Fund HoldingsBay Harbor Wealth Management, LLC

Total Portfolio Value
$382.76M
Total Bought
$21.49M
Total Sold
$11.28M
Net Transaction
+$10.21M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES S&P 500 VALUE ETF58,19083,200+25,01012,01717,6444.61%+5,627
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
15,56325,906+10,3433,9916,4851.69%+2,493
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
156,038189,372+33,33410,28612,7303.33%+2,444
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
659,467673,548+14,08130,17731,5228.24%+1,345
ISHARES SYSTEMATIC BOND ETF
SYSTEMATIC BD ET
010,249+10,24909200.24%+920
ISHARES S&P 500 GROWTH ETF107,514112,578+5,06412,97913,8763.63%+897
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
240,969252,510+11,5418,7599,6232.51%+864
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
264,937271,348+6,41115,68416,5014.31%+816
ISHARES S&P 100 ETF33,11834,200+1,08211,02311,7303.06%+707
ISHARES CORE S&P 500 ETF21,79322,226+43314,58615,2233.98%+637
ISHARES GOLD TRUST(IAU)55,53055,088-4424,0414,4711.17%+431
VANGUARD FTSE DEVELOPED MARKETS ETF367,732359,099-8,63322,03522,4335.86%+398
DIMENSIONAL CORE FIXED INCOME ETF
CORE FIXE IN ETF
155,789164,820+9,0316,6627,0151.83%+353
BERKSHIRE HATHAWAY INC DEL CL B NEW133768+635673860.10%+319
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
ISHA US THEM ETF
153,068158,373+5,3055,7956,1071.60%+312
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
125,029130,332+5,3033,9424,2451.11%+303
VANGUARD VALUE ETF85,83285,748-8416,08816,3774.28%+289
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
SHOR DUR FIX ETF
202,388208,927+6,5399,75310,0182.62%+265
APPLE INC COM(AAPL)2,4922,912+4206357920.21%+157
ISHARES U.S. AEROSPACE & DEFENSE ETF11,73612,144+4082,4562,6070.68%+151
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
176,404185,237+8,8336,0266,1681.61%+142
ALPHABET INC CAP STK CL A(GOOG)1,7281,736+84205430.14%+123
BLUE OWL CR INCOME CORP COM CL I012,876+12,87601210.03%+121
STERIS PLC SHS USD(STE)0487+48701230.03%+123
AMERICAN TOWER CORP NEW COM(AMT)0635+63501110.03%+111
LINDE PLC SHS(LIN)0275+27501170.03%+117
ISHARES MSCI EUROZONE ETF01,644+1,64401050.03%+105
NVIDIA CORPORATION COM(NVDA)4,4595,006+5478329340.24%+102
ISHARES MSCI EAFE ETF0952+9520910.02%+91
ELI LILLY & CO COM(LLY)195218+231492340.06%+85
ISHARES SEMICONDUCTOR ETF2,2522,25206116780.18%+68
ICAPITAL KKR PRIVATE MKTS FD SHS BEN INT I1,2822,760+1,478521150.03%+63
AMAZON COM INC COM(AMZN)1,6411,829+1883604220.11%+62
VANGUARD MEGA CAP GROWTH ETF0126+1260520.01%+52
JPMORGAN CHASE & CO. COM(JPM)0772+77202490.07%+249
ALPHABET INC CAP STK CL C(GOOG)218309+9153970.03%+44
DIMENSIONAL GLOBAL REAL ESTATE ETF
GLOBAL REAL EST
31,35933,938+2,5798568970.23%+40
VANGUARD SMALL-CAP ETF17,92017,875-454,5714,6111.20%+40
ISHARES MBS ETF68,50068,841+3416,5186,5551.71%+37
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF17,17117,346+1751,6351,6700.44%+36
VANGUARD MEGA CAP VALUE ETF0237+2370330.01%+33
