Three Bridge Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$399,348
Net value change ($000)
+35,137 (9.6%)
New positions
9
Sold out positions
8
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACWI 7,200 12.7%
QQQ 5,954 28.9%
SPY 4,085 15.1%
VOO 3,060 10.6%
IWR 2,406 16.8%
PRFZ 2,328 19.0%
VT 2,266 15.5%
EEM 1,879 22.1%
PANW 1,617 112.9%
IWM 1,608 27.1%
Top Reduces (Value $000, Stocks/ETFs)
GLD -3,025 -17.5%
IAU -2,425 -14.9%
COIN -2,108 -16.3%
META -904 -4.1%
IMNM -823 -100.0%
SCHWAB STRATEGIC TRUST -576 -100.0%
ACN -512 -100.0%
HON -399 -100.0%
CRVS -327 -100.0%
INTU -256 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type