Three Bridge Wealth Advisors, LLC historic quarter change: USA ETF, Reduced
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 ACWI; Country of operation —; Class MSCI ACWI ETF; Shares before 410,767.
- Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 48,272.
- Q2 2026: Stock PRFZ; Country of operation —; Class RAFI US 1500; Shares before 267,339.
- Q2 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 7,332.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | ACWI
ISHARES TR | | MSCI ACWI ETF | 410,767 | 407,963 | -2,804 | $56,837,800 | $64,038,003 | +$7,200,203 | 2026-07-27 |
|---|
| Q2 2026 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 48,272 | 46,454 | -1,818 | $28,845,034 | $31,905,372 | +$3,060,338 | 2026-07-27 |
|---|
| Q2 2026 | PRFZ
INVESCO EXCHANGE TRADED FD T | | RAFI US 1500 | 267,339 | 261,632 | -5,707 | $12,262,832 | $14,591,216 | +$2,328,384 | 2026-07-27 |
|---|
| Q2 2026 | IEMG
ISHARES INC | | CORE MSCI EMKT | 7,332 | 7,200 | -132 | $511,407 | $596,448 | +$85,041 | 2026-07-27 |
|---|
| Q2 2026 | PCY
INVESCO EXCH TRADED FD TR II | | EMRNG MKT SVRG | 18,357 | 18,335 | -22 | $383,666 | $396,945 | +$13,279 | 2026-07-27 |
|---|
| Q1 2026 | ACWI
ISHARES TR | | MSCI ACWI ETF | 414,254 | 410,767 | -3,487 | $58,612,742 | $56,837,800 | -$1,774,942 | 2026-05-12 |
|---|
| Q1 2026 | SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 41,763 | 41,347 | -416 | $28,562,456 | $26,964,003 | -$1,598,453 | 2026-05-12 |
|---|
| Q1 2026 | PXF
INVESCO EXCH TRADED FD TR II | | RAFI DVLPD MRKTS | 80,074 | 79,121 | -953 | $5,248,418 | $5,530,533 | +$282,115 | 2026-05-12 |
|---|
| Q1 2026 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 142,678 | 142,287 | -391 | $8,913,093 | $9,117,755 | +$204,662 | 2026-05-12 |
|---|
| Q1 2026 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 13,090 | 11,430 | -1,660 | $1,318,185 | $1,149,510 | -$168,675 | 2026-05-12 |
|---|
| Q1 2026 | CMF
ISHARES TR | | CALIF MUN BD ETF | 6,042 | 3,886 | -2,156 | $347,195 | $220,985 | -$126,210 | 2026-05-12 |
|---|
| Q1 2026 | PRF
INVESCO EXCHANGE TRADED FD T | | RAFI US 1000 ETF | 145,148 | 141,547 | -3,601 | $6,810,338 | $6,727,745 | -$82,593 | 2026-05-12 |
|---|
| Q1 2026 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 16,444 | 15,581 | -863 | $794,574 | $748,684 | -$45,890 | 2026-05-12 |
|---|
| Q1 2026 | PCY
INVESCO EXCH TRADED FD TR II | | EMRNG MKT SVRG | 19,519 | 18,357 | -1,162 | $422,783 | $383,666 | -$39,117 | 2026-05-12 |
|---|
| Q1 2026 | EMB
ISHARES TR | | JPMORGAN USD EMG | 4,423 | 4,181 | -242 | $425,846 | $392,721 | -$33,125 | 2026-05-12 |
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| Q1 2026 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 1,820 | 1,620 | -200 | $329,769 | $307,101 | -$22,668 | 2026-05-12 |
|---|
| Q4 2025 | JMST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHT MUNCPL | 64,097 | 41,494 | -22,603 | $3,271,491 | $2,118,168 | -$1,153,323 | 2026-02-10 |
|---|
| Q4 2025 | CMF
ISHARES TR | | CALIF MUN BD ETF | 12,271 | 6,042 | -6,229 | $699,961 | $347,195 | -$352,766 | 2026-02-10 |
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| Q4 2025 | PXF
