Fund HoldingsBay Harbor Wealth Management, LLC

Total Portfolio Value
$385.71M
Total Bought
$38.73M
Total Sold
$30.60M
Net Transaction
+$8.13M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES MSCI EAFE GROWTH ETF060,690+60,69006,7591.75%+6,759
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
0306,208+306,20807,0151.82%+7,015
ISHARES DEFENSE INDUSTRIALS ACTIVE ETF
ISHARES DEFENSE
0140,090+140,09004,5841.19%+4,584
ISHARES CORE S&P 500 ETF22,22630,278+8,05215,22319,7785.13%+4,554
ISHARES LARGE CAP CORE ACTIVE ETF
ISHA LA CORE ETF
0110,021+110,02104,5171.17%+4,517
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
SHOR DUR FIX ETF
208,927244,701+35,77410,01811,7163.04%+1,698
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
0305,946+305,946014,7013.81%+14,701
DIMENSIONAL CORE FIXED INCOME ETF
CORE FIXE IN ETF
164,820187,365+22,5457,0157,9112.05%+896
VANGUARD SHORT-TERM BOND ETF0179,097+179,097014,0433.64%+14,043
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
0460,907+460,907021,2895.52%+21,289
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
673,548708,070+34,52231,52231,9488.28%+426
VANGUARD LONG-TERM BOND ETF096,568+96,56806,6421.72%+6,642
VANGUARD INTERMEDIATE-TERM BOND ETF088,568+88,56806,8361.77%+6,836
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
252,510253,885+1,3759,6239,8912.56%+268
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
185,237194,031+8,7946,1686,3931.66%+225
ISHARES MSCI EAFE VALUE ETF0155,926+155,926011,5933.01%+11,593
CISCO SYS INC COM(CSCO)2952,495+2,200231940.05%+171
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
0148,372+148,37206,9661.81%+6,966
DIMENSIONAL GLOBAL REAL ESTATE ETF
GLOBAL REAL EST
33,93839,577+5,6398971,0520.27%+155
ISHARES MBS ETF68,84170,446+1,6056,5556,6891.73%+134
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
091,004+91,00404,5541.18%+4,554
ORACLE CORP COM(ORCL)0853+85301250.03%+125
BOSTON SCIENTIFIC CORP COM(BSX)01,596+1,59601000.03%+100
PROCTER & GAMBLE CO COM(PG)177746+569251080.03%+82
PHILIP MORRIS INTL INC COM(PM)0587+5870970.03%+97
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
130,332127,528-2,8044,2454,3181.12%+73
SMUCKER J M CO COM NEW(SJM)0737+7370710.02%+71
JOHNSON & JOHNSON COM(JNJ)149406+25731990.03%+68
ISHARES SEMICONDUCTOR ETF2,2522,25206787400.19%+62
ALLSTATE CORP COM(ALL)0551+55101150.03%+115
PRINCIPAL FINANCIAL GROUP INC COM(PFG)0561+5610510.01%+51
ROCKWELL AUTOMATION INC COM(ROK)0146+1460530.01%+53
MCDONALDS CORP COM(MCD)48180+13215560.01%+41
HOME DEPOT INC COM(HD)0194+1940640.02%+64
UNION PAC CORP COM(UNP)0196+1960480.01%+48
PEPSICO INC COM(PEP)0324+3240500.01%+50
EXXON MOBIL CORP COM315443+12838750.02%+37
JPMORGAN CHASE & CO COM(JPM)772964+1922492840.07%+35
INVESCO QQQ TRUST SERIES I071+710410.01%+41
SLB LIMITED COM STK(SLB)2,5242,496-28981290.03%+31
APPLE INC COM(AAPL)2,9123,233+3217928200.21%+29
