account_balance

Investment manager · 13F filer · SEC CIK 1950962

Three Bridge Wealth Advisors, LLC

Reported value$469Mas of Sep 30, 2026
Positions583 496 new, 0 sold out
Top 10 weight63.6%ACWI alone is 14%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ACWI iShares Tr 14.1% Held
SPCX Space Exploration Technologies Corp 10.7% New
VOO Vanguard Index FDS 7.1% Held
SPY SPDR S&P 500 ETF Trust 6.8% Held
QQQ Invesco QQQ Tr 5.8% Held
META Meta Platforms, Inc. 5.7% Held
VT Vanguard Intl Equity Index F 3.6% Held
IWR iShares Tr 3.5% Held
GLD SPDR Gold Trust 3.3% Added +5%IAU iShares Gold Trust 3.0% Held
PRFZ Invesco Exchange Traded Fd T 2.9% Held
VWO Vanguard Intl Equity Index F 2.8% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • SPCX $50.1M
  • VGK $318K
  • EFA $317K
  • XLV $306K
arrow_upwardAdded
  • ACWX +66%
  • VOE +17%
  • GLD +5%
  • MDT +5%
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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