Arbor Wealth Advisors

Arbor Wealth Advisors as of Dec. 31, 2025

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