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

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

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Three Bridge Wealth Advisors, LLC opened 38 positions, added to 207, reduced 81 and sold out of 34.

  • Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 35,696.
  • Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 41,347.
  • Q2 2026: Stock IWR; Country of operation —; Class RUS MID CAP ETF; Shares before 147,446.
  • Q2 2026: Stock VT; Country of operation —; Class TT WRLD ST ETF; Shares before 105,364.

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 2026QQQ
INVESCO QQQ TR		UNIT SER 135,69636,023+327$20,603,017$26,556,566+$5,953,5492026-07-27
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT41,34741,472+125$26,964,003$31,049,137+$4,085,1342026-07-27
Q2 2026IWR
ISHARES TR		RUS MID CAP ETF147,446151,759+4,313$14,336,222$16,742,094+$2,405,8722026-07-27
Q2 2026VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF105,364107,297+1,933$14,573,948$16,840,305+$2,266,3572026-07-27
Q2 2026EEM
ISHARES TR		MSCI EMG MKT ETF149,459151,546+2,087$8,487,789$10,367,260+$1,879,4712026-07-27
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF23,91725,092+1,175$5,931,416$7,538,891+$1,607,4752026-07-27
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF208,855214,422+5,567$11,288,616$12,798,820+$1,510,2042026-07-27
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF17,39070,494+53,104$7,415,248$8,753,293+$1,338,0452026-07-27
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT142,287142,415+128$9,117,755$10,147,042+$1,029,2872026-07-27
Q2 2026PRF
INVESCO EXCHANGE TRADED FD T		RAFI US 1000 ETF141,547143,409+1,862$6,727,745$7,748,362+$1,020,6172026-07-27
Q2 2026PXF
INVESCO EXCH TRADED FD TR II		RAFI DVLPD MRKTS79,12179,227+106$5,530,533$5,992,719+$462,1862026-07-27
Q2 2026ACWX
ISHARES TR		MSCI ACWI EX US5,7408,208+2,468$393,018$624,688+$231,6702026-07-27
Q2 2026VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP6,5157,078+563$1,200,654$1,398,563+$197,9092026-07-27
Q2 2026IUSG
ISHARES TR		CORE S&P US GWT4,0934,095+2$634,866$770,181+$135,3152026-07-27
Q2 2026SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF20,39020,401+11$511,790$590,822+$79,0322026-07-27
Q2 2026EMB
ISHARES TR		JPMORGAN USD EMG4,1814,421+240$392,721$426,361+$33,6402026-07-27
Q2 2026VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP9,0339,442+409$747,481$780,381+$32,9002026-07-27
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF1,4627,782+6,320$638,587$670,341+$31,7542026-07-27
Q2 2026GOVT
ISHARES TR		US TREAS BD ETF16,74918,034+1,285$383,720$410,815+$27,0952026-07-27
Q2 2026MBB
ISHARES TR		MBS ETF2,2692,441+172$215,442$230,723+$15,2812026-07-27
Q2 2026BNDX
VANGUARD CHARLOTTE FDS		TOTAL INT BD ETF15,58115,764+183$748,684$763,427+$14,7432026-07-27
Q2 2026MINT
PIMCO ETF TR		ENHAN SHRT MA AC11,43011,527+97$1,149,510$1,162,055+$12,5452026-07-27
Q2 2026COMT
ISHARES U S ETF TR		GSCI CMDTY STGY9,89211,269+1,377$334,449$342,240+$7,7912026-07-27
Q2 2026JMST
J P MORGAN EXCHANGE TRADED F		ULTRA SHT MUNCPL41,55441,617+63$2,118,446$2,122,447+$4,0012026-07-27
Q2 2026BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND2,9943,025+31$234,793$235,678+$8852026-07-27

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