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

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

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 GLD; Country of operation United States; Class GOLD SHS; Shares before 40,221.
  • Q2 2026: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 184,324.
  • Q2 2026: Stock META; Country of operation United States; Class CL A; Shares before 38,094.
  • Q2 2026: Stock ASML; Country of operation —; Class N Y REGISTRY SHS; Shares before 1,148.

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 2026GLD
SPDR GOLD TR		United StatesGOLD SHS40,22138,771-1,450$17,306,694$14,282,461-$3,024,2332026-07-27
Q2 2026IAU
ISHARES GOLD TR		United StatesISHARES NEW184,324183,087-1,237$16,250,004$13,824,899-$2,425,1052026-07-27
Q2 2026META
META PLATFORMS INC		United StatesCL A38,09437,087-1,007$21,794,568$20,890,686-$903,8822026-07-27
Q2 2026ASML
ASML HLDG NV		N Y REGISTRY SHS1,1481,132-16$1,516,313$2,252,046+$735,7332026-07-27
Q2 2026AAPL
APPLE INC		United StatesCOM8,3508,235-115$2,119,139$2,382,950+$263,8112026-07-27
Q2 2026GOOG
ALPHABET INC		United StatesCAP STK CL C3,0713,042-29$880,947$1,074,830+$193,8832026-07-27
Q2 2026GOOGL
ALPHABET INC		United StatesCAP STK CL A10,6509,031-1,619$3,062,560$3,227,470+$164,9102026-07-27
Q2 2026V
VISA INC		United StatesCOM CL A3,3943,349-45$1,025,803$1,149,008+$123,2052026-07-27
Q2 2026SBUX
STARBUCKS CORP		United StatesCOM9,7019,650-51$869,113$986,134+$117,0212026-07-27
Q2 2026MSFT
MICROSOFT CORP		United StatesCOM6,4946,228-266$2,403,884$2,323,169-$80,7152026-07-27
Q2 2026JNJ
JOHNSON & JOHNSON		United StatesCOM5,7315,230-501$1,400,886$1,328,263-$72,6232026-07-27
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW4,7984,718-80$2,299,202$2,360,840+$61,6382026-07-27
Q2 2026HD
HOME DEPOT INC		United StatesCOM1,8281,813-15$601,211$639,409+$38,1982026-07-27
Q2 2026RTX
RTX CORPORATION		United StatesCOM5,1065,002-104$984,947$949,029-$35,9182026-07-27
Q2 2026GD
GENERAL DYNAMICS CORP		United StatesCOM3,7923,725-67$1,301,490$1,319,544+$18,0542026-07-27
Q2 2026PG
PROCTER & GAMBLE CO		United StatesCOM6,5096,488-21$940,160$951,400+$11,2402026-07-27
Q2 2026DIS
DISNEY WALT CO		United StatesCOM18,13018,065-65$1,747,393$1,752,328+$4,9352026-07-27

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