Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bryn Mawr Trust Advisors, LLC (CIK 1700481) reported $2.06B across 435 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($110.1M, 5.34%), BND ($99.2M, 4.81%), AAPL ($93.6M, 4.54%), MSFT ($65.8M, 3.19%), IWY ($64.4M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $110.1M | 5.34% | 168,499 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $99.2M | 4.81% | 1.3M | Added |
| 3 | AAPL | APPLE INC | $93.6M | 4.54% | 368,981 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $65.8M | 3.19% | 177,696 | Added |
| 5 | IWY | ISHARES TR | $64.4M | 3.12% | 258,769 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $58.1M | 2.82% | 907,001 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $44.9M | 2.18% | 156,288 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $39.0M | 1.89% | 132,448 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.9M | 1.50% | 64,527 | Trimmed |
| 10 | CSCO | CISCO SYS INC | $29.2M | 1.42% | 376,373 | Trimmed |
| 11 | QUAL | ISHARES TR | $27.4M | 1.33% | 142,886 | Trimmed |
| 12 | MRK | MERCK & CO INC | $26.8M | 1.30% | 222,405 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $25.5M | 1.24% | 104,464 | Trimmed |
| 14 | VOT | VANGUARD INDEX FDS | $24.4M | 1.18% | 94,823 | Trimmed |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | $24.4M | 1.18% | 481,263 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $24.0M | 1.17% | 115,278 | Trimmed |
| 17 | AGG | ISHARES TR | $23.8M | 1.15% | 239,690 | Added |
| 18 | RTX | RTX CORPORATION | $23.1M | 1.12% | 119,621 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $22.8M | 1.11% | 35,087 | Added |
| 20 | IWX | ISHARES TR | $22.5M | 1.09% | 242,458 | Trimmed |
| 21 | IWF | ISHARES TR | $22.4M | 1.09% | 52,623 | Added |
| 22 | VOE | VANGUARD INDEX FDS | $20.0M | 0.97% | 108,479 | Added |
| 23 | XOM | EXXON MOBIL CORP | $19.9M | 0.96% | 117,120 | Trimmed |
| 24 | KLAC | KLA CORP | $18.5M | 0.90% | 12,598 | Trimmed |
| 25 | JCI | JOHNSON CONTROLS INTERNATION | $18.3M | 0.89% | 140,108 | Added |
Source: SEC Form 13F filings · as of 2026-03-31