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CIK 0002009890 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $301K | 0.3% | 1,946 SH | |
| ALPHABET INC | CAP STK CL C | $410K | 0.4% | 2,624 SH | |
| AMAZON COM INC | COM | $403K | 0.4% | 2,117 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.6M | 1.4% | 18,355 SH | |
| APPLE INC | COM | $368K | 0.3% | 1,657 SH | |
| APTIV PLC | COM SHS | $1.1M | 0.9% | 17,684 SH | |
| AT&T INC | COM | $442K | 0.4% | 15,631 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 1.8% | 3,694 SH | |
| BORGWARNER INC | COM | $3.1M | 2.8% | 108,607 SH | |
| CATERPILLAR INC | COM | $804K | 0.7% | 2,437 SH | |
| COCA COLA CO | COM | $592K | 0.5% | 8,267 SH | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $737K | 0.7% | 9,636 SH | |
| CUSTOM TRUCK ONE SOURCE INC | COM CL A | $64K | 0.1% | 15,260 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.8M | 3.4% | 115,776 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $847K | 0.8% | 20,543 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $285K | 0.3% | 4,765 SH | |
| DTE ENERGY CO | COM | $527K | 0.5% | 3,808 SH | |
| EATON CORP PLC | SHS | $375K | 0.3% | 1,381 SH | |
| FORD MTR CO | COM | $373K | 0.3% | 37,219 SH | |
| GENERAL DYNAMICS CORP | COM | $844K | 0.8% | 3,095 SH | |
| HOME DEPOT INC | COM | $535K | 0.5% | 1,461 SH | |
| ISHARES TR | CORE MSCI EAFE | $218K | 0.2% | 2,882 SH | |
| ISHARES TR | CORE S&P SCP ETF | $331K | 0.3% | 3,164 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.7M | 1.5% | 3,040 SH | |
| ISHARES TR | RUS 1000 ETF | $435K | 0.4% | 1,419 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $359K | 0.3% | 1,910 SH | |
| ISHARES TR | RUS MID CAP ETF | $454K | 0.4% | 5,337 SH | |
| JPMORGAN CHASE & CO. | COM | $773K | 0.7% | 3,153 SH | |
| LEAR CORP | COM NEW | $1.3M | 1.1% | 14,191 SH | |
| LEGGETT & PLATT INC | COM | $475K | 0.4% | 59,994 SH | |
| MICROSOFT CORP | COM | $1.2M | 1.1% | 3,163 SH | |
| RTX CORPORATION | COM | $316K | 0.3% | 2,382 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.5M | 2.2% | 4,441 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $493K | 0.4% | 9,650 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $226K | 0.2% | 2,949 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.5M | 2.2% | 31,453 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $543K | 0.5% | 6,000 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $769K | 0.7% | 1,496 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6.6M | 5.9% | 35,610 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.2M | 10.0% | 50,370 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.1M | 4.5% | 18,521 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $28.8M | 25.7% | 166,578 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.1M | 0.9% | 23,434 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.7M | 2.4% | 23,214 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.4M | 1.3% | 7,282 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $18.3M | 16.3% | 294,434 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.4M | 2.2% | 47,883 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $633K | 0.6% | 4,909 SH |
| 13F-HR |
| 0001754960-25-000656 |
| $133.9M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000446 | $163.6M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000336 | $123.3M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000315 | $142.5M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000184 | $112.1M | View |