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Arbor Wealth Advisors

Latest statistics and disclosures from Arbor Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, VXUS, VB, VBR, VTI, and represent 58.98% of Arbor Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BX, VTI, AVUV, AVLV, VXUS, VTV, IBM, VEA, VBR, IVV.
Started 3 new stock positions in AVLV, BX, IBM.
Reduced shares in these 10 stocks: AMD, CTOS, APTV, IEFA, IWB, DFUV, BSV, AVGO, JPM, BA.
Sold out of its positions in AMD, CTOS.
Arbor Wealth Advisors was a net buyer of stock by $3.4M.
Arbor Wealth Advisors has $140M in assets under management (AUM), dropping by 4.77%.
Central Index Key (CIK): 0002009890

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Positions held by Arbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arbor Wealth Advisors

Arbor Wealth Advisors holds 56 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	22.9	$32M		168k	190.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	16.7	$23M		311k	75.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	9.3	$13M		50k	257.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.4	$7.6M		36k	211.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.7	$6.6M	+9%	20k	335.27	View chart
BorgWarner (BWA)	3.5	$4.9M		109k	45.06	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.3	$4.6M		116k	39.59	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.4	$3.3M		23k	143.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$3.0M		4.4k	681.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$2.9M	+2%	46k	62.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.1	$2.9M	+23%	28k	101.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$2.8M		35k	78.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$2.1M		3.1k	685.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$1.9M		3.7k	502.65	View chart
Lear Corp Com New (LEA)	1.2	$1.6M		14k	114.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$1.6M		7.3k	219.78	View chart
Microsoft Corporation (MSFT)	1.1	$1.5M		3.2k	483.62	View chart
Blackstone Group Inc Com Cl A (BX)	1.0	$1.4M	NEW	9.4k	154.14	View chart
Caterpillar (CAT)	1.0	$1.4M		2.4k	572.87	View chart
Aptiv Com Shs (APTV)	0.9	$1.3M	-4%	17k	76.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.3M		24k	53.76	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.8	$1.2M		15k	75.43	View chart
Boeing Company (BA)	0.8	$1.1M		5.2k	217.10	View chart
General Dynamics Corporation (GD)	0.7	$1.0M		3.1k	336.66	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.0M		3.1k	322.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$938k		1.5k	627.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$867k	-2%	19k	46.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$846k		2.7k	313.80	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.6	$803k		9.7k	83.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$705k		4.9k	143.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$645k		2.1k	313.00	View chart
Coca-Cola Company (KO)	0.4	$578k		8.3k	69.91	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$548k		9.7k	56.81	View chart
Amazon (AMZN)	0.4	$543k		2.4k	230.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$531k		6.0k	88.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$514k		5.3k	96.27	View chart
Home Depot (HD)	0.4	$503k		1.5k	344.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$494k	-6%	1.3k	373.44	View chart
DTE Energy Company (DTE)	0.4	$491k		3.8k	128.98	View chart
Ford Motor Company (F)	0.3	$488k		37k	13.12	View chart
Apple (AAPL)	0.3	$451k		1.7k	271.91	View chart
Raytheon Technologies Corp (RTX)	0.3	$437k		2.4k	183.40	View chart
Eaton Corp SHS (ETN)	0.3	$435k		1.4k	318.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$418k	NEW	5.5k	75.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$402k		1.9k	210.34	View chart
At&t (T)	0.3	$388k		16k	24.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$380k		3.2k	120.18	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$332k		4.8k	69.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$332k		4.3k	77.88	View chart
Broadcom (AVGO)	0.2	$298k	-3%	860.00	346.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$260k		550.00	473.30	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$238k		7.3k	32.73	View chart
Dt Midstream Common Stock (DTM)	0.2	$228k		1.9k	119.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$217k	-15%	2.4k	89.46	View chart
Sempra Energy (SRE)	0.2	$212k		2.4k	88.29	View chart
International Business Machines (IBM)	0.1	$205k	NEW	691.00	296.21	View chart

Past Filings by Arbor Wealth Advisors

SEC 13F filings are viewable for Arbor Wealth Advisors going back to 2023

Arbor Wealth Advisors 2025 Q4 filed Jan. 12, 2026
Arbor Wealth Advisors 2025 Q3 filed Oct. 10, 2025
Arbor Wealth Advisors 2025 Q2 filed July 10, 2025
Arbor Wealth Advisors 2025 Q1 filed April 14, 2025
Arbor Wealth Advisors 2024 Q4 filed Jan. 14, 2025
Arbor Wealth Advisors 2024 Q3 filed Oct. 10, 2024
Arbor Wealth Advisors 2024 Q2 filed July 11, 2024
Arbor Wealth Advisors 2024 Q1 filed April 10, 2024
Arbor Wealth Advisors 2023 Q4 filed Feb. 2, 2024

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