Bar Harbor Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by President Jason P. Edgar and dated October 21, 2026, lists 284 total holdings held in the firm's portfolio.
The report details a portfolio valued at approximately $1.823 billion. The largest position disclosed in the filing is Bar Harbor Bankshares, with a value of $14,852,201. Other significant positions include Apple Inc., valued at $9,208,269,4; Berkshire Hathaway Inc. Class B, valued at $13,581,586; and Eli Lilly & Co., valued at $76,857,882.
The filing includes a mix of individual equities and exchange-traded funds. Major U.S. technology companies such as Microsoft, Amazon, and Alphabet are listed among the top holdings. The portfolio also includes substantial positions in financial institutions like JPMorgan Chase & Co. and Mastercard Incorporated.
Bar Harbor Wealth Management is headquartered at 90 North Main Street in Concord, New Hampshire.
