Three Bridge Wealth Advisors, LLC quarter change: USA ETF, Unchanged
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).
- HEZU: Country of operation —; Class CUR HD EURZN ETF; Shares 2026-03-31 14,225; Shares 2026-06-30 14,225.
- VIG: Country of operation —; Class DIV APP ETF; Shares 2026-03-31 3,429; Shares 2026-06-30 3,429.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 1,177; Shares 2026-06-30 1,177.
- IWN: Country of operation —; Class RUS 2000 VAL ETF; Shares 2026-03-31 1,620; Shares 2026-06-30 1,620.
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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