Three Bridge Wealth Advisors, LLC
CIK 0001950962 · LOS ALTOS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$399.3M
2026 Q2
Positions
87
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ACWI
ISHARES TR
16.0%
VOO
VANGUARD INDEX FDS
8.0%
SPY
STATE STR SPDR S&P 500 ETF T
7.8%
QQQ
INVESCO QQQ TR
6.6%
META
META PLATFORMS INC
5.2%
VT
VANGUARD INTL EQUITY INDEX F
4.2%
IWR
ISHARES TR
4.2%
PRFZ
INVESCO EXCHANGE TRADED FD T
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.