Arkolith/Funds/Penobscot Wealth Management

Penobscot Wealth Management

CIK 1875768Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Penobscot Wealth Management holds a focused book of 117 reported positions worth $373.9M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Vanguard S/T Corp Bond ETF and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 18% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Penobscot Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.7%
+14.4%/yr · since Oct '24
Their reported book
+20.9%
held from quarter-end
S&P 500
+33.9%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Penobscot Wealth Management (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 7.8 points over this window.

Growth of $10,000 cloning Penobscot Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
52%
Top 10 holdings
65%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

6% mapped to company sectors

ETFs / funds
93%
Information Technology
2%
Financials
2%
Health Care
1%
No sector on file yet
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Penobscot Wealth Management

Manager / fundShared namesTheir $ in those
Golden Road Advisors LLC19 / 80$165.9M
MPS Loria Financial Planners, LLC17 / 80$338.9M
Strategic Advisory Partners, LLC17 / 80$109.3M
Outlook Capital Management, LLC9 / 80$238.8M
Wit, LLC8 / 80$4.8B
Prosperity Advisers, LLC18 / 80$103.0M
Stanich Group LLC18 / 80$117.4M
Brown Financial Advisory16 / 80$176.1M

Ranked by the share of each fund's own book sitting in the names it shares with Penobscot Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

