Three Bridge Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Three Bridge Wealth Advisors, LLC reported 87 stock positions worth $399.3 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 16.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.8%). Compared with Q1 2026, it opened 9 new positions, sold out of 8, added to 38 and reduced 24. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +1%) and the biggest sale SPDR Gold Shares (GLD, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ALTOS, CA
- CIK
- 0001950962
- Portfolio Value
- $399.3M (Q2 2026)
- SEC Filing
- 0001420506-26-001307 ↗ filed Jul 27, 2026
Holdings Value
Holdings 87 stocks · $399.3M
| ACWI iShares MSCI Acwi ETF | 16.04% | 407,963 | $64.0M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 7.99% | 46,454 | $31.9M | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.78% | 41,472 | $31.0M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 6.65% | 36,023 | $26.6M | Add +0.9% |
| META Meta Platforms Inc. Class A | 5.23% | 37,087 | $20.9M | Reduce -2.6% |
| VT Vanguard Tot World STK ETF | 4.22% | 107,297 | $16.8M | Add +1.8% |
| IWR iShares Russell Mid-Cap ETF | 4.19% | 151,759 | $16.7M | Add +2.9% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 3.65% | 261,632 | $14.6M | Reduce -2.1% |
| GLD SPDR Gold Shares | 3.58% | 38,771 | $14.3M | Reduce -3.6% |
| IAU iShares Gold Trust | 3.46% | 183,087 | $13.8M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 3.20% | 214,422 | $12.8M | Add +2.7% |
| COIN Coinbase Global Inc. Class A | 2.72% | 74,173 | $10.8M | No change |
| EEM iShares MSCI Emerging Market | 2.60% | 151,546 | $10.4M | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 2.54% | 142,415 | $10.1M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 2.19% | 70,494 | $8.8M | Add +1.3% |
| PRF Invesco Rafi US 1000 ETF | 1.94% | 143,409 | $7.7M | Add +1.3% |
| IWM iShares Russell 2000 ETF | 1.89% | 25,092 | $7.5M | Add +4.9% |
| PXF Invesco Rafi Developed Marke | 1.50% | 79,227 | $6.0M | Add +0.1% |
| NVDA Nvidia Corp. | 1.41% | 28,199 | $5.6M | Add +1.9% |
| RBLX Roblox Corp. Class A | 1.34% | 98,195 | $5.3M | Add +0.0% |
| ACRS Aclaris Therapeutics Inc. | 0.95% | 714,823 | $3.8M | No change |
| GOOGL Alphabet Inc. Class A | 0.81% | 9,031 | $3.2M | Reduce -15.2% |
| PANW Palo Alto Networks Inc. | 0.76% | 8,942 | $3.0M | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.68% | 56,733 | $2.7M | Reduce -1.5% |
| AAPL Apple Inc. | 0.60% | 8,235 | $2.4M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 4,718 | $2.4M | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.58% | 6,228 | $2.3M | Reduce -4.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.56% | 1,132 | $2.3M | Reduce -1.4% |
| UL Unilever PLC-Sponsored ADR | 0.54% | 36,080 | $2.2M | Add +17.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.54% | 18,200 | $2.2M | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.53% | 41,617 | $2.1M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 18,065 | $1.8M | Reduce -0.4% |
| MDT Medtronic PLC | 0.39% | 19,859 | $1.6M | Add +2.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.35% | 7,078 | $1.4M | Add +8.6% |
| JNJ Johnson & Johnson | 0.33% | 5,230 | $1.3M | Reduce -8.7% |
| GD General Dynamics Corp. | 0.33% | 3,725 | $1.3M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.32% | 1,070 | $1.3M | Add +8.3% |
| MINT PIMCO Enhanced Short Maturit | 0.29% | 11,527 | $1.2M | Add +0.8% |
| V Visa Inc. Class A | 0.29% | 3,349 | $1.1M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.27% | 3,042 | $1.1M | Reduce -0.9% |
| SBUX Starbucks Corp. | 0.25% | 9,650 | $986K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.24% | 6,488 | $951K | Reduce -0.3% |
| RTX RTX Corp. | 0.24% | 5,002 | $949K | Reduce -2.0% |
| ORCL Oracle Corp. | 0.23% | 6,367 | $933K | Add +0.1% |
| CHRW C.H. Robinson Worldwide Inc. | 0.21% | 4,519 | $854K | No change |
| TSLA Tesla Inc. | 0.20% | 1,944 | $818K | Add +1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 3,429 | $811K | No change |
