# EDGAR Filing Document

**Accession Number:** 0001950962
**File Stem:** 0001950962-23-000004
**Filing Date:** 2023-2
**Character Count:** 12080
**Document Hash:** f1d58969484bc692e43f3d2b7a35dd20
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001950962-23-000004.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001950962-23-000004

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20220331

**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:** 23626144

**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:** 03-31-2022

**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:** 87

**Form 13F Information Table Value Total:** $357596

      (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 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 150949 | 3261652 | SH |  | SOLE |  | 0 | 0 | 3261652 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 39783 | 398706 | SH |  | SOLE |  | 0 | 0 | 398706 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 30646 | 161416 | SH |  | SOLE |  | 0 | 0 | 161416 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 9188 | 203501 | SH |  | SOLE |  | 0 | 0 | 203501 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 8662 | 47950 | SH |  | SOLE |  | 0 | 0 | 47950 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 7706 | 141532 | SH |  | SOLE |  | 0 | 0 | 141532 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 7468 | 161882 | SH |  | SOLE |  | 0 | 0 | 161882 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 |  | 6731 | 36850 | SH |  | SOLE |  | 0 | 0 | 36850 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 5627 | 12413 | SH |  | SOLE |  | 0 | 0 | 12413 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 5526 | 70811 | SH |  | SOLE |  | 0 | 0 | 70811 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 4621 | 12732 | SH |  | SOLE |  | 0 | 0 | 12732 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 4220 | 114573 | SH |  | SOLE |  | 0 | 0 | 114573 |
| APPLE INC | COM | 037833100 |  | 3747 | 21458 | SH |  | SOLE |  | 0 | 0 | 21458 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 3363 | 33573 | SH |  | SOLE |  | 0 | 0 | 33573 |
| DOCUSIGN INC | COM | 256163106 |  | 3147 | 29382 | SH |  | SOLE |  | 0 | 0 | 29382 |
| ORACLE CORP | COM | 68389X105 |  | 2991 | 36155 | SH |  | SOLE |  | 0 | 0 | 36155 |
| MICROSOFT CORP | COM | 594918104 |  | 2686 | 8712 | SH |  | SOLE |  | 0 | 0 | 8712 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2270 | 10210 | SH |  | SOLE |  | 0 | 0 | 10210 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2220 | 798 | SH |  | SOLE |  | 0 | 0 | 798 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 2215 | 22355 | SH |  | SOLE |  | 0 | 0 | 22355 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2189 | 6202 | SH |  | SOLE |  | 0 | 0 | 6202 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 2163 | 19977 | SH |  | SOLE |  | 0 | 0 | 19977 |
| DISNEY WALT CO | COM | 254687106 |  | 2037 | 14850 | SH |  | SOLE |  | 0 | 0 | 14850 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 1746 | 10220 | SH |  | SOLE |  | 0 | 0 | 10220 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1679 | 6960 | SH |  | SOLE |  | 0 | 0 | 6960 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1621 | 22020 | SH |  | SOLE |  | 0 | 0 | 22020 |
| INTUIT | COM | 461202103 |  | 1610 | 3349 | SH |  | SOLE |  | 0 | 0 | 3349 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1601 | 3855 | SH |  | SOLE |  | 0 | 0 | 3855 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 1534 | 13691 | SH |  | SOLE |  | 0 | 0 | 13691 |
| NIKE INC | CL B | 654106103 |  | 1486 | 11022 | SH |  | SOLE |  | 0 | 0 | 11022 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1481 | 13272 | SH |  | SOLE |  | 0 | 0 | 13272 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 1411 | 3097 | SH |  | SOLE |  | 0 | 0 | 3097 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 1384 | 30373 | SH |  | SOLE |  | 0 | 0 | 30373 |
| J P MORGAN EXCHANGE-TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 1344 | 26535 | SH |  | SOLE |  | 0 | 0 | 26535 |
| INTERNATIONAL FLAVORS | COM | 459506101 |  | 1274 | 9646 | SH |  | SOLE |  | 0 | 0 | 9646 |
| STARBUCKS CORP | COM | 855244109 |  | 1266 | 13922 | SH |  | SOLE |  | 0 | 0 | 13922 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 1184 | 13200 | SH |  | SOLE |  | 0 | 0 | 13200 |
| VISA INC | COM CL A | 92826C839 |  | 1179 | 5318 | SH |  | SOLE |  | 0 | 0 | 5318 |
| HOME DEPOT INC | COM | 437076102 |  | 1160 | 3875 | SH |  | SOLE |  | 0 | 0 | 3875 |
