Three Bridge Wealth Advisors
Three Bridge Wealth Advisors reported 87 stocks worth $399M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are ACWI (16.0%), VOO (8.0%) and SPY (7.8%). Compared with Q1 2026, the fund opened new positions in XYZ, XLI and ERAS, added to SPY, QQQ and VT, trimmed ACWI, VOO and META and sold out of IMNM, SCHF and ACN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ACWI Ishares TR | $64M | 16.0% | 408K | −2,804 (−1%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $31.9M | 8.0% | 46K | −1,818 (−4%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $31M | 7.8% | 41K | +125 (+0%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $26.6M | 6.7% | 36K | +327 (+1%) | 8 of 8 | |
| 5 |  META Meta Platforms Inc | $20.9M | 5.2% | 37K | −1,007 (−3%) | 8 of 8 | |
| 6 |  VT Vanguard Total World | $16.8M | 4.2% | 107K | +1,933 (+2%) | 8 of 8 | |
| 7 |  IWR Ishares TR | $16.7M | 4.2% | 152K | +4,313 (+3%) | 8 of 8 | |
| 8 |  PRFZ Invesco Exchange Traded FD T | $14.6M | 3.6% | 262K | −5,707 (−2%) | 8 of 8 | |
| 9 |  GLD Spdr Gold TR | $14.3M | 3.6% | 39K | −1,450 (−4%) | 8 of 8 | |
| 10 |  IAU Ishares Gold TR | $13.8M | 3.5% | 183K | −1,237 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IMNM Immunome Inc | $823K | 38K |
 SCHF Schwab International | $576K | 23K |
 ACN Accenture PLC Ireland | $512K | 2,581 |
HONEYWELL INTL INC | $399K | 1,765 |
 CRVS Corvus Pharmaceuticals Inc | $327K | 22K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Three Bridge Wealth Advisors 13F FAQ
What does Three Bridge Wealth Advisors own?
Three Bridge Wealth Advisors reported 87 stocks worth $399M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are ACWI (16.0%), VOO (8.0%) and SPY (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Three Bridge Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 33 added to, 23 trimmed and 8 sold out. New positions include XYZ, XLI and ERAS. It sold all of IMNM, SCHF and ACN.
When will Three Bridge Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Three Bridge Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $399M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.