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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 59.57% of Arbor Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BSV, SNDK, DUK, VTV, VTI, AVUV, VXUS, AVLV, VBIL, VBR.
Started 2 new stock positions in DUK, SNDK.
Reduced shares in these 6 stocks: BA, IBM, HD, DFUV, JPM, CTSH.
Sold out of its positions in BA, IBM.
Arbor Wealth Advisors was a net buyer of stock by $466k.
Arbor Wealth Advisors has $143M in assets under management (AUM), dropping by 1.58%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	23.3	$33M		169k	196.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	16.9	$24M		312k	77.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	9.3	$13M		50k	261.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.5	$7.9M		36k	217.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.6	$6.6M	+3%	21k	320.81	View chart
BorgWarner (BWA)	4.1	$5.9M		109k	54.26	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.2	$4.5M		116k	38.86	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.4	$3.4M		23k	145.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.3	$3.3M	+5%	30k	110.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.2	$3.2M	+14%	40k	78.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$3.0M		47k	64.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$2.9M		4.4k	650.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$2.0M		3.1k	653.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$1.8M		3.7k	479.20	View chart
Caterpillar (CAT)	1.2	$1.7M		2.4k	708.46	View chart
Lear Corp Com New (LEA)	1.2	$1.7M		14k	121.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$1.6M		7.3k	215.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.3M		24k	54.05	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.9	$1.3M	+9%	17k	75.65	View chart
Aptiv Com Shs (APTV)	0.8	$1.2M		17k	69.44	View chart
Microsoft Corporation (MSFT)	0.8	$1.2M		3.2k	370.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$1.1M		9.4k	114.99	View chart
General Dynamics Corporation (GD)	0.7	$1.1M		3.1k	343.22	View chart
JPMorgan Chase & Co. (JPM)	0.6	$911k		3.1k	294.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$894k		1.5k	597.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$872k	-3%	18k	48.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$778k		2.7k	286.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$727k		4.9k	148.10	View chart
Coca-Cola Company (KO)	0.4	$629k		8.3k	76.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$598k		2.1k	287.56	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.4	$592k		9.7k	61.35	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$566k	+27%	7.0k	80.61	View chart
DTE Energy Company (DTE)	0.4	$557k		3.8k	146.22	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$546k		9.7k	56.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$532k		6.0k	88.70	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$519k		5.3k	97.23	View chart
Amazon (AMZN)	0.3	$492k		2.4k	208.27	View chart
Eaton Corp SHS (ETN)	0.3	$489k		1.4k	357.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$471k		1.3k	356.56	View chart
Raytheon Technologies Corp (RTX)	0.3	$460k		2.4k	192.90	View chart
At&t (T)	0.3	$453k		16k	28.99	View chart
Ford Motor Company (F)	0.3	$430k		37k	11.54	View chart
Apple (AAPL)	0.3	$421k		1.7k	253.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$408k		1.9k	213.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$393k		3.2k	124.31	View chart
Home Depot (HD)	0.3	$379k	-21%	1.2k	328.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$339k		4.8k	71.13	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$330k		4.3k	77.18	View chart
Broadcom (AVGO)	0.2	$266k		860.00	309.51	View chart
Dt Midstream Common Stock (DTM)	0.2	$256k		1.9k	134.67	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$247k		7.3k	33.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$235k		550.00	426.40	View chart
Sempra Energy (SRE)	0.2	$234k		2.4k	97.17	View chart
Sandisk Corp (SNDK)	0.2	$231k	NEW	364.00	635.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$220k		2.4k	90.53	View chart
Duke Energy Corp Com New (DUK)	0.1	$210k	NEW	1.6k	130.94	View chart

Past Filings by Arbor Wealth Advisors

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

Arbor Wealth Advisors 2026 Q1 filed April 23, 2026
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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