Three Bridge Wealth Advisors, LLC holds a focused book of 87 stocks worth $399.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Block Inc and trimmed Ishares Msci Acwi ETF. Their largest long position is Ishares Msci Acwi ETF at 16% of the equity book.
Three Bridge Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
+4 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Three Bridge Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $699.2B |
| Morgan Stanley | 80 / 80 | $575.2B |
| JPMorgan Chase & Co | 80 / 80 | $504.8B |
| Bank Of America Corp | 80 / 80 | $464.0B |
| Wells Fargo & Company | 80 / 80 | $162.3B |
| UBS Group AG | 80 / 80 | $152.6B |
| Royal Bank Of Canada | 80 / 80 | $152.1B |
| Raymond James Financial Inc | 80 / 80 | $95.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Three Bridge Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR MSCI ACWI ETF | $64.0M | 408.0K | 16.0% | ▼−0.7% Reduced · −3K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $31.9M | 46.5K | 8.0% | ▼−3.8% Reduced · −2K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $31.0M | 41.5K | 7.8% | ▲+0.3% Added · +125 sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $26.6M | 36.0K | 6.6% | ▲+0.9% Added · +327 sh | |
| 5 | Meta Platforms Inc CL A | $20.9M | 37.1K | 5.2% | ▼−2.6% Reduced · −1K sh | |
| 6 | Vanguard Intl Equity Index F TT WRLD ST ETF | $16.8M | 107.3K | 4.2% | ▲+1.8% Added · +2K sh | |
| 7 | Ishares TR RUS MID CAP ETF | $16.7M | 151.8K | 4.2% | ▲+2.9% Added · +4K sh | |
| 8 | Invesco Exchange Traded FD T RAFI US 1500 | $14.6M | 261.6K | 3.7% | ▼−2.1% Reduced · −6K sh | |
| 9 | SPDR Gold TR GOLD SHS | $14.3M | 38.8K | 3.6% | ▼−3.6% Reduced · −1K sh | |
| 10 | Ishares Gold TR ISHARES NEW | $13.8M | 183.1K | 3.5% | ▼−0.7% Reduced · −1K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $12.8M | 214.4K | 3.2% | ▲+2.7% Added · +6K sh | |
| 12 | Coinbase Global Inc COM CL A | $10.8M | 74.2K | 2.7% | —Held | |
| 13 | Ishares TR MSCI EMG MKT ETF | $10.4M | 151.5K | 2.6% | ▲+1.4% Added · +2K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $10.1M | 142.4K | 2.5% | ▲+0.1% Added · +128 sh | |
| 15 | Ishares TR RUS 1000 GRW ETF | $8.8M | 70.5K | 2.2% | ▲+305% Added · +53K sh | |
| 16 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $7.7M | 143.4K | 1.9% | ▲+1.3% Added · +2K sh | |
| 17 | Ishares TR RUSSELL 2000 ETF | $7.5M | 25.1K | 1.9% | ▲+4.9% Added · +1K sh | |
| 18 | Invesco Exch Traded FD TR II RAFI DVLPD MRKTS | $6.0M | 79.2K | 1.5% | ▲+0.1% Added · +106 sh | |
| 19 | Nvidia Corporation COM | $5.6M | 28.2K | 1.4% | ▲+1.9% Added · +529 sh | |
| 20 | Roblox Corp CL A | $5.3M | 98.2K | 1.3% | ▲~0% Added · +11 sh | |
| 21 | Aclaris Therapeutics Inc COM | $3.8M | 714.8K | 0.9% | —Held | |
| 22 | Alphabet Inc CAP STK CL A | $3.2M | 9.0K | 0.8% | ▼−15% Reduced · −2K sh | |
| 23 | Palo Alto Networks Inc COM | $3.0M | 8.9K | 0.8% | ▲+0.1% Added · +10 sh | |
| 24 | Novo-Nordisk A S ADR | $2.7M | 56.7K | 0.7% | ▼−1.5% Reduced · −857 sh | |
| 25 | Apple Inc COM | $2.4M | 8.2K | 0.6% | ▼−1.4% Reduced · −115 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $2.4M | 4.7K | 0.6% | ▼−1.7% Reduced · −80 sh | |
| 27 | Microsoft Corp COM | $2.3M | 6.2K | 0.6% | ▼−4.1% Reduced · −266 sh | |
| 28 | ASML Hldg NV N Y REGISTRY SHS | $2.3M | 1.1K | 0.6% | ▼−1.4% Reduced · −16 sh | |
| 29 | Unilever PLC SPON ADR NEW | $2.2M | 36.1K | 0.5% | ▲+17% Added · +5K sh | |
| 30 | SPDR Series Trust ST STR P500GRW | $2.2M | 18.2K | 0.5% | —Held | |
| 31 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $2.1M | 41.6K | 0.5% | ▲+0.1% Added · +63 sh | |
| 32 | Disney Walt Co COM | $1.8M | 18.1K | 0.4% | ▼−0.3% Reduced · −65 sh | |
| 33 | Medtronic PLC SHS | $1.6M | 19.9K | 0.4% | ▲+2.5% Added · +484 sh | |
| 34 | Vanguard Index FDS MCAP VL IDXVIP | $1.4M | 7.1K | 0.4% | ▲+8.6% Added · +563 sh | |
| 35 | Johnson & Johnson COM | $1.3M | 5.2K | 0.3% | ▼−8.7% Reduced · −501 sh | |
| 36 | General Dynamics Corp COM | $1.3M | 3.7K | 0.3% | ▼−1.8% Reduced · −67 sh | |
| 37 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.3% | ▲+8.3% Added · +82 sh | |
| 38 | Pimco ETF TR ENHAN SHRT MA AC | $1.2M | 11.5K | 0.3% | ▲+0.8% Added · +97 sh | |
| 39 | Visa Inc COM CL A | $1.1M | 3.3K | 0.3% | ▼−1.3% Reduced · −45 sh | |
| 40 | Alphabet Inc CAP STK CL C | $1.1M | 3.0K | 0.3% | ▼−0.9% Reduced · −29 sh | |
| 41 | Starbucks Corp COM | $986K | 9.7K | 0.2% | ▼−0.5% Reduced · −51 sh | |
| 42 | Procter & Gamble Co COM | $951K | 6.5K | 0.2% | ▼−0.3% Reduced · −21 sh | |
| 43 | RTX Corporation COM | $949K | 5.0K | 0.2% | ▼−2.0% Reduced · −104 sh | |
| 44 | Oracle Corp COM | $933K | 6.4K | 0.2% | ▲+0.1% Added · +4 sh | |
| 45 | C H Robinson Worldwide In COM NEW | $854K | 4.5K | 0.2% | —Held | |
| 46 | Tesla Inc COM | $818K | 1.9K | 0.2% | ▲+1.8% Added · +35 sh | |
| 47 | Vanguard Specialized Funds DIV APP ETF | $811K | 3.4K | 0.2% | —Held | |
| 48 | Vanguard Scottsdale FDS INT-TERM CORP | $780K | 9.4K | 0.2% | ▲+4.5% Added · +409 sh | |
| 49 | Ishares TR CORE S&P US GWT | $770K | 4.1K | 0.2% | ▲~0% Added · +2 sh | |
| 50 | Vanguard Charlotte FDS TOTAL INT BD ETF | $763K | 15.8K | 0.2% | ▲+1.2% Added · +183 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1950962/holdings"
Use Arkolith to show Three Bridge Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 87 | $399.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 86 | $364.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 90 | $379.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 87 | $387.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 123 | $379.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 84 | $287.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 93 | $285.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 87 | $271.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.