StockDriftsStockDriftsTop 50 Bryn Mawr Trust Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.48% | 167.8K | $125.7M | -0.41%(-698) | $292.74(+166.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.69% | 371.3K | $107.5M | +0.64%(+2.36K) | $159.82(+91.08%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 4.39% | 1.37M | $100.5M | +1.71%(+23.00K) | $72.75(-0.68%) | 2026-06-30 | |
| IWY | ISHARES TR | 3.24% | 255.8K | $74.3M | -1.17%(-3.02K) | $159.98(+83.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.9% | 178.2K | $66.5M | +0.28%(+490) | $283.00(+71.75%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.72% | 875.2K | $62.4M | -3.51%(-31.80K) | $49.41(+49.77%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.45% | 157.1K | $56.1M | +0.49%(+767) | $105.10(+228.00%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.9% | 133.1K | $43.6M | +0.52%(+691) | $136.87(+166.47%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.84% | 359.7K | $42.2M | -4.43%(-16.69K) | $48.14(+135.88%) | 2026-06-30 | |
| KLAC | KLA CORP | 1.59% | 120.9K | $36.5M | -4.06%(-5.12K) | $49.40(+302.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.79% | +59.29% | +8.85% | +52.84% |
| Top 20 Holdings Unweighted | +17.53% | +62.36% | +7.21% | +41.61% |
Bryn Mawr Trust Advisors, LLC reports $2.29B in US-listed equity holdings across 456 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.5%), AAPL (4.7%) and BND (4.4%). The top 20 holdings account for 43.93% of reported assets. Its disclosed equity book has returned +59.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bryn Mawr Trust Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1700481). View Bryn Mawr Trust Advisors, LLC’s 13F filings on SEC