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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 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 REMX VANECK ETF TRUST 13,061.0 $1.1M 0.34% NEW $88.00 -1.4%
42 IWR ISHARES TR 11,808.0 $1.1M 0.34% NEW $97.23 +12.7%
43 IEFA ISHARES TR 12,525.0 $1.1M 0.34% -469.0 -3.6% $90.53 +5.9%
44 ESGV VANGUARD WORLD FD 10,093.0 $1.1M 0.34% +1K +16.7% $112.27 +15.6%
45 SPTM SPDR SERIES TRUST 14,248.0 $1.1M 0.33% +176.0 +1.2% $79.06 +13.1%
46 NLR VANECK ETF TRUST 8,444.0 $1.1M 0.33% NEW $133.19 -12.1%
47 XLU SELECT SECTOR SPDR TR 23,737.0 $1.1M 0.32% -13K -34.5% $45.89 +0.5%
48 SPEM SPDR INDEX SHS FDS 22,536.0 $1.1M 0.31% +469.0 +2.1% $46.91 +8.3%
49 MSFT MICROSOFT CORP Technology 2,802.0 $1.0M 0.31% +33.0 +1.2% $370.22 +0.0%
50 FMAT FIDELITY COVINGTON TRUST 16,539.0 $953K 0.28% +2K +17.5% $57.64 +3.1%
51 VDC VANGUARD WORLD FD 4,209.0 $945K 0.28% -499.0 -10.6% $224.59 +2.7%
52 IYW ISHARES TR 4,953.0 $899K 0.27% -92.0 -1.8% $181.43 +32.9%
53 VTV VANGUARD INDEX FDS 4,252.0 $834K 0.25% +47.0 +1.1% $196.20 +11.9%
54 BND VANGUARD BD INDEX FDS 10,297.0 $758K 0.22% -2K -15.1% $73.64 +0.1%
55 SPSM SPDR SERIES TRUST 14,830.0 $717K 0.21% $48.32 +18.4%
56 RPG INVESCO EXCHANGE TRADED FD T 14,868.0 $695K 0.20% $46.74 +32.6%
57 MRK MERCK & CO INC Healthcare 5,408.0 $651K 0.19% $120.29 +6.5%
58 XLC SELECT SECTOR SPDR TR 5,733.0 $636K 0.19% +93.0 +1.6% $110.85 -3.5%
59 RSP INVESCO EXCHANGE TRADED FD T 3,210.0 $616K 0.18% -39.0 -1.2% $191.91 +10.9%
60 VB VANGUARD INDEX FDS 2,334.0 $611K 0.18% +34.0 +1.5% $261.91 +14.5%
Page 3 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%