| VCIT Vanguard Int-Term Corporate | 0.20% | 9,442 | $780K | Add +4.5% |
| IUSG iShares Core S&P U.S. Growth | 0.19% | 4,095 | $770K | Add +0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 15,764 | $763K | Add +1.2% |
| HEZU iShares Currency Hedged MSCI | 0.18% | 14,225 | $713K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 7,782 | $670K | Reduce -11.3% |
| HD Home Depot Inc. | 0.16% | 1,813 | $639K | Reduce -0.8% |
| XYZ Block Inc. | 0.16% | 8,266 | $628K | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.16% | 8,208 | $625K | Add +43.0% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,880 | $615K | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 0.15% | 7,200 | $596K | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.15% | 636 | $595K | No change |
| SCHB Schwab US Broad Market ETF | 0.15% | 20,401 | $591K | Add +0.1% |
| DEO Diageo PLC-Sponsored ADR | 0.14% | 6,921 | $556K | Add +0.8% |
| PEP Pepsico Inc. | 0.12% | 3,470 | $470K | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 1,177 | $436K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.11% | 4,421 | $426K | Add +5.7% |
| GOVT iShares US Treasury Bond ETF | 0.10% | 18,034 | $411K | Add +7.7% |
| PCY Invesco Emerging Markets Sov | 0.10% | 18,335 | $397K | Reduce -0.1% |
| RBRK Rubrik Inc. Class A | 0.09% | 4,464 | $358K | No change |
| IWN iShares Russell 2000 Value E | 0.09% | 1,620 | $358K | No change |
| XLK SS Technology Select Sector | 0.09% | 1,842 | $351K | Add +19.5% |
| COMT iShares Gsci Commodity Dynam | 0.09% | 11,269 | $342K | Add +13.9% |
| AMZN Amazon.com Inc. | 0.08% | 1,407 | $335K | No change |
| HEWJ Isha Curr Hedged MSCI Japan | 0.08% | 5,020 | $324K | No change |
| GS Goldman Sachs Group Inc. | 0.08% | 314 | $318K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 907 | $312K | No change |
| XLI SS Industrial Select Sector | 0.07% | 1,490 | $276K | New |
| PECO Phillips Edison & Company Inc. | 0.07% | 6,242 | $260K | Add +0.1% |
| ERAS Erasca Inc. | 0.06% | 14,000 | $256K | New |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 3,025 | $236K | Add +1.0% |
| MBB iShares MBS ETF | 0.06% | 2,441 | $231K | Add +7.6% |
| CSCO Cisco Systems Inc. | 0.06% | 1,959 | $230K | New |
| WDAY Workday Inc. Class A | 0.06% | 1,863 | $228K | Add +0.4% |
| ISRG Intuitive Surgical Inc. | 0.06% | 568 | $226K | New |
| IVV iShares Core S&P 500 ETF | 0.06% | 296 | $222K | New |
| IWS iShares Russell Mid-Cap Valu | 0.05% | 1,300 | $214K | New |
| SCHW Schwab (charles) Corp. | 0.05% | 2,274 | $210K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 405 | $203K | New |
| VXF Vanguard Extended Market ETF | 0.05% | 816 | $201K | New |
| WEAV Weave Communications Inc. | 0.05% | 31,372 | $188K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | Reduce -3.6% | 3.58% | −1.18 |
| IAU iShares Gold Trust | Reduce -0.7% | 3.46% | −1.00 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 5.23% | −0.75 |
| IMNM Immunome Inc. | Sold out | 0.00% | −0.23 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.16 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.14 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.11 |
| CRVS Corvus Pharmaceuticals Inc. | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -4.1% | 0.58% | −0.08 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.07 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.07 |
| CMF iShares California Muni Bond | Sold out | 0.00% | −0.06 |
| JNJ Johnson & Johnson | Reduce -8.7% | 0.33% | −0.05 |
| DIS The Walt Disney Co. | Reduce -0.4% | 0.44% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.7% | 0.59% | −0.04 |
| RTX RTX Corp. | Reduce -2.0% | 0.24% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -15.2% | 0.81% | −0.03 |
| GD General Dynamics Corp. | Reduce -1.8% | 0.33% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.24% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.3% | 0.17% | −0.01 |
| PCY Invesco Emerging Markets Sov | Reduce -0.1% | 0.10% | −0.01 |
| HD Home Depot Inc. | Reduce -0.8% | 0.16% | −0.01 |