INVESCO EXCH TRADED FD TR II | | RAFI DVLPD MRKTS | 80,641 | 80,074 | -567 | $4,933,236 | $5,248,418 | +$315,182 | 2026-02-10 |
|---|
| Q4 2025 | PRF
INVESCO EXCHANGE TRADED FD T | | RAFI US 1000 ETF | 146,290 | 145,148 | -1,142 | $6,613,762 | $6,810,338 | +$196,576 | 2026-02-10 |
|---|
| Q4 2025 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 24,065 | 20,378 | -3,687 | $618,700 | $534,514 | -$84,186 | 2026-02-10 |
|---|
| Q4 2025 | VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 9,826 | 8,996 | -830 | $826,505 | $753,446 | -$73,059 | 2026-02-10 |
|---|
| Q4 2025 | PRFZ
INVESCO EXCHANGE TRADED FD T | | RAFI US 1500 | 267,437 | 265,783 | -1,654 | $12,147,005 | $12,196,801 | +$49,796 | 2026-02-10 |
|---|
| Q4 2025 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 16,747 | 16,444 | -303 | $828,283 | $794,574 | -$33,709 | 2026-02-10 |
|---|
| Q4 2025 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 3,586 | 3,429 | -157 | $776,924 | $753,626 | -$23,298 | 2026-02-10 |
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| Q4 2025 | IEMG
ISHARES INC | | CORE MSCI EMKT | 4,629 | 4,510 | -119 | $305,144 | $303,162 | -$1,982 | 2026-02-10 |
|---|
| Q4 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 24,002 | 23,280 | -722 | $558,778 | $559,652 | +$874 | 2026-02-10 |
|---|
| Q4 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 1,198 | 1,177 | -21 | $394,235 | $394,613 | +$378 | 2026-02-10 |
|---|
| Q3 2025 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 140,369 | 138,569 | -1,800 | $6,771,417 | $7,399,602 | +$628,185 | 2025-10-21 |
|---|
| Q3 2025 | JMST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHT MUNCPL | 68,698 | 64,097 | -4,601 | $3,498,118 | $3,271,491 | -$226,627 | 2025-10-21 |
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| Q3 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 3,513 | 2,810 | -703 | $314,027 | $262,370 | -$51,657 | 2025-10-21 |
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| Q3 2025 | XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 2,346 | 2,338 | -8 | $254,611 | $276,749 | +$22,138 | 2025-10-21 |
|---|
| Q2 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 40,946 | 40,481 | -465 | $21,042,337 | $23,064,803 | +$2,022,466 | 2025-07-22 |
|---|
| Q2 2025 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 17,696 | 17,386 | -310 | $6,389,876 | $7,381,810 | +$991,934 | 2025-07-22 |
|---|
| Q2 2025 | IWR
ISHARES TR | | RUS MID CAP ETF | 128,561 | 128,412 | -149 | $10,936,667 | $11,810,072 | +$873,405 | 2025-07-22 |
|---|
| Q2 2025 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 145,725 | 140,369 | -5,356 | $6,368,198 | $6,771,417 | +$403,219 | 2025-07-22 |
|---|
| Q2 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 5,996 | 3,513 | -2,483 | $490,053 | $314,027 | -$176,026 | 2025-07-22 |
|---|
| Q2 2025 | CMF
ISHARES TR | | CALIF MUN BD ETF | 14,640 | 11,972 | -2,668 | $823,919 | $667,292 | -$156,627 | 2025-07-22 |
|---|
| Q2 2025 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 13,482 | 12,869 | -613 | $1,356,561 | $1,293,810 | -$62,751 | 2025-07-22 |
|---|
| Q2 2025 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 17,466 | 16,312 | -1,154 | $852,698 | $807,592 | -$45,106 | 2025-07-22 |
