Institutions / Arbor Wealth Advisors LLC

Arbor Wealth Advisors LLC

CIK 2009890 · Institution · as of Dec 31, 2025

Portfolio value

$140.33M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 56 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$32.14M	168,290	22.9%
Vanguard Star Fds	—	$23.42M	310,463	16.7%
Vanguard Index Fds	—	$12.99M	50,370	9.3%
Vanguard Index Fds	—	$7.56M	35,710	5.4%
Vanguard Index Fds	—	$6.65M	19,830	4.7%
Borgwarner Inc	—	$4.90M	108,718	3.5%
Dimensional ETF Trust	—	$4.58M	115,776	3.3%
Vanguard Intl Equity Index F	—	$3.33M	23,214	2.4%
SPDR S&P 500 ETF Tr	—	$3.03M	4,441	2.2%
Vanguard Tax-Managed Fds	—	$2.89M	46,316	2.1%
American Centy ETF Tr	—	$2.89M	28,310	2.1%
Vanguard Bd Index Fds	—	$2.78M	35,228	2.0%
iShares Tr	—	$2.10M	3,069	1.5%
Warren E. Buffett	—	$1.86M	3,692	1.3%
Lear Corp	—	$1.63M	14,191	1.2%
Vanguard Specialized Funds	—	$1.61M	7,311	1.1%
Microsoft Corp	—	$1.53M	3,163	1.1%
Blackstone Inc	—	$1.44M	9,370	1.0%
Caterpillar Inc	—	$1.40M	2,437	1.0%
Aptiv PLC	—	$1.29M	16,964	0.9%
Vanguard Intl Equity Index F	—	$1.26M	23,489	0.9%
Vanguard Instl Index Fd	—	$1.15M	15,255	0.8%
The Boeing Company	—	$1.13M	5,225	0.8%
General Dynamics Corp	—	$1.04M	3,095	0.7%
JPMorgan Chase & Co	—	$1.00M	3,105	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.