| V Visa Inc. Class A | Reduce -1.3% | 0.29% | +0.01 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.25% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -1.8% | 0.15% | +0.01 |
| AAPL Apple Inc. | Reduce -1.4% | 0.60% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.27% | +0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 7.99% | +0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.5% | 0.68% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.4% | 0.56% | +0.15 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -2.1% | 3.65% | +0.29 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.7% | 16.04% | +0.43 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +0.9% | 6.65% | +0.99 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 7.78% | +0.37 |
| PANW Palo Alto Networks Inc. | Add +0.1% | 0.76% | +0.37 |
| EEM iShares MSCI Emerging Market | Add +1.4% | 2.60% | +0.27 |
| IWM iShares Russell 2000 ETF | Add +4.9% | 1.89% | +0.26 |
| IWR iShares Russell Mid-Cap ETF | Add +2.9% | 4.19% | +0.26 |
| VT Vanguard Tot World STK ETF | Add +1.8% | 4.22% | +0.22 |
| XYZ Block Inc. | New | 0.16% | +0.16 |
| IWF iShares Russell 1000 Growth | Add +1.3% | 2.19% | +0.16 |
| VWO Vanguard Ftse Emerging Marke | Add +2.7% | 3.20% | +0.11 |
| PRF Invesco Rafi US 1000 ETF | Add +1.3% | 1.94% | +0.09 |
| NVDA Nvidia Corp. | Add +1.9% | 1.41% | +0.09 |
| LLY Eli Lilly & Co. | Add +8.3% | 0.32% | +0.07 |
| XLI SS Industrial Select Sector | New | 0.07% | +0.07 |
| ERAS Erasca Inc. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | New | 0.06% | +0.06 |
| ISRG Intuitive Surgical Inc. | New | 0.06% | +0.06 |
| UL Unilever PLC-Sponsored ADR | Add +17.0% | 0.54% | +0.06 |
| IVV iShares Core S&P 500 ETF | New | 0.06% | +0.06 |
| IWS iShares Russell Mid-Cap Valu | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | New | 0.05% | +0.05 |
| VXF Vanguard Extended Market ETF | New | 0.05% | +0.05 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +43.0% | 0.16% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 2.54% | +0.04 |
| XLK SS Technology Select Sector | Add +19.5% | 0.09% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +8.6% | 0.35% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.19% | +0.02 |
| TSLA Tesla Inc. | Add +1.8% | 0.20% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.15% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.15% | +0.00 |
| PECO Phillips Edison & Company Inc. | Add +0.1% | 0.07% | +0.00 |
| DEO Diageo PLC-Sponsored ADR | Add +0.8% | 0.14% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +5.7% | 0.11% | −0.00 |
| MBB iShares MBS ETF | Add +7.6% | 0.06% | −0.00 |
| GOVT iShares US Treasury Bond ETF | Add +7.7% | 0.10% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +1.0% | 0.06% | −0.01 |
| COMT iShares Gsci Commodity Dynam | Add +13.9% | 0.09% | −0.01 |
| WDAY Workday Inc. Class A | Add +0.4% | 0.06% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Add +4.5% | 0.20% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.2% | 0.19% | −0.01 |
| PXF Invesco Rafi Developed Marke | Add +0.1% | 1.50% | −0.02 |
| ORCL Oracle Corp. | Add +0.1% | 0.23% | −0.02 |
| MINT PIMCO Enhanced Short Maturit | Add +0.8% | 0.29% | −0.02 |
| PEP Pepsico Inc. | Add +0.3% | 0.12% | −0.03 |
| JMST JPM Ultra-Short Muni Income | Add +0.1% | 0.53% | −0.05 |
| MDT Medtronic PLC | Add +2.5% | 0.39% | −0.07 |
| RBLX Roblox Corp. Class A | Add +0.0% | 1.34% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 87 | $399.3M | ACWI, VOO, SPY, QQQ, META |
| Q1 2026 | 86 | $364.2M | ACWI, VOO, SPY, META, QQQ |
| Q4 2025 | 90 | $379.2M | ACWI, SPY, VOO, META, QQQ |
| Q3 2025 | 87 | $387.9M | ACWI, SPY, META, VOO, COIN |
| Q2 2025 | 123 | $379.5M | ACWI, META, COIN, SPY, VOO |
| Q1 2025 | 84 | $287.4M | ACWI, META, VOO, SPY, COIN |
| Q4 2024 | 93 | $285.6M | ACWI, VOO, SPY, COIN, VT |
| Q3 2024 | 87 | $271.1M | ACWI, COIN, SPY, VOO, VT |
| Q2 2024 | 91 | $252.3M | ACWI, COIN, SPY, VOO, VT |
| Q1 2024 | 92 | $253.8M | ACWI, COIN, SPY, VT, VOO |