|---|
| Q2 2025 | VGK
VANGUARD INTL EQUITY INDEX F | | FTSE EUROPE ETF | 4,914 | 4,912 | -2 | $345,012 | $380,680 | +$35,668 | 2025-07-22 |
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| Q2 2025 | XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 2,347 | 2,346 | -1 | $226,368 | $254,611 | +$28,243 | 2025-07-22 |
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| Q2 2025 | JMST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHT MUNCPL | 69,161 | 68,698 | -463 | $3,516,823 | $3,498,118 | -$18,705 | 2025-07-22 |
|---|
| Q2 2025 | PCY
INVESCO EXCH TRADED FD TR II | | EMRNG MKT SVRG | 15,377 | 14,561 | -816 | $310,150 | $297,486 | -$12,664 | 2025-07-22 |
|---|
| Q2 2025 | VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 5,961 | 5,837 | -124 | $957,051 | $965,073 | +$8,022 | 2025-07-22 |
|---|
| Q1 2025 | XLY
SELECT SECTOR SPDR TR | | SBI CONS DISCR | 1,027 | 1,020 | -7 | $230,407 | $201,409 | -$28,998 | 2025-05-06 |
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| Q1 2025 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 11,378 | 11,056 | -322 | $258,273 | $238,028 | -$20,245 | 2025-05-06 |
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| Q1 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 6,407 | 5,996 | -411 | $484,433 | $490,053 | +$5,620 | 2025-05-06 |
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| Q1 2025 | XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 2,364 | 2,347 | -17 | $228,859 | $226,368 | -$2,491 | 2025-05-06 |
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| Q4 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 43,895 | 6,407 | -37,488 | $3,670,939 | $484,433 | -$3,186,506 | 2025-01-29 |
|---|
| Q4 2024 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 14,815 | 13,292 | -1,523 | $1,491,705 | $1,339,046 | -$152,659 | 2025-01-29 |
|---|
| Q4 2024 | PRFZ
INVESCO EXCHANGE TRADED FD T | | FTSE RAFI 1500 | 194,442 | 191,374 | -3,068 | $8,079,059 | $7,963,055 | -$116,004 | 2025-01-29 |
|---|
| Q3 2024 | JMST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHT MUNCPL | 99,117 | 69,018 | -30,099 | $5,029,702 | $3,515,755 | -$1,513,947 | 2024-11-13 |
|---|
| Q3 2024 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 21,282 | 14,815 | -6,467 | $2,142,045 | $1,491,705 | -$650,340 | 2024-11-13 |
|---|
| Q3 2024 | PRFZ
INVESCO EXCHANGE TRADED FD T | | FTSE RAFI 1500 | 197,085 | 194,442 | -2,643 | $7,516,840 | $8,079,059 | +$562,219 | 2024-11-13 |
|---|
| Q2 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 34,831 | 34,567 | -264 | $18,274,718 | $18,872,790 | +$598,072 | 2024-08-14 |
|---|
| Q2 2024 | JMST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHT MUNCPL | 108,532 | 99,117 | -9,415 | $5,506,901 | $5,029,702 | -$477,199 | 2024-08-14 |
|---|
| Q2 2024 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 166,053 | 150,694 | -15,359 | $6,936,036 | $6,594,381 | -$341,655 | 2024-08-14 |
|---|
| Q2 2024 | ACWI
ISHARES TR | | MSCI ACWI ETF | 389,255 | 378,982 | -10,273 | $42,868,604 | $42,597,623 | -$270,981 | 2024-08-14 |
|---|
| Q2 2024 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 23,963 | 21,282 | -2,681 | $2,409,213 | $2,142,045 | -$267,168 | 2024-08-14 |
