account_balance
Investment manager · 13F filer · SEC CIK 1875768
Penobscot Wealth Management
Reported value$388Mas of Sep 30, 2026
Positions120 4 new, 1 sold out
Top 10 weight65.4%SPYM alone is 18%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
18.4%
DFGPDimensional ETF Trust
12.1%Added +8%
VEAVanguard Tax-Managed FDS
12.0%Added +4%
IAGGiShares Tr
5.5%Added +7%
VWOVanguard Intl Equity Index F
3.8%Added +5%
VGTVanguard World Fd
3.6%
STIPiShares Tr
2.8%Added +8%
JGROJ P Morgan Exchange Traded F
2.8%Added +4%
DFICDimensional ETF Trust
2.6%+4%
DFAEDimensional ETF Trust
1.8%
VFHVanguard World Fd
1.7%
GLDMWorld Gold Trust
1.6%
SPYMSPDR Series Trust
18.4%
DFGPDimensional ETF Trust
12.1%+8%
VEAVanguard Tax-Managed FDS
12.0%Added +4%
IAGG5.5%
VWOVanguard Intl Equity Index F
3.8%
VGTVanguard World Fd
3.6%
STIP2.8%
JGRO2.8%
DFIC2.6%
DFAE
VFH
GLDMBoxes 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
SPYM SPDR Series Trust 18.4% Held
DFGP Dimensional ETF Trust 12.1% Added +8%
VEA Vanguard Tax-Managed FDS 12.0% Added +4%
IAGG iShares Tr 5.5% Added +7%
VWO Vanguard Intl Equity Index F 3.8% Added +5%
VGT Vanguard World Fd 3.6% Held
STIP iShares Tr 2.8% Added +8%
JGRO J P Morgan Exchange Traded F 2.8% Added +4%
DFIC Dimensional ETF Trust 2.6% Added +4%
DFAE Dimensional ETF Trust 1.8% Added +10%
VFH Vanguard World Fd 1.7% Added +3%
GLDM World Gold Trust 1.6% Added +3%What changed
Biggest moves since Jun 30, 2026
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