HM Payson & Co ETF holdings
Portland, ME
Reported $1.5B in 273 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.5B
ETFs held
273
Change from prior quarter
+2.7%
With price moves
ETFs as a share of its 13F
19.3%
of $7.5B
Top 10 of 273 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $157.2M | 2,206,221 | +166,776 shares |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | $147.9M | 6,611,440 | −145,271 shares |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | $129.5M | 5,657,354 | −250,869 shares |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | $101.4M | 4,186,318 | −4,193 shares |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | $100.6M | 4,152,438 | +18,754 shares |
| DGRO | iShares Core Dividend Growth ETF | $90.1M | 1,188,167 | −776,853 shares |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | $80.2M | 3,174,609 | +234,281 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $72.8M | 3,142,337 | +314,936 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $61.3M | 697,278 | +36,037 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $59.4M | 2,726,515 | +272,104 shares |
263 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000928052. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does HM Payson & Co own?
HM Payson & Co reported 273 ETF positions worth $1.5B in its Form 13F for June 30, 2026. The largest was VEA, at $157.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.