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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIDU FIDELITY COVINGTON TRUST 37,991.0 $3.3M 0.97% +3K +7.3% $86.52 +12.5%
22 IXUS ISHARES TR 36,336.0 $3.1M 0.93% -855.0 -2.3% $86.64 +8.9%
23 IGF ISHARES TR 42,256.0 $2.8M 0.84% +18K +77.6% $67.00 +0.6%
24 EWJ ISHARES INC 32,670.0 $2.8M 0.81% +1K +4.3% $84.44 +10.0%
25 IEUR ISHARES TR 33,337.0 $2.3M 0.69% +2K +6.1% $70.27 +5.2%
26 FESM FIDELITY COVINGTON TRUST 54,530.0 $2.1M 0.61% NEW $38.00 +24.7%
27 IWB ISHARES TR 5,507.0 $2.0M 0.59% +3K +96.7% $365.14 +10.1%
28 SPDW SPDR INDEX SHS FDS 44,616.0 $2.0M 0.59% +22K +95.1% $45.02 +10.8%
29 KOMP SPDR SERIES TRUST 31,248.0 $1.8M 0.54% +5K +17.5% $58.48 +16.4%
30 XMHQ INVESCO EXCHANGE TRADED FD T 16,306.0 $1.7M 0.50% -18K -53.0% $103.37 +7.5%
31 IYK ISHARES TR 23,583.0 $1.7M 0.49% -15K -38.8% $70.03 +4.9%
32 VNQ VANGUARD INDEX FDS 18,099.0 $1.6M 0.47% -5K -20.9% $88.70 +10.7%
33 XLK SELECT SECTOR SPDR TR 10,718.0 $1.4M 0.42% -210.0 -1.9% $132.90 +37.3%
34 FENY FIDELITY COVINGTON TRUST 41,466.0 $1.4M 0.42% NEW $34.02 -12.3%
35 NVDA NVIDIA CORPORATION Technology 7,930.0 $1.4M 0.41% +55.0 +0.7% $174.40 +11.7%
36 ITOT ISHARES TR 9,693.0 $1.4M 0.41% $142.43 +13.2%
37 IDXX IDEXX LABS INC Healthcare 2,193.0 $1.2M 0.36% -114.0 -4.9% $561.89 -2.0%
38 IWM ISHARES TR 4,907.0 $1.2M 0.36% +2K +45.3% $248.02 +19.8%
39 XLF SELECT SECTOR SPDR TR 24,405.0 $1.2M 0.36% +867.0 +3.7% $49.37 +8.4%
40 ESGD ISHARES TR 12,033.0 $1.2M 0.34% +2K +15.7% $95.62 +6.2%
Page 2 of 6  ·  107 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%