Three Bearings Fiduciary Advisors, Inc. — 13F Holdings & Portfolio

CIK 2140230 · latest 13F-HR filed 2026-07-09

Three Bearings Fiduciary Advisors, Inc. manages $111.6M in 13F-reported U.S. long-equity assets across 312 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DON (14.40%), VYM (8.63%), IWP (7.61%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 19, added to 168, and trimmed 61.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
380 LAFAYETTE ROAD
UNIT D
HAMPTON, NH 03842
Phone
(603) 926-1775
Filing Manager
Three Bearings Fiduciary Advisors, Inc.
HAMPTON, NH
Signatory
David Mayes
MR
Loading holdings…
AUM

$111.6M

Long-equity book

Holdings

312

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+2 / −19 / ↑168 / ↓61

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$1.2M +16.8%
  • WISDOMTREE TR$1.2M +7.9%
  • ISHARES TR$838.8K +17.8%
  • VANGUARD WORLD FD$822.3K +21.2%
  • VANGUARD INDEX FDS$775.1K +13.5%
Show all 168

Top Trims

  • ISHARES TR-$238.4K -8.6%
  • VANGUARD SCOTTSDALE FDS-$185.9K -6.8%
  • ISHARES TR-$167.5K -8.4%
  • INVESCO EXCH TRADED FD TR II-$101.8K -5.5%
  • NEXTERA ENERGY INC-$36.3K -5.5%
Show all 61

New Positions

  • CARNIVAL CORP LTD$25.1K
  • FEDEX FGHT HLDG CO INC$453
Show all 2

Exited Positions

  • VANGUARD WHITEHALL FDS$80.8K
  • CARNIVAL CORP$22.7K
  • EXXON MOBIL CORP$13.5K
  • DRAFTKINGS INC NEW$7.7K
  • TERADYNE INC$3.6K
Show all 19
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WISDOMTREE TR DON 97717W505 $16.1M 14.40% 284,239 SH
2 VANGUARD WHITEHALL FDS VYM 921946406 $9.6M 8.63% 60,937 SH
3 ISHARES TR IWP 464287481 $8.5M 7.61% 58,018 SH
4 VANGUARD INDEX FDS VUG 922908736 $6.5M 5.83% 75,556 SH
5 VANGUARD INDEX FDS VNQ 922908553 $5.6M 4.99% 57,804 SH
6 ISHARES TR ISCG 464288604 $5.6M 4.98% 84,793 SH
7 WISDOMTREE TR DES 97717W604 $5.1M 4.53% 124,232 SH
8 VANGUARD WORLD FD MGK 921910816 $4.7M 4.21% 53,419 SH
9 ISHARES TR IQLT 46434V456 $2.9M 2.61% 58,714 SH
10 VANGUARD INDEX FDS VO 922908629 $2.9M 2.58% 35,755 SH
11 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $2.5M 2.27% 43,562 SH
12 ISHARES TR EFAV 46429B689 $2.5M 2.26% 28,725 SH
13 ISHARES TR PFF 464288687 $2.3M 2.04% 74,617 SH
14 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.2M 1.93% 36,026 SH
15 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.8M 1.65% 22,022 SH
16 ISHARES TR IDV 464288448 $1.8M 1.63% 43,902 SH
17 INVESCO EXCH TRADED FD TR II XMLV 46138E198 $1.7M 1.57% 26,361 SH
18 SCHWAB STRATEGIC TR SCHF 808524805 $1.5M 1.38% 55,672 SH
19 APPLE INC AAPL 037833100 $1.5M 1.31% 5,060 SH
20 JOHNSON & JOHNSON JNJ 478160104 $1.4M 1.30% 5,702 SH
21 ISHARES TR IWS 464287473 $1.4M 1.27% 8,604 SH
22 WISDOMTREE TR DLN 97717W307 $1.4M 1.25% 14,495 SH
23 WISDOMTREE TR DGS 97717W281 $1.3M 1.17% 20,151 SH
24 ISHARES TR IVV 464287200 $1.3M 1.16% 1,729 SH
25 ISHARES TR DVY 464287168 $1.3M 1.12% 8,019 SH
26 VANGUARD INDEX FDS VBK 922908595 $1.2M 1.06% 3,223 SH
27 WISDOMTREE TR EES 97717W562 $1.1M 1.02% 16,774 SH
28 ISHARES TR IWF 464287614 $1.1M 0.97% 8,684 SH
29 VANGUARD INDEX FDS VV 922908637 $829.2K 0.74% 2,411 SH
30 SCHWAB STRATEGIC TR SCHB 808524102 $820.0K 0.73% 28,315 SH
31 INTERNATIONAL BUSINESS MACHS IBM 459200101 $816.1K 0.73% 2,902 SH
32 BANK OF AMER CORP BAC 060505104 $805.1K 0.72% 14,130 SH
33 SPDR SERIES TRUST SDY 78464A763 $770.0K 0.69% 5,060 SH
34 NEXTERA ENERGY INC NEE 65339F101 $623.9K 0.56% 7,108 SH
35 SCHWAB STRATEGIC TR SCHD 808524797 $623.4K 0.56% 19,660 SH
36 VANGUARD INDEX FDS VBR 922908611 $617.1K 0.55% 2,539 SH
37 SPDR INDEX SHS FDS SPEM 78463X509 $610.4K 0.55% 11,788 SH
38 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $535.3K 0.48% 9,076 SH
39 VANGUARD INDEX FDS VB 922908751 $408.6K 0.37% 1,348 SH
40 DOMINION ENERGY INC D 25746U109 $328.1K 0.29% 4,804 SH
41 VANGUARD WORLD FD VAW 92204A801 $301.8K 0.27% 1,319 SH
42 3M CO MMM 88579Y101 $272.0K 0.24% 1,680 SH
43 ISHARES TR AGG 464287226 $255.9K 0.23% 2,585 SH
44 ISHARES TR IVW 464287309 $254.6K 0.23% 1,851 SH
45 GE AEROSPACE GE 369604301 $244.8K 0.22% 655 SH
46 WISDOMTREE TR DEM 97717W315 $244.3K 0.22% 4,541 SH
47 VANGUARD WORLD FD MGV 921910840 $225.3K 0.20% 1,378 SH
48 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $216.5K 0.19% 2,740 SH
49 NVIDIA CORPORATION NVDA 67066G104 $206.4K 0.18% 1,032 SH
50 DOUBLELINE ETF TRUST DSCO 25861R881 $202.6K 0.18% 8,126 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $111.6M 312 0002140230-26-000003
2026-03-31 2026-06-11 $103.3M 329 0002140230-26-000002
2025-12-31 2026-06-11 $106.9M 412 0002140230-26-000001