13F Insight
DOSSIER · 13F-HR · Q2 2026

Bryn Mawr Trust Advisors, LLC

$2.3B in tracked AUM across 457 positions as of Q2 2026.

BM
CIK 0001700481 · last filed Jun 30, 2026
Total AUM
$2.3B
as of Q2 2026
Holdings
457
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bryn Mawr Trust Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$126M168K5.5%02
AAPL
APPLE INC
$107M371K4.7%03
BND
VANGUARD BD INDEX FDS
$101M1.4M4.4%04
IWY
ISHARES TR
$74M256K3.2%05
MSFT
MICROSOFT CORP
$66M178K2.9%06
VEA
VANGUARD TAX-MANAGED FDS
$62M875K2.7%07
GOOGL
ALPHABET INC
$56M157K2.4%08
JPM
JPMORGAN CHASE & CO
$44M133K1.9%09
CSCO
CISCO SYS INC
$42M360K1.8%10
KLAC
KLA CORP
$36M121K1.6%

Filing history

2026Q2Jun 30
$2.3B▲ 11.3%
457 positionsView →2026Q1Mar 31
$2.1B▼ 0.9%
438 positionsView →2025Q4Dec 31
$2.1B▲ 3.2%
446 positionsView →2025Q3Sep 30
$2.0B▲ 10.3%
438 positionsView →2025Q2Jun 30
$1.8B▲ 9.6%
419 positionsLocked2025Q1Mar 31
$1.7B▼ 10.1%
387 positionsLocked2024Q4Dec 31
$1.9B▲ 0.1%
412 positionsLocked2024Q3Sep 30
$1.9B▲ 2.1%
404 positionsLocked2024Q2Jun 30
$1.8B▲ 3.0%
387 positionsLocked2024Q1Mar 31
$1.8B▲ 9.8%
396 positionsLocked2023Q4Dec 31
$1.6B▲ 4.9%
399 positionsLocked2023Q3Sep 30
$1.5B▲ 43.6%
393 positionsLocked
Showing 12 of 37