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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 F FORD MTR CO Consumer Cyclical 37,219.0 $517K 0.32% $13.90 -0.2%
42 AAPL APPLE INC Technology 1,729.0 $500K 0.31% +72.0 +4.3% $289.41 +10.5%
43 IJR ISHARES TR 3,164.0 $469K 0.29% $148.31 -1.8%
44 BIV VANGUARD BD INDEX FDS 6,112.0 $469K 0.29% +2K +43.1% $76.70 -1.7%
45 IWD ISHARES TR 1,910.0 $463K 0.28% $242.43 +6.6%
46 RTX RTX CORPORATION Industrials 2,382.0 $452K 0.28% $189.73 +11.6%
47 HD HOME DEPOT INC Consumer Cyclical 1,152.0 $406K 0.25% $352.68 -6.4%
48 DFAS DIMENSIONAL ETF TRUST 4,765.0 $392K 0.24% $82.34 -0.3%
49 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,600.0 $372K 0.23% -52.0 -0.5% $38.73 +65.3%
50 AVGO BROADCOM INC Technology 860.0 $325K 0.20% $377.75 -2.4%
51 T AT&T INC Communication Services 15,631.0 $324K 0.20% $20.70 +25.6%
52 DTM DT MIDSTREAM INC Energy 1,904.0 $279K 0.17% $146.74 -11.7%
53 IWF ISHARES TR 2,200.0 $273K 0.17% +2K +300.0% $124.17 -1.1%
54 DFAX DIMENSIONAL ETF TRUST 7,267.0 $268K 0.16% $36.84 +4.0%
55 VERSIGENT PLC 5,654.0 $238K 0.14% NEW $42.01
56 IEFA ISHARES TR 2,427.0 $234K 0.14% $96.58 +4.0%
57 DAL DELTA AIR LINES INC Industrials 2,500.0 $234K 0.14% NEW $93.66 -14.5%
58 SRE SEMPRA Utilities 2,406.0 $223K 0.14% $92.71 -9.0%
59 NVDA NVIDIA CORPORATION Technology 1,060.0 $212K 0.13% NEW $200.09 +8.7%
60 DUK DUKE ENERGY CORP NEW Utilities 1,602.0 $203K 0.12% $126.58 -5.0%
Page 3 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%