Three Bearings Fiduciary Advisors, Inc.
All 13F Filings
- Location
- Hampton, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 111,598
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 312 | 111,598 | 13F-HR | Three Bearings Fiduciary Advisors, Inc. |
| Q1 2026 | 6/11/2026 | 329 | 103,344 | 13F-HR | Three Bearings Fiduciary Advisors, Inc. |
| Q4 2025 | 6/11/2026 | 412 | 106,887 | 13F-HR | Three Bearings Fiduciary Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 33.92 K | 30.4% | 2.566 K | 0 | 2.566 K |
| ETFs | 77.63 K | 69.6% | 5.674 K | 0 | 5.674 K |
| Debt | 45 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
111,598
Holdings
312
QoQ value change ($000)
8,254
(8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.