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Three Bridge Wealth Advisors, LLC

Q2 2026 13F filing

Updated 45 days ago

87 disclosed positions worth $399.3M

Portfolio value
$399.3M
Total holdings
87
New positions
9
Closed positions
8
Increased
39
Decreased
23
Turnover
19.5%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

B
1.BLK

ISHARES TR

-0.7%
Value
$64M
Shares
408.0K
% Port
16.04%
V

VANGUARD INDEX FDS

-3.8%
Value
$31.9M
Shares
46.5K
% Port
7.99%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

+0.3%
Value
$31M
Shares
41.5K
% Port
7.78%
Q
4.QQQ

INVESCO QQQ TR

+0.9%
Value
$26.6M
Shares
36.0K
% Port
6.65%
M

META PLATFORMS INC

-2.6%
Value
$20.9M
Shares
37.1K
% Port
5.23%
?
6.N/A

VANGUARD INTL EQUITY INDEX F

+1.8%
Value
$16.8M
Shares
107.3K
% Port
4.22%
E

ISHARES TR

+2.9%
Value
$16.7M
Shares
151.8K
% Port
4.19%
?
8.N/A

INVESCO EXCHANGE TRADED FD T

-2.1%
Value
$14.6M
Shares
261.6K
% Port
3.65%
G
9.GLD

SPDR GOLD TR

-3.6%
Value
$14.3M
Shares
38.8K
% Port
3.58%
I
10.IAU

ISHARES GOLD TR

-0.7%
Value
$13.8M
Shares
183.1K
% Port
3.46%
V
11.VGES

VANGUARD INTL EQUITY INDEX F

+2.7%
Value
$12.8M
Shares
214.4K
% Port
3.20%
C
12.COIN

COINBASE GLOBAL INC

Unchanged
Value
$10.8M
Shares
74.2K
% Port
2.72%
E
13.ETHA

ISHARES TR

+1.4%
Value
$10.4M
Shares
151.5K
% Port
2.60%
V
14.VGES

VANGUARD TAX-MANAGED FDS

+0.1%
Value
$10.1M
Shares
142.4K
% Port
2.54%
E
15.ETHA

ISHARES TR

+305.4%
Value
$8.8M
Shares
70.5K
% Port
2.19%
?
16.N/A

INVESCO EXCHANGE TRADED FD T

+1.3%
Value
$7.7M
Shares
143.4K
% Port
1.94%
E
17.ETHA

ISHARES TR

+4.9%
Value
$7.5M
Shares
25.1K
% Port
1.89%
?
18.N/A

INVESCO EXCH TRADED FD TR II

+0.1%
Value
$6M
Shares
79.2K
% Port
1.50%
N
19.NVDA

NVIDIA CORPORATION

+1.9%
Value
$5.6M
Shares
28.2K
% Port
1.41%
R
20.RBLX

ROBLOX CORP

+0.0%
Value
$5.3M
Shares
98.2K
% Port
1.34%
A
21.ACRS

ACLARIS THERAPEUTICS INC

Unchanged
Value
$3.8M
Shares
714.8K
% Port
0.95%
G

ALPHABET INC

-15.2%
Value
$3.2M
Shares
9.0K
% Port
0.81%
P
23.PANW

PALO ALTO NETWORKS INC

+0.1%
Value
$3M
Shares
8.9K
% Port
0.76%
N

NOVO-NORDISK A S

-1.5%
Value
$2.7M
Shares
56.7K
% Port
0.68%
A
25.AAPL

APPLE INC

-1.4%
Value
$2.4M
Shares
8.2K
% Port
0.60%
B

BERKSHIRE HATHAWAY INC DEL

-1.7%
Value
$2.4M
Shares
4.7K
% Port
0.59%
M
27.MSFT

MICROSOFT CORP

-4.1%
Value
$2.3M
Shares
6.2K
% Port
0.58%
A

ASML HLDG NV

-1.4%
Value
$2.3M
Shares
1.1K
% Port
0.56%
U

UNILEVER PLC

+17.0%
Value
$2.2M
Shares
36.1K
% Port
0.54%
S

SPDR SERIES TRUST

Unchanged
Value
$2.2M
Shares
18.2K
% Port
0.54%
J

J P MORGAN EXCHANGE TRADED F

+0.1%
Value
$2.1M
Shares
41.6K
% Port
0.53%
D
32.DIS

DISNEY WALT CO

-0.4%
Value
$1.8M
Shares
18.1K
% Port
0.44%
M
33.MDT

MEDTRONIC PLC

+2.5%
Value
$1.6M
Shares
19.9K
% Port
0.39%
?
34.N/A

VANGUARD INDEX FDS

+8.6%
Value
$1.4M
Shares
7.1K
% Port
0.35%
J
35.JNJ

JOHNSON & JOHNSON

-8.7%
Value
$1.3M
Shares
5.2K
% Port
0.33%
G
36.GD

GENERAL DYNAMICS CORP

-1.8%
Value
$1.3M
Shares
3.7K
% Port
0.33%
L
37.LLY

ELI LILLY & CO

+8.3%
Value
$1.3M
Shares
1.1K
% Port
0.32%
P
38.PDI

PIMCO ETF TR

+0.8%
Value
$1.2M
Shares
11.5K
% Port
0.29%
V
39.V

VISA INC

-1.3%
Value
$1.1M
Shares
3.3K
% Port
0.29%
G

ALPHABET INC

-0.9%
Value
$1.1M
Shares
3.0K
% Port
0.27%
S
41.SBUX

STARBUCKS CORP

-0.5%
Value
$986K
Shares
9.7K
% Port
0.25%
P
42.PG

PROCTER & GAMBLE CO

-0.3%
Value
$951K
Shares
6.5K
% Port
0.24%
R
43.RTX

RTX CORPORATION

-2.0%
Value
$949K
Shares
5.0K
% Port
0.24%
O

ORACLE CORP

+0.1%
Value
$933K
Shares
6.4K
% Port
0.23%
A
45.AVGO

C H ROBINSON WORLDWIDE IN

Unchanged
Value
$854K
Shares
4.5K
% Port
0.21%
T
46.TSLA

TESLA INC

+1.8%
Value
$818K
Shares
1.9K
% Port
0.20%
B
47.BX

VANGUARD SPECIALIZED FUNDS

Unchanged
Value
$811K
Shares
3.4K
% Port
0.20%
V
48.VGES

VANGUARD SCOTTSDALE FDS

+4.5%
Value
$780K
Shares
9.4K
% Port
0.20%
I

ISHARES TR

+0.1%
Value
$770K
Shares
4.1K
% Port
0.19%
?
50.N/A

VANGUARD CHARLOTTE FDS

+1.2%
Value
$763K
Shares
15.8K
% Port
0.19%