Three Bridge Wealth Advisors Q2 2026 Portfolio Activity: Strategic Shifts and Key Transactions

As part of our commitment to transparency and providing valuable insights for investors, we analyze the observable investment activities reported by institutions on insider-set.com. This analysis focuses specifically on Three Bridge Wealth Advisors LLC during the period ending June 30, 2026.

The firm's portfolio saw several noteworthy changes this quarter. Notably, they initiated new positions in VANGUARD INDEX FDS (VOO), VANGUARD INTL EQUITY INDEX F (VT), and ISHARES TR (ACWI). These additions suggest a continued interest in broad market exposure.

Conversely, Three Bridge Wealth Advisors exited positions in several key holdings. The most significant reduction was observed in the exchange-traded fund PRFZ, which saw its portfolio allocation decrease by -2.13%. Similarly, they reduced their position in ACWI (ISHARES TR) and VOO (VANGUARD INDEX FDS), although these were still present with allocations of 16.04% and 7.99%, respectively.

Several holdings experienced substantial share increases during the quarter, indicating strong confidence from this investor:

• IWF: Shares increased by a massive +53,104 (representing approximately +305% growth), adding significantly to its portfolio allocation.
• VUG: Shares jumped by +6,320, effectively doubling the position as shares rose from 70,598 to 77,822 (+432.28%) in value terms.
• SQ (BLOCK INC): A new position was initiated with a share increase of +8,266, suggesting the firm believes in the potential growth of this technology company.
• ERAS: Shares increased by +14,000, effectively doubling the holding as shares rose from 0 to 14,000 (+100%) and adding a new allocation line for this Healthcare ETF.

The firm also continued its investment in other areas:

• IWR: Shares increased by +2.93% (adding 4,313 shares), slightly boosting its portfolio weight from the previous quarter.
• ACWX: Although not listed among top holdings, this ETF was added with a significant share increase of +8,206 (+43%) and contributed to the overall allocation change data.

In terms of sector movement, Three Bridge Wealth Advisors maintained its focus primarily on broad market exposure through ACWI (16.04%), VOO (7.99%), SPY (7.77%), QQQ (6.65%), and VT (4.22%). The firm also holds a small allocation in Communication Services via GOOGL, Technology via CSCO and SQ, and Healthcare via ERAS.

Overall, the portfolio adjustments reflect a mix of strategic additions to specific sectors or ETFs like IWF and VUG, alongside continued investment in broad market vehicles. The reduction from PRFZ indicates a shift away from this particular fixed-income strategy during Q2 2026.