# EDGAR Filing Document

**Accession Number:** 0001950962
**File Stem:** 0001950962-25-000007
**Filing Date:** 2025-7
**Character Count:** 15735
**Document Hash:** 2698556e856f350dc70a7fe09f69652a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001950962-25-000007.hdr.sgml**: 20250722

**ACCESSION NUMBER**: 0001950962-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250722

**DATE AS OF CHANGE**: 20250722

**EFFECTIVENESS DATE**: 20250722

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Three Bridge Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001950962

**ORGANIZATION NAME:**
- **EIN:** 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:** 251140880

**BUSINESS ADDRESS:**
- **STREET 1:** 240 3RD STREET
- **STREET 2:** SUITE 110
- **CITY:** LOS ALTOS
- **STATE:** CA
- **ZIP:** 94022
- **BUSINESS PHONE:** 650-433-3500

**MAIL ADDRESS:**
- **STREET 1:** 240 3RD STREET
- **STREET 2:** SUITE 110
- **CITY:** LOS ALTOS
- **STATE:** CA
- **ZIP:** 94022

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Three Bridge Wealth Advisors LLC<br>**Address:** 240 3RD STREET<br>SUITE 110<br>LOS ALTOS, CA 94022

**Form 13F File Number:** 028-22674

**CRD Number (if applicable):** 000150460

**SEC File Number (if applicable):** 801-70332

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brett Sharkey<br>**Title:** Co-Founder  Managing Director<br>**Phone:** (650) 433-3500

**Signature, Place, and Date of Signing:**

Brett Sharkey  Portola Valley, CA  07-21-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 123

