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Portfolio (Quarterly) Guide ↗

PENOBSCOT WEALTH MANAGEMENT

· CIK 0001875768
13F Portfolio $338M AUM 112 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 53 Added 26 Reduced 5 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWJ ISHARES INC 32,670.0 $2.8M 0.81% +1K +4.3% $84.44 +10.6%
22 IEUR ISHARES TR 33,337.0 $2.3M 0.69% +2K +6.1% $70.27 +6.0%
23 IWB ISHARES TR 5,507.0 $2.0M 0.59% +3K +96.7% $365.14 +10.0%
24 SPDW SPDR INDEX SHS FDS 44,616.0 $2.0M 0.59% +22K +95.1% $45.02 +11.6%
25 KOMP SPDR SERIES TRUST 31,248.0 $1.8M 0.54% +5K +17.5% $58.48 +16.8%
26 NVDA NVIDIA CORPORATION Technology 7,930.0 $1.4M 0.41% +55.0 +0.7% $174.40 +12.2%
27 IWM ISHARES TR 4,907.0 $1.2M 0.36% +2K +45.3% $248.02 +20.5%
28 XLF SELECT SECTOR SPDR TR 24,405.0 $1.2M 0.36% +867.0 +3.7% $49.37 +8.3%
29 ESGD ISHARES TR 12,033.0 $1.2M 0.34% +2K +15.7% $95.62 +6.8%
30 ESGV VANGUARD WORLD FD 10,093.0 $1.1M 0.34% +1K +16.7% $112.27 +15.3%
31 SPTM SPDR SERIES TRUST 14,248.0 $1.1M 0.33% +176.0 +1.2% $79.06 +12.9%
32 SPEM SPDR INDEX SHS FDS 22,536.0 $1.1M 0.31% +469.0 +2.1% $46.91 +8.8%
33 MSFT MICROSOFT CORP Technology 2,802.0 $1.0M 0.31% +33.0 +1.2% $370.22 -4.7%
34 FMAT FIDELITY COVINGTON TRUST 16,539.0 $953K 0.28% +2K +17.5% $57.64 +3.4%
35 VTV VANGUARD INDEX FDS 4,252.0 $834K 0.25% +47.0 +1.1% $196.20 +12.4%
36 XLC SELECT SECTOR SPDR TR 5,733.0 $636K 0.19% +93.0 +1.6% $110.85 -4.7%
37 VB VANGUARD INDEX FDS 2,334.0 $611K 0.18% +34.0 +1.5% $261.91 +14.4%
38 XLV SELECT SECTOR SPDR TR 3,764.0 $552K 0.16% +112.0 +3.1% $146.62 +6.1%
39 VTEB VANGUARD MUN BD FDS 10,347.0 $518K 0.15% +6K +113.6% $50.08 +0.9%
40 BNDX VANGUARD CHARLOTTE FDS 9,522.0 $458K 0.14% +4K +62.3% $48.05 +0.9%
Page 2 of 3  ·  53 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 38.6%
Financial Services 31.0%
Healthcare 11.9%
Industrials 5.2%
Consumer Defensive 4.5%
Communication Services 4.0%
Consumer Cyclical 2.6%
Energy 2.3%