Three Bridge Wealth Advisors, LLC: 13F holdings
CIK 19509622026Q2
| Positions | 87 |
|---|---|
| Reported value | $399.3m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ACWI ISHARES TR | 407,963 | $64.0m | 16.0% |
| VOO VANGUARD INDEX FDS | 46,454 | $31.9m | 8.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 41,472 | $31.0m | 7.8% |
| QQQ INVESCO QQQ TR | 36,023 | $26.6m | 6.6% |
| META META PLATFORMS INC | 37,087 | $20.9m | 5.2% |
| ACWI VANGUARD INTL EQUITY INDEX F | 107,297 | $16.8m | 4.2% |
| IWR ISHARES TR | 151,759 | $16.7m | 4.2% |
| PRFZ INVESCO EXCHANGE TRADED FD T | 261,632 | $14.6m | 3.7% |
| GLD SPDR GOLD TR | 38,771 | $14.3m | 3.6% |
| IAU ISHARES GOLD TR | 183,087 | $13.8m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1950962")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.