0001950962-24-000001.txt : 20240208 0001950962-24-000001.hdr.sgml : 20240208 20240208110114 ACCESSION NUMBER: 0001950962-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Three Bridge Wealth Advisors, LLC CENTRAL INDEX KEY: 0001950962 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22674 FILM NUMBER: 24607580 BUSINESS ADDRESS: STREET 1: 3270 ALPINE ROAD CITY: PORTOLA VALLEY STATE: CA ZIP: 94028 BUSINESS PHONE: 650-433-3500 MAIL ADDRESS: STREET 1: 3270 ALPINE ROAD CITY: PORTOLA VALLEY STATE: CA ZIP: 94028 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001950962 XXXXXXXX 12-31-2023 12-31-2023 Three Bridge Wealth Advisors, LLC

3270 ALPINE ROAD PORTOLA VALLEY CA 94028

13F HOLDINGS REPORT 028-22674 000150460 801-70332 N Brett Sharkey (650) 433-3500 Brett Sharkey Portola Valley CA 02-08-2024 0 93 289134143 false INFORMATION TABLE 2 tbwa13fq42023.xml AFFIRM HLDGS INC COM CL A 00827B106 53886285 1096587 SH SOLE 0 0 1096587 ISHARES TR MSCI ACWI ETF 464288257 42039622 413085 SH SOLE 0 0 413085 COINBASE GLOBAL INC COM CL A 19260Q107 26098957 150063 SH SOLE 0 0 150063 SPDR S&P 500 ETF TR TR UNIT 78462F103 16379447 34323 SH SOLE 0 0 34323 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 9745720 94729 SH SOLE 0 0 94729 GITLAB INC CLASS A COM 37637K108 8092375 128532 SH SOLE 0 0 128532 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 7456197 198885 SH SOLE 0 0 198885 ISHARES GOLD TR ISHARES NEW 464285204 7011310 179639 SH SOLE 0 0 179639 ISHARES TR MSCI EMG MKT ETF 464287234 6938087 172546 SH SOLE 0 0 172546 META PLATFORMS INC CL A 30303M102 6657988 18810 SH SOLE 0 0 18810 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6314866 153646 SH SOLE 0 0 153646 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 6277906 123390 SH SOLE 0 0 123390 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 6087176 127160 SH SOLE 0 0 127160 SPDR GOLD TR GOLD SHS 78463V107 5780981 30240 SH SOLE 0 0 30240 ISHARES TR RUS MID CAP ETF 464287499 5523196 71056 SH SOLE 0 0 71056 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5387483 12334 SH SOLE 0 0 12334 ISHARES TR RUS 1000 GRW ETF 464287614 5138732 16950 SH SOLE 0 0 16950 INVESCO QQQ TR UNIT SER 1 46090E103 4291633 10474 SH SOLE 0 0 10474 APPLE INC COM 037833100 3268891 16979 SH SOLE 0 0 16979 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2824953 28176 SH SOLE 0 0 28176 MICROSOFT CORP COM 594918104 2749840 7313 SH SOLE 0 0 7313 ORACLE CORP COM 68389X105 2316930 21976 SH SOLE 0 0 21976 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 2188683 62178 SH SOLE 0 0 62178 ALPHABET INC CAP STK CL A 02079K305 2162262 15479 SH SOLE 0 0 15479 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1931314 5415 SH 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