Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRMSCI ACWI ETF | MSCI ACWI ETF | $64M | 16.0% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $31.9M | 8.0% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $31M | 7.8% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $26.6M | 6.6% |
| Meta Platforms Inc.CL A | CL A | $20.9M | 5.2% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $16.8M | 4.2% |
| iShares TRRUS MID CAP ETF | RUS MID CAP ETF | $16.7M | 4.2% |
| Invesco Exchange Traded FD TRAFI US 1500 | RAFI US 1500 | $14.6M | 3.7% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $14.3M | 3.6% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $13.8M | 3.5% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $12.8M | 3.2% |
| Coinbase Global Inc.COM CL A | COM CL A | $10.8M | 2.7% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $10.4M | 2.6% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $10.1M | 2.5% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $8.75M | 2.2% |
| Invesco Exchange Traded FD TRAFI US 1000 ETF | RAFI US 1000 ETF | $7.75M | 1.9% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $7.54M | 1.9% |
| Invesco Exch Traded FD TR IIRAFI DVLPD MRKTS | RAFI DVLPD MRKTS | $5.99M | 1.5% |
| Nvidia CorporationCOM | COM | $5.64M | 1.4% |
| Roblox Corp.CL A | CL A | $5.34M | 1.3% |
| Aclaris Therapeutics Inc.COM | COM | $3.78M | 0.9% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $3.23M | 0.8% |
| Palo Alto Networks Inc.COM | COM | $3.05M | 0.8% |
| Novo-nordisk A SADR | ADR | $2.72M | 0.7% |
| Apple Inc.COM | COM | $2.38M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.36M | 0.6% |
| Microsoft Corp.COM | COM | $2.32M | 0.6% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $2.25M | 0.6% |
| Unilever PLCSPON ADR NEW | SPON ADR NEW | $2.17M | 0.5% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $2.17M | 0.5% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $2.12M | 0.5% |
| Disney Walt COCOM | COM | $1.75M | 0.4% |
| Medtronic PLCSHS | SHS | $1.57M | 0.4% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $1.4M | 0.4% |
| Johnson & JohnsonCOM | COM | $1.33M | 0.3% |
| General Dynamics Corp.COM | COM | $1.32M | 0.3% |
| Eli Lilly & COCOM | COM | $1.28M | 0.3% |
| Pimco ETF TRENHAN SHRT MA AC | ENHAN SHRT MA AC | $1.16M | 0.3% |
| Visa Inc.COM CL A | COM CL A | $1.15M | 0.3% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.07M | 0.3% |
| Starbucks Corp.COM | COM | $986K | 0.2% |
| Procter & Gamble COCOM | COM | $951K | 0.2% |
| Rtx CorporationCOM | COM | $949K | 0.2% |
| Oracle Corp.COM | COM | $933K | 0.2% |
| C H Robinson Worldwide INCOM NEW | COM NEW | $854K | 0.2% |
| Tesla Inc.COM | COM | $818K | 0.2% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $811K | 0.2% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $780K | 0.2% |
| iShares TRCORE S&P US GWT | CORE S&P US GWT | $770K | 0.2% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $763K | 0.2% |
iShares TRMSCI ACWI ETF$64M
- Class
- MSCI ACWI ETF
- Share
- 16.0%
Vanguard Index FdsS&P 500 ETF SHS$31.9M
- Class
- S&P 500 ETF SHS
- Share
- 8.0%
State Str SPDR S&P 500 ETF TTR UNIT$31M
- Class
- TR UNIT
- Share
- 7.8%
Invesco Qqq TRUNIT SER 1$26.6M
- Class
- UNIT SER 1
- Share
- 6.6%
Meta Platforms Inc.CL A$20.9M
- Class
- CL A
- Share
- 5.2%
Vanguard Intl Equity Index FTT WRLD ST ETF$16.8M
- Class
- TT WRLD ST ETF
- Share
- 4.2%
iShares TRRUS MID CAP ETF$16.7M
- Class
- RUS MID CAP ETF
- Share
- 4.2%
Invesco Exchange Traded FD TRAFI US 1500$14.6M
- Class
- RAFI US 1500
- Share
- 3.7%
SPDR Gold TRGOLD SHS$14.3M
- Class
- GOLD SHS
- Share
- 3.6%
iShares Gold TRISHARES NEW$13.8M
- Class
- ISHARES NEW
- Share
- 3.5%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$12.8M
