Three Bearings Fiduciary Advisors, Inc.: 13F holdings
CIK 21402302026Q2
| Positions | 312 |
|---|---|
| Reported value | $111.6m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DON WISDOMTREE TR | 284,239 | $16.1m | 14.4% |
| VYM VANGUARD WHITEHALL FDS | 60,937 | $9.6m | 8.6% |
| IWP ISHARES TR | 58,018 | $8.5m | 7.6% |
| VUG VANGUARD INDEX FDS | 75,556 | $6.5m | 5.8% |
| VNQ VANGUARD INDEX FDS | 57,804 | $5.6m | 5.0% |
| ISCG ISHARES TR | 84,793 | $5.6m | 5.0% |
| DES WISDOMTREE TR | 124,232 | $5.1m | 4.5% |
| MGK VANGUARD WORLD FD | 53,419 | $4.7m | 4.2% |
| IQLT ISHARES TR | 58,714 | $2.9m | 2.6% |
| VO VANGUARD INDEX FDS | 35,755 | $2.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2140230")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.