DOSSIER · 13F-HR · Q1 2026
BAR HARBOR WEALTH MANAGEMENT
BAR HARBOR WEALTH's family office based in Greenwich, CT — $1.7B in tracked AUM across 266 positions as of Q1 2026.
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BAR HARBOR WEALTH·Greenwich, CT·Family Office
CIK 0001035463 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: BAR HARBOR WEALTH MANAGEMENT
Portfolio Overview
Bar Harbor Wealth Management reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 138.5%, growing from $725.37 million to $1.73 billion. This dramatic increase in capital base coincides with a major restructuring of the portfolio’s composition. The firm now manages 258 holdings, indicating a diversifie...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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