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

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

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Three Bridge Wealth Advisors, LLC opened 6 positions, added to 25, reduced 5, sold out of 5 and left 6 unchanged. The largest increase in value was ACWI (+$7,200,203); the largest decrease was SPYG (-$1,781,962).

QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 35,696; Shares 2026-06-30 36,023.
SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 41,347; Shares 2026-06-30 41,472.
IWR: Country of operation —; Class RUS MID CAP ETF; Shares 2026-03-31 147,446; Shares 2026-06-30 151,759.
VT: Country of operation —; Class TT WRLD ST ETF; Shares 2026-03-31 105,364; Shares 2026-06-30 107,297.

Two Form 13F-HR filings compared (SEC CIK 1950962): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-27). 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; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
QQQ INVESCO QQQ TR	UNIT SER 1	35,696	36,023	+327	$20,603,017	$26,556,566	+$5,953,549
SPY STATE STR SPDR S&P 500 ETF T	TR UNIT	41,347	41,472	+125	$26,964,003	$31,049,137	+$4,085,134
IWR ISHARES TR	RUS MID CAP ETF	147,446	151,759	+4,313	$14,336,222	$16,742,094	+$2,405,872
VT VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	105,364	107,297	+1,933	$14,573,948	$16,840,305	+$2,266,357
EEM ISHARES TR	MSCI EMG MKT ETF	149,459	151,546	+2,087	$8,487,789	$10,367,260	+$1,879,471
IWM ISHARES TR	RUSSELL 2000 ETF	23,917	25,092	+1,175	$5,931,416	$7,538,891	+$1,607,475
VWO VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	208,855	214,422	+5,567	$11,288,616	$12,798,820	+$1,510,204
IWF ISHARES TR	RUS 1000 GRW ETF	17,390	70,494	+53,104	$7,415,248	$8,753,293	+$1,338,045
VEA VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	142,287	142,415	+128	$9,117,755	$10,147,042	+$1,029,287
PRF INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	141,547	143,409	+1,862	$6,727,745	$7,748,362	+$1,020,617
PXF INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	79,121	79,227	+106	$5,530,533	$5,992,719	+$462,186
ACWX ISHARES TR	MSCI ACWI EX US	5,740	8,208	+2,468	$393,018	$624,688	+$231,670
VOE VANGUARD INDEX FDS	MCAP VL IDXVIP	6,515	7,078	+563	$1,200,654	$1,398,563	+$197,909
IUSG ISHARES TR	CORE S&P US GWT	4,093	4,095	+2	$634,866	$770,181	+$135,315
SCHB SCHWAB STRATEGIC TR	US BRD MKT ETF	20,390	20,401	+11	$511,790	$590,822	+$79,032
EMB ISHARES TR	JPMORGAN USD EMG	4,181	4,421	+240	$392,721	$426,361	+$33,640
VCIT VANGUARD SCOTTSDALE FDS	INT-TERM CORP	9,033	9,442	+409	$747,481	$780,381	+$32,900
VUG VANGUARD INDEX FDS	GROWTH ETF	1,462	7,782	+6,320	$638,587	$670,341	+$31,754
GOVT ISHARES TR	US TREAS BD ETF	16,749	18,034	+1,285	$383,720	$410,815	+$27,095
MBB ISHARES TR	MBS ETF	2,269	2,441	+172	$215,442	$230,723	+$15,281
BNDX VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	15,581	15,764	+183	$748,684	$763,427	+$14,743
MINT PIMCO ETF TR	ENHAN SHRT MA AC	11,430	11,527	+97	$1,149,510	$1,162,055	+$12,545
COMT ISHARES U S ETF TR	GSCI CMDTY STGY	9,892	11,269	+1,377	$334,449	$342,240	+$7,791
JMST J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	41,554	41,617	+63	$2,118,446	$2,122,447	+$4,001
BSV VANGUARD BD INDEX FDS	SHORT TRM BOND	2,994	3,025	+31	$234,793	$235,678	+$885

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