Bar Harbor Wealth Management
$1.9B 13F equity value
282 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bar Harbor Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 929,180 | $177M | 9.5% |
| AAPL | APPLE INC | 278,846 | $81M | 4.3% |
| LLY | ELI LILLY & CO | 65,715 | $79M | 4.2% |
| IVV | ISHARES TR | 100,654 | $75M | 4.0% |
| AGG | ISHARES TR | 737,198 | $73M | 3.9% |
| CAT | CATERPILLAR INC | 45,699 | $49M | 2.6% |
| JNJ | JOHNSON & JOHNSON | 181,735 | $46M | 2.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 603,744 | $43M | 2.3% |
| IJH | ISHARES TR | 515,533 | $40M | 2.1% |
| IJR | ISHARES TR | 267,227 | $40M | 2.1% |
Track Bar Harbor Wealth Management's 13F portfolio: $1.9B in reported holdings, 282 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}