§ 13F · FUND PROFILE
Three Bridge Wealth Advisors, LLC.
AUM · $399M (13F)Positions · 87Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | 408K | $64M | 16.0% | −1% |
| 2 | VOO | VANGUARD INDEX FDS | 46K | $32M | 8.0% | −4% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 41K | $31M | 7.8% | ±0% |
| 4 | QQQ | INVESCO QQQ TR | 36K | $27M | 6.7% | +1% |
| 5 | META | META PLATFORMS INC | 37K | $21M | 5.2% | −3% |
| 6 | VT | VANGUARD INTL EQUITY INDEX F | 107K | $17M | 4.2% | +2% |
| 7 | IWR | ISHARES TR | 152K | $17M | 4.2% | +3% |
| 8 | PRFZ | INVESCO EXCHANGE TRADED FD T | 262K | $15M | 3.7% | −2% |
| 9 | GLD | SPDR GOLD TR | 39K | $14M | 3.6% | −4% |
| 10 | IAU | ISHARES GOLD TR | 183K | $14M | 3.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THREE SIGNAL
AC read
Three Bridge Wealth Advisors, LLC is a Other fund managing $399 million in assets. The fund runs a portfolio of 87 positions.
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