Fund HoldingsBay Harbor Wealth Management, LLC

Total Portfolio Value
$344.82M
Total Bought
$40.44M
Total Sold
$30.25M
Net Transaction
+$10.19M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
ISHA US THEM ETF
0151,613+151,61305,3941.56%+5,394
ISHARES MSCI EAFE VALUE ETF0203,262+203,262012,9033.74%+12,903
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
69,185142,017+72,8323,7348,5252.47%+4,791
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
081,562+81,56204,1671.21%+4,167
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
0625,611+625,611026,5017.69%+26,501
VANGUARD GROWTH ETF047,513+47,513020,8546.05%+20,854
ISHARES S&P 100 ETF10,16117,630+7,4692,7525,3661.56%+2,614
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
069,301+69,30101,9990.58%+1,999
ISHARES 10-20 YEAR TREASURY BOND ETF42,03462,473+20,4394,3616,3471.84%+1,986
VANGUARD FTSE DEVELOPED MARKETS ETF378,138370,452-7,68619,22121,1196.12%+1,899
ISHARES S&P 500 VALUE ETF47,95356,259+8,3069,13910,9943.19%+1,855
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
71,71476,890+5,17612,25514,0574.08%+1,802
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
204,902222,671+17,7696,3997,6982.23%+1,299
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
011,090+11,09001,1410.33%+1,141
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
229,647225,095-4,55211,19812,2593.56%+1,061
ISHARES S&P 500 GROWTH ETF129,496114,763-14,73312,02112,6353.66%+614
VANGUARD FTSE EMERGING MARKETS ETF163,317160,132-3,1857,3927,9202.30%+528
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
110,109116,713+6,6042,8513,3790.98%+528
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
15,90015,529-3713,2143,7321.08%+518
ISHARES MSCI EAFE GROWTH ETF048,324+48,32405,4121.57%+5,412
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
SHOR DUR FIX ETF
173,168179,989+6,8218,2298,6412.51%+412
VANGUARD VALUE ETF084,778+84,778015,0654.37%+15,065
NVIDIA CORPORATION COM(NVDA)2,9874,015+1,0283246340.18%+311
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
02,495+2,49501,6550.48%+1,655
ISHARES FLEXIBLE INCOME ACTIVE ETF80,78885,714+4,9264,2324,5291.31%+297
DIMENSIONAL CORE FIXED INCOME ETF
CORE FIXE IN ETF
132,965138,994+6,0295,5925,8741.70%+281
VANGUARD SMALL-CAP ETF017,709+17,70904,2111.22%+4,211
MICROSOFT CORP COM(MSFT)9141,157+2433435760.17%+232
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF14,82016,922+2,1021,3431,5670.45%+225
AMAZON COM INC COM(AMZN)01,515+1,51503320.10%+332
META PLATFORMS INC CL A(META)311422+1111793120.09%+132
BLUE OWL CR INCOME CORP COM CL I012,231+12,23101160.03%+116
ISHARES SEMICONDUCTOR ETF02,252+2,25205380.16%+538
ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF
U.S. TECH INDEPD
05,849+5,84905500.16%+550
SYNOPSYS INC COM(SNPS)0203+20301040.03%+104
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
0349+34901040.03%+104
ISHARES RUSSELL 1000 ETF0287+2870970.03%+97
BROADCOM INC COM(AVGO)0699+69901930.06%+193
ALPHABET INC CAP STK CL A(GOOG)01,607+1,60702830.08%+283
LAM RESEARCH CORP COM NEW(LRCX)1,1171,632+515811590.05%+78
TESLA INC COM(TSLA)01,059+1,05903360.10%+336