|---|
| Q2 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 13,676 | 9,079 | -4,597 | $686,143 | $448,667 | -$237,476 | 2024-08-14 |
|---|
| Q2 2024 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 142,874 | 136,018 | -6,856 | $5,869,277 | $5,793,000 | -$76,277 | 2024-08-14 |
|---|
| Q2 2024 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 1,654 | 1,238 | -416 | $344,479 | $280,073 | -$64,406 | 2024-08-14 |
|---|
| Q2 2024 | PDN
INVESCO EXCH TRADED FD TR II | | FTSE RAFI SML | 10,539 | 8,777 | -1,762 | $346,511 | $283,672 | -$62,839 | 2024-08-14 |
|---|
| Q2 2024 | PRF
INVESCO EXCHANGE TRADED FD T | | FTSE RAFI 1000 | 58,674 | 58,165 | -509 | $2,257,180 | $2,207,360 | -$49,820 | 2024-08-14 |
|---|
| Q2 2024 | PXF
INVESCO EXCH TRADED FD TR II | | FTSE RAFI DEV | 23,879 | 23,721 | -158 | $1,185,588 | $1,154,748 | -$30,840 | 2024-08-14 |
|---|
| Q2 2024 | VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 5,217 | 5,177 | -40 | $813,393 | $783,294 | -$30,099 | 2024-08-14 |
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| Q2 2024 | CMF
ISHARES TR | | CALIF MUN BD ETF | 11,663 | 11,425 | -238 | $671,080 | $649,854 | -$21,226 | 2024-08-14 |
|---|
| Q2 2024 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 16,841 | 16,635 | -206 | $828,414 | $809,646 | -$18,768 | 2024-08-14 |
|---|
| Q2 2024 | PCY
INVESCO EXCH TRADED FD TR II | | EMRNG MKT SVRG | 12,996 | 12,838 | -158 | $265,898 | $256,760 | -$9,138 | 2024-08-14 |
|---|
| Q2 2024 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 2,340 | 2,339 | -1 | $427,307 | $429,088 | +$1,781 | 2024-08-14 |
|---|
| Q1 2024 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 172,546 | 142,874 | -29,672 | $6,938,087 | $5,869,277 | -$1,068,810 | 2024-05-14 |
|---|
| Q1 2024 | ACWI
ISHARES TR | | MSCI ACWI ETF | 413,085 | 389,255 | -23,830 | $42,039,622 | $42,868,604 | +$828,982 | 2024-05-14 |
|---|
| Q1 2024 | JMST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHT MUNCPL | 123,390 | 108,532 | -14,858 | $6,277,906 | $5,506,901 | -$771,005 | 2024-05-14 |
|---|
| Q1 2024 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 28,176 | 23,963 | -4,213 | $2,824,953 | $2,409,213 | -$415,740 | 2024-05-14 |
|---|
| Q1 2024 | PRFZ
INVESCO EXCHANGE TRADED FD T | | FTSE RAFI 1500 | 198,885 | 196,702 | -2,183 | $7,456,197 | $7,726,455 | +$270,258 | 2024-05-14 |
|---|
| Q1 2024 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 6,230 | 3,821 | -2,409 | $346,807 | $233,279 | -$113,528 | 2024-05-14 |
|---|
| Q1 2024 | PRF
INVESCO EXCHANGE TRADED FD T | | FTSE RAFI 1000 | 62,178 | 58,674 | -3,504 | $2,188,683 | $2,257,180 | +$68,497 | 2024-05-14 |
|---|
| Q1 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 14,988 | 13,676 | -1,312 | $717,944 | $686,143 | -$31,801 | 2024-05-14 |
|---|
| Q1 2024 | PXF
INVESCO EXCH TRADED FD TR II | | FTSE RAFI DEV | 24,716 | 23,879 | -837 | $1,171,362 | $1,185,588 | +$14,226 | 2024-05-14 |
|---|
| Q1 2024 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 11,969 | 11,249 | -720 | $442,373 | $438,935 | -$3,438 | 2024-05-14 |
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