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CIK: 0001950962
Total reported value
$399.3M
$399.3M
86 檔
38.8%
At the close of Q1 2026, Three Bridge Wealth Advisors, LLC disclosed equity holdings valued at approximately $399.3M, spread across 86 reported holdings.
Three Bridge Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 7 holdings and trimming 32 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 15.61% | +0.43% | -0.84% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.92% | +0.07% | +11.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.40% | +0.38% | -1.00% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.98% | -0.75% | +0.13% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.66% | +0.99% | +2.63% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.75% | -1.17% | -3.51% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 4.46% | -1.00% | -6.86% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.00% | +0.22% | — | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.94% | +0.25% | +8.16% | |
| 10 | COIN | Coinbase Global Inc -class A | Stock-Financials | 3.56% | -0.84% | +0.00% | |
| 11 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 3.37% | +0.28% | +0.59% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.10% | +0.10% | +3.88% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.50% | +0.04% | -0.27% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.33% | +0.27% | +5.42% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.04% | +0.15% | — | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.85% | +0.09% | -2.48% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.63% | +0.26% | +17.26% | |
| 18 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.52% | -0.18% | — | |
| 19 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.52% | -0.02% | -1.19% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.09% | +21.57% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | -0.03% | -14.55% | |
| 22 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.74% | +0.21% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.08% | +3.44% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | -3.23% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.60% | +0.08% | +60.55% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.02% | -56.40% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.58% | -0.05% | +0.14% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.05% | — | |
| 29 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.49% | +0.05% | -6.57% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | -0.04% | +3.61% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.46% | -0.07% | -3.64% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.42% | +0.14% | -6.74% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.37% | +0.84% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.05% | -27.98% | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 0.36% | -0.03% | -2.92% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.33% | +0.02% | +4.93% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.32% | -0.03% | -12.68% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.01% | +21.08% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.27% | -0.03% | -11.71% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | +85.81% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.03% | -46.68% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.07% | -2.08% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.03% | +58.63% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.24% | +0.01% | -2.39% | |
| 45 | IMNM | Immunome Inc | Stock-Other | 0.23% | -0.23% | EXIT | |
| 46 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.21% | — | -10.21% | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.21% | -0.02% | -5.25% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.21% | -0.01% | +0.41% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.20% | — | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | +0.01% | +36.75% |
According to official SEC Form 13F filings, Three Bridge Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $399.3M across 86 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ACWI, VOO, SPY) accounted for 38.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VUG
市值: $638.6K
Top Position Liquidated / Trimmed
IBIT
前期市值: $511.9K
During Q1 2026, Three Bridge Wealth Advisors, LLC's top holdings by market value included ACWI (15.6%)、VOO (7.9%)、SPY (7.4%). The largest single position, ACWI, represented 15.6% of total portfolio value.
In Q1 2026, Three Bridge Wealth Advisors, LLC made 80 total portfolio adjustments, initiating 3 new buys, adding to 38 positions, trimming 32 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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