BAR HARBOR WEALTH MANAGEMENT - Portfolio overview

BAR HARBOR WEALTH MANAGEMENT has 277 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. XLK - SELECT SECTOR SPDR TR, 7.03%
2. AGG - ISHARES TR, 4.01%
3. IVV - ISHARES TR, 3.69%

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

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