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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
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BX BLACKSTONE INC Financial Services 9,370.0 $1.1M 0.67% $117.67 +21.0%
22 GD GENERAL DYNAMICS CORP Industrials 3,095.0 $1.1M 0.67% $354.24 +7.1%
23 APTIV PLC 16,964.0 $1.0M 0.64% $61.38
24 VOO VANGUARD INDEX FDS 1,496.0 $1.0M 0.63% $686.81 +3.0%
25 JPM JPMORGAN CHASE & CO Financial Services 3,096.0 $1.0M 0.62% $327.33 +9.3%
26 DFUV DIMENSIONAL ETF TRUST 17,986.0 $989K 0.60% $55.01 +4.0%
27 GOOG ALPHABET INC 2,690.0 $950K 0.58% -22.0 -0.8% $353.33
28 SNDK SANDISK CORP Technology 345.0 $784K 0.48% -19.0 -5.2% $2273.73 -34.7%
29 VYM VANGUARD WHITEHALL FDS 4,909.0 $776K 0.47% $158.03 +3.9%
30 GOOGL ALPHABET INC Communication Services 2,048.0 $732K 0.45% -30.0 -1.4% $357.37 -3.0%
31 AVLV AMERICAN CENTY ETF TR 7,735.0 $706K 0.43% +715.0 +10.2% $91.21 +3.1%
32 KO COCA COLA CO Consumer Defensive 8,265.0 $672K 0.41% $81.27 +10.3%
33 IWR ISHARES TR 5,337.0 $589K 0.36% $110.32 +1.8%
34 SPYV SPDR SERIES TRUST 9,650.0 $587K 0.36% $60.79 +4.5%
35 ETN EATON CORP PLC Industrials 1,366.0 $582K 0.36% $426.12 -5.5%
36 DTE DTE ENERGY CO Utilities 3,808.0 $580K 0.35% $152.37 -10.8%
37 VNQ VANGUARD INDEX FDS 6,000.0 $579K 0.35% $96.43 +0.8%
38 AMZN AMAZON COM INC Consumer Cyclical 2,396.0 $571K 0.35% +33.0 +1.4% $238.34 +11.8%
39 IWB ISHARES TR 1,322.0 $541K 0.33% $409.50 +2.8%
40 BA BOEING CO Industrials 2,430.0 $526K 0.32% NEW $216.47 -3.1%
Page 2 of 3  ·  60 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
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%