account_balance
Investment manager · 13F filer · SEC CIK 1700481
Bryn Mawr Trust Advisors, LLC
Reported value$2.34Bas of Sep 30, 2026
Positions455 18 new, 19 sold out
Top 10 weight31.8%IVV alone is 6%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.5%
AAPLApple Inc.
5.2%Trimmed −2%
BNDVanguard Bd Index FDS
4.2%Added +3%
MSFTMicrosoft Corp
3.8%Trimmed −2%
IWYiShares Tr
3.2%
VEAVanguard Tax-Managed FDS
2.7%
GOOGLAlphabet Inc.
2.1%Trimmed −10%
JPMJPMorgan Chase & Co
1.9%
IWFiShares Tr
1.7%Added +17%
AMZNAmazon.com Inc
1.6%+30%
SPYSPDR S&P 500 ETF Trust
1.6%Added +14%
CSCOCisco Systems, Inc.
1.5%−12%
IVViShares Tr
5.5%
AAPLApple Inc.
5.2%Trimmed −2%
BNDVanguard Bd Index FDS
4.2%
MSFTMicrosoft Corp
3.8%
IWYiShares Tr
3.2%
VEAVanguard Tax-Managed FDS
2.7%
GOOGLAlphabet Inc.
2.1%
JPMJPMorgan Chase & Co
1.9%
IWF1.7%
AMZNSPY1.6%CSCOBoxes 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
IVV iShares Tr 5.5% Held
AAPL Apple Inc. 5.2% Trimmed −2%BND Vanguard Bd Index FDS 4.2% Added +3%
MSFT Microsoft Corp 3.8% Trimmed −2%IWY iShares Tr 3.2% Held
VEA Vanguard Tax-Managed FDS 2.7% Held
GOOGL Alphabet Inc. 2.1% Trimmed −10%JPM JPMorgan Chase & Co 1.9% HeldIWF iShares Tr 1.7% Added +17%
AMZN Amazon.com Inc 1.6% Added +30%SPY SPDR S&P 500 ETF Trust 1.6% Added +14%CSCO Cisco Systems, Inc. 1.5% Trimmed −12%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.