- Class
- FTSE EMR MKT ETF
- Share
- 3.2%
Coinbase Global Inc.COM CL A$10.8M
- Class
- COM CL A
- Share
- 2.7%
iShares TRMSCI EMG MKT ETF$10.4M
- Class
- MSCI EMG MKT ETF
- Share
- 2.6%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$10.1M
- Class
- VAN FTSE DEV MKT
- Share
- 2.5%
iShares TRRUS 1000 GRW ETF$8.75M
- Class
- RUS 1000 GRW ETF
- Share
- 2.2%
Invesco Exchange Traded FD TRAFI US 1000 ETF$7.75M
- Class
- RAFI US 1000 ETF
- Share
- 1.9%
iShares TRRUSSELL 2000 ETF$7.54M
- Class
- RUSSELL 2000 ETF
- Share
- 1.9%
Invesco Exch Traded FD TR IIRAFI DVLPD MRKTS$5.99M
- Class
- RAFI DVLPD MRKTS
- Share
- 1.5%
Nvidia CorporationCOM$5.64M
- Class
- COM
- Share
- 1.4%
Roblox Corp.CL A$5.34M
- Class
- CL A
- Share
- 1.3%
Aclaris Therapeutics Inc.COM$3.78M
- Class
- COM
- Share
- 0.9%
Alphabet Inc.CAP STK CL A$3.23M
- Class
- CAP STK CL A
- Share
- 0.8%
Palo Alto Networks Inc.COM$3.05M
- Class
- COM
- Share
- 0.8%
Novo-nordisk A SADR$2.72M
- Class
- ADR
- Share
- 0.7%
Apple Inc.COM$2.38M
- Class
- COM
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$2.36M
- Class
- CL B NEW
- Share
- 0.6%
Microsoft Corp.COM$2.32M
- Class
- COM
- Share
- 0.6%
ASML Hldg NVN Y REGISTRY SHS$2.25M
- Class
- N Y REGISTRY SHS
- Share
- 0.6%
Unilever PLCSPON ADR NEW$2.17M
- Class
- SPON ADR NEW
- Share
- 0.5%
SPDR Series TrustST STR P500GRW$2.17M
- Class
- ST STR P500GRW
- Share
- 0.5%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$2.12M
- Class
- ULTRA SHT MUNCPL
- Share
- 0.5%
Disney Walt COCOM$1.75M
- Class
- COM
- Share
- 0.4%
Medtronic PLCSHS$1.57M
- Class
- SHS
- Share
- 0.4%
Vanguard Index FdsMCAP VL IDXVIP$1.4M
- Class
- MCAP VL IDXVIP
- Share
- 0.4%
Johnson & JohnsonCOM$1.33M
- Class
- COM
- Share
- 0.3%
General Dynamics Corp.COM$1.32M
- Class
- COM
- Share
- 0.3%
Eli Lilly & COCOM$1.28M
- Class
- COM
- Share
- 0.3%
Pimco ETF TRENHAN SHRT MA AC$1.16M
- Class
- ENHAN SHRT MA AC
- Share
- 0.3%
Visa Inc.COM CL A$1.15M
- Class
- COM CL A
- Share
- 0.3%
Alphabet Inc.CAP STK CL C$1.07M
- Class
- CAP STK CL C
- Share
- 0.3%
Starbucks Corp.COM$986K
- Class
- COM
- Share
- 0.2%
Procter & Gamble COCOM$951K
- Class
- COM
- Share
- 0.2%
Rtx CorporationCOM$949K
- Class
- COM
- Share
- 0.2%
Oracle Corp.COM$933K
- Class
- COM
- Share
- 0.2%
C H Robinson Worldwide INCOM NEW$854K
- Class
- COM NEW
- Share
- 0.2%
Tesla Inc.COM$818K
- Class
- COM
- Share
- 0.2%
Vanguard Specialized FundsDIV APP ETF$811K
- Class
- DIV APP ETF
- Share
- 0.2%
Vanguard Scottsdale FdsINT-TERM CORP$780K
- Class
- INT-TERM CORP
- Share
- 0.2%
iShares TRCORE S&P US GWT$770K
- Class
- CORE S&P US GWT
- Share
- 0.2%
Vanguard Charlotte FdsTOTAL INT BD ETF$763K
- Class
- TOTAL INT BD ETF
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 87 positions by value, with holdings of the same security combined. The 87 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1950962
- File number
- 028-22674
- Options
- 0 call, 0 put
- In the 25 largest
- 87.9%
- Prior quarter
- $364M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 8
Common questions
What are Three Bridge Wealth Advisors’ 13F holdings worth?
$399 million across 87 positions for the quarter ended 30 June 2026.
What is Three Bridge Wealth Advisors’ largest 13F holding?
ISHARES TR (MSCI ACWI ETF) was the largest position at $64 million, or 16.0% of reported 13F value, as of 30 June 2026.
How concentrated is Three Bridge Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 62.8% of reported value and the twenty-five largest for 87.9%, across 87 positions as of 30 June 2026.
Does Form 13F show everything Three Bridge Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Three Bridge Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.