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Portfolio (Quarterly) Guide ↗

Arbor Wealth Advisors LLC

· CIK 0002009890
13F Portfolio $164M AUM 60 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 11 Added 4 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BA BOEING CO Industrials 2,430.0 $526K 0.32% NEW $216.47 -3.1%
2 VERSIGENT PLC 5,654.0 $238K 0.14% NEW $42.01
3 DAL DELTA AIR LINES INC Industrials 2,500.0 $234K 0.14% NEW $93.66 -14.5%
4 NVDA NVIDIA CORPORATION Technology 1,060.0 $212K 0.13% NEW $200.09 +8.7%

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
Consumer Cyclical 38.0%
Industrials 19.6%
Financial Services 19.4%
Technology 12.2%
Communication Services 3.8%
Utilities 3.6%
Consumer Defensive 2.4%
Energy 1.0%