# EDGAR Filing Document

**Accession Number:** 0001950962
**File Stem:** 0001950962-23-000003
**Filing Date:** 2023-2
**Character Count:** 11878
**Document Hash:** 6dac95bf747df7be3dcb341110ea8b1c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001950962-23-000003.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001950962-23-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**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:** 23626120

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** 3270 ALPINE ROAD<br>PORTOLA VALLEY, CA 94028

**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  02-14-2023<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:** 82

**Form 13F Information Table Value Total:** $186546743

      (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 |  | 32896509 | 387565 | SH |  | SOLE |  | 0 | 0 | 387565 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 23772602 | 2458387 | SH |  | SOLE |  | 0 | 0 | 2458387 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 11361064 | 29599 | SH |  | SOLE |  | 0 | 0 | 29599 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 7455004 | 86495 | SH |  | SOLE |  | 0 | 0 | 86495 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 7338653 | 193632 | SH |  | SOLE |  | 0 | 0 | 193632 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 6648637 | 131565 | SH |  | SOLE |  | 0 | 0 | 131565 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 5840494 | 128532 | SH |  | SOLE |  | 0 | 0 | 128532 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 5633405 | 33208 | SH |  | SOLE |  | 0 | 0 | 33208 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 |  | 5587664 | 35273 | SH |  | SOLE |  | 0 | 0 | 35273 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 5578030 | 157616 | SH |  | SOLE |  | 0 | 0 | 157616 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 5331495 | 154134 | SH |  | SOLE |  | 0 | 0 | 154134 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 4616020 | 68436 | SH |  | SOLE |  | 0 | 0 | 68436 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4377540 | 112302 | SH |  | SOLE |  | 0 | 0 | 112302 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 3554242 | 16590 | SH |  | SOLE |  | 0 | 0 | 16590 |
| ORACLE CORP | COM | 68389X105 |  | 2783819 | 34057 | SH |  | SOLE |  | 0 | 0 | 34057 |
| APPLE INC | COM | 037833100 |  | 2552487 | 19620 | SH |  | SOLE |  | 0 | 0 | 19620 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 2117403 | 20981 | SH |  | SOLE |  | 0 | 0 | 20981 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 2058604 | 20798 | SH |  | SOLE |  | 0 | 0 | 20798 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2043525 | 5816 | SH |  | SOLE |  | 0 | 0 | 5816 |
| MICROSOFT CORP | COM | 594918104 |  | 1939364 | 8087 | SH |  | SOLE |  | 0 | 0 | 8087 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1786369 | 5783 | SH |  | SOLE |  | 0 | 0 | 5783 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 1738984 | 12849 | SH |  | SOLE |  | 0 | 0 | 12849 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1662878 | 6245 | SH |  | SOLE |  | 0 | 0 | 6245 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 1660168 | 10700 | SH |  | SOLE |  | 0 | 0 | 10700 |
| DOCUSIGN INC | COM | 256163106 |  | 1628350 | 29382 | SH |  | SOLE |  | 0 | 0 | 29382 |
| HOME DEPOT INC | COM | 437076102 |  | 1496861 | 4739 | SH |  | SOLE |  | 0 | 0 | 4739 |
| NIKE INC | CL B | 654106103 |  | 1411024 | 12059 | SH |  | SOLE |  | 0 | 0 | 12059 |
| GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 37611X100 |  | 1409125 | 833802 | SH |  | SOLE |  | 0 | 0 | 833802 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1320009 | 14961 | SH |  | SOLE |  | 0 | 0 | 14961 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1302081 | 5248 | SH |  | SOLE |  | 0 | 0 | 5248 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1240596 | 18900 | SH |  | SOLE |  | 0 | 0 | 18900 |
| STARBUCKS CORP | COM | 855244109 |  | 1215994 | 12258 | SH |  | SOLE |  | 0 | 0 | 12258 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 1082223 | 21494 | SH |  | SOLE |  | 0 | 0 | 21494 |
| DISNEY WALT CO | COM | 254687106 |  | 1073924 | 12361 | SH |  | SOLE |  | 0 | 0 | 12361 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 1070452 | 11611 | SH |  | SOLE |  | 0 | 0 | 11611 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1006042 | 8360 | SH |  | SOLE |  | 0 | 0 | 8360 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 965069 | 3795 | SH |  | SOLE |  | 0 | 0 | 3795 |
