Bar Harbor Wealth Management has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.6 Billion distributed in 257 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $133M, Ishares Core S&P 500 ETF with a value of $69.2M, Apple Inc. with a value of $62.7M, Ishares Core U.S. Aggregate Bo with a value of $62.4M, and Eli Lilly & CO with a value of $55.2M.
Examining the 13F form we can see an increase of $81M in the current position value, from $1.52B to 1.6B.
Bar Harbor Wealth Management is based out at Concord, NH
Below you can find more details about Bar Harbor Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.6 Billion
ETFs: $624 Million
Healthcare: $198 Million
Technology: $195 Million
Financial Services: $126 Million
Industrials: $121 Million
Consumer Defensive: $103 Million
Consumer Cyclical: $66.7 Million
Energy: $60.4 Million
Other: $107 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
