SEC Form 13F

Three Bridge Wealth Advisors, LLC 13F Holdings

Inspect Three Bridge Wealth Advisors, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-28T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-28
Reported value
$399,348,320
Positions
87

Read this manager's filing book

Step 1 of 3

Disclosed positions

Three Bridge Wealth Advisors, LLC: source evidence dated 2026-07-28T03:59:59.999Z.

Issuer
ISHARES TR
Ticker
ACWI
Class
MSCI ACWI ETF
Reported value
$64,038,003
Reported amount
407,963
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001420506-26-001307
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
ISHARES TRACWIMSCI ACWI ETF$64,038,003407,963SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$31,905,37246,454SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$31,049,13741,472SHNone
INVESCO QQQ TRQQQUNIT SER 1$26,556,56636,023SHNone
META PLATFORMS INCMETACL A$20,890,68637,087SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$16,840,305107,297SHNone
ISHARES TRIWRRUS MID CAP ETF$16,742,094151,759SHNone
INVESCO EXCHANGE TRADED FD TPRFZRAFI US 1500$14,591,216261,632SHNone
SPDR GOLD TRGLDGOLD SHS$14,282,46138,771SHNone
ISHARES GOLD TRIAUISHARES NEW$13,824,899183,087SHNone
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$12,798,820214,422SHNone
COINBASE GLOBAL INCCOINCOM CL A$10,843,35174,173SHNone
ISHARES TREEMMSCI EMG MKT ETF$10,367,260151,546SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$10,147,042142,415SHNone
ISHARES TRIWFRUS 1000 GRW ETF$8,753,29370,494SHNone
INVESCO EXCHANGE TRADED FD TPRFRAFI US 1000 ETF$7,748,362143,409SHNone
ISHARES TRIWMRUSSELL 2000 ETF$7,538,89125,092SHNone
INVESCO EXCH TRADED FD TR IIPXFRAFI DVLPD MRKTS$5,992,71979,227SHNone
NVIDIA CORPORATIONNVDACOM$5,642,33828,199SHNone
ROBLOX CORPRBLXCL A$5,339,84498,195SHNone
ACLARIS THERAPEUTICS INCACRSCOM$3,781,414714,823SHNone
ALPHABET INCGOOGLCAP STK CL A$3,227,4709,031SHNone
PALO ALTO NETWORKS INCPANWCOM$3,049,4018,942SHNone
NOVO-NORDISK A SNVOADR$2,719,78056,733SHNone
APPLE INCAAPLCOM$2,382,9508,235SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$2,360,8404,718SHNone
MICROSOFT CORPMSFTCOM$2,323,1696,228SHNone
ASML HLDG NVASMLN Y REGISTRY SHS$2,252,0461,132SHNone
UNILEVER PLCULSPON ADR NEW$2,169,13036,080SHNone
SPDR SERIES TRUSTSPYGST STR P500GRW$2,165,61818,200SHNone
J P MORGAN EXCHANGE TRADED FJMSTULTRA SHT MUNCPL$2,122,44741,617SHNone
DISNEY WALT CODISCOM$1,752,32818,065SHNone
MEDTRONIC PLCMDTSHS$1,567,86819,859SHNone
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$1,398,5637,078SHNone
JOHNSON & JOHNSONJNJCOM$1,328,2635,230SHNone
GENERAL DYNAMICS CORPGDCOM$1,319,5443,725SHNone
ELI LILLY & COLLYCOM$1,283,3901,070SHNone
PIMCO ETF TRMINTENHAN SHRT MA AC$1,162,05511,527SHNone
VISA INCVCOM CL A$1,149,0083,349SHNone
ALPHABET INCGOOGCAP STK CL C$1,074,8303,042SHNone
STARBUCKS CORPSBUXCOM$986,1349,650SHNone
PROCTER & GAMBLE COPGCOM$951,4006,488SHNone
RTX CORPORATIONRTXCOM$949,0295,002SHNone
ORACLE CORPORCLCOM$933,0846,367SHNone
C H ROBINSON WORLDWIDE INCHRWCOM NEW$853,9554,519SHNone
TESLA INCTSLACOM$817,6461,944SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$811,3703,429SHNone
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$780,3819,442SHNone
ISHARES TRIUSGCORE S&P US GWT$770,1814,095SHNone
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$763,42715,764SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.