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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 4,096.0 $555K 0.22% -198.0 -4.6% $135.39 +1.7%
42 VBR VANGUARD INDEX FDS 2,190.0 $532K 0.21% -549.0 -20.0% $242.99 +1.7%
43 DHR DANAHER CORP DEL Healthcare 2,635.0 $502K 0.20% -184.0 -6.5% $190.48 +9.0%
44 HD HOME DEPOT INC Consumer Cyclical 1,172.0 $413K 0.17% -152.0 -11.5% $352.68 -9.0%
45 PLTR PALANTIR TECHNOLOGIES INC Technology 3,431.0 $400K 0.16% -750.0 -17.9% $116.67 +49.4%
46 BAC BANK OF AMER CORP Financial Services 6,676.0 $380K 0.15% -625.0 -8.6% $56.98 +10.0%
47 URI UNITED RENTALS INC Industrials 282.0 $319K 0.13% -128.0 -31.2% $1132.89 -10.9%
48 MPC MARATHON PETE CORP Energy 1,144.0 $292K 0.12% -100.0 -8.0% $255.67 +52.1%
49 VOO VANGUARD INDEX FDS 377.0 $259K 0.10% -29.0 -7.1% $686.79 +3.1%
50 SCHE SCHWAB STRATEGIC TR 7,066.0 $256K 0.10% -4K -33.4% $36.26 +3.6%
51 COP CONOCOPHILLIPS Energy 2,442.0 $254K 0.10% -255.0 -9.4% $103.94 +29.2%
52 PH PARKER-HANNIFIN CORP Industrials 255.0 $249K 0.10% -17.0 -6.2% $978.12 -1.6%
53 AMGN AMGEN INC Healthcare 560.0 $203K 0.08% -50.0 -8.2% $362.12 +20.7%
Page 3 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%