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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 | $732K | 0.4%Prev: 0.3% | 2,048 SH | Increased |
| ALPHABET INC | CAP STK CL C | $950K | 0.6%Prev: 0.4% | 2,690 SH | Increased+2 SH |
| AMAZON COM INC | COM | $571K | 0.3%Prev: 0.4% | 2,396 SH | Increased+58 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $706K | 0.4% | 7,735 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.5M | 2.8%Prev: 1.6% | 36,134 SH | Increased+14,439 SH |
| APPLE INC | COM | $500K | 0.3%Prev: 0.3% | 1,729 SH | Increased+72 SH |
| APTIV PLC | COM SHS | $1.0M | 0.6%Prev: 1.0% | 16,964 SH | Decreased-720 SH |
| AT&T INC | COM | $324K | 0.2%Prev: 0.4% | 15,631 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 1.1%Prev: 1.5% | 3,692 SH | Increased-2 SH |
| BLACKSTONE INC | COM | $1.1M | 0.7% | 9,370 SH | New |
| BOEING CO | COM | $526K | 0.3%Prev: 0.9% | 2,430 SH | Decreased-2,809 SH |
| BORGWARNER INC | COM | $7.2M | 4.4%Prev: 3.0% | 108,718 SH | Increased |
| BROADCOM INC | COM | $325K | 0.2%Prev: 0.2% | 860 SH | Increased-30 SH |
| CATERPILLAR INC | COM | $2.6M | 1.6%Prev: 0.8% | 2,437 SH | Increased |
| COCA COLA CO | COM | $672K | 0.4%Prev: 0.5% | 8,265 SH | Increased |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $372K | 0.2%Prev: 0.6% | 9,600 SH | Decreased-36 SH |
| DELTA AIR LINES INC | COM NEW | $234K | 0.1% | 2,500 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $5.1M | 3.1% | 115,776 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $989K | 0.6%Prev: 0.7% | 17,986 SH | Increased-2,557 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $392K | 0.2%Prev: 0.2% | 4,765 SH | Increased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $268K | 0.2%Prev: 0.2% | 7,267 SH | Increased |
| DT MIDSTREAM INC | COMMON STOCK | $279K | 0.2%Prev: 0.2% | 1,904 SH | Increased |
| DTE ENERGY CO | COM | $580K | 0.4%Prev: 0.4% | 3,808 SH | Increased |
| DUKE ENERGY CORP NEW | COM NEW | $203K | 0.1% | 1,602 SH | New |
| EATON CORP PLC | SHS | $582K | 0.4%Prev: 