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Arbor Wealth Advisors LLC

All holdings · as of Dec 31, 2025

56 positions

CompanyClassValueShares% of portfolio
INTERNATIONAL BUSINESS MACHINES CORP$204.7K6910.1%
Sempra$212.4K2,4060.2%
ISHARES TR$217.1K2,4270.2%
DT Midstream, Inc.$227.9K1,9040.2%
DIMENSIONAL ETF TRUST$237.8K7,2670.2%
ISHARES TR$260.3K5500.2%
Broadcom Inc.$297.6K8600.2%
VANGUARD BD INDEX FDS$331.8K4,2600.2%
DIMENSIONAL ETF TRUST$332.0K4,7650.2%
ISHARES TR$380.3K3,1640.3%
AT&T INC.$388.3K15,6310.3%
ISHARES TR$401.7K1,9100.3%
AMERICAN CENTY ETF TR$417.5K5,5100.3%
Eaton Corp plc$435.1K1,3660.3%
RTX Corp$436.9K2,3820.3%
Apple Inc.$450.5K1,6570.3%
FORD MOTOR CO$488.3K37,2190.3%
DTE ENERGY CO$491.2K3,8080.4%
ISHARES TR$493.7K1,3220.4%
HOME DEPOT, INC.$502.7K1,4610.4%
ISHARES TR$513.8K5,3370.4%
VANGUARD INDEX FDS$530.9K6,0000.4%
Amazon.com Inc$542.7K2,3510.4%
SPDR SERIES TRUST$548.2K9,6500.4%
COCA COLA CO$577.8K8,2650.4%
Alphabet Inc.$644.8K2,0600.5%
VANGUARD WHITEHALL FDS$704.5K4,9090.5%
Cognizant Technology Solutions Corp$803.4K9,6800.6%
Alphabet Inc.$846.3K2,6970.6%
DIMENSIONAL ETF TRUST$866.6K18,6010.6%
VANGUARD INDEX FDS$938.2K1,4960.7%
JPMORGAN CHASE & CO$1.00M3,1050.7%
GENERAL DYNAMICS CORP$1.04M3,0950.7%
The Boeing Company$1.13M5,2250.8%
VANGUARD INSTL INDEX FD$1.15M15,2550.8%
VANGUARD INTL EQUITY INDEX F$1.26M23,4890.9%
APTIV PLC$1.29M16,9640.9%
CATERPILLAR INC$1.40M2,4371.0%
Blackstone Inc$1.44M9,3701.0%
MICROSOFT CORP$1.53M3,1631.1%
VANGUARD SPECIALIZED FUNDS$1.61M7,3111.1%
LEAR CORP$1.63M14,1911.2%
Warren E. Buffett$1.86M3,6921.3%
ISHARES TR$2.10M3,0691.5%
VANGUARD BD INDEX FDS$2.78M35,2282.0%
AMERICAN CENTY ETF TR$2.89M28,3102.1%
VANGUARD TAX-MANAGED FDS$2.89M46,3162.1%
SPDR S&P 500 ETF TR$3.03M4,4412.2%
VANGUARD INTL EQUITY INDEX F$3.33M23,2142.4%
DIMENSIONAL ETF TRUST$4.58M115,7763.3%
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