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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 | $645K | 0.5%Prev: 0.4% | 2,060 SH | Decreased+12 SH |
| ALPHABET INC | CAP STK CL C | $846K | 0.6%Prev: 0.6% | 2,697 SH | Decreased+7 SH |
| AMAZON COM INC | COM | $543K | 0.4%Prev: 0.4% | 2,351 SH | Decreased-45 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $417K | 0.3%Prev: 0.5% | 5,510 SH | Decreased-3,290 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.9M | 2.1%Prev: 2.9% | 28,310 SH | Decreased-11,859 SH |
| APPLE INC | COM | $451K | 0.3%Prev: 0.3% | 1,657 SH | Decreased+218 SH |
| APTIV PLC | COM SHS | $1.3M | 0.9%Prev: 0.4% | 16,964 SH | Increased+964 SH |
| AT&T INC | COM | $388K | 0.3%Prev: 0.2% | 15,631 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 1.3%Prev: 1.1% | 3,692 SH | Increased |
| BLACKSTONE INC | COM | $1.4M | 1.0%Prev: 0.7% | 9,370 SH | Increased |
| BOEING CO | COM | $1.1M | 0.8%Prev: 0.3% | 5,225 SH | Increased+2,795 SH |
| BORGWARNER INC | COM | $4.9M | 3.5%Prev: 4.1% | 108,718 SH | Decreased |
| BROADCOM INC | COM | $298K | 0.2%Prev: 0.2% | 860 SH | Decreased |
| CATERPILLAR INC | COM | $1.4M | 1.0%Prev: 1.2% | 2,437 SH | Decreased |
| COCA COLA CO | COM | $578K | 0.4%Prev: 0.4% | 8,265 SH | Decreased |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $803K | 0.6%Prev: 0.3% | 9,680 SH | Increased+80 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $4.6M | 3.3% | 115,776 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $867K | 0.6%Prev: 0.6% | 18,601 SH | Decreased+615 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $332K | 0.2%Prev: 0.2% | 4,765 SH | Decreased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $238K | 0.2%Prev: 0.2% | 7,267 SH | Decreased+320 SH |
| DT MIDSTREAM INC | COMMON STOCK | $228K | 0.2%Prev: 0.1% | 1,904 SH | Increased |
| DTE ENERGY CO | COM | $491K | 0.4%Prev: 0.3% | 3,808 SH | Increased |
| EATON CORP PLC | SHS | $435K | 0.3%Prev: 0.4% | 1,366 SH | Decreased |
| FORD MTR CO | COM | $488K | 0.3%Prev: 0.3% | 37,219 SH | Increased+500 SH |
| GENERAL DYNAMICS CORP | COM | $1.0M | 0.7%Prev: 0.6% | 3,095 SH | Increased |
| HOME DEPOT INC | COM | $503K | 0.4%Prev: 0.2% | 1,461 SH | Increased+309 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $205K | 0.1% | 691 SH | New |
| ISHARES TR | CORE MSCI EAFE | $217K | 0.2%Prev: 0.1% | 2,427 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $380K | 0.3%Prev: 0.3% | 3,164 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $2.1M | 1.5%Prev: 1.5% | 3,069 SH | Decreased-26 SH |
| ISHARES TR | RUS 1000 ETF | $494K | 0.4%Prev: 0.3% | 1,322 SH | Decreased+60 SH |
| ISHARES TR | RUS 1000 GRW ETF | $260K | 0.2%Prev: 0.2% | 550 SH | Decreased-1,650 SH |
| ISHARES TR | RUS 1000 VAL ETF | $402K | 0.3%Prev: 0.3% | 1,910 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $514K | 0.4%Prev: 0.4% | 5,337 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $1.0M | 0.7% | 3,105 SH | New |
| LEAR CORP | COM NEW | $1.6M | 1.2%Prev: 1.0% | 14,191 SH | Decreased |
| MICROSOFT CORP | COM | $1.5M | 1.1%Prev: 1.0% | 3,163 SH | Decreased-115 SH |
| RTX CORPORATION | COM | $437K | 0.3%Prev: 0.3% | 2,382 SH | Decreased |
| SEMPRA | COM | $212K | 0.2% | 2,406 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $3.0M | 2.2% | 4,441 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $548K | 0.4% | 9,650 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $332K | 0.2%Prev: 0.4% | 4,260 SH | Decreased-3,552 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.8M | 2.0%Prev: 2.3% | 35,228 SH | Decreased-13,744 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $531K | 0.4%Prev: 0.3% | 6,000 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $938K | 0.7%Prev: 0.7% | 1,496 SH | Decreased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.6M | 5.4% | 35,710 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $13.0M | 9.3% | 50,370 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.6M | 4.7% | 19,830 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $32.1M | 22.9% | 168,290 SH | New |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $1.2M | 0.8% | 15,255 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.3M | 0.9%Prev: 0.9% | 23,489 SH | Decreased-6 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.3M | 2.4%Prev: 2.2% | 23,214 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.6M | 1.1%Prev: 1.1% | 7,311 SH | Decreased-29 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $23.4M | 16.7%Prev: 16.4% | 310,463 SH | Decreased+329 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.9M | 2.1%Prev: 2.1% | 46,316 SH | Decreased-2,060 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $705K | 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 |