Three Bridge Wealth Advisors, LLC
Three Bridge Wealth Advisors, LLC reported 87 positions worth $399.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: ACWI (16.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ACWI | SH | $64.0M | 16.04% | 407,963 | — | — | |
| ▸ 2 | VOO | SH | $31.9M | 7.99% | 46,454 | — | — | |
| ▸ 3 | SPY | SH | $31.0M | 7.77% | 41,472 | — | — | |
| ▸ 4 | QQQ | SH | $26.6M | 6.65% | 36,023 | — | — | |
| ▸ 5 | META | SH | $20.9M | 5.23% | 37,087 | — | — | |
| ▸ 6 | VT | SH | $16.8M | 4.22% | 107,297 | — | — | |
| ▸ 7 | IWR | SH | $16.7M | 4.19% | 151,759 | — | — | |
| ▸ 8 | PRFZ | SH | $14.6M | 3.65% | 261,632 | — | — | |
| ▸ 9 | GLD | SH | $14.3M | 3.58% | 38,771 | — | — | |
| ▸ 10 | IAU | SH | $13.8M | 3.46% | 183,087 | — | — |
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Frequently Asked Questions
What stocks does Three Bridge Wealth Advisors, LLC hold as of Q2 2026?
Three Bridge Wealth Advisors, LLC reported 87 positions worth $399.3M in its Q2 2026 13F filing. Largest positions: ACWI (16.0%), VOO (8.0%), SPY (7.8%), QQQ (6.6%) and META (5.2%).
What did Three Bridge Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Three Bridge Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.