DIAMONDBACK ENERGY INC COM(FANG)0616+61601220.03%+122
VERTIV HOLDINGS CO COM CL A(VRT)0517+51701300.03%+130
NVIDIA CORPORATION COM(NVDA)5,0065,496+4909349590.25%+25
COSTCO WHOLESALE CORPORATION COM(COST)040+400400.01%+40
LINDE PLC SHS(LIN)275279+41171380.04%+21
GE VERNOVA INC COM(GEV)064+640560.01%+56
MICRON TECHNOLOGY INC COM(MU)79127+4823430.01%+20
ALPHABET INC CAP STK CL C(GOOG)309406+97971160.03%+20
WALMART INC COM(WMT)288413+12532510.01%+19
LOCKHEED MARTIN CORP COM(LMT)045+450270.01%+27
VANGUARD DIVIDEND APPRECIATION ETF01,148+1,14802470.06%+247
AMAZON COM INC COM(AMZN)1,8292,115+2864224400.11%+18
CHEVRON CORPORATION COM(CVX)126181+5519370.01%+18
APPLIED MATLS INC COM5687+3114300.01%+15
CATERPILLAR INC COM(CAT)3549+1420350.01%+15
UBER TECHNOLOGIES INC COM(UBER)01,477+1,47701060.03%+106
KLA CORP COM NEW(KLAC)1319+616280.01%+12
NETFLIX INC. COM(NFLX)0348+3480330.01%+33
MERCK & CO INC COM(MRK)161239+7817290.01%+12
VERIZON COMMUNICATIONS INC COM(VZ)385523+13816260.01%+11
COCA COLA CO COM(KO)238350+11217270.01%+10
VANGUARD MEGA CAP VALUE ETF237298+6133430.01%+10
VANGUARD MEGA CAP GROWTH ETF126168+4252620.02%+10
CORNING INC COM(GLW)0129+1290180.00%+18
CONOCOPHILLIPS COM(COP)0143+1430190.00%+19
AT&T INC COM(T)0829+8290240.01%+24
INTEL CORP COM(INTC)297434+13711190.00%+8
WESTERN DIGITAL CORP COM(WDC)054+540150.00%+15
GILEAD SCIENCES INC COM(GILD)102147+4513200.01%+8
BAKER HUGHES COMPANY CL A(BKR)0383+3830230.01%+23
MARATHON PETE CORP COM(MPC)053+530130.00%+13
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
033+330130.00%+13
NEXTERA ENERGY INC COM(NEE)0186+1860170.00%+17
CENTERPOINT ENERGY INC COM(CNP)01,745+1,7450750.02%+75
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
0145+1450110.00%+11
COMFORT SYS USA INC COM(FIX)09+90120.00%+12
NORTHROP GRUMMAN CORP COM(NOC)020+200140.00%+14
AMGEN INC COM(AMGN)4460+1614210.01%+7
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF463598+13524310.01%+7
QUANTA SVCS INC COM022+220120.00%+12
HONEYWELL INTL INC COM(HON)067+670150.00%+15
PHILLIPS 66 COM(PSX)065+650120.00%+12
MOTOROLA SOLUTIONS INC COM NEW(MSI)023+230100.00%+10
PFIZER INC COM(PFE)0581+5810160.00%+16
BRISTOL-MYERS SQUIBB CO COM(BMY)165251+869150.00%+6
VALERO ENERGY CORP COM(VLO)047+470120.00%+12
DEERE & CO COM(DE)025+250140.00%+14
VANGUARD TOTAL CORPORATE BOND ETF
TOTAL CORP BND
0520+5200400.01%+40
CHENIERE ENERGY INC COM NEW(LNG)037+370100.00%+10
COMCAST CORP NEW CL A(CCZ)0382+3820110.00%+11
NEWMONT CORP COM(NEM)0139+1390150.00%+15
CIENA CORP COM NEW(CIEN)023+23090.00%+9
BANK AMERICA CORP COM501680+17928330.01%+6
ADVANCED MICRO DEVICES INC COM(AMD)91123+3219250.01%+6
OCCIDENTAL PETE CORP COM(OXY)0136+136090.00%+9
EOG RES INC COM(EOG)077+770110.00%+11
WILLIAMS COS INC COM(WMB)0161+1610120.00%+12
ALTRIA GROUP INC COM(MO)0172+1720110.00%+11
RTX CORPORATION COM(RTX)86109+2316210.01%+5
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