PENOBSCOT WEALTH MANAGEMENT - Portfolio Stock Holdings
PENOBSCOT WEALTH MANAGEMENT disclosed 120 stock positions in a recent SEC 13F filing. $373,912,419 of stock holdings were filed, with the largest holdings including SPYM, DFGP, and VEA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $544,532,434 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
120Est. Stock Holding Value:
$373,912,419Top Stock Holdings By Sector
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Portfolio Stock Holdings - PENOBSCOT WEALTH MANAGEMENT
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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