§ 13F · FUND PROFILE
Bryn Mawr Trust Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2015.1T (13F)Positions · 438Turnover · — · Q3Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 173K | $115.5T | 5.7% | — |
| 2 | AAPL | APPLE INC | 369K | $94.0T | 4.7% | — |
| 3 | BND | VANGUARD BD INDEX FDS | 1.26M | $93.6T | 4.6% | — |
| 4 | MSFT | MICROSOFT CORP | 174K | $90.3T | 4.5% | — |
| 5 | IWY | ISHARES TR | 258K | $70.7T | 3.5% | — |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 856K | $51.3T | 2.5% | — |
| 7 | GOOGL | ALPHABET INC | 189K | $45.9T | 2.3% | — |
| 8 | JPM | JPMORGAN CHASE & CO. | 136K | $42.8T | 2.1% | — |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 67K | $33.5T | 1.7% | — |
| 10 | QUAL | ISHARES TR | 172K | $33.4T | 1.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRYN SIGNAL
AC read
Bryn Mawr Trust Advisors, LLC is a Other fund managing $2015134.5 trillion in assets. The fund runs a broad portfolio of 438 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed