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Portfolio (Quarterly) Guide ↗

PENOBSCOT WEALTH MANAGEMENT

· CIK 0001875768
13F Portfolio $374M AUM 117 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 61 Added 28 Reduced 2 Exited
Page 1 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 631,743.0 $45.0M 12.04% +8K +1.3% $71.25 +3.0%
2 IAGG ISHARES TR 402,313.0 $20.4M 5.45% +97K +31.6% $50.60 -1.6%
3 VWO VANGUARD INTL EQUITY INDEX F 236,983.0 $14.1M 3.78% +5K +2.1% $59.69 +2.2%
4 VGT VANGUARD WORLD FD 110,659.0 $13.2M 3.54% +96K +636.4% $119.52 +2.0%
5 STIP ISHARES TR 101,813.0 $10.4M 2.78% +11K +12.3% $102.16 -1.2%
6 DFIC DIMENSIONAL ETF TRUST 254,075.0 $9.5M 2.53% +8K +3.3% $37.26 +5.8%
7 DFAE DIMENSIONAL ETF TRUST 164,441.0 $6.6M 1.77% +3K +1.6% $40.21 -0.5%
8 VFH VANGUARD WORLD FD 48,290.0 $6.4M 1.70% +1K +2.1% $131.60 +7.6%
9 GLDM WORLD GOLD TR Financial Services 75,295.0 $6.0M 1.60% +13K +20.0% $79.42 +14.8%
10 FDIS FIDELITY COVINGTON TRUST 41,177.0 $4.2M 1.13% +983.0 +2.5% $102.84 -1.5%
11 VOX VANGUARD WORLD FD 22,917.0 $4.2M 1.13% +561.0 +2.5% $183.95 +1.2%
12 VHT VANGUARD WORLD FD 14,093.0 $4.2M 1.13% +822.0 +6.2% $299.01 +8.0%
13 FIDU FIDELITY COVINGTON TRUST 39,321.0 $3.9M 1.05% +1K +3.5% $99.61 -4.7%
14 EWJ ISHARES INC 33,729.0 $3.1M 0.84% +1K +3.2% $93.27 +2.8%
15 IGF ISHARES TR 43,973.0 $2.9M 0.78% +2K +4.1% $66.60 -1.5%
16 FESM FIDELITY COVINGTON TRUST 55,570.0 $2.7M 0.72% +1K +1.9% $48.29 -0.5%
17 IEUR ISHARES TR 35,145.0 $2.6M 0.71% +2K +5.4% $75.17 +3.9%
18 KOMP SPDR SERIES TRUST 31,861.0 $2.3M 0.61% +613.0 +2.0% $71.50 -3.2%
19 ESGV VANGUARD WORLD FD 14,121.0 $1.9M 0.50% +4K +39.9% $132.24 +3.5%
20 XMHQ INVESCO EXCHANGE TRADED FD T 16,518.0 $1.9M 0.50% +212.0 +1.3% $112.88 +5.9%
Page 1 of 4  ·  61 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
Financial Services 33.9%
Technology 31.5%
Healthcare 13.4%
Industrials 7.5%
Consumer Defensive 4.6%
Communication Services 3.4%
Consumer Cyclical 3.1%
Energy 1.4%
Utilities 1.2%