Bryn Mawr Trust Advisors, LLC: 13F holdings
CIK 17004812026Q2
| Positions | 456 |
|---|
| Reported value | $2.3bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 456 (+18 vs prior quarter) |
|---|
| Reported value | $2.3bn (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 167,801 | $125.7m | 5.5% |
| AAPL APPLE INC | 371,340 | $107.5m | 4.7% |
| BND VANGUARD BD INDEX FDS | 1,369,628 | $100.5m | 4.4% |
| IWY ISHARES TR | 255,752 | $74.3m | 3.2% |
| MSFT MICROSOFT CORP | 178,186 | $66.5m | 2.9% |
| VEA VANGUARD TAX-MANAGED FDS | 875,203 | $62.4m | 2.7% |
| GOOGL ALPHABET INC | 157,055 | $56.1m | 2.4% |
| JPM JPMORGAN CHASE & CO | 133,139 | $43.6m | 1.9% |
| CSCO CISCO SYS INC | 359,682 | $42.2m | 1.8% |
| KLAC KLA CORP | 120,863 | $36.5m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1700481")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples