Question 1

What stocks does BAR HARBOR WEALTH MANAGEMENT hold in its portfolio?

Accepted Answer

BAR HARBOR WEALTH MANAGEMENT's top stock holdings include AAPL, XLK, IVV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BAR HARBOR WEALTH MANAGEMENT's largest stock holdings?

Accepted Answer

BAR HARBOR WEALTH MANAGEMENT's largest stock holdings as of their last filing include AAPL (valued at approximately $80.7 million), XLK (valued at approximately $177.0 million), IVV (valued at approximately $75.4 million), LLY (valued at approximately $78.8 million), AGG (valued at approximately $73.0 million).

Question 3

When was BAR HARBOR WEALTH MANAGEMENT's last SEC filing?

Accepted Answer

BAR HARBOR WEALTH MANAGEMENT's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BAR HARBOR WEALTH MANAGEMENT recently bought or sold?

Accepted Answer

BAR HARBOR WEALTH MANAGEMENT's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BAR HARBOR WEALTH MANAGEMENT reported?

Accepted Answer

BAR HARBOR WEALTH MANAGEMENT's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BAR HARBOR WEALTH MANAGEMENT invest in?

Accepted Answer

BAR HARBOR WEALTH MANAGEMENT's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.