| WALMART INC | COM | 931142103 |  | 938681 | 6594 | SH |  | SOLE |  | 0 | 0 | 6594 |
| CISCO SYS INC | COM | 17275R102 |  | 908106 | 19062 | SH |  | SOLE |  | 0 | 0 | 19062 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 903787 | 3387 | SH |  | SOLE |  | 0 | 0 | 3387 |
| BIOGEN INC | COM | 09062X103 |  | 901928 | 3257 | SH |  | SOLE |  | 0 | 0 | 3257 |
| INTERNATIONAL FLAVORS | COM | 459506101 |  | 855976 | 8102 | SH |  | SOLE |  | 0 | 0 | 8102 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 819833 | 4641 | SH |  | SOLE |  | 0 | 0 | 4641 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 46138E743 |  | 799345 | 19243 | SH |  | SOLE |  | 0 | 0 | 19243 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 748563 | 9548 | SH |  | SOLE |  | 0 | 0 | 9548 |
| VISA INC | COM CL A | 92826C839 |  | 734091 | 3523 | SH |  | SOLE |  | 0 | 0 | 3523 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 656675 | 4706 | SH |  | SOLE |  | 0 | 0 | 4706 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 647372 | 4787 | SH |  | SOLE |  | 0 | 0 | 4787 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 634006 | 15106 | SH |  | SOLE |  | 0 | 0 | 15106 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 624263 | 1855 | SH |  | SOLE |  | 0 | 0 | 1855 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 586483 | 10255 | SH |  | SOLE |  | 0 | 0 | 10255 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 558953 | 3688 | SH |  | SOLE |  | 0 | 0 | 3688 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 507609 | 2655 | SH |  | SOLE |  | 0 | 0 | 2655 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 466720 | 5260 | SH |  | SOLE |  | 0 | 0 | 5260 |
| PEPSICO INC | COM | 713448108 |  | 434344 | 2389 | SH |  | SOLE |  | 0 | 0 | 2389 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 409007 | 4217 | SH |  | SOLE |  | 0 | 0 | 4217 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 344920 | 626 | SH |  | SOLE |  | 0 | 0 | 626 |
| 3M CO | COM | 88579Y101 |  | 344170 | 2870 | SH |  | SOLE |  | 0 | 0 | 2870 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 46138E727 |  | 338727 | 19224 | SH |  | SOLE |  | 0 | 0 | 19224 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI SML | 46138E735 |  | 328250 | 11082 | SH |  | SOLE |  | 0 | 0 | 11082 |
| ISHARES TR | COHEN STEER REIT | 464287564 |  | 319278 | 5822 | SH |  | SOLE |  | 0 | 0 | 5822 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 316173 | 1815 | SH |  | SOLE |  | 0 | 0 | 1815 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 316028 | 7053 | SH |  | SOLE |  | 0 | 0 | 7053 |
| WORKDAY INC | CL A | 98138H101 |  | 309895 | 1852 | SH |  | SOLE |  | 0 | 0 | 1852 |
| INTUIT | COM | 461202103 |  | 290747 | 747 | SH |  | SOLE |  | 0 | 0 | 747 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 286998 | 8053 | SH |  | SOLE |  | 0 | 0 | 8053 |
| AMAZON COM INC | COM | 023135106 |  | 284684 | 3380 | SH |  | SOLE |  | 0 | 0 | 3380 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 277631 | 3335 | SH |  | SOLE |  | 0 | 0 | 3335 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 277479 | 43221 | SH |  | SOLE |  | 0 | 0 | 43221 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 274452 | 4891 | SH |  | SOLE |  | 0 | 0 | 4891 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 262031 | 574 | SH |  | SOLE |  | 0 | 0 | 574 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 253966 | 2386 | SH |  | SOLE |  | 0 | 0 | 2386 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 250690 | 1808 | SH |  | SOLE |  | 0 | 0 | 1808 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 |  | 249788 | 13379 | SH |  | SOLE |  | 0 | 0 | 13379 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 247388 | 5216 | SH |  | SOLE |  | 0 | 0 | 5216 |
| DANAHER CORPORATION | COM | 235851102 |  | 232196 | 874 | SH |  | SOLE |  | 0 | 0 | 874 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 227269 | 3464 | SH |  | SOLE |  | 0 | 0 | 3464 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 217610 | 2011 | SH |  | SOLE |  | 0 | 0 | 2011 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 213305 | 2021 | SH |  | SOLE |  | 0 | 0 | 2021 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 209272 | 1432 | SH |  | SOLE |  | 0 | 0 | 1432 |
| WEAVE COMMUNICATIONS INC | COM | 94724R108 |  | 143684 | 31372 | SH |  | SOLE |  | 0 | 0 | 31372 |
| TILRAY BRANDS INC | COM CL 2 | 88688T100 |  | 37660 | 14000 | SH |  | SOLE |  | 0 | 0 | 14000 |

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