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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
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 37,771.0 $2.9M 1.17% -1K -3.7% $77.11 -1.6%
22 SCHV SCHWAB STRATEGIC TR 79,777.0 $2.8M 1.12% -20K -19.9% $34.81 +0.0%
23 LLY ELI LILLY & CO Healthcare 2,143.0 $2.6M 1.04% -48.0 -2.2% $1199.46 -4.3%
24 PANW PALO ALTO NETWORKS INC Technology 6,935.0 $2.4M 0.95% -475.0 -6.4% $341.02 -2.3%
25 CVX CHEVRON CORPORATION Energy 13,577.0 $2.3M 0.91% -324.0 -2.3% $165.76 +25.8%
26 ORCL ORACLE CORP Technology 15,134.0 $2.2M 0.89% -514.0 -3.3% $146.55 +8.4%
27 META META PLATFORMS INC Communication Services 2,343.0 $1.3M 0.53% -140.0 -5.6% $563.38 +9.5%
28 JNJ JOHNSON & JOHNSON Healthcare 4,582.0 $1.2M 0.47% -178.0 -3.7% $253.97 +8.4%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 3,972.0 $1.1M 0.45% -235.0 -5.6% $281.24 -16.5%
30 SCHW SCHWAB CHARLES CORP Financial Services 11,775.0 $1.1M 0.44% -450.0 -3.7% $92.27 +18.4%
31 NVDA NVIDIA CORPORATION Technology 4,884.0 $977K 0.39% -398.0 -7.5% $200.07 +15.1%
32 LOW LOWES COS INC Consumer Cyclical 4,339.0 $957K 0.39% -123.0 -2.8% $220.48 -7.3%
33 CMI CUMMINS INC Industrials 1,275.0 $909K 0.37% -90.0 -6.6% $713.21 -21.4%
34 KO COCA COLA CO Consumer Defensive 11,079.0 $900K 0.36% -336.0 -2.9% $81.27 +8.4%
35 XOM EXXON MOBIL CORP Energy 6,262.0 $856K 0.34% -700.0 -10.1% $136.73 +16.6%
36 DTCR GLOBAL X FDS 26,817.0 $814K 0.33% -6K -18.9% $30.37 -7.2%
37 GOOG ALPHABET INC 2,271.0 $802K 0.32% -45.0 -1.9% $353.33
38 CRM SALESFORCE INC Technology 4,579.0 $717K 0.29% -2K -26.8% $156.65 +65.5%
39 AMZN AMAZON COM INC Consumer Cyclical 2,863.0 $682K 0.28% -301.0 -9.5% $238.36 +8.5%
40 AXP AMERICAN EXPRESS CO Financial Services 1,812.0 $613K 0.25% -135.0 -6.9% $338.31 -3.6%
Page 2 of 3  ·  53 positions

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%