SEC Form 13F

Three Bearings Fiduciary Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$111,598,235
Positions312

Largest disclosed positions

IssuerTickerClassReported valueReported amount
WISDOMTREE TRDONUS MIDCAP DIVID$16,065,173284,239
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$9,629,87560,937
ISHARES TRIWPRUS MD CP GR ETF$8,494,37458,018
VANGUARD INDEX FDSVUGGROWTH ETF$6,508,39475,556
VANGUARD INDEX FDSVNQREAL ESTATE ETF$5,574,04957,804
ISHARES TRISCGMRGSTR SM CP GR$5,557,34384,793
WISDOMTREE TRDESUS SMALLCAP DIVD$5,053,766124,232
VANGUARD WORLD FDMGKMEGA GRWTH IND$4,696,02653,419
ISHARES TRIQLTMSCI INTL QUALTY$2,909,27958,714
VANGUARD INDEX FDSVOMID CAP ETF$2,881,06135,755

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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