PENOBSCOT WEALTH MANAGEMENT - Portfolio overview

PENOBSCOT WEALTH MANAGEMENT has 114 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 15.40%
2. SPLG - SPDR SERIES TRUST, 15.13%
3. DFGP - DIMENSIONAL ETF TRUST, 12.38%

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

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