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 Index Fds (VOO, 8.0%), State Str Spdr S&p 500 ETF T (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 Index Fds	8.0%	7.9%	46,454	-3.8%	$31.9M
SPYState Str Spdr S&p 500 ETF T	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	5.2%	6.0%	37,087	-2.6%	$20.9M
VTVanguard Intl Equity Index F	4.2%	4.0%	107,297	+1.8%	$16.8M
IWRIshares Tr	4.2%	3.9%	151,759	+2.9%	$16.7M
PRFZInvesco Rafi US 1500 Small-Mid ETF	3.7%	3.4%	261,632	-2.1%	$14.6M
GLDSpdr Gold Tr	3.6%	4.8%	38,771	-3.6%	$14.3M
IAUIshares Gold Tr	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 Tr	2.6%	2.3%	151,546	+1.4%	$10.4M
VEAVanguard Ftse Developed Markets Index Fu	2.5%	2.5%	142,415	+0.1%	$10.1M
IWFIshares Tr	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 Tr	1.9%	1.6%	25,092	+4.9%	$7.5M
PXFInvesco Exch Traded Fd Tr II	1.5%	1.5%	79,227	+0.1%	$6.0M
NVDANvidia Corporation	1.4%	1.3%	28,199	+1.9%	$5.6M
RBLXRoblox Corp	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
SPYGState Street Spdr Portfolio S&p 500 Grow	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
LLYEli Lilly & Co	0.3%	0.3%	1,070	+8.3%	$1.3M
MINTPimco Enhanced Short Maturity Active Exc	0.3%	0.3%	11,527	+0.8%	$1.2M
VVisa Inc	0.3%	0.3%	3,349	-1.3%	$1.1M
GOOGAlphabet Inc	0.3%	0.2%	3,042	-0.9%	$1.1M
SBUXStarbucks Corp	0.2%	0.2%	9,650	-0.5%	$986K
PGProcter & Gamble Co	0.2%	0.3%	6,488	-0.3%	$951K
RTXRtx Corporation	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	0.2%	0.2%	1,944	+1.8%	$818K
VIGVanguard Specialized Funds	0.2%	0.2%	3,429	+0.0%	$811K
VCITVanguard Scottsdale Fds	0.2%	0.2%	9,442	+4.5%	$780K
IUSGIshares Tr	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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Index Fds (VOO) at 8.0%, State Str Spdr S&p 500 ETF T (SPY) at 7.8%, Invesco Qqq Tr (QQQ) at 6.7% and Meta Platforms Inc (META) at 5.2%.

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

In Q2 2026, Three Bridge Wealth Advisors, LLC added Ishares Tr (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.