account_balance
Investment manager · 13F filer · SEC CIK 2140230
Three Bearings Fiduciary Advisors, Inc.
Reported value$113Mas of Sep 30, 2026
Positions307 4 new, 9 sold out
Top 10 weight58.8%DON alone is 11%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DONWisdomtree Tr
11.3%Trimmed −17%
VYMVanguard Whitehall FDS
8.1%Trimmed −3%
VUGVanguard Index FDS
6.0%
VGSHVanguard Scottsdale FDS
5.8%Added +161%
VNQVanguard Index FDS
5.3%Added +16%
ISCGiShares Tr
4.9%Added +6%
IWPiShares Tr
4.9%Trimmed −31%
DESWisdomtree Tr
4.9%Added +17%
VCSHVanguard Scottsdale FDS
3.9%Added +2007%
MGKVanguard World Fd
3.8%−14%
VOVanguard Index FDS
2.3%Trimmed −7%
VEUVanguard Intl Equity Index F
2.1%+27%
DONWisdomtree Tr
11.3%Trimmed −17%
VYMVanguard Whitehall FDS
8.1%Trimmed −3%
VUGVanguard Index FDS
6.0%
VGSHVanguard Scottsdale FDS
5.8%+161%
VNQVanguard Index FDS
5.3%+16%
ISCGiShares Tr
4.9%
IWPiShares Tr
4.9%
DESWisdomtree Tr
4.9%
VCSHVanguard Scottsdale FDS
3.9%
MGKVanguard World Fd
3.8%
VO2.3%
VEU2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DON Wisdomtree Tr 11.3% Trimmed −17%
VYM Vanguard Whitehall FDS 8.1% Trimmed −3%
VUG Vanguard Index FDS 6.0% Held
VGSH Vanguard Scottsdale FDS 5.8% Added +161%
VNQ Vanguard Index FDS 5.3% Added +16%
ISCG iShares Tr 4.9% Added +6%
IWP iShares Tr 4.9% Trimmed −31%
DES Wisdomtree Tr 4.9% Added +17%
VCSH Vanguard Scottsdale FDS 3.9% Added +2007%
MGK Vanguard World Fd 3.8% Trimmed −14%
VO Vanguard Index FDS 2.3% Trimmed −7%
VEU Vanguard Intl Equity Index F 2.1% Added +27%
What changed
Biggest moves since Jun 30, 2026
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