Arbor Wealth Advisors

Arbor Wealth Advisors as of June 30, 2025

Portfolio Holdings for Arbor Wealth Advisors

Arbor Wealth Advisors holds 54 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 23.9 $29M 167k 176.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 17.6 $22M 313k 69.09
Vanguard Index Fds Small Cp Etf (VB) 9.7 $12M 50k 236.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.6 $6.9M 36k 195.01
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $5.5M 18k 303.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.4 $4.1M 116k 35.84
BorgWarner (BWA) 3.0 $3.6M 109k 33.48
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $3.1M 23k 134.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $2.7M 4.4k 617.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $2.6M 33k 78.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $2.1M 37k 57.01
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $2.0M 22k 91.10
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.9M 3.0k 620.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $1.8M 3.7k 485.77
Microsoft Corporation (MSFT) 1.3 $1.6M 3.2k 497.41
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $1.5M 7.3k 204.68
Lear Corp Com New (LEA) 1.1 $1.3M 14k 94.98
Aptiv Com Shs (APTV) 1.0 $1.2M 18k 68.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.2M 23k 49.46
Boeing Company (BA) 0.9 $1.1M 5.2k 209.51
Caterpillar (CAT) 0.8 $946k 2.4k 388.21
JPMorgan Chase & Co. (JPM) 0.7 $910k 3.1k 289.91
General Dynamics Corporation (GD) 0.7 $903k 3.1k 291.66
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $869k 21k 42.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $850k 1.5k 568.03
Cognizant Technology Solutio Cl A (CTSH) 0.6 $752k 9.6k 78.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $654k 4.9k 133.31
Coca-Cola Company (KO) 0.5 $585k 8.3k 70.75
Home Depot (HD) 0.4 $536k 1.5k 366.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $534k 6.0k 89.06
Amazon (AMZN) 0.4 $513k 2.3k 219.39
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.4 $505k 9.7k 52.34
DTE Energy Company (DTE) 0.4 $504k 3.8k 132.46
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $491k 5.3k 91.97
Eaton Corp SHS (ETN) 0.4 $488k 1.4k 356.99
Ishares Tr Rus 1000 Etf (IWB) 0.4 $482k 1.4k 339.57
Alphabet Cap Stk Cl C (GOOG) 0.4 $477k 2.7k 177.39
At&t (T) 0.4 $452k 16k 28.94
Ford Motor Company (F) 0.3 $404k 37k 10.85
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $371k 1.9k 194.23
Alphabet Cap Stk Cl A (GOOGL) 0.3 $361k 2.0k 176.23
Raytheon Technologies Corp (RTX) 0.3 $348k 2.4k 146.02
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $346k 3.2k 109.29
Apple (AAPL) 0.3 $340k 1.7k 205.20
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $326k 4.2k 77.34
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $304k 4.8k 63.71
Broadcom (AVGO) 0.2 $245k 890.00 275.65
Ishares Tr Core Msci Eafe (IEFA) 0.2 $241k 2.9k 83.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $234k 550.00 424.58
Advanced Micro Devices (AMD) 0.2 $221k 1.6k 141.90
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $213k 7.3k 29.37
Dt Midstream Common Stock (DTM) 0.2 $209k 1.9k 109.91
International Business Machines (IBM) 0.2 $204k 693.00 294.78
Custom Truck One Source Com Cl A (CTOS) 0.1 $75k 15k 4.94