StockDriftsStockDriftsTop 50 Three Bridge Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | 16.04% | 408.0K | $64.0M | -0.68%(-2.80K) | $101.90(+59.34%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.99% | 46.5K | $31.9M | -3.77%(-1.82K) | $488.96(+45.76%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.77% | 41.5K | $31.0M | +0.30%(+125) | $446.77(+73.54%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.65% | 36.0K | $26.6M | +0.92%(+327) | $470.39(+55.72%) | 2026-06-30 | |
| META | META PLATFORMS INC | 5.23% | 37.1K | $20.9M | -2.64%(-1.01K) | $488.27(+18.85%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.22% | 107.3K | $16.8M | +1.83%(+1.93K) | $90.62(+77.34%) | 2026-06-30 | |
| IWR | ISHARES TR | 4.19% | 151.8K | $16.7M | +2.93%(+4.31K) | $83.58(+37.02%) | 2026-06-30 | |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 3.65% | 261.6K | $14.6M | -2.13%(-5.71K) | $37.27(+51.79%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.58% | 38.8K | $14.3M | -3.61%(-1.45K) | $210.41(+92.10%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.46% | 183.1K | $13.8M | -0.67%(-1.24K) | $36.41(+127.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.97% | +119.54% | — | — | +28.32% |
| Top 20 Holdings Unweighted | +25.40% | +97.19% | — | — | +85.04% |
Three Bridge Wealth Advisors, LLC reports $399.35M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are ACWI (16.0%), VOO (8.0%) and SPY (7.8%). The top 20 holdings account for 84.11% of reported assets. Its disclosed equity book has returned +119.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Three Bridge Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950962). View Three Bridge Wealth Advisors, LLC’s 13F filings on SEC