Q2 2026 13F · SEC CIK 1950962

Three Bridge Wealth Advisors, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $399.3M
Reported positions: 87
Top holdings a year, 3 yrs: +28.1%
Assets under management: $1.0B

Three Bridge Wealth Advisors, LLC is a wealth manager that reported 87 positions worth $399.3M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Ishares Tr (ACWI, 16.0%), Vanguard S&p 500 ETF (VOO, 8.0%), Spdr S&p 500 ETF Tr (SPY, 7.8%). A portfolio copying its top holdings returned 28.1% a year over the last 3 years, against 20.4% for the S&P 500.

Three Bridge Wealth Advisors, LLC holdings largest 50 of 87 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Three Bridge Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ACWIIshares Tr	16.0%	15.6%	407,963	-0.7%	$64.0M
VOOVanguard S&p 500 ETF	8.0%	7.9%	46,454	-3.8%	$31.9M
SPYSpdr S&p 500 ETF Tr	7.8%	7.4%	41,472	+0.3%	$31.0M
QQQInvesco Qqq Tr	6.7%	5.7%	36,023	+0.9%	$26.6M
METAMeta Platforms Inc Class A	5.2%	6.0%	37,087	-2.6%	$20.9M
VTVanguard Total World Stock Index Fund Et	4.2%	4.0%	107,297	+1.8%	$16.8M
IWRIshares Russell Midcap ETF	4.2%	3.9%	151,759	+2.9%	$16.7M
PRFZInvesco Exchange Traded Fd T	3.7%	3.4%	261,632	-2.1%	$14.6M
GLDSpdr Gold Shares	3.6%	4.8%	38,771	-3.6%	$14.3M
IAUIshares Gold Trust	3.5%	4.5%	183,087	-0.7%	$13.8M
VWOVanguard Intl Equity Index F	3.2%	3.1%	214,422	+2.7%	$12.8M
COINCoinbase Global Inc	2.7%	3.6%	74,173	+0.0%	$10.8M
EEMIshares	2.6%	2.3%	151,546	+1.4%	$10.4M
VEAVanguard Tax-Managed Fds	2.5%	2.5%	142,415	+0.1%	$10.1M
IWFIshares Russell 1000 Growth ETF	2.2%	2.0%	70,494	+305.4%	$8.8M
PRFInvesco Exchange Traded Fd T	1.9%	1.8%	143,409	+1.3%	$7.7M
IWMIshares	1.9%	1.6%	25,092	+4.9%	$7.5M
PXFInvesco Tr II Rafi ETF Developed Marke	1.5%	1.5%	79,227	+0.1%	$6.0M
NVDANvidia Corporation Com	1.4%	1.3%	28,199	+1.9%	$5.6M
RBLXRoblox Corporation	1.3%	1.5%	98,195	+0.0%	$5.3M
ACRSAclaris Therapeutics Inc	0.9%	0.7%	714,823	+0.0%	$3.8M
GOOGLAlphabet Inc	0.8%	0.8%	9,031	-15.2%	$3.2M
PANWPalo Alto Networks Inc	0.8%	0.4%	8,942	+0.1%	$3.0M
NVONovo-Nordisk A S	0.7%	0.6%	56,733	-1.5%	$2.7M
AAPLApple Inc	0.6%	0.6%	8,235	-1.4%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	4,718	-1.7%	$2.4M
MSFTMicrosoft Corp	0.6%	0.7%	6,228	-4.1%	$2.3M
ASMLAsml Hldg NV	0.6%	0.4%	1,132	-1.4%	$2.3M
ULUnilever PLC	0.5%	0.5%	36,080	+17.0%	$2.2M
SPYGSpdr Series Trust	0.5%	0.5%	18,200	+0.0%	$2.2M
JMSTJ P Morgan Exchange Traded F	0.5%	0.6%	41,617	+0.2%	$2.1M
DISDisney Walt Co	0.4%	0.5%	18,065	-0.4%	$1.8M
MDTMedtronic PLC	0.4%	0.5%	19,859	+2.5%	$1.6M
VOEVanguard Index Fds	0.3%	0.3%	7,078	+8.6%	$1.4M
JNJJohnson & Johnson	0.3%	0.4%	5,230	-8.7%	$1.3M
GDGeneral Dynamics Corp	0.3%	0.4%	3,725	-1.8%	$1.3M
LLYLilly Eli & Co	0.3%	0.3%	1,070	+8.3%	$1.3M
MINTPimco ETF Tr	0.3%	0.3%	11,527	+0.8%	$1.2M
VVisa Inc Com Cl A	0.3%	0.3%	3,349	-1.3%	$1.1M
GOOGAlphabet Inc	0.3%	0.2%	3,042	-0.9%	$1.1M
SBUXStarbucks Corp Com	0.2%	0.2%	9,650	-0.5%	$986K
PGProcter & Gamble Co Com	0.2%	0.3%	6,488	-0.3%	$951K
RTXRtx Corporation Com	0.2%	0.3%	5,002	-2.0%	$949K
ORCLOracle Corp	0.2%	0.3%	6,367	+0.1%	$933K
CHRWC H Robinson Worldwide in	0.2%	0.2%	4,519	+0.0%	$854K
TSLATesla Inc Com	0.2%	0.2%	1,944	+1.8%	$818K
VIGVanguard Dividend Appreciation ETF	0.2%	0.2%	3,429	+0.0%	$811K
VCITVanguard Scottsdale Fds	0.2%	0.2%	9,442	+4.5%	$780K
IUSGiShares ETFs/USA	0.2%	—	4,095	—	$770K
BNDXVanguard Charlotte Fds	0.2%	0.2%	15,764	+1.2%	$763K

