DOSSIER · 13F-HR · Q2 2026

Three Bearings Fiduciary Advisors, Inc.

$112M in tracked AUM across 312 positions as of Q2 2026.

TB
CIK 0002140230 · last filed Jun 30, 2026
Total AUM
$112M
as of Q2 2026
Holdings
312
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Three Bearings Fiduciary Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DON
WISDOMTREE TR
$16M284K14.4%
02
VYM
VANGUARD WHITEHALL FDS
$10M61K8.6%
03
IWP
ISHARES TR
$8M58K7.6%
04
VUG
VANGUARD INDEX FDS
$7M76K5.8%
05
VNQ
VANGUARD INDEX FDS
$6M58K5.0%
06
ISCG
ISHARES TR
$6M85K5.0%
07
DES
WISDOMTREE TR
$5M124K4.5%
08
MGK
VANGUARD WORLD FD
$5M53K4.2%
09
IQLT
ISHARES TR
$3M59K2.6%
10
VO
VANGUARD INDEX FDS
$3M36K2.6%

Filing history

2026Q2Jun 30
$112M 8.0%
312 positionsView →
2026Q1Mar 31
$103M 3.3%
329 positionsView →
2025Q4Dec 31
$107M
412 positionsView →