13-F holdings, Q3 2026
Three Bridge Wealth Advisors, LLC
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $468.7M
- Positions
- 583
- Filed
- Data as of
These holdings are as of , 38 days ago.
13-Fs for Q4 2026 are due by .
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Top holdings
- ACWI$66.1M416,066 shares14.1% of the book
- SPCX$50.1M332,287 shares10.7% of the book
- VOO$33.2M47,328 shares7.1% of the book
- SPY$31.8M41,570 shares6.8% of the book
- QQQ$27M36,422 shares5.8% of the book
- META$26.9M37,093 shares5.7% of the book
- VT$16.9M107,300 shares3.6% of the book
- IWR$16.4M154,056 shares3.5% of the book
- GLD$15.5M40,698 shares3.3% of the book
- IAU$14M179,609 shares3% of the book
What changed this quarter
496 new positions and 0 sold out, against Q2 2026. A buy or sell is the change in shares at the Q3 2026 price, with Q2 2026 shares adjusted for stock splits.
Largest buys
Largest sells
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.