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
0740+7400320.01%+32
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
6,6837,073+3906696970.18%+28
MICROSOFT CORP COM(MSFT)1,2261,370+1446356630.17%+28
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF0463+4630240.01%+24
TESLA INC COM(TSLA)1,0611,102+414724960.13%+24
LAM RESEARCH CORP COM NEW(LRCX)1,3761,212-1641842080.05%+24
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)070+700210.01%+21
BROADCOM INC COM(AVGO)753775+222482680.07%+20
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
2,4952,49501,8631,8810.49%+18
EXXON MOBIL CORP COM200315+11523380.01%+15
MICRON TECHNOLOGY INC COM(MU)079+790230.01%+23
HINES GLOBAL INCOME TRUST INC SHS CL D01,485+1,4850150.00%+15
WELLS FARGO CO NEW COM(WFC)01,659+1,65901550.04%+155
MERCK & CO INC COM(MRK)0161+1610170.00%+17
VISA INC COM CL A(V)0545+54501910.05%+191
VANGUARD SMALL CAP VALUE ETF063+630130.00%+13
WALMART INC COM(WMT)0288+2880320.01%+32
PARKER-HANNIFIN CORP COM(PH)0133+13301170.03%+117
VANGUARD MID-CAP VALUE ETF070+700120.00%+12
JOHNSON & JOHNSON COM(JNJ)100149+4919310.01%+12
DELTA AIR LINES INC DEL COM NEW(DAL)1,8971,718-1791081190.03%+12
MASTERCARD INCORPORATED CL A(MA)3757+2021330.01%+11
IQVIA HLDGS INC COM(IQV)652600-521241350.04%+11
ORMAT TECHNOLOGIES INC COM(ORA)0106+1060120.00%+12
ISHARES CORE 40/60 MODERATE ALLOCATION ETF7,8918,092+2013753860.10%+11
AMERICAN EXPRESS CO COM(AXP)457439-181521620.04%+11
ADVANCED MICRO DEVICES INC COM(AMD)5891+339190.01%+10
GOLDMAN SACHS GROUP INC COM(GS)4350+734440.01%+10
VANGUARD MID-CAP GROWTH ETF035+350100.00%+10
BANK AMERICA CORP COM350501+15118280.01%+9
INTERNATIONAL BUSINESS MACHS COM(IBM)074+740220.01%+22
CISCO SYS INC COM(CSCO)0295+2950230.01%+23
CATERPILLAR INC COM(CAT)035+350200.01%+20
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
0235+235080.00%+8
COCA COLA CO COM(KO)0238+2380170.00%+17
APPLIED MATLS INC COM3556+217140.00%+7
SERVICENOW INC COM(NOW)0810+81001240.03%+124
KLA CORP COM NEW(KLAC)013+130160.00%+16
MORGAN STANLEY COM NEW(MS)088+880160.00%+16
TJX COS INC NEW COM(TJX)857849-81241300.03%+7
AMGEN INC COM(AMGN)044+440140.00%+14
CHEVRON CORP NEW COM(CVX)0126+1260190.01%+19
THERMO FISHER SCIENTIFIC INC COM(TMO)1322+96130.00%+6
SLB LIMITED COM STK(SLB)02,524+2,5240980.03%+98
RTX CORPORATION COM(RTX)086+860160.00%+16
VANGUARD SMALL-CAP GROWTH ETF020+20060.00%+6
MCDONALDS CORP COM(MCD)048+480150.00%+15
PROCTER & GAMBLE CO COM(PG)0177+1770250.01%+25
CITIGROUP INC COM NEW(C)0118+1180140.00%+14
BRISTOL-MYERS SQUIBB CO COM(BMY)0165+165090.00%+9
CADENCE DESIGN SYSTEM INC COM(CDNS)029+29090.00%+9
GE AEROSPACE COM NEW(GE)053+530160.00%+16
VERIZON COMMUNICATIONS INC COM(VZ)0385+3850160.00%+16
INTEL CORP COM(INTC)168297+1296110.00%+5
BOOKING HOLDINGS INC COM(BKNG)02+20110.00%+11
GENERAL MTRS CO COM(GM)0118+1180100.00%+10
DANAHER CORPORATION COM(DHR)038+38090.00%+9
REGENERON PHARMACEUTICALS COM(REGN)08+8060.00%+6
GILEAD SCIENCES INC COM(GILD)0102+1020130.00%+13
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