Three Bridge Wealth Advisors, LLC quarter change: USA ETF, New
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).
- SPYG: Country of operation —; Class ST STR P500GRW; Shares 2026-03-31 0; Shares 2026-06-30 18,200.
- XLK: Country of operation —; Class ST STR TECHN ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,842.
- XLI: Country of operation —; Class ST STR INDL ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,490.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 0; Shares 2026-06-30 296.
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.
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