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Portfolio (Quarterly) Guide ↗

Bay Harbor Wealth Management, LLC

· CIK 0001767989
13F Portfolio $434M AUM 1,293 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 60 New 868 Added 213 Reduced 68 Exited
Page 1 of 44  ·  868 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES CORE S&P 500 ETF 52,477.0 $39.3M 9.06% +22K +73.3% $748.89 +2.8%
2 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 588,169.0 $27.1M 6.26% +127K +27.6% $46.15 -1.1%
3 VUG VANGUARD GROWTH ETF 281,336.0 $24.2M 5.59% +234K +489.5% $86.14 +1.5%
4 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 308,934.0 $15.0M 3.45% +3K +1.0% $48.43 -1.3%
5 BSV VANGUARD SHORT-TERM BOND ETF 180,697.0 $14.1M 3.25% +2K +0.9% $77.91 -0.3%
6 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 250,724.0 $12.0M 2.76% +6K +2.5% $47.75 -0.8%
7 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 271,071.0 $11.2M 2.58% +17K +6.8% $41.25 +5.2%
8 DFCF DIMENSIONAL CORE FIXED INCOME ETF 192,203.0 $8.1M 1.87% +5K +2.6% $42.21 -1.2%
9 EFG ISHARES MSCI EAFE GROWTH ETF 62,474.0 $7.8M 1.79% +2K +2.9% $124.42 +1.0%
10 GOVT ISHARES U.S. TREASURY BOND ETF 317,486.0 $7.2M 1.67% +11K +3.7% $22.78 -1.0%
11 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 149,175.0 $7.0M 1.61% +803.0 +0.5% $46.81 -1.0%
12 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 89,217.0 $6.8M 1.58% +649.0 +0.7% $76.70 -1.2%
13 MBB ISHARES MBS ETF 71,657.0 $6.8M 1.56% +1K +1.7% $94.52 -1.0%
14 BLV VANGUARD LONG-TERM BOND ETF 97,321.0 $6.7M 1.55% +753.0 +0.8% $68.93 -3.2%
15 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 113,372.0 $5.7M 1.32% +3K +3.0% $50.37 -2.0%
16 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 133,552.0 $5.4M 1.24% +6K +4.7% $40.21 -1.3%
17 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 150,962.0 $4.8M 1.11% +11K +7.8% $31.78
18 VGT VANGUARD INFORMATION TECHNOLOGY ETF 19,984.0 $2.4M 0.55% +17K +701.0% $119.52 -1.3%
19 SOXX ISHARES SEMICONDUCTOR ETF 3,380.0 $2.2M 0.50% +1K +50.1% $640.78 -19.6%
20 NVDA NVIDIA CORPORATION COM Technology 6,346.0 $1.3M 0.29% +850.0 +15.5% $200.08 +4.8%
Page 1 of 44  ·  868 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 21.2%
Industrials 11.4%
Consumer Cyclical 9.3%
Healthcare 7.3%
Communication Services 6.8%
Utilities 4.3%
Energy 3.9%
Consumer Defensive 3.7%
Basic Materials 1.5%