0001950962-23-000008.txt : 20231113 0001950962-23-000008.hdr.sgml : 20231113 20231113133213 ACCESSION NUMBER: 0001950962-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Three Bridge Wealth Advisors, LLC CENTRAL INDEX KEY: 0001950962 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: 231397385 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 09-30-2023 09-30-2023 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 11-13-2023 0 93 240948833 false INFORMATION TABLE 2 tbwa13fq32023.xml AFFIRM HLDGS INC COM CL A 00827B106 42361055 1991587 SH SOLE 0 0 1991587 ISHARES TR MSCI ACWI ETF 464288257 38528556 417111 SH SOLE 0 0 417111 SPDR S&P 500 ETF TR TR UNIT 78462F103 13769490 32092 SH SOLE 0 0 32092 COINBASE GLOBAL INC COM CL A 19260Q107 11252615 149875 SH SOLE 0 0 149875 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 8631263 92630 SH SOLE 0 0 92630 ISHARES TR MSCI EMG MKT ETF 464287234 6948721 183102 SH SOLE 0 0 183102 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 6700854 203118 SH SOLE 0 0 203118 ISHARES GOLD TR ISHARES NEW 464285204 6034585 172466 SH SOLE 0 0 172466 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5953696 151841 SH SOLE 0 0 151841 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 5833974 115639 SH SOLE 0 0 115639 GITLAB INC CLASS A COM 37637K108 5812217 128532 SH SOLE 0 0 128532 META PLATFORMS INC CL A 30303M102 5592312 18628 SH SOLE 0 0 18628 SPDR GOLD TR GOLD SHS 78463V107 5163388 30116 SH SOLE 0 0 30116 ISHARES TR RUS MID CAP ETF 464287499 4753318 68319 SH SOLE 0 0 68319 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4494511 11402 SH SOLE 0 0 11402 ISHARES TR RUS 1000 GRW ETF 464287614 4467937 16765 SH SOLE 0 0 16765 INVESCO QQQ TR UNIT SER 1 46090E103 3219516 8973 SH SOLE 0 0 8973 APPLE INC COM 037833100 3009779 17579 SH SOLE 0 0 17579 MICROSOFT CORP COM 594918104 2417299 7656 SH SOLE 0 0 7656 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2406975 24036 SH SOLE 0 0 24036 ORACLE CORP COM 68389X105 2366571 22343 SH SOLE 0 0 22343 ALPHABET INC CAP STK CL A 02079K305 2131317 16287 SH SOLE 0 0 16287 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1987953 5675 SH SOLE 0 0 5675 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1929057 60624 SH SOLE 0 0 60624 DISNEY WALT CO COM 254687106 1764377 21769 SH SOLE 0 0 21769 UNILEVER PLC SPON ADR NEW 904767704 1681823 34045 SH SOLE 0 0 34045 RTX CORPORATION COM 75513E101 1651280 22944 SH SOLE 0 0 22944 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 1509182 833802 SH SOLE 0 0 833802 HOME DEPOT INC COM 437076102 1440397 4767 SH SOLE 0 0 4767 NOVO-NORDISK A S ADR 670100205 1393928 15328 SH SOLE 0 0 15328 ADOBE INC COM 00724F101 1382849 2712 SH SOLE 0 0 2712 MEDTRONIC PLC SHS G5960L103 1364561 17262 SH SOLE 0 0 17262 DOCUSIGN INC COM 256163106 1234044 29382 SH SOLE 0 0 29382 NIKE INC CL B 654106103 1209029 12604 SH SOLE 0 0 12604 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1194044 3888 SH SOLE 0 0 3888 ISHARES TR MSCI EAFE ETF 464287465 1161164 16848 SH SOLE 0 0 16848 VISA INC COM CL A 92826C839 1110258 4827 SH SOLE 0 0 4827 PALO ALTO NETWORKS INC COM 697435105 1103275 4706 SH SOLE 0 0 4706 GENERAL DYNAMICS CORP COM 369550108 1099326 4975 SH SOLE 0 0 4975 JOHNSON & JOHNSON COM 478160104 1085266 6968 SH SOLE 0 0 6968 SPDR SER TR PRTFLO S&P500 GW 78464A409 1078896 18200 SH SOLE 0 0 18200 INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 46138E743 1074445 24683 SH SOLE 0 0 24683 NVIDIA CORPORATION COM 