**Form 13F Information Table Value Total:** $379501293

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 51880909 | 403429 | SH |  | SOLE |  | 0 | 0 | 403429 |
| META PLATFORMS INC | CL A | 30303M102 |  | 29221196 | 39590 | SH |  | SOLE |  | 0 | 0 | 39590 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 26018976 | 74236 | SH |  | SOLE |  | 0 | 0 | 74236 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 23971915 | 38694 | SH |  | SOLE |  | 0 | 0 | 38694 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 23064803 | 40481 | SH |  | SOLE |  | 0 | 0 | 40481 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 16156814 | 29257 | SH |  | SOLE |  | 0 | 0 | 29257 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 13445634 | 104619 | SH |  | SOLE |  | 0 | 0 | 104619 |
| ROBLOX CORP | CL A | 771049103 |  | 13334205 | 126751 | SH |  | SOLE |  | 0 | 0 | 126751 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 12250248 | 196444 | SH |  | SOLE |  | 0 | 0 | 196444 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 11810072 | 128412 | SH |  | SOLE |  | 0 | 0 | 128412 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 11631398 | 38157 | SH |  | SOLE |  | 0 | 0 | 38157 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 |  | 10023739 | 246465 | SH |  | SOLE |  | 0 | 0 | 246465 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 9532047 | 192722 | SH |  | SOLE |  | 0 | 0 | 192722 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 8106320 | 142191 | SH |  | SOLE |  | 0 | 0 | 142191 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 7381810 | 17386 | SH |  | SOLE |  | 0 | 0 | 17386 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 6771417 | 140369 | SH |  | SOLE |  | 0 | 0 | 140369 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5937647 | 37581 | SH |  | SOLE |  | 0 | 0 | 37581 |
| APPLE INC | COM | 037833100 |  | 5929487 | 28900 | SH |  | SOLE |  | 0 | 0 | 28900 |
| MICROSOFT CORP | COM | 594918104 |  | 5735635 | 11531 | SH |  | SOLE |  | 0 | 0 | 11531 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 5111171 | 120917 | SH |  | SOLE |  | 0 | 0 | 120917 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 4145757 | 19212 | SH |  | SOLE |  | 0 | 0 | 19212 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 |  | 3580711 | 62360 | SH |  | SOLE |  | 0 | 0 | 62360 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 3498118 | 68698 | SH |  | SOLE |  | 0 | 0 | 68698 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3456243 | 19612 | SH |  | SOLE |  | 0 | 0 | 19612 |
| ORACLE CORP | COM | 68389X105 |  | 2976647 | 13615 | SH |  | SOLE |  | 0 | 0 | 13615 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2956396 | 6086 | SH |  | SOLE |  | 0 | 0 | 6086 |
| DISNEY WALT CO | COM | 254687106 |  | 2675005 | 21484 | SH |  | SOLE |  | 0 | 0 | 21484 |
| MAPLEBEAR INC | COM | 565394103 |  | 2490055 | 55041 | SH |  | SOLE |  | 0 | 0 | 55041 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 2271976 | 37142 | SH |  | SOLE |  | 0 | 0 | 37142 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 2055404 | 10044 | SH |  | SOLE |  | 0 | 0 | 10044 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1846798 | 21015 | SH |  | SOLE |  | 0 | 0 | 21015 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1815646 | 13319 | SH |  | SOLE |  | 0 | 0 | 13319 |
| AMAZON COM INC | COM | 023135106 |  | 1755120 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 1734824 | 18200 | SH |  | SOLE |  | 0 | 0 | 18200 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 1722049 | 24950 | SH |  | SOLE |  | 0 | 0 | 24950 |
| VISA INC | COM CL A | 92826C839 |  | 1630745 | 4593 | SH |  | SOLE |  | 0 | 0 | 4593 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1394913 | 9132 | SH |  | SOLE |  | 0 | 0 | 9132 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 1293810 | 12869 | SH |  | SOLE |  | 0 | 0 | 12869 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1171307 | 4016 | SH |  | SOLE |  | 0 | 0 | 4016 |
| ELI LILLY  CO | COM | 532457108 |  | 1165397 | 1495 | SH |  | SOLE |  | 0 | 0 | 1495 |
| RTX CORPORATION | COM | 75513E101 |  | 1085221 | 7432 | SH |  | SOLE |  | 0 | 0 | 7432 |
| BROADCOM INC | COM | 11135F101 |  | 1010809 | 3667 | SH |  | SOLE |  | 0 | 0 | 3667 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 1006546 | 1256 | SH |  | SOLE |  | 0 | 0 | 1256 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 965073 | 5837 | SH |  | SOLE |  | 0 | 0 | 5837 |
| HOME DEPOT INC | COM | 437076102 |  | 949231 | 2589 | SH |  | SOLE |  | 0 | 0 | 2589 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 933433 | 3123 | SH |  | SOLE |  | 0 | 0 | 3123 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 928564 | 938 | SH |  | SOLE |  | 0 | 0 | 938 |
| STARBUCKS CORP | COM | 855244109 |  | 880748 | 9612 | SH |  | SOLE |  | 0 | 0 | 9612 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 865091 | 2984 | SH |  | SOLE |  | 0 | 0 | 2984 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 807592 | 16312 | SH |  | SOLE |  | 0 | 0 | 16312 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 791050 | 9540 | SH |  | SOLE |  | 0 | 0 | 9540 |
| TESLA INC | COM | 88160R101 |  | 779220 | 2453 | SH |  | SOLE |  | 0 | 0 | 2453 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 737071 | 3586 | SH |  | SOLE |  | 0 | 0 | 3586 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 667292 | 11972 | SH |  | SOLE |  | 0 | 0 | 11972 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 666099 | 3755 | SH |  | SOLE |  | 0 | 0 | 3755 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 665161 | 4175 | SH |  | SOLE |  | 0 | 0 | 4175 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 631075 | 10310 | SH |  | SOLE |  | 0 | 0 | 10310 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 617342 | 6122 | SH |  | SOLE |  | 0 | 0 | 6122 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 615634 | 6375 | SH |  | SOLE |  | 0 | 0 | 6375 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 614796 | 4088 | SH |  | SOLE |  | 0 | 0 | 4088 |
