Three Bridge Wealth Advisors, LLC
CIK 1950962
13F filing for Q2 2026・No. 4,486
- Holdings
- US$399.35M
- Quarter change
- +US$35.14M
- Entries
- 87
- Net bought (estimate)
- −US$1.82M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 8
- Cut 23
- Added 39
- Corporate actions 0
- Unchanged 16
Largest holdings
87 stocks worth US$399.35M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRMSCI ACWI ETF | Cut | 407,963 | US$64.04M | 16.04% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 46,454 | US$31.91M | 7.99% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 41,472 | US$31.05M | 7.77% |
| QQQInvesco QQQUNIT SER 1 | Added | 36,023 | US$26.56M | 6.65% |
| METAMetaCL A | Cut | 37,087 | US$20.89M | 5.23% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Added | 107,297 | US$16.84M | 4.22% |
| ISHARES TRRUS MID CAP ETF | Added | 151,759 | US$16.74M | 4.19% |
| INVESCO EXCHANGE TRADED FD TRAFI US 1500 | Cut | 261,632 | US$14.59M | 3.65% |
| GLDSPDR GOLD TRGOLD SHS | Cut | 38,771 | US$14.28M | 3.58% |
| ISHARES GOLD TRISHARES NEW | Cut | 183,087 | US$13.82M | 3.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.