What Three Bridge Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.5% /yr; S&P 500 +20.1%
3 years: +28.1% /yr; S&P 500 +20.4%
5 years: +23.3% /yr; S&P 500 +19.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$399.3M	87
Q1 2026	$364.2M	86
Q4 2025	$379.2M	90
Q3 2025	$387.9M	87
Q2 2025	$379.5M	123
Q1 2025	$287.4M	84
Q4 2024	$285.6M	93
Q3 2024	$271.1M	87
Q2 2024	$252.3M	91
Q1 2024	$253.8M	92
Q4 2023	$289.1M	93
Q3 2023	$240.9M	93

Questions about Three Bridge Wealth Advisors, LLC's portfolio

What stocks does Three Bridge Wealth Advisors, LLC own?

Three Bridge Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 87 positions worth $399.3M. The largest are Ishares Tr (ACWI) at 16.0%, Vanguard S&p 500 ETF (VOO) at 8.0%, Spdr S&p 500 ETF Tr (SPY) at 7.8%, Invesco Qqq Tr (QQQ) at 6.7% and Meta Platforms Inc Class A (META) at 5.2%.

What did Three Bridge Wealth Advisors, LLC buy last quarter?

In Q2 2026, Three Bridge Wealth Advisors, LLC added Ishares Russell 1000 Growth ETF (IWF) (+305.4% shares), Unilever PLC (UL) (+17.0% shares) and Vanguard Index Fds (VOE) (+8.6% shares), compared with its Q1 2026 filing.

What did Three Bridge Wealth Advisors, LLC sell last quarter?

In Q2 2026, Three Bridge Wealth Advisors, LLC cut from its top 50 Immunome Inc (IMNM), Alphabet Inc (GOOGL) (-15.2% shares) and Johnson & Johnson (JNJ) (-8.7% shares), compared with its Q1 2026 filing.

How has Three Bridge Wealth Advisors, LLC's portfolio performed?

A portfolio copying Three Bridge Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.5% against +20.1%. Over 5 years: +23.3% a year against +19.3%.

When is Three Bridge Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Three Bridge Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Three Bridge Wealth Advisors, LLC manage?

Three Bridge Wealth Advisors, LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $399.3M.