaplesCSCOCisco Systems$271,819$271,819 ▲New Holding3,9180.1%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$270,199$2,459 ▲0.9%11,7580.1%ETFPGRProgressive$267,127$267,127 ▲New Holding1,0010.1%FinanceMAMastercard$263,550$263,550 ▲New Holding4690.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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