Bar Harbor Wealth Management
$1.7B Assets Reported
271 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 933,094 | $124M | 7.3% |
| AGG | ISHARES TR | 712,901 | $71M | 4.1% |
| IVV | ISHARES TR | 99,631 | $65M | 3.8% |
| LLY | ELI LILLY & CO | 70,505 | $65M | 3.8% |
| AAPL | APPLE INC | 246,959 | $63M | 3.7% |
| JNJ | JOHNSON & JOHNSON | 198,273 | $48M | 2.8% |
| VEA | VANGUARD TAX-MANAGED FDS | 599,739 | $38M | 2.2% |
| IJH | ISHARES TR | 520,352 | $35M | 2.1% |
| XOM | EXXON MOBIL CORP | 206,087 | $35M | 2.0% |
| COST | COSTCO WHOLESALE CORPORATION | 34,403 | $34M | 2.0% |
Track Bar Harbor Wealth Management's 13F portfolio: $1.7B in reported holdings, 271 positions. Top holdings, AUM, and quarterly changes on SentiSense.