VERTIV HOLDINGS CO COM CL A(VRT)1,0931,148+55791470.04%+69
JPMORGAN CHASE & CO. COM(JPM)582714+1321432070.06%+64
SCHLUMBERGER LTD COM STK(SLB)6842,568+1,88429870.03%+59
DIMENSIONAL GLOBAL REAL ESTATE ETF
GLOBAL REAL EST
26,88528,336+1,4517067600.22%+54
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
40,97143,336+2,3659429960.29%+54
ROYAL CARIBBEAN GROUP COM
COM
434453+19891420.04%+53
VISA INC COM CL A(V)0511+51101810.05%+181
SERVICENOW INC COM(NOW)0125+12501290.04%+129
PALANTIR TECHNOLOGIES INC CL A(PLTR)713779+66601060.03%+46
IQVIA HLDGS INC COM(IQV)321626+30557990.03%+42
ADOBE INC COM(ADBE)0268+26801040.03%+104
BERKSHIRE HATHAWAY INC DEL CL B NEW34119+8518580.02%+40
INTERACTIVE BROKERS GROUP INC COM CL A(IBKR)02,450+2,45001360.04%+136
VANGUARD S&P 500 ETF072+720410.01%+41
APOLLO GLOBAL MGMT INC COM(APO)0265+2650380.01%+38
T-MOBILE US INC COM(TMUS)415600+1851111430.04%+32
WORKDAY INC CL A(WDAY)0409+4090980.03%+98
UBER TECHNOLOGIES INC COM(UBER)1,2391,298+59901210.04%+31
ELI LILLY & CO COM(LLY)131178+471081390.04%+31
AMERICAN EXPRESS CO COM(AXP)0442+44201410.04%+141
APPLE INC COM(AAPL)1,9272,222+2954284560.13%+28
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF3,0693,129+602352610.08%+26
LOWES COS INC COM(LOW)0109+1090240.01%+24
SPDR S&P 500 ETF TRUST(SPY)0372+37202300.07%+230
WELLS FARGO CO NEW COM(WFC)1,6261,720+941171380.04%+21
L3HARRIS TECHNOLOGIES INC COM(LHX)398413+15831040.03%+20
VANGUARD CONSUMER DISCRETIONARY ETF
CONSUM DIS ETF
0546+54601980.06%+198
PARKER-HANNIFIN CORP COM(PH)0160+16001120.03%+112
DISNEY WALT CO COM(DIS)566611+4556760.02%+20
BLACKSTONE INC COM(BX)0140+1400210.01%+21
VANGUARD TOTAL STOCK MARKET ETF0382+38201160.03%+116
VANGUARD DIVIDEND APPRECIATION ETF01,323+1,32302720.08%+272
DELTA AIR LINES INC DEL COM NEW(DAL)01,803+1,8030890.03%+89
GAMING & LEISURE PPTYS INC COM(GLPI)01,207+1,2070560.02%+56
ARK INNOVATION ETF
INNOVATION ETF
0925+9250650.02%+65
PROLOGIS INC. COM(PLD)0130+1300140.00%+14
ISHARES CORE 40/60 MODERATE ALLOCATION ETF8,0057,889-1163513630.11%+12
DIMENSIONAL US REAL ESTATE ETF
US REAL ESTA ETF
0487+4870110.00%+11
KROGER CO COM(KR)1,4021,479+77951060.03%+11
NETFLIX INC COM(NFLX)713+67170.01%+11
BAKER HUGHES COMPANY CL A(BKR)0295+2950110.00%+11
ISHARES MSCI EUROZONE ETF1,6441,644088980.03%+10
COSTCO WHSL CORP NEW COM(COST)515+105150.00%+10
ALPHABET INC CAP STK CL C(GOOG)95139+4415250.01%+10
REINSURANCE GRP OF AMERICA INC COM NEW(RGA)0414+4140820.02%+82
MASTERCARD INCORPORATED CL A(MA)1429+158160.00%+9
GOLDMAN SACHS GROUP INC COM(GS)3538+319270.01%+8
TJX COS INC NEW COM(TJX)726777+5188960.03%+8
ISHARES MSCI EAFE ETF952952078850.02%+7
WALMART INC COM(WMT)0151+1510150.00%+15
PULTE GROUP INC COM(PHM)0935+9350990.03%+99
INTERNATIONAL BUSINESS MACHS COM(IBM)2040+205120.00%+7
DIAMONDBACK ENERGY INC COM(FANG)524656+13284900.03%+6
GRAYSCALE BITCOIN MINI TRUST ETF(BTC)0558+5580270.01%+27
DIMENSIONAL US SMALL CAP VALUE ETF
US SMALL CAP ETF
0205+205060.00%+6
BOOKING HOLDINGS INC COM(BKNG)01+1060.00%+6
LINDE PLC SHS(LIN)138149+1164700.02%+6
PROCTER AND GAMBLE CO COM(PG)0107+1070170.00%+17
CISCO SYS INC COM(CSCO)107176+697120.00%+6
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