Bay Harbor Wealth Management, LLC - Portfolio overview

Bay Harbor Wealth Management, LLC has 1373 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL US CORE EQUITY MARKET ETF, 8.26%
2. IUSB - ISHARES CORE TOTAL USD BOND MARKET ETF, 5.50%
3. VUG - VANGUARD GROWTH ETF, 5.39%

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

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