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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 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 784,975.0 $69.0M 18.45% -9K -1.1% $87.88 +3.3%
2 DFGP DIMENSIONAL ETF TRUST 841,792.0 $45.8M 12.26% -63K -7.0% $54.46 -1.8%
3 JGRO J P MORGAN EXCHANGE TRADED F 106,960.0 $10.5M 2.82% -884.0 -0.8% $98.59 -3.3%
4 VOO VANGUARD INDEX FDS 7,629.0 $5.2M 1.40% -515.0 -6.3% $686.82 +3.2%
5 SPYV SPDR SERIES TRUST 76,397.0 $4.6M 1.24% -746.0 -1.0% $60.79 +4.4%
6 SCHX SCHWAB STRATEGIC TR 125,787.0 $3.7M 0.99% -6K -4.4% $29.43 +3.3%
7 IXUS ISHARES TR 35,249.0 $3.4M 0.90% -1K -3.0% $95.44 +2.9%
8 AAPL APPLE INC Technology 9,595.0 $2.8M 0.74% -13K -58.4% $289.37 +8.7%
9 ICLN ISHARES TR 122,247.0 $2.5M 0.67% -108K -47.0% $20.49 -13.0%
10 XLK SELECT SECTOR SPDR TR 10,159.0 $1.9M 0.52% -559.0 -5.2% $190.52 -1.0%
11 ITOT ISHARES TR 9,638.0 $1.6M 0.42% -55.0 -0.6% $164.27 +2.9%
12 SPDW SPDR INDEX SHS FDS 26,713.0 $1.3M 0.36% -18K -40.1% $50.39 +3.3%
13 IYW ISHARES TR 4,860.0 $1.2M 0.33% -93.0 -1.9% $252.21 +0.6%
14 IWB ISHARES TR 2,707.0 $1.1M 0.30% -3K -50.8% $409.50 +3.1%
15 VTV VANGUARD INDEX FDS 4,003.0 $872K 0.23% -249.0 -5.9% $217.95 +3.4%
16 SPSM SPDR SERIES TRUST 14,575.0 $841K 0.23% -255.0 -1.7% $57.67 -1.1%
17 VB VANGUARD INDEX FDS 2,247.0 $681K 0.18% -87.0 -3.7% $303.18 +0.4%
18 RSP INVESCO EXCHANGE TRADED FD T 3,094.0 $658K 0.18% -116.0 -3.6% $212.80 +4.1%
19 AMZN AMAZON COM INC Consumer Cyclical 2,757.0 $657K 0.18% -56.0 -2.0% $238.34 +7.5%
20 IJS ISHARES TR 4,021.0 $550K 0.15% -327.0 -7.5% $136.67 +1.0%
Page 1 of 2  ·  28 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%