117 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$69.0M785.0K
18.5%
−1.1%
Reduced · −9K sh
2Dimensional ETF Trust
GLOBAL CORE PLUS
$45.8M841.8K
12.3%
−6.9%
Reduced · −63K sh
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$45.0M631.7K
12.0%
+1.3%
Added · +8K sh
4Ishares TR
CORE INTL AGGR
$20.4M402.3K
5.4%
+32%
Added · +97K sh
5Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$14.1M237.0K
3.8%
+2.1%
Added · +5K sh
6Vanguard World FD
INF TECH ETF
$13.2M110.7K
3.5%
+636%
Added · +96K sh
7J P Morgan Exchange Traded F
ACTIVE GROWTH
$10.5M107.0K
2.8%
−0.8%
Reduced · −884 sh
8Ishares TR
0-5 YR TIPS ETF
$10.4M101.8K
2.8%
+12%
Added · +11K sh
9Dimensional ETF Trust
INTL CORE EQUITY
$9.5M254.1K
2.5%
+3.3%
Added · +8K sh
10Dimensional ETF Trust
EMGR CRE EQT MNG
$6.6M164.4K
1.8%
+1.6%
Added · +3K sh
11Vanguard World FD
FINANCIALS ETF
$6.4M48.3K
1.7%
+2.1%
Added · +1K sh
12World Gold TR
SPDR GLD MINIS
$6.0M75.3K
1.6%
+20%
Added · +13K sh
13Vanguard Index FDS
S&P 500 ETF SHS
$5.2M7.6K
1.4%
−6.3%
Reduced · −515 sh
14SPDR Series Trust
STATE STREET SPD
$4.6M76.4K
1.2%
−1.0%
Reduced · −746 sh
15Fidelity Covington Trust
MSCI CONSM DIS
$4.2M41.2K
1.1%
+2.4%
Added · +983 sh
16Vanguard World FD
COMM SRVC ETF
$4.2M22.9K
1.1%
+2.5%
Added · +561 sh
17Vanguard World FD
HEALTH CAR ETF
$4.2M14.1K
1.1%
+6.2%
Added · +822 sh
18Fidelity Covington Trust
MSCI INDL INDX
$3.9M39.3K
1.0%
+3.5%
Added · +1K sh
19Schwab Strategic TR
US LRG CAP ETF
$3.7M125.8K
1.0%
−4.4%
Reduced · −6K sh
20Ishares TR
CORE MSCI TOTAL
$3.4M35.2K
0.9%
−3.0%
Reduced · −1K sh
21Ishares Inc
MSCI JAPAN ETF
$3.1M33.7K
0.8%
+3.2%
Added · +1K sh
22Ishares TR
GLB INFRASTR ETF
$2.9M44.0K
0.8%
+4.1%
Added · +2K sh
23Apple Inc
COM
$2.8M9.6K
0.7%
−58%
Reduced · −13K sh
24Fidelity Covington Trust
ENHANCED SMALL
$2.7M55.6K
0.7%
+1.9%
Added · +1K sh
25Ishares TR
CORE MSCI EURO
$2.6M35.1K
0.7%
+5.4%
Added · +2K sh
26Ishares TR
GL CLEAN ENE ETF
$2.5M122.2K
0.7%
−47%
Reduced · −108K sh
27SPDR Series Trust
STATE STREET SPD
$2.3M31.9K
0.6%
+2.0%
Added · +613 sh
28Select Sector SPDR TR
STATE STREET TEC
$1.9M10.2K
0.5%
−5.2%
Reduced · −559 sh
29Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.9M24.0K
0.5%
New
New position
30Vanguard World FD
ESG US STK ETF
$1.9M14.1K
0.5%
+40%
Added · +4K sh
31Invesco Exchange Traded FD T
S&P MDCP QUALITY
$1.9M16.5K
0.5%
+1.3%
Added · +212 sh
32Vanguard Index FDS
REAL ESTATE ETF
$1.8M18.7K
0.5%
+3.3%
Added · +597 sh
33Ishares TR
US CONSM STAPLES
$1.8M24.2K
0.5%
+2.4%
Added · +570 sh
34Ishares TR
ESG AW MSCI EAFE
$1.7M16.5K
0.5%
+37%
Added · +4K sh
35Nvidia Corporation
COM
$1.6M8.1K
0.4%
+1.7%
Added · +138 sh
36Ishares TR
CORE S&P TTL STK
$1.6M9.6K
0.4%
−0.6%
Reduced · −55 sh
37Ishares TR
RUSSELL 2000 ETF
$1.5M5.0K
0.4%
+1.5%
Added · +76 sh
38SPDR Index SHS FDS
STATE STREET SPD
$1.3M26.7K
0.4%
−40%
Reduced · −18K sh
39Ishares TR
RUS MID CAP ETF
$1.3M12.2K
0.4%
+2.9%
Added · +348 sh
40Fidelity Covington Trust
MSCI ENERGY IDX
$1.3M45.1K
0.4%
+8.8%
Added · +4K sh
41Select Sector SPDR TR
STATE STREET FIN
$1.3M24.7K
0.4%
+1.4%
Added · +339 sh
42Ishares TR
CORE MSCI EAFE
$1.3M13.7K
0.4%
+9.1%
Added · +1K sh
43Vaneck ETF Trust
RARE EARTH AND S
$1.3M14.7K
0.3%
+12%
Added · +2K sh
44SPDR Series Trust
STATE STREET SPD
$1.3M14.3K
0.3%
+0.2%
Added · +24 sh
45SPDR Index SHS FDS
STATE STREET SPD
$1.3M24.3K
0.3%
+7.8%
Added · +2K sh
46Ishares TR
U.S. TECH ETF
$1.2M4.9K
0.3%
−1.9%
Reduced · −93 sh
47Microsoft Corp
COM
$1.2M3.3K
0.3%
+16%
Added · +454 sh
48Vaneck ETF Trust
URANIUM AND NUCL
$1.2M10.4K
0.3%
+23%
Added · +2K sh
49Idexx Labs Inc
COM
$1.2M2.2K
0.3%
Held
50Select Sector SPDR TR
STATE STREET UTI
$1.1M25.2K
0.3%
+6.2%
Added · +1K sh
Showing 50 of 117 positions
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Filing history

As-of date vs the date the SEC received each filing

$373.9M · Q2 2026Q3 2024 · $185.2MQ2 2026 · $373.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202616d117$373.9M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202620d112$338.4M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d105$323.5M13F-HR
Q3 2025Sep 30, 2025Nov 19, 202550d103$311.6M13F-HR
Q2 2025Jun 30, 2025Aug 1, 202532d97$279.3M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202528d91$237.8M13F-HR
Q4 2024Dec 31, 2024Feb 10, 202541d74$217.0M13F-HR
Q3 2024Sep 30, 2024Oct 28, 202428d76$185.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.