Three Bridge Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Three Bridge Wealth Advisors, Llc disclosed 87 stock positions valued at approximately $399.35M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- June 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $399.35M
Holdings by Sector
Three Bridge Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ACWI | Other | 16.04% | 407,963 | -2,804 | -0.68% | $64,038,003 |
| VANGUARD INDEX FDS | VOO | Other | 7.99% | 46,454 | -1,818 | -3.77% | $31,905,372 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 7.77% | 41,472 | +125 | +0.30% | $31,049,137 |
| INVESCO QQQ TR | QQQ | Other | 6.65% | 36,023 | +327 | +0.92% | $26,556,566 |
| META PLATFORMS INC | META | Communication Services | 5.23% | 37,087 | -1,007 | -2.64% | $20,890,686 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 4.22% | 107,297 | +1,933 | +1.83% | $16,840,305 |
| ISHARES TR | IWR | Other | 4.19% | 151,759 | +4,313 | +2.93% | $16,742,094 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 3.65% | 261,632 | -5,707 | -2.13% | $14,591,216 |
| SPDR GOLD TR | GLD | Other | 3.58% | 38,771 | -1,450 | -3.61% | $14,282,461 |
| ISHARES GOLD TR | IAU | Other | 3.46% | 183,087 | -1,237 | -0.67% | $13,824,899 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.20% | 214,422 | +5,567 | +2.67% | $12,798,820 |
| COINBASE GLOBAL INC | COIN | Financial Services | 2.72% | 74,173 | - | - | $10,843,351 |
| ISHARES TR | EEM | Other | 2.60% | 151,546 | +2,087 | +1.40% | $10,367,260 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.54% | 142,415 | +128 | +0.09% | $10,147,042 |
| ISHARES TR | IWF | Other | 2.19% | 70,494 | +53,104 | +305.37% | $8,753,293 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 1.94% | 143,409 | +1,862 | +1.32% | $7,748,362 |
| ISHARES TR | IWM | Other | 1.89% | 25,092 | +1,175 | +4.91% | $7,538,891 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 1.50% | 79,227 | +106 | +0.13% | $5,992,719 |
| NVIDIA CORPORATION | NVDA | Technology | 1.41% | 28,199 | +529 | +1.91% | $5,642,338 |
| ROBLOX CORP | RBLX | Communication Services | 1.34% | 98,195 | +11 | +0.01% | $5,339,844 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 0.95% | 714,823 | - | - | $3,781,414 |
| ALPHABET INC | GOOGL | Communication Services | 0.81% | 9,031 | -1,619 | -15.20% | $3,227,470 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.76% | 8,942 | +10 | +0.11% | $3,049,401 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.68% | 56,733 | -857 | -1.49% | $2,719,780 |
| APPLE INC | AAPL | Technology | 0.60% | 8,235 | -115 | -1.38% | $2,382,950 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.59% | 4,718 | -80 | -1.67% | $2,360,840 |
| MICROSOFT CORP | MSFT | Technology | 0.58% | 6,228 | -266 | -4.10% | $2,323,169 |
| ASML HLDG NV | ASML | Other | 0.56% | 1,132 | -16 | -1.39% | $2,252,046 |
| UNILEVER PLC | UNLYF | Other | 0.54% | 36,080 | +5,243 | +17.00% | $2,169,130 |
| SPDR SERIES TRUST | SPYG | Other | 0.54% | 18,200 | - | - | $2,165,618 |
Showing 30 of 87 holdings in the latest reporting period.