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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
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,090.0 $4.1M 1.79% -427.0 -9.4% $996.48 +0.1%
22 VWO VANGUARD INTL EQUITY INDEX F 71,110.0 $3.8M 1.69% +2K +2.3% $54.05 +10.9%
23 ICF ISHARES TR 59,711.0 $3.7M 1.62% -2K -3.6% $61.89 +10.3%
24 CAT CATERPILLAR INC Industrials 5,126.0 $3.6M 1.59% -389.0 -7.0% $708.46 +25.9%
25 SYK STRYKER CORPORATION Healthcare 11,022.0 $3.6M 1.59% -389.0 -3.4% $329.46 -6.9%
26 TJX TJX COS INC NEW Consumer Cyclical 21,482.0 $3.4M 1.51% -1K -5.1% $159.70 -3.2%
27 IVV ISHARES TR 5,025.0 $3.3M 1.44% -70.0 -1.4% $653.18 +16.0%
28 SCHV SCHWAB STRATEGIC TR 99,608.0 $3.0M 1.33% -5K -5.1% $30.50 +10.0%
29 IWM ISHARES TR 11,909.0 $3.0M 1.30% $248.00 +17.9%
30 CVX CHEVRON CORPORATION Energy 13,901.0 $2.9M 1.26% +136.0 +1.0% $206.90 -11.5%
31 V VISA INC Financial Services 9,507.0 $2.9M 1.26% -467.0 -4.7% $302.24 +7.0%
32 IJH ISHARES TR 39,227.0 $2.6M 1.16% -1K -3.5% $67.53 +10.3%
33 ORCL ORACLE CORP Technology 15,648.0 $2.3M 1.01% -615.0 -3.8% $147.11 +38.9%
34 IEMG ISHARES INC 32,043.0 $2.2M 0.98% +25K +330.3% $69.75 +19.6%
35 PG PROCTER & GAMBLE CO Consumer Defensive 13,957.0 $2.0M 0.89% +944.0 +7.2% $144.44 +1.1%
36 LLY ELI LILLY & CO Healthcare 2,191.0 $2.0M 0.89% -60.0 -2.7% $919.79 +22.7%
37 MCD MCDONALDS CORP Consumer Cyclical 6,068.0 $1.9M 0.83% -400.0 -6.2% $310.79 -10.6%
38 AMAT APPLIED MATLS INC Technology 5,096.0 $1.7M 0.77% -150.0 -2.9% $341.79 +31.4%
39 IJR ISHARES TR 12,311.0 $1.5M 0.67% $124.31 +12.4%
40 META META PLATFORMS INC Communication Services 2,483.0 $1.4M 0.62% -77.0 -3.0% $572.21 +10.4%
Page 2 of 5  ·  90 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
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%