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CIK 0002009890 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $252K | 0.2% | 1,560 SH | New |
| ALPHABET INC | CAP STK CL A | $498K | 0.4%Prev: 0.4% | 2,048 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $655K | 0.5%Prev: 0.6% | 2,690 SH | Decreased |
| AMAZON COM INC | COM | $509K | 0.4%Prev: 0.3% | 2,320 SH | Decreased-76 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.3M | 1.7%Prev: 2.8% | 22,865 SH | Decreased-13,269 SH |
| APPLE INC | COM | $422K | 0.3%Prev: 0.3% | 1,657 SH | Decreased-72 SH |
| APTIV PLC | COM SHS | $1.5M | 1.1%Prev: 0.6% | 17,684 SH | Increased+720 SH |
| AT&T INC | COM | $441K | 0.3%Prev: 0.2% | 15,631 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 1.4%Prev: 1.1% | 3,694 SH | Increased+2 SH |
| BOEING CO | COM | $1.1M | 0.8%Prev: 0.3% | 5,239 SH | Increased+2,809 SH |
| BORGWARNER INC | COM | $4.8M | 3.6%Prev: 4.4% | 108,718 SH | Decreased |
| BROADCOM INC | COM | $294K | 0.2%Prev: 0.2% | 890 SH | Decreased+30 SH |
| CATERPILLAR INC | COM | $1.2M | 0.9%Prev: 1.6% | 2,437 SH | Decreased |
| COCA COLA CO | COM | $548K | 0.4%Prev: 0.4% | 8,265 SH | Decreased |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $646K | 0.5%Prev: 0.2% | 9,636 SH | Increased+36 SH |
| CUSTOM TRUCK ONE SOURCE INC | COM CL A | $98K | 0.1% | 15,260 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $4.5M | 3.3% | 115,776 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $856K | 0.6%Prev: 0.6% | 19,151 SH | Decreased+1,165 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $326K | 0.2%Prev: 0.2% | 4,765 SH | Decreased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $228K | 0.2%Prev: 0.2% | 7,267 SH | Decreased |
| DT MIDSTREAM INC | COMMON STOCK | $215K | 0.2%Prev: 0.2% | 1,904 SH | Decreased |
| DTE ENERGY CO | COM | $539K | 0.4%Prev: 0.4% | 3,808 SH | Decreased |
| EATON CORP PLC | SHS | $511K | 0.4%Prev: 0.4% | 1,366 SH | Decreased |
| FORD MTR CO | COM | $445K | 0.3%Prev: 0.3% | 37,219 SH | Decreased |
| GENERAL DYNAMICS CORP | COM | $1.1M | 0.8%Prev: 0.7% | 3,095 SH | Decreased |
| HOME DEPOT INC | COM | $592K | 0.4%Prev: 0.2% | 1,461 SH | Increased+309 SH |
| ISHARES TR | CORE MSCI EAFE | $252K | 0.2%Prev: 0.1% | 2,882 SH | Increased+455 SH |
| ISHARES TR | CORE S&P SCP ETF | $376K | 0.3%Prev: 0.3% | 3,164 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 1.5%Prev: 1.4% | 3,058 SH | Decreased-28 SH |
| ISHARES TR | RUS 1000 ETF | $519K | 0.4%Prev: 0.3% | 1,419 SH | Decreased+97 SH |
| ISHARES TR | RUS 1000 GRW ETF | $258K | 0.2%Prev: 0.2% | 550 SH | Decreased-1,650 SH |
| ISHARES TR | RUS 1000 VAL ETF | $389K | 0.3%Prev: 0.3% | 1,910 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $515K | 0.4%Prev: 0.4% | 5,337 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $983K | 0.7% | 3,116 SH | New |
| LEAR CORP | COM NEW | $1.4M | 1.1%Prev: 1.2% | 14,191 SH | Decreased |
| MICROSOFT CORP | COM | $1.6M | 1.2%Prev: 0.7% | 3,163 SH | Increased-115 SH |
| RTX CORPORATION | COM | $399K | 0.3%Prev: 0.3% | 2,382 SH | Decreased |
| SEMPRA | COM | $216K | 0.2%Prev: 0.1% | 2,406 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $3.0M | 2.2% | 4,441 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $534K | 0.4% | 9,650 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $331K | 0.2%Prev: 0.3% | 4,235 SH | Decreased-1,877 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.8M | 2.1%Prev: 2.2% | 35,373 SH | Decreased-11,030 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $549K | 0.4%Prev: 0.4% | 6,000 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $916K | 0.7%Prev: 0.6% | 1,496 SH | Decreased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.4M | 5.6%Prev: 5.4% | 35,642 SH | Decreased-503 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $12.8M | 9.6%Prev: 9.3% | 50,360 SH | Decreased-21 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.0M | 4.4%Prev: 4.7% | 18,140 SH | Decreased-2,717 SH |
| VANGUARD INDEX FDS | VALUE ETF | $31.1M | 23.3%Prev: 22.8% | 166,988 SH | Decreased-4,148 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $1.2M | 0.9% | 15,255 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.3M | 0.9%Prev: 0.9% | 23,450 SH | Decreased-42 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.3M | 2.5%Prev: 2.2% | 23,214 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.6M | 1.2%Prev: 1.1% | 7,292 SH | Decreased-38 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $22.5M | 16.8%Prev: 16.4% | 305,720 SH | Decreased-7,830 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.7M | 2.0%Prev: 2.0% | 45,301 SH | Decreased-1,335 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $692K | 0.5%Prev: 0.5% | 4,909 SH | Decreased |
| 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 |