Three Bearings Fiduciary Advisors, Inc.
Three Bearings Fiduciary Advisors, Inc. reported 312 positions worth $111.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: DON (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DON | SH | $16.1M | 14.40% | 284,239 | — | — | |
| ▸ 2 | VYM | SH | $9.6M | 8.63% | 60,937 | — | — | |
| ▸ 3 | IWP | SH | $8.5M | 7.61% | 58,018 | — | — | |
| ▸ 4 | VUG | SH | $6.5M | 5.83% | 75,556 | — | — | |
| ▸ 5 | VNQ | SH | $5.6M | 5.00% | 57,804 | — | — | |
| ▸ 6 | ISCG | SH | $5.6M | 4.98% | 84,793 | — | — | |
| ▸ 7 | DES | SH | $5.1M | 4.53% | 124,232 | — | — | |
| ▸ 8 | MGK | SH | $4.7M | 4.21% | 53,419 | — | — | |
| ▸ 9 | IQLT | SH | $2.9M | 2.61% | 58,714 | — | — | |
| ▸ 10 | VO | SH | $2.9M | 2.58% | 35,755 | — | — |
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Frequently Asked Questions
What stocks does Three Bearings Fiduciary Advisors, Inc. hold as of Q2 2026?
Three Bearings Fiduciary Advisors, Inc. reported 312 positions worth $111.6M in its Q2 2026 13F filing. Largest positions: DON (14.4%), VYM (8.6%), IWP (7.6%), VUG (5.8%) and VNQ (5.0%).
What did Three Bearings Fiduciary Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Three Bearings Fiduciary Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.