Three Bridge Wealth Advisors, LLC ETF holdings
Los Altos, CA
Reported $311.1M in 44 ETFs in its Form 13F for June 30, 2026.
ETF value
$311.1M
ETFs held
44
Change from prior quarter
+11.6%
With price moves
ETFs as a share of its 13F
77.9%
of $399.3M
Top 10 of 44 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ACWI | iShares MSCI ACWI ETF | $64.0M | 407,963 | −2,804 shares |
| VOO | Vanguard S&P 500 ETF | $31.9M | 46,454 | −1,818 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $31.0M | 41,472 | +125 shares |
| QQQ | Invesco QQQ Trust | $26.6M | 36,023 | +327 shares |
| VT | Vanguard Total World Stock ETF | $16.8M | 107,297 | +1,933 shares |
| IWR | iShares Russell Mid-Cap ETF | $16.7M | 151,759 | +4,313 shares |
| PRFZ | Invesco RAFI US 1500 Small-Mid ETF | $14.6M | 261,632 | −5,707 shares |
| GLD | SPDR Gold Shares | $14.3M | 38,771 | −1,450 shares |
| IAU | iShares Gold Trust | $13.8M | 183,087 | −1,237 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $12.8M | 214,422 | +5,567 shares |
34 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001950962. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Three Bridge Wealth Advisors, LLC own?
Three Bridge Wealth Advisors, LLC reported 44 ETF positions worth $311.1M in its Form 13F for June 30, 2026. The largest was ACWI, at $64.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.