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Portfolio (Quarterly) Guide ↗

ARBOR TRUST WEALTH ADVISORS, LLC

· CIK 0001797135
13F Portfolio $228M AUM 90 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 18 Added 40 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 TSLA TESLA INC Consumer Cyclical 647 $291K 0.13% SOLD
2 CSCO CISCO SYS INC Technology 2,778 $214K 0.09% SOLD
Sector Allocation
Healthcare 22.3%
Technology 21.8%
Financial Services 17.1%
Consumer Defensive 8.5%
Communication Services 8.0%
Consumer Cyclical 7.7%
Industrials 6.9%
Energy 5.4%
Utilities 2.2%