Arbor Wealth Management
Latest statistics and disclosures from Arbor Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, VCIT, VGIT, VO, VEU, and represent 80.25% of Arbor Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VV, VGIT, CVCO, VCIT, VO, XLK, VB, IBIT, VTV, VEU.
- Started 1 new stock position in CVCO.
- Reduced shares in these 10 stocks: PLTR (-$25M), AXON, , MKL, GOOGL, KNSL, MSFT, Comerica Incorporated, VNQ, AGZ.
- Sold out of its positions in ABT, ABBV, AMD, ABNB, GOOG, GOOGL, ARL, AMT, TEAM, AXON.
- Arbor Wealth Management was a net seller of stock by $-24M.
- Arbor Wealth Management has $102M in assets under management (AUM), dropping by -21.03%.
- Central Index Key (CIK): 0002149091
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Portfolio Holdings for Arbor Wealth Management
Arbor Wealth Management holds 22 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 Large Cap Etf (VV) | 29.0 | $30M | +4% | 99k | 298.85 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 19.2 | $20M | +4% | 236k | 82.75 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 18.1 | $18M | +4% | 309k | 59.55 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 8.1 | $8.2M | +4% | 29k | 287.18 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 5.8 | $5.9M | 78k | 75.10 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 5.6 | $5.7M | +3% | 22k | 261.92 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 2.7 | $2.7M | +8% | 21k | 132.90 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.7 | $1.7M | +3% | 8.7k | 196.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $1.7M | 3.9k | 430.29 |
|
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| Arista Networks Com Shs (ANET) | 1.4 | $1.4M | 12k | 122.78 |
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| RBB Motley Fol Etf (TMFC) | 1.4 | $1.4M | 21k | 65.97 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.3 | $1.4M | +6% | 35k | 38.42 |
|
| Cavco Industries (CVCO) | 0.8 | $813k | NEW | 1.7k | 484.29 |
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| Amazon (AMZN) | 0.4 | $451k | 2.2k | 208.27 |
|
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| Tesla Motors (TSLA) | 0.4 | $419k | 1.1k | 371.75 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $415k | 1.1k | 390.41 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $402k | 805.00 | 499.66 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $391k | 3.3k | 118.62 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $347k | 4.7k | 73.63 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.3 | $307k | -10% | 1.9k | 160.51 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.3 | $293k | -4% | 5.8k | 50.49 |
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| Apple (AAPL) | 0.2 | $202k | 797.00 | 253.69 |
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Past Filings by Arbor Wealth Management
SEC 13F filings are viewable for Arbor Wealth Management going back to 2026
- Arbor Wealth Management 2025 Q4 filed Aug. 31, 2026
- Arbor Wealth Management 2026 Q1 filed Aug. 31, 2026