| CISCO SYS INC | COM | 17275R102 |  | 1153 | 20677 | SH |  | SOLE |  | 0 | 0 | 20677 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1119 | 3318 | SH |  | SOLE |  | 0 | 0 | 3318 |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 |  | 1072 | 22327 | SH |  | SOLE |  | 0 | 0 | 22327 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 1065 | 4004 | SH |  | SOLE |  | 0 | 0 | 4004 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1060 | 1702 | SH |  | SOLE |  | 0 | 0 | 1702 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 934 | 3365 | SH |  | SOLE |  | 0 | 0 | 3365 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 904 | 5101 | SH |  | SOLE |  | 0 | 0 | 5101 |
| BIOGEN INC | COM | 09062X103 |  | 881 | 4182 | SH |  | SOLE |  | 0 | 0 | 4182 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 46138E743 |  | 865 | 18759 | SH |  | SOLE |  | 0 | 0 | 18759 |
| AMAZON COM INC | COM | 023135106 |  | 760 | 233 | SH |  | SOLE |  | 0 | 0 | 233 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 735 | 263 | SH |  | SOLE |  | 0 | 0 | 263 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 716 | 4786 | SH |  | SOLE |  | 0 | 0 | 4786 |
| 3M CO | COM | 88579Y101 |  | 711 | 4779 | SH |  | SOLE |  | 0 | 0 | 4779 |
| PEPSICO INC | COM | 713448108 |  | 677 | 4047 | SH |  | SOLE |  | 0 | 0 | 4047 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 639 | 4183 | SH |  | SOLE |  | 0 | 0 | 4183 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 593 | 43221 | SH |  | SOLE |  | 0 | 0 | 43221 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 592 | 2601 | SH |  | SOLE |  | 0 | 0 | 2601 |
| WALMART INC | COM | 931142103 |  | 566 | 3789 | SH |  | SOLE |  | 0 | 0 | 3789 |
| J P MORGAN EXCHANGE-TRADED F | ULTRA SHRT INC | 46641Q837 |  | 553 | 11000 | SH |  | SOLE |  | 0 | 0 | 11000 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 46138E727 |  | 480 | 23063 | SH |  | SOLE |  | 0 | 0 | 23063 |
| WORKDAY INC | CL A | 98138H101 |  | 443 | 1852 | SH |  | SOLE |  | 0 | 0 | 1852 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 434 | 14845 | SH |  | SOLE |  | 0 | 0 | 14845 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 424 | 7935 | SH |  | SOLE |  | 0 | 0 | 7935 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI SML | 46138E735 |  | 416 | 12062 | SH |  | SOLE |  | 0 | 0 | 12062 |
| ISHARES TR | COHEN STEER REIT | 464287564 |  | 413 | 5822 | SH |  | SOLE |  | 0 | 0 | 5822 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 381 | 8701 | SH |  | SOLE |  | 0 | 0 | 8701 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 378 | 1815 | SH |  | SOLE |  | 0 | 0 | 1815 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 374 | 650 | SH |  | SOLE |  | 0 | 0 | 650 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 355 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| GOLDMAN SACHS BDC INC | SHS | 38147U107 |  | 326 | 16276 | SH |  | SOLE |  | 0 | 0 | 16276 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 325 | 550 | SH |  | SOLE |  | 0 | 0 | 550 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 316 | 6033 | SH |  | SOLE |  | 0 | 0 | 6033 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 311 | 4101 | SH |  | SOLE |  | 0 | 0 | 4101 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 289 | 2332 | SH |  | SOLE |  | 0 | 0 | 2332 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 287 | 1778 | SH |  | SOLE |  | 0 | 0 | 1778 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 281 | 2258 | SH |  | SOLE |  | 0 | 0 | 2258 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 281 | 3335 | SH |  | SOLE |  | 0 | 0 | 3335 |
| AIRBNB INC | COM CL A | 009066101 |  | 277 | 1610 | SH |  | SOLE |  | 0 | 0 | 1610 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 262 | 2682 | SH |  | SOLE |  | 0 | 0 | 2682 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 258 | 2412 | SH |  | SOLE |  | 0 | 0 | 2412 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 251 | 1182 | SH |  | SOLE |  | 0 | 0 | 1182 |
| COCA COLA CO | COM | 191216100 |  | 250 | 3997 | SH |  | SOLE |  | 0 | 0 | 3997 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 244 | 2230 | SH |  | SOLE |  | 0 | 0 | 2230 |
| ISHARES TR | MBS ETF | 464288588 |  | 216 | 2119 | SH |  | SOLE |  | 0 | 0 | 2119 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 214 | 513 | SH |  | SOLE |  | 0 | 0 | 513 |
| DANAHER CORPORATION | COM | 235851102 |  | 206 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| AVADEL PHARMACEUTICALS PLC | SPONSORED ADR | 05337M104 |  | 116 | 17000 | SH |  | SOLE |  | 0 | 0 | 17000 |
| TILRAY BRANDS INC | COM CL 2 | 88688T100 |  | 78 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |

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