PENOBSCOT WEALTH MANAGEMENT - Portfolio Stock Holdings
PENOBSCOT WEALTH MANAGEMENT disclosed 121 stock positions in a recent SEC 13F filing. $387,744,446 of stock holdings were filed, with the largest holdings including SPYM, DFGP, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed today.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:
Sept. 30, 2026No. of Stocks:
121Est. Stock Holding Value:
$387,744,446Top 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 (USD)
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% Change
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