Arbor Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Arbor Wealth Advisors LLC held in its portfolio 56 assets valued at $140,329,289 (i.e. $140.33M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($32.14M), VANGUARD STAR FDS ($23.42M), and VANGUARD INDEX FDS ($12.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Arbor Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 168290 | 32141677 | VALUE ETF |
| VANGUARD STAR FDS | 310463 | 23421327 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 50370 | 12993016 | SMALL CP ETF |
| VANGUARD INDEX FDS | 35710 | 7563006 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 19830 | 6648404 | TOTAL STK MKT |
| BORGWARNER INC | 108718 | 4898833 | COM |
| DIMENSIONAL ETF TRUST | 115776 | 4583572 | US CORE EQUITY 2 |
| VANGUARD INTL EQUITY INDEX F | 23214 | 3327263 | FTSE SMCAP ETF |
| SPDR S&P 500 ETF TR | 4441 | 3028066 | TR UNIT |
| VANGUARD TAX-MANAGED FDS | 46316 | 2893361 | VAN FTSE DEV MKT |
| AMERICAN CENTY ETF TR | 28310 | 2887075 | US SML CP VALU |
| VANGUARD BD INDEX FDS | 35228 | 2776319 | SHORT TRM BOND |
| ISHARES TR | 3069 | 2102288 | CORE S&P500 ETF |
| BERKSHIRE HATHAWAY INC DEL | 3692 | 1855784 | CL B NEW |
| LEAR CORP | 14191 | 1626289 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 7311 | 1606803 | DIV APP ETF |
| MICROSOFT CORP | 3163 | 1529690 | COM |
| BLACKSTONE INC | 9370 | 1444292 | COM |
| CATERPILLAR INC | 2437 | 1396084 | COM |
| APTIV PLC | 16964 | 1290791 | COM SHS |
| VANGUARD INTL EQUITY INDEX F | 23489 | 1262778 | FTSE EMR MKT ETF |
| VANGUARD INSTL INDEX FD | 15255 | 1150685 | 0-3 MO TREAS BIL |
| BOEING CO | 5225 | 1134349 | COM |
| GENERAL DYNAMICS CORP | 3095 | 1041963 | COM |
| JPMORGAN CHASE & CO. | 3105 | 1000493 | COM |
| VANGUARD INDEX FDS | 1496 | 938186 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 18601 | 866621 | US MKTWIDE VALUE |
| ALPHABET INC | 2697 | 846319 | CAP STK CL C |
| COGNIZANT TECHNOLOGY SOLUTIO | 9680 | 803440 | CL A |
| VANGUARD WHITEHALL FDS | 4909 | 704540 | HIGH DIV YLD |
| ALPHABET INC | 2060 | 644780 | CAP STK CL A |
| COCA COLA CO | 8265 | 577806 | COM |
| SPDR SERIES TRUST | 9650 | 548217 | STATE STREET SPD |
| AMAZON COM INC | 2351 | 542658 | COM |
| VANGUARD INDEX FDS | 6000 | 530940 | REAL ESTATE ETF |
| ISHARES TR | 5337 | 513793 | RUS MID CAP ETF |
| HOME DEPOT INC | 1461 | 502730 | COM |
| ISHARES TR | 1322 | 493688 | RUS 1000 ETF |
| DTE ENERGY CO | 3808 | 491156 | COM |
| FORD MTR CO | 37219 | 488313 | COM |
| APPLE INC | 1657 | 450548 | COM |
| RTX CORPORATION | 2382 | 436859 | COM |
| EATON CORP PLC | 1366 | 435085 | SHS |
| AMERICAN CENTY ETF TR | 5510 | 417493 | US LARGE CAP VLU |
| ISHARES TR | 1910 | 401749 | RUS 1000 VAL ETF |
| AT&T INC | 15631 | 388274 | COM |
| ISHARES TR | 3164 | 380250 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 4765 | 331978 | US SMALL CAP ETF |
| VANGUARD BD INDEX FDS | 4260 | 331751 | INTERMED TERM |
| BROADCOM INC | 860 | 297646 | COM |
| ISHARES TR | 550 | 260315 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 7267 | 237849 | WORLD EX US CORE |
| DT MIDSTREAM INC | 1904 | 227871 | COMMON STOCK |
| ISHARES TR | 2427 | 217119 | CORE MSCI EAFE |
| SEMPRA | 2406 | 212426 | COM |
| INTERNATIONAL BUSINESS MACHS | 691 | 204681 | COM |
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