| INTUIT | COM | 461202103 |  | 593873 | 754 | SH |  | SOLE |  | 0 | 0 | 754 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 573164 | 24052 | SH |  | SOLE |  | 0 | 0 | 24052 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 530455 | 24002 | SH |  | SOLE |  | 0 | 0 | 24002 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 519359 | 1815 | SH |  | SOLE |  | 0 | 0 | 1815 |
| SERVICENOW INC | COM | 81762P102 |  | 509928 | 496 | SH |  | SOLE |  | 0 | 0 | 496 |
| NETFLIX INC | COM | 64110L106 |  | 503513 | 376 | SH |  | SOLE |  | 0 | 0 | 376 |
| PEPSICO INC | COM | 713448108 |  | 502016 | 3802 | SH |  | SOLE |  | 0 | 0 | 3802 |
| ABBVIE INC | COM | 00287Y109 |  | 495234 | 2668 | SH |  | SOLE |  | 0 | 0 | 2668 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 484722 | 892 | SH |  | SOLE |  | 0 | 0 | 892 |
| WORKDAY INC | CL A | 98138H101 |  | 484080 | 2017 | SH |  | SOLE |  | 0 | 0 | 2017 |
| WALMART INC | COM | 931142103 |  | 465531 | 4761 | SH |  | SOLE |  | 0 | 0 | 4761 |
| LINDE PLC | SHS | G54950103 |  | 410063 | 874 | SH |  | SOLE |  | 0 | 0 | 874 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 404034 | 3748 | SH |  | SOLE |  | 0 | 0 | 3748 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 394005 | 4254 | SH |  | SOLE |  | 0 | 0 | 4254 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 393668 | 68 | SH |  | SOLE |  | 0 | 0 | 68 |
| CINTAS CORP | COM | 172908105 |  | 386011 | 1732 | SH |  | SOLE |  | 0 | 0 | 1732 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 380680 | 4912 | SH |  | SOLE |  | 0 | 0 | 4912 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 363585 | 4538 | SH |  | SOLE |  | 0 | 0 | 4538 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 362177 | 3970 | SH |  | SOLE |  | 0 | 0 | 3970 |
| IMMUNOME INC | COM | 45257U108 |  | 349820 | 37615 | SH |  | SOLE |  | 0 | 0 | 37615 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 345303 | 3701 | SH |  | SOLE |  | 0 | 0 | 3701 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 344006 | 1875 | SH |  | SOLE |  | 0 | 0 | 1875 |
| DOORDASH INC | CL A | 25809K105 |  | 331309 | 1344 | SH |  | SOLE |  | 0 | 0 | 1344 |
| SALESFORCE INC | COM | 79466L302 |  | 321483 | 1178 | SH |  | SOLE |  | 0 | 0 | 1178 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 315708 | 452 | SH |  | SOLE |  | 0 | 0 | 452 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 314027 | 3513 | SH |  | SOLE |  | 0 | 0 | 3513 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 310940 | 1020 | SH |  | SOLE |  | 0 | 0 | 1020 |
| TJX COS INC NEW | COM | 872540109 |  | 305761 | 2476 | SH |  | SOLE |  | 0 | 0 | 2476 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 |  | 297486 | 14561 | SH |  | SOLE |  | 0 | 0 | 14561 |
| QUANTA SVCS INC | COM | 74762E102 |  | 291878 | 772 | SH |  | SOLE |  | 0 | 0 | 772 |
| ANALOG DEVICES INC | COM | 032654105 |  | 290146 | 1219 | SH |  | SOLE |  | 0 | 0 | 1219 |
| CHUBB LIMITED | COM | H1467J104 |  | 287113 | 991 | SH |  | SOLE |  | 0 | 0 | 991 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 287095 | 1820 | SH |  | SOLE |  | 0 | 0 | 1820 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 277879 | 4629 | SH |  | SOLE |  | 0 | 0 | 4629 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 277438 | 392 | SH |  | SOLE |  | 0 | 0 | 392 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 277209 | 4082 | SH |  | SOLE |  | 0 | 0 | 4082 |
| CISCO SYS INC | COM | 17275R102 |  | 271819 | 3918 | SH |  | SOLE |  | 0 | 0 | 3918 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 270199 | 11758 | SH |  | SOLE |  | 0 | 0 | 11758 |
| PROGRESSIVE CORP | COM | 743315103 |  | 267127 | 1001 | SH |  | SOLE |  | 0 | 0 | 1001 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 263550 | 469 | SH |  | SOLE |  | 0 | 0 | 469 |
| ABBOTT LABS | COM | 002824100 |  | 263451 | 1937 | SH |  | SOLE |  | 0 | 0 | 1937 |
| WEAVE COMMUNICATIONS INC | COM | 94724R108 |  | 261015 | 31372 | SH |  | SOLE |  | 0 | 0 | 31372 |
| ADOBE INC | COM | 00724F101 |  | 257662 | 666 | SH |  | SOLE |  | 0 | 0 | 666 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 257351 | 1827 | SH |  | SOLE |  | 0 | 0 | 1827 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 254611 | 2346 | SH |  | SOLE |  | 0 | 0 | 2346 |
| MCKESSON CORP | COM | 58155Q103 |  | 249878 | 341 | SH |  | SOLE |  | 0 | 0 | 341 |
| CORTEVA INC | COM | 22052L104 |  | 246024 | 3301 | SH |  | SOLE |  | 0 | 0 | 3301 |
| IDEXX LABS INC | COM | 45168D104 |  | 243498 | 454 | SH |  | SOLE |  | 0 | 0 | 454 |
| BANK AMERICA CORP | COM | 060505104 |  | 242326 | 5121 | SH |  | SOLE |  | 0 | 0 | 5121 |
| EATON CORP PLC | SHS | G29183103 |  | 239183 | 670 | SH |  | SOLE |  | 0 | 0 | 670 |
| DANAHER CORPORATION | COM | 235851102 |  | 237828 | 1202 | SH |  | SOLE |  | 0 | 0 | 1202 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 236589 | 1112 | SH |  | SOLE |  | 0 | 0 | 1112 |
| EQUINIX INC | COM | 29444U700 |  | 229891 | 289 | SH |  | SOLE |  | 0 | 0 | 289 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 228846 | 2908 | SH |  | SOLE |  | 0 | 0 | 2908 |
| NIKE INC | CL B | 654106103 |  | 224786 | 3099 | SH |  | SOLE |  | 0 | 0 | 3099 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 224264 | 2192 | SH |  | SOLE |  | 0 | 0 | 2192 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 223634 | 551 | SH |  | SOLE |  | 0 | 0 | 551 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 221677 | 1020 | SH |  | SOLE |  | 0 | 0 | 1020 |
| PHILLIPS EDISON  CO INC | COMMON STOCK | 71844V201 |  | 218911 | 6231 | SH |  | SOLE |  | 0 | 0 | 6231 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 215630 | 676 | SH |  | SOLE |  | 0 | 0 | 676 |
| KKR  CO INC | COM | 48251W104 |  | 209788 | 1577 | SH |  | SOLE |  | 0 | 0 | 1577 |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 |  | 202160 | 8643 | SH |  | SOLE |  | 0 | 0 | 8643 |
| CORVUS PHARMACEUTICALS INC | COM | 221015100 |  | 89484 | 22371 | SH |  | SOLE |  | 0 | 0 | 22371 |

---