Three Bearings Fiduciary Advisors, Inc. — 13F holdings

Three Bearings Fiduciary Advisors, Inc. reported 312 holdings worth $112M in its 13F filing for Q2 2026, filed July 9, 2026.

Largest positions

  1. DON WISDOMTREE TR — $16.1M (14.4%)
  2. VYM VANGUARD WHITEHALL FDS — $9.63M (8.6%)
  3. IWP ISHARES TR — $8.49M (7.6%)
  4. VUG VANGUARD INDEX FDS — $6.51M (5.8%)
  5. VNQ VANGUARD INDEX FDS — $5.57M (5.0%)
  6. ISCG ISHARES TR — $5.56M (5.0%)
  7. DES WISDOMTREE TR — $5.05M (4.5%)
  8. MGK VANGUARD WORLD FD — $4.70M (4.2%)
  9. IQLT ISHARES TR — $2.91M (2.6%)
  10. VO VANGUARD INDEX FDS — $2.88M (2.6%)