Bryn Mawr Trust Advisors, LLC - Portfolio overview

Bryn Mawr Trust Advisors, LLC has 486 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.30%
2. BND - VANGUARD BD INDEX FDS, 4.77%
3. AAPL - APPLE INC, 4.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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