Three Bridge Wealth Advisors, LLC holds a focused book of 87 stocks worth $399.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-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. Cloning the disclosed picks since 2024 would be +28% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Growth of $10,000 cloning Three Bridge Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, 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 /DE/ | 80 / 80 | $464.0B |
| WELLS FARGO & COMPANY/MN | 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 how many of Three Bridge Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 87 | $399.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 86 | $364.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 90 | $379.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 87 | $387.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 123 | $379.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 84 | $287.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 93 | $285.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 87 | $271.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.