Bryn Mawr Trust Advisors
$2.1B Assets Reported
471 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 168,499 | $110M | 5.3% |
| BND | VANGUARD BD INDEX FDS | 1,346,630 | $99M | 4.8% |
| AAPL | APPLE INC | 368,981 | $94M | 4.5% |
| MSFT | MICROSOFT CORP | 177,696 | $66M | 3.2% |
| IWY | ISHARES TR | 258,769 | $64M | 3.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 907,001 | $58M | 2.8% |
| GOOGL | ALPHABET INC | 156,288 | $45M | 2.2% |
| JPM | JPMORGAN CHASE & CO | 132,448 | $39M | 1.9% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 64,527 | $31M | 1.5% |
| CSCO | CISCO SYS INC | 376,373 | $29M | 1.4% |
Track Bryn Mawr Trust Advisors's 13F portfolio: $2.1B in reported holdings, 471 positions. Top holdings, AUM, and quarterly changes on SentiSense.