Three Bridge Wealth Advisors, LLC 13F Holdings · Q2 2026
Three Bridge Wealth Advisors, LLC reported 87 securities worth $399.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ACWI (16.04%), VOO (7.99%), SPY (7.77%). Among its top 25 positions this quarter: 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | $64.0M | 16.04% | 407,963 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $31.9M | 7.99% | 46,454 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $31.0M | 7.77% | 41,472 | Added |
| 4 | QQQ | INVESCO QQQ TR | $26.6M | 6.65% | 36,023 | Added |
| 5 | META | META PLATFORMS INC | $20.9M | 5.23% | 37,087 | Trimmed |
| 6 | VT | VANGUARD INTL EQUITY INDEX F | $16.8M | 4.22% | 107,297 | Added |
| 7 | IWR | ISHARES TR | $16.7M | 4.19% | 151,759 | Added |
| 8 | PRFZ | INVESCO EXCHANGE TRADED FD T | $14.6M | 3.65% | 261,632 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $14.3M | 3.58% | 38,771 | Trimmed |
| 10 | IAU | ISHARES GOLD TR | $13.8M | 3.46% | 183,087 | Trimmed |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $12.8M | 3.20% | 214,422 | Added |
| 12 | COIN | COINBASE GLOBAL INC | $10.8M | 2.72% | 74,173 | Hold |
| 13 | EEM | ISHARES TR | $10.4M | 2.60% | 151,546 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $10.1M | 2.54% | 142,415 | Added |
| 15 | IWF | ISHARES TR | $8.8M | 2.19% | 70,494 | Added |
| 16 | PRF | INVESCO EXCHANGE TRADED FD T | $7.7M | 1.94% | 143,409 | Added |
| 17 | IWM | ISHARES TR | $7.5M | 1.89% | 25,092 | Added |
| 18 | PXF | INVESCO EXCH TRADED FD TR II | $6.0M | 1.50% | 79,227 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $5.6M | 1.41% | 28,199 | Added |
| 20 | RBLX | ROBLOX CORP | $5.3M | 1.34% | 98,195 | Added |
| 21 | ACRS | ACLARIS THERAPEUTICS INC | $3.8M | 0.95% | 714,823 | Hold |
| 22 | GOOGL | ALPHABET INC | $3.2M | 0.81% | 9,031 | Trimmed |
| 23 | PANW | PALO ALTO NETWORKS INC | $3.0M | 0.76% | 8,942 | Added |
| 24 | NVO | NOVO-NORDISK A S | $2.7M | 0.68% | 56,733 | Trimmed |
| 25 | AAPL | APPLE INC | $2.4M | 0.60% | 8,235 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR