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Three Bridge Wealth Advisors

Latest statistics and disclosures from Three Bridge Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ACWI, VOO, SPY, QQQ, META, and represent 43.68% of Three Bridge Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$6.6M), XYZ, VUG, IWR, IWM, VWO, UL, VT, XLI, ERAS.
Started 9 new stock positions in IVV, ISRG, XYZ, VXF, TMO, ERAS, XLI, CSCO, IWS.
Reduced shares in these 10 stocks: VOO, IMNM, GOOGL, SCHF, META, GLD, , ACWI, Honeywell International, CRVS.
Sold out of its positions in CRVS, Honeywell International, IMNM, INTU, CMF, SCHF, XLY, ACN.
Three Bridge Wealth Advisors was a net buyer of stock by $5.2M.
Three Bridge Wealth Advisors has $399M in assets under management (AUM), dropping by 9.65%.
Central Index Key (CIK): 0001950962

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Portfolio Holdings for Three Bridge Wealth Advisors

Three Bridge Wealth Advisors holds 87 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Acwi Etf (ACWI)	16.0	$64M		408k	156.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.0	$32M	-3%	47k	686.82	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	7.8	$31M		42k	748.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.6	$27M		36k	737.21	View chart
Meta Platforms Cl A (META)	5.2	$21M	-2%	37k	563.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.2	$17M		107k	156.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	4.2	$17M	+2%	152k	110.32	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	3.7	$15M	-2%	262k	55.77	View chart
Spdr Gold Tr Gold Shs (GLD)	3.6	$14M	-3%	39k	368.38	View chart
Ishares Gold Tr Ishares New (IAU)	3.5	$14M		183k	75.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.2	$13M	+2%	214k	59.69	View chart
Coinbase Global Com Cl A (COIN)	2.7	$11M		74k	146.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.6	$10M		152k	68.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$10M		142k	71.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$8.8M	+305%	71k	124.17	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.9	$7.7M		143k	54.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.9	$7.5M	+4%	25k	300.45	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.5	$6.0M		79k	75.64	View chart
NVIDIA Corporation (NVDA)	1.4	$5.6M		28k	200.09	View chart
Roblox Corp Cl A (RBLX)	1.3	$5.3M		98k	54.38	View chart
Aclaris Therapeutics (ACRS)	0.9	$3.8M		715k	5.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.2M	-15%	9.0k	357.38	View chart
Palo Alto Networks (PANW)	0.8	$3.0M		8.9k	341.02	View chart
Novo-nordisk A S Adr (NVO)	0.7	$2.7M		57k	47.94	View chart
Apple (AAPL)	0.6	$2.4M		8.2k	289.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.4M		4.7k	500.39	View chart
Microsoft Corporation (MSFT)	0.6	$2.3M	-4%	6.2k	373.02	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.6	$2.3M		1.1k	1989.44	View chart
Unilever Spon Adr New (UL)	0.5	$2.2M	+17%	36k	60.12	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.5	$2.2M		18k	118.99	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$2.1M		42k	51.00	View chart
Walt Disney Company (DIS)	0.4	$1.8M		18k	97.00	View chart
Medtronic SHS (MDT)	0.4	$1.6M	+2%	20k	78.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$1.4M	+8%	7.1k	197.59	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M	-8%	5.2k	253.97	View chart
General Dynamics Corporation (GD)	0.3	$1.3M		3.7k	354.24	View chart
Eli Lilly & Co. (LLY)	0.3	$1.3M	+8%	1.1k	1199.43	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$1.2M		12k	100.81	View chart
Visa Com Cl A (V)	0.3	$1.1M		3.3k	343.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M		3.0k	353.33	View chart
Starbucks Corporation (SBUX)	0.2	$986k		9.7k	102.19	View chart
Procter & Gamble Company (PG)	0.2	$951k		6.5k	146.64	View chart
Raytheon Technologies Corp (RTX)	0.2	$949k	-2%	5.0k	189.73	View chart
Oracle Corporation (ORCL)	0.2	$933k		6.4k	146.55	View chart
C H Robinson Worldwide In Com New (CHRW)	0.2	$854k		4.5k	188.97	View chart
Tesla Motors (TSLA)	0.2	$818k		1.9k	420.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$811k		3.4k	236.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$780k	+4%	9.4k	82.65	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$770k		4.1k	188.08	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$763k		16k	48.43	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.2	$713k		14k	50.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$670k	+432%	7.8k	86.14	View chart
Home Depot (HD)	0.2	$639k		1.8k	352.68	View chart
Block Cl A (XYZ)	0.2	$628k	NEW	8.3k	76.00	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$625k	+42%	8.2k	76.11	View chart
JPMorgan Chase & Co. (JPM)	0.2	$615k		1.9k	327.33	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$596k		7.2k	82.84	View chart
Costco Wholesale Corporation (COST)	0.1	$595k		636.00	935.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$591k		20k	28.96	View chart
Diageo Spon Adr New (DEO)	0.1	$556k		6.9k	80.38	View chart
Pepsi (PEP)	0.1	$470k		3.5k	135.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$436k		1.2k	370.04	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$426k	+5%	4.4k	96.44	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$411k	+7%	18k	22.78	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$397k		18k	21.65	View chart
Rubrik Cl A (RBRK)	0.1	$358k		4.5k	80.28	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$358k		1.6k	221.18	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$351k	+19%	1.8k	190.52	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$342k	+13%	11k	30.37	View chart
Amazon (AMZN)	0.1	$335k		1.4k	238.34	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.1	$324k		5.0k	64.52	View chart
Goldman Sachs (GS)	0.1	$318k		314.00	1011.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$312k		907.00	343.91	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$276k	NEW	1.5k	185.23	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$261k		6.2k	41.73	View chart
Erasca (ERAS)	0.1	$257k	NEW	14k	18.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$236k		3.0k	77.91	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$231k	+7%	2.4k	94.52	View chart
Cisco Systems (CSCO)	0.1	$230k	NEW	2.0k	117.45	View chart
Workday Cl A (WDAY)	0.1	$228k		1.9k	122.42	View chart
Intuitive Surgical Com New (ISRG)	0.1	$226k	NEW	568.00	397.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$222k	NEW	296.00	748.89	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$214k	NEW	1.3k	164.60	View chart
Charles Schwab Corporation (SCHW)	0.1	$210k		2.3k	92.25	View chart
Thermo Fisher Scientific (TMO)	0.1	$203k	NEW	405.00	501.83	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$201k	NEW	816.00	246.21	View chart
Weave Communications (WEAV)	0.0	$188k		31k	5.99	View chart

Past Filings by Three Bridge Wealth Advisors

SEC 13F filings are viewable for Three Bridge Wealth Advisors going back to 2022

Three Bridge Wealth Advisors 2026 Q2 filed July 27, 2026
Three Bridge Wealth Advisors 2026 Q1 filed May 12, 2026
Three Bridge Wealth Advisors 2025 Q4 filed Feb. 10, 2026
Three Bridge Wealth Advisors 2025 Q3 filed Oct. 21, 2025
Three Bridge Wealth Advisors 2025 Q2 filed July 22, 2025
Three Bridge Wealth Advisors 2025 Q1 filed May 6, 2025
Three Bridge Wealth Advisors 2024 Q4 filed Jan. 29, 2025
Three Bridge Wealth Advisors 2024 Q3 filed Nov. 13, 2024
Three Bridge Wealth Advisors 2024 Q2 filed Aug. 14, 2024
Three Bridge Wealth Advisors 2024 Q1 filed May 14, 2024
Three Bridge Wealth Advisors 2023 Q4 filed Feb. 8, 2024
Three Bridge Wealth Advisors 2023 Q3 filed Nov. 13, 2023
Three Bridge Wealth Advisors 2023 Q2 filed July 28, 2023
Three Bridge Wealth Advisors 2023 Q1 filed May 11, 2023
Three Bridge Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Three Bridge Wealth Advisors 2022 Q1 filed Feb. 14, 2023

View all past filings

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