Bryn Mawr Trust Advisors, LLC 13F Holdings

CIK 0001700481 · PHILADELPHIA, PA

As of Sep 30, 2025, Bryn Mawr Trust Advisors, LLC reported 438 positions worth .9B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—172,587 15.5M6.05%
APPLE INCAAPLTechnology369,013$94.0M4.92%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—1,258,068$93.6M4.90%
MICROSOFT CORPMSFTTechnology174,384$90.3M4.73%
ISHARES RUSSELL TOP 200 GROWTH ETFIWY—258,491$70.7M3.70%
VANGUARD TAX-MANAGED FUNDSVEA—856,134$51.3M2.68%
ALPHABET INCGOOGLEquity188,921$45.9M2.40%
JPMORGAN CHASE & COJPMFinancial Services135,608$42.8M2.24%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services66,635$33.5M1.75%
ISHARES MSCI USA QUALITY FACTOR ETFQUAL—171,835$33.4M1.75%
VANGUARD MID-CAP GROWTH ETFVOT—103,639$30.4M1.59%
ORACLE CORPORCLTechnology107,643$30.3M1.58%
CISCO SYSTEMS INCCSCOTechnology410,253$28.1M1.47%
AMAZON.COM INCAMZNEquity123,402$27.1M1.42%
JPMORGAN ULTRA-SHORT INCOMEJPST—504,354$25.6M1.34%
RTX CORPRTXEquity143,620$24.0M1.26%
ISHARES RUSSELL TOP 200 VALUE ETFIWX—249,128$21.9M1.15%
JOHNSON & JOHNSONJNJHealthcare112,326$20.8M1.09%
MERCK & CO INCMRKHealthcare242,692$20.4M1.07%
HOME DEPOT INCHDConsumer Cyclical46,040 8.7M0.98%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials168,696 8.5M0.97%
VANGUARD MID-CAP VALUE INDEX FUNDVOE—95,012 6.6M0.87%
DANAHER CORPDHRHealthcare82,806 6.4M0.86%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology57,643 6.3M0.85%
META PLATFORMS INCMETACommunication Services21,875 6.1M0.84%