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Portfolio (Quarterly) Guide ↗

ARBOR TRUST WEALTH ADVISORS, LLC

· CIK 0001797135
13F Portfolio $248M AUM 96 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 16 Added 53 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PYLD PIMCO ETF TR 286,937.0 $7.6M 3.07% +30K +11.5% $26.52 -1.8%
2 SPYV SPDR SERIES TRUST 119,427.0 $7.3M 2.93% +2K +2.0% $60.79 +4.4%
3 IGF ISHARES TR 106,725.0 $7.1M 2.87% +30K +38.9% $66.60 -2.3%
4 AGG ISHARES TR 55,170.0 $5.5M 2.20% +4K +7.7% $98.98 -2.0%
5 VCSH VANGUARD SCOTTSDALE FDS 60,964.0 $4.8M 1.94% +4K +6.6% $79.03 -1.1%
6 ICF ISHARES TR 63,332.0 $4.3M 1.73% +4K +6.1% $67.63 -1.0%
7 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,163.0 $3.9M 1.57% +73.0 +1.8% $935.52 -2.1%
8 V VISA INC Financial Services 9,852.0 $3.4M 1.36% +345.0 +3.6% $343.09 +9.3%
9 IEMG ISHARES INC 35,485.0 $2.9M 1.19% +3K +10.7% $82.84 +1.0%
10 PG PROCTER & GAMBLE CO Consumer Defensive 15,062.0 $2.2M 0.89% +1K +7.9% $146.64 -0.1%
11 MCD MCDONALDS CORP Consumer Cyclical 6,105.0 $1.7M 0.67% +37.0 +0.6% $270.31 -5.4%
12 BOND PIMCO ETF TR 7,593.0 $700K 0.28% +827.0 +12.2% $92.21 -2.4%
13 WMT WALMART INC Consumer Defensive 4,577.0 $518K 0.21% +425.0 +10.2% $113.26 -5.4%
14 J P MORGAN EXCHANGE TRADED F 8,099.0 $410K 0.17% +3K +66.6% $50.57
15 DE DEERE & CO Industrials 495.0 $314K 0.13% +100.0 +25.3% $634.33 +9.3%
16 HDV ISHARES TR 7,491.0 $205K 0.08% +6K +403.4% $27.41 +7.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.6%
Healthcare 21.8%
Financial Services 17.2%
Consumer Defensive 8.0%
Communication Services 7.8%
Consumer Cyclical 7.2%
Industrials 7.2%
Energy 4.0%
Utilities 2.1%