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Three Bridge Wealth Advisors, LLC Historic Quarter Change: USA Stocks, Added

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Three Bridge Wealth Advisors, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Three Bridge Wealth Advisors, LLC opened 54 positions, added to 143, reduced 182 and sold out of 61.

  • Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 8,932.
  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 27,670.
  • Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 988.
  • Q2 2026: Stock RBLX; Country of operation United States; Class CL A; Shares before 98,184.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1950962), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PANW
PALO ALTO NETWORKS INC		United StatesCOM8,9328,942+10$1,431,978$3,049,401+$1,617,4232026-07-27
Q2 2026NVDA
NVIDIA CORPORATION		United StatesCOM27,67028,199+529$4,825,925$5,642,338+$816,4132026-07-27
Q2 2026LLY
ELI LILLY & CO		United StatesCOM9881,070+82$908,733$1,283,390+$374,6572026-07-27
Q2 2026RBLX
ROBLOX CORP		United StatesCL A98,18498,195+11$5,553,287$5,339,844-$213,4432026-07-27
Q2 2026MDT
MEDTRONIC PLC		IrelandSHS19,37519,859+484$1,692,705$1,567,868-$124,8372026-07-27
Q2 2026TSLA
TESLA INC		United StatesCOM1,9091,944+35$709,671$817,646+$107,9752026-07-27
Q2 2026PEP
PEPSICO INC		United StatesCOM3,4593,470+11$537,148$469,838-$67,3102026-07-27
Q2 2026JPM
JPMORGAN CHASE & CO		United StatesCOM1,8701,880+10$550,079$615,380+$65,3012026-07-27
Q2 2026PECO
PHILLIPS EDISON & CO INC		United StatesCOMMON STOCK6,2376,242+5$234,047$260,462+$26,4152026-07-27
Q2 2026WDAY
WORKDAY INC		United StatesCL A1,8551,863+8$241,002$228,068-$12,9342026-07-27
Q2 2026ORCL
ORACLE CORP		United StatesCOM6,3636,367+4$936,061$933,084-$2,9772026-07-27

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