67066G104 940448 2162 SH SOLE 0 0 2162 WALMART INC COM 931142103 920237 5754 SH SOLE 0 0 5754 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 900621 10383 SH SOLE 0 0 10383 STARBUCKS CORP COM 855244109 860859 9432 SH SOLE 0 0 9432 INTUIT COM 461202103 835898 1636 SH SOLE 0 0 1636 BIOGEN INC COM 09062X103 827572 3220 SH SOLE 0 0 3220 CISCO SYS INC COM 17275R102 825261 15351 SH SOLE 0 0 15351 ALPHABET INC CAP STK CL C 02079K107 693531 5260 SH SOLE 0 0 5260 PALANTIR TECHNOLOGIES INC CL A 69608A108 691536 43221 SH SOLE 0 0 43221 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 680834 15573 SH SOLE 0 0 15573 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 650216 13594 SH SOLE 0 0 13594 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 641743 9303 SH SOLE 0 0 9303 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 633898 4840 SH SOLE 0 0 4840 3M CO COM 88579Y101 632403 6755 SH SOLE 0 0 6755 PROCTER AND GAMBLE CO COM 742718109 605757 4153 SH SOLE 0 0 4153 BECTON DICKINSON & CO COM 075887109 514475 1990 SH SOLE 0 0 1990 PEPSICO INC COM 713448108 510184 3011 SH SOLE 0 0 3011 VANGUARD INDEX FDS TOTAL STK MKT 922908769 495128 2331 SH SOLE 0 0 2331 AMAZON COM INC COM 023135106 451403 3551 SH SOLE 0 0 3551 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 406158 11960 SH SOLE 0 0 11960 ISHARES TR CORE S&P US GWT 464287671 402990 4234 SH SOLE 0 0 4234 WORKDAY INC CL A 98138H101 397902 1852 SH SOLE 0 0 1852 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 365392 2340 SH SOLE 0 0 2340 VANGUARD INDEX FDS LARGE CAP ETF 922908637 355177 1815 SH SOLE 0 0 1815 COSTCO WHSL CORP NEW COM 22160K105 324287 574 SH SOLE 0 0 574 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 310570 10514 SH SOLE 0 0 10514 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 310252 6224 SH SOLE 0 0 6224 THERMO FISHER SCIENTIFIC INC COM 883556102 304419 601 SH SOLE 0 0 601 JPMORGAN CHASE & CO COM 46625H100 295841 2040 SH SOLE 0 0 2040 WISDOMTREE TR EMER MKT HIGH FD 97717W315 293809 7839 SH SOLE 0 0 7839 ISHARES TR CALIF MUN BD ETF 464288356 273095 4980 SH SOLE 0 0 4980 WEAVE COMMUNICATIONS INC COM 94724R108 255682 31372 SH SOLE 0 0 31372 ISHARES TR 1 3 YR TREAS BD 464287457 246554 3045 SH SOLE 0 0 3045 ISHARES TR RUS 2000 VAL ETF 464287630 244295 1790 SH SOLE 0 0 1790 COCA COLA CO COM 191216100 239531 4244 SH SOLE 0 0 4244 VANGUARD INDEX FDS MID CAP ETF 922908629 232188 1115 SH SOLE 0 0 1115 ISHARES TR NATIONAL MUN ETF 464288414 228127 2225 SH SOLE 0 0 2225 BANK AMERICA CORP COM 060505104 227254 8300 SH SOLE 0 0 8300 ISHARES TR CORE US AGGBD ET 464287226 224473 2387 SH SOLE 0 0 2387 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 224256 1368 SH SOLE 0 0 1368 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 222904 3293 SH SOLE 0 0 3293 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 222595 12184 SH SOLE 0 0 12184 AIRBNB INC COM CL A 009066101 220908 1610 SH SOLE 0 0 1610 DANAHER CORPORATION COM 235851102 216839 874 SH SOLE 0 0 874 SALESFORCE INC COM 79466L302 214136 1056 SH SOLE 0 0 1056 VANGUARD WORLD FDS INF TECH ETF 92204A702 213296 513 SH SOLE 0 0 513 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 210878 2775 SH SOLE 0 0 2775 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 209595 6231 SH SOLE 0 0 6231 GOLDMAN SACHS GROUP INC COM 38141G104 208379 644 SH SOLE 0 0 644 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 206044 2741 SH SOLE 0 0 2741 TILRAY BRANDS INC COM 88688T100 23900 10000 SH SOLE 0 0 10000