Three Bridge Wealth Advisors, LLC

Registered adviser

CIK

1950962

Location

LOS ALTOS, CA

Portfolio Value

Small $399,208,164

Diversification

Diversified

Filing Date

Global Rank

#4,277 / 8,811 ▲ 365

Top Industry

Internet Content & Information 28.4%

Period ended 4 months ago

Filed Jul 27, 2026 · 3mo

18 quarters · since Mar 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 150460

Roster of Oct 1, 2026

Regulatory AUM

$1,045,756,051

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,045,756,051	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$817,768,814	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$756,423,205	Individuals and high net worth (100%)
May 2023 to Mar 2024	$813,803,539	Individuals and high net worth (100%)
Apr 2023	$813,803,539	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$778,299,245	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 74.6% of the book (60%+)

Turnover

Low turnover

10.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.0 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 84.5%; sector active share 68.9% against the combined 13F book's sector weights.

Over time 18 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.5%

+14.3 pts

Top 5

56.0%

+10.2 pts

Top 10

74.6%

+4.2 pts

HHI

986

Diversified+394

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.8%	$310,576,618	43
Communication Services	8.1%	$32,271,573	5
Technology	4.5%	$18,027,669	10
Financial Services	4.0%	$15,892,921	7
Healthcare	2.9%	$11,539,745	9
Consumer Defensive	1.2%	$4,741,634	5
Industrials	0.8%	$3,119,681	3
Consumer Cyclical	0.7%	$2,778,531	4
Real Estate	0.1%	$259,792	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IWF	iShares Russell 1000 Growth ETF	+53,104	70,494	$8,753,239
VUG	VANGUARD GROWTH INDEX FUND	+6,320	7,782	$670,341
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+5,567	214,422	$12,798,849
UL	Unilever PLC	+5,243	36,080	$2,169,129
IWR	iShares Russell Mid-Cap ETF	+4,313	151,759	$16,742,052
ACWX	iShares MSCI ACWI ex U.S. ETF	+2,468	8,208	$624,710
EEM	iShares MSCI Emerging Markets ETF	+2,087	151,546	$10,367,261
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+1,933	107,297	$16,840,264
PRF	Victory Portfolios II	+1,862	143,409	$7,748,388
COMT	iShares GSCI Commodity Dynamic Roll Strategy ETF	+1,377	11,269	$342,239
GOVT	iShares U.S. Treasury Bond ETF	+1,285	18,034	$410,814
IWM	iShares Russell 2000 ETF	+1,175	25,092	$7,538,891
VOE	VANGUARD MID-CAP VALUE INDEX FUND	+563	7,078	$1,398,612
NVDA	Nvidia Corp	+529	28,199	$5,642,337
MDT	Medtronic plc	+484	19,859	$1,553,569
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+409	9,442	$780,381
QQQ	Invesco Qqq Trust, Series 1	+327	36,023	$26,527,337
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+300	1,842	$350,937
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	+240	4,421	$426,361
BNDX	Vanguard Total International Bond ETF	+183	15,764	$763,450
MBB	iShares MBS ETF	+172	2,441	$230,723
VEA	Vanguard FTSE Developed Markets ETF	+128	142,415	$10,147,068
SPY	Spdr S&P 500 ETF Trust	+125	41,472	$30,970,045
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	+106	79,227	$5,992,730
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+97	11,527	$1,162,036
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	−5,707	261,632	$14,591,216
ACWI	iShares MSCI ACWI ETF	−2,804	407,963	$64,037,952
