Institutions / Bryn Mawr Trust Advisors, LLC

Bryn Mawr Trust Advisors, LLC

CIK 1700481 · Institution · as of Dec 31, 2025
Portfolio value
$2.08B
Positions
446
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 446 →
CompanyClassValueShares% of portfolio
iShares Tr$117.88M172,1085.7%
Apple Inc.$100.85M370,9784.9%
Vanguard Bd Index Fds$96.22M1,299,0134.6%
Microsoft Corp$84.88M175,5154.1%
iShares Tr$72.82M262,9603.5%
Alphabet Inc.$58.37M186,4722.8%
Vanguard Tax-Managed Fds$57.17M915,1722.7%
JPMorgan Chase & Co$44.24M137,3112.1%
Warren E. Buffett$32.75M65,1501.6%
iShares MSCI UAE ETF$31.62M159,2131.5%
Cisco Systems, Inc.$31.34M406,8981.5%
Vanguard Index Fds$28.72M102,8741.4%
Amazon.com Inc$27.93M121,0231.3%
RTX Corp$25.84M140,9041.2%
J P Morgan Exchange Traded F$25.17M497,4771.2%
Merck & Co., Inc.$24.27M230,5741.2%
iShares Tr$23.68M257,8341.1%
Johnson & Johnson$22.91M110,6791.1%
Vanguard Whitehall Fds$20.29M141,4031.0%
Alphabet Inc.$19.45M61,9770.9%
Oracle Corp$19.34M99,2230.9%
Vanguard Index Fds$18.56M104,6590.9%
PROCTER & GAMBLE Co$18.32M127,8370.9%
Danaher Corp /De$17.75M77,5330.9%
Johnson Controls International plc$16.68M139,2870.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.