account_balance
Investment manager · 13F filer · SEC CIK 1035463
Bar Harbor Wealth Management
Reported value$1.82Bas of Sep 30, 2026
Positions284 25 new, 9 sold out
Top 10 weight38.4%XLK alone is 10%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLKSelect Sector SPDR Tr
9.9%
AAPLApple Inc.
5.1%
LLYELI Lilly & Co
4.2%
IVViShares Tr
4.1%
AGGiShares Tr
3.9%Added +2%
JNJJohnson & Johnson
2.6%
VEAVanguard Tax-Managed FDS
2.3%
MSFTMicrosoft Corp
2.1%
IJHiShares Tr
2.0%
GOOGLAlphabet Inc.
2.0%−4%
CATCaterpillar Inc
2.0%Trimmed −2%
IJRiShares Tr
2.0%
XLKSelect Sector SPDR Tr
9.9%
AAPLApple Inc.
5.1%
LLYELI Lilly & Co
4.2%
IVViShares Tr
4.1%
AGGiShares Tr
3.9%Added +2%
JNJJohnson & Johnson
2.6%
VEAVanguard Tax-Managed FDS
2.3%
MSFTMicrosoft Corp
2.1%
IJH2.0%
GOOGLCAT2.0%IJR2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XLK Select Sector SPDR Tr 9.9% Held
AAPL Apple Inc. 5.1% HeldLLY ELI Lilly & Co 4.2% HeldIVV iShares Tr 4.1% Held
AGG iShares Tr 3.9% Added +2%
JNJ Johnson & Johnson 2.6% HeldVEA Vanguard Tax-Managed FDS 2.3% Held
MSFT Microsoft Corp 2.1% HeldIJH iShares Tr 2.0% Held
GOOGL Alphabet Inc. 2.0% Trimmed −4%CAT Caterpillar Inc 2.0% Trimmed −2%IJR iShares Tr 2.0% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.