VOO	VANGUARD 500 INDEX FUND	−1,818	46,454	$31,905,071
GOOGL	Alphabet Inc.	−1,619	9,031	$3,227,408
GLD	Spdr Gold Trust	−1,450	38,771	$14,282,460
IAU	Ishares Gold Trust	−1,237	183,087	$13,824,899
META	Meta Platforms, Inc.	−1,007	37,087	$20,890,736
NVO	Novo Nordisk A S	−857	56,733	$2,719,780
JNJ	Johnson & Johnson	−501	5,230	$1,328,263
MSFT	Microsoft Corp	−266	6,228	$2,323,168
IEMG	iShares Trust	−132	7,200	$596,448
AAPL	Apple Inc.	−115	8,235	$2,382,879
RTX	RTX Corp	−104	5,002	$949,029
BRK-B	Berkshire Hathaway Inc	−80	4,718	$2,360,840
GD	General Dynamics Corp	−67	3,725	$1,319,544
DIS	Walt Disney Co	−65	18,065	$1,738,756
SBUX	Starbucks Corp	−51	9,650	$986,133
V	Visa Inc.	−45	3,349	$1,149,008
GOOG	Alphabet Inc.	−29	3,042	$1,074,829
PCY	Invesco Ltd.	−22	18,335	$396,952
PG	PROCTER & GAMBLE Co	−21	6,488	$951,400
ASML	Asml Holding NV	−16	1,132	$2,252,045
HD	Home Depot, Inc.	−15	1,813	$639,408
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
XYZ	Block, Inc.	8,266	$628,216
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	1,490	$275,992
ERAS	Erasca, Inc.	14,000	$256,480
CSCO	Cisco Systems, Inc.	1,959	$230,104
ISRG	Intuitive Surgical Inc	568	$225,882
IVV	iShares Core S&P 500 ETF	296	$221,671
IWS	iShares Russell Mid-Cap Value ETF	1,300	$213,980
TMO	Thermo Fisher Scientific Inc.	405	$203,050
—		816	$200,907
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
IMNM	Immunome Inc.	37,615	$822,640
SCHF	Schwab International Equity ETF	23,280	$576,180
ACN	Accenture plc	2,581	$511,786
HON	Honeywell International Inc	1,765	$398,943
CRVS	Corvus Pharmaceuticals, Inc.	22,371	$327,287
INTU	Intuit Inc.	591	$255,536
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	2,206	$240,409
CMF	iShares California Muni Bond ETF	3,886	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $399,208,164 total · filing declares 87 positions · $399,348,320 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ACWI	iShares MSCI ACWI ETF	Reduced	407,963	-2,804	$64,037,952	—	18	before history	16.04%
VOO	VANGUARD 500 INDEX FUND	Reduced	46,454	-1,818	$31,905,071	+10.6%	18	before history	7.99%
SPY	Spdr S&P 500 ETF Trust	Added	41,472	+125	$30,970,045	+15.2%	18	before history	7.76%
QQQ	Invesco Qqq Trust, Series 1	Added	36,023	+327	$26,527,337	+28.8%	18	before history	6.64%
META	Meta Platforms, Inc. Communication Services	Reduced	37,087	-1,007	$20,890,736	−4.1%	18	before history	5.23%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	107,297	+1,933	$16,840,264	+15.6%	17	$92.71	4.22%
IWR	iShares Russell Mid-Cap ETF	Added	151,759	+4,313	$16,742,052	—	18	before history	4.19%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	Reduced	261,632	-5,707	$14,591,216	+19.0%	18	before history	3.66%
GLD	Spdr Gold Trust	Reduced	38,771	-1,450	$14,282,460	−17.5%	18	before history	3.58%
IAU	Ishares Gold Trust	Reduced	183,087	-1,237	$13,824,899	−14.9%	18	before history	3.46%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	214,422	+5,567	$12,798,849	+13.4%	18	before history	3.21%
COIN	Coinbase Global, Inc. Financial Services	Held	74,173	0	$10,843,350	−16.3%	18	before history	2.72%
EEM	iShares MSCI Emerging Markets ETF	Added	151,546	+2,087	$10,367,261	+22.1%	18	before history	2.60%
VEA	Vanguard FTSE Developed Markets ETF	Added	142,415	+128	$10,147,068	+11.3%	18	before history	2.54%
IWF	iShares Russell 1000 Growth ETF	Added	70,494	+53,104	$8,753,239	—	18	before history	2.19%
