Bryn Mawr Trust Advisors, LLC
•CIK: 1700481•Filing: Q4 2025
**Bryn Mawr Trust Advisors, LLC** manages $2.1B across a diversified portfolio of 446 positions. The firm maintains significant exposure to core technology and market indices, highlighted by top holdings including IVV at $117.9M and AAPL at $100.9M. Notable allocations also include BND ($96.2M) and MSFT ($84.9M), suggesting a balanced approach spanning equities, fixed income, and growth sectors. This concentrated yet diversified structure reflects a commitment to established market leaders and broad market exposure.
Total AUM
$2.1B
QoQ Performance
+3.2%
Positions
334
Top 10 Concentration
35.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.7%
AAPL4.9%
BND4.6%
MSFT4.1%
IWY3.5%
GOOGL2.8%
VEA2.7%
JPM2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.1%
Technology20.0%
ETF7.5%
Healthcare5.8%
Financial4.3%
Consumer3.8%
Industrial2.7%
Energy2.0%
🚪 Exited Positionssold since Q3 2025
+235 more exited positions
Changes from Q3 2025
NEW2 new positions
↑93 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022