Three Bearings Fiduciary Advisors, Inc.
CIK: 2140230SEC EDGAR →
Portfolio Value
$59.9B
Holdings
412
As of
Q1 2026
New Positions
411
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 282,535 | $15.1B | 25.25% |
| 2 | VANGUARD INDEX FDS | 56,994 | $5.2B | 8.63% |
| 3 | ISHARES TR | 84,915 | $4.9B | 8.14% |
| 4 | WISDOMTREE TR | 127,999 | $4.6B | 7.63% |
| 5 | VANGUARD SCOTTSDALE FDS | 49,346 | $2.9B | 4.85% |
| 6 | ISHARES TR | 59,971 | $2.9B | 4.76% |
| 7 | ISHARES TR | 30,897 | $2.8B | 4.60% |
| 8 | ISHARES TR | 72,720 | $2.3B | 3.85% |
| 9 | VANGUARD INTL EQUITY INDEX F | 36,573 | $2.1B | 3.45% |
| 10 | ISHARES TR | 47,080 | $2.0B | 3.28% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 141 | $56.7B | 94.7% |
| Unknown | 23 | $2.0B | 3.4% |
| Utilities | 16 | $916.6M | 1.5% |
| Consumer Cyclical | 31 | $54.1M | 0.1% |
| Technology | 57 | $52.6M | 0.1% |
| Healthcare | 36 | $51.4M | 0.1% |
| Real Estate | 13 | $30.3M | 0.1% |
| Consumer Defensive | 18 | $12.4M | 0.0% |
| Communication Services | 11 | $11.0M | 0.0% |
| Energy | 14 | $9.7M | 0.0% |
| Industrials | 39 | $9.6M | 0.0% |
| Basic Materials | 13 | $5.2M | 0.0% |