PRF	Victory Portfolios II	Added	143,409	+1,862	$7,748,388	+15.2%	18	before history	1.94%
IWM	iShares Russell 2000 ETF	Added	25,092	+1,175	$7,538,891	—	10	unpriced	1.89%
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	Added	79,227	+106	$5,992,730	+8.4%	18	before history	1.50%
NVDA	Nvidia Corp Technology	Added	28,199	+529	$5,642,337	+16.9%	15	$88.03	1.41%
RBLX	Roblox Corp Communication Services	Added	98,195	+11	$5,339,844	−3.8%	10	$39.15	1.34%
ACRS	Aclaris Therapeutics, Inc. Healthcare	Held	714,823	0	$3,781,413	+41.1%	4	$1.74	0.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,031	-1,619	$3,227,408	+5.4%	18	before history	0.81%
PANW	Palo Alto Networks Inc Technology	Added	8,942	+10	$3,049,400	+113.0%	18	before history	0.76%
NVO	Novo Nordisk A S Healthcare	Reduced	56,733	-857	$2,719,780	+28.5%	18	before history	0.68%
AAPL	Apple Inc. Technology	Reduced	8,235	-115	$2,382,879	+12.4%	18	before history	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,718	-80	$2,360,840	+2.7%	18	before history	0.59%
MSFT	Microsoft Corp Technology	Reduced	6,228	-266	$2,323,168	−3.4%	18	before history	0.58%
ASML	Asml Holding NV Technology	Reduced	1,132	-16	$2,252,045	+48.5%	7	$720.06	0.56%
UL	Unilever PLC Consumer Defensive	Added	36,080	+5,243	$2,169,129	+23.5%	18	before history	0.54%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Held	18,200	0	$2,165,618	+21.5%	14	unpriced	0.54%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	41,617	+63	$2,122,467	+0.2%	18	before history	0.53%
DIS	Walt Disney Co Communication Services	Reduced	18,065	-65	$1,738,756	−0.5%	18	before history	0.44%
MDT	Medtronic plc Healthcare	Added	19,859	+484	$1,553,569	−7.5%	18	before history	0.39%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	7,078	+563	$1,398,612	+16.5%	18	before history	0.35%
JNJ	Johnson & Johnson Healthcare	Reduced	5,230	-501	$1,328,263	−5.2%	18	before history	0.33%
GD	General Dynamics Corp Industrials	Reduced	3,725	-67	$1,319,544	+1.4%	18	before history	0.33%
LLY	ELI LILLY & Co Healthcare	Added	1,070	+82	$1,283,390	+41.2%	7	$814.89	0.32%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	11,527	+97	$1,162,036	+1.1%	18	before history	0.29%
V	Visa Inc. Financial Services	Reduced	3,349	-45	$1,149,008	+12.0%	18	before history	0.29%
GOOG	Alphabet Inc. Communication Services	Reduced	3,042	-29	$1,074,829	+22.0%	18	before history	0.27%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	9,650	-51	$986,133	+13.5%	18	before history	0.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,488	-21	$951,400	+1.2%	18	before history	0.24%
RTX	RTX Corp Industrials	Reduced	5,002	-104	$949,029	−3.6%	18	before history	0.24%
ORCL	Oracle Corp Technology	Added	6,367	+4	$933,083	−0.3%	18	before history	0.23%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	4,519	0	$851,108	+13.4%	18	before history	0.21%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,944	+35	$817,646	+15.2%	5	$332.22	0.20%
VIG	Vanguard Specialized Funds	Held	3,429	0	$811,369	+10.0%	12	$173.94	0.20%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	9,442	+409	$780,381	+4.4%	12	$79.50	0.20%
IUSG	iShares Core S&P U.S. Growth ETF	Added	4,095	+2	$770,228	—	13	unpriced	0.19%
BNDX	Vanguard Total International Bond ETF	Added	15,764	+183	$763,450	+2.0%	18	before history	0.19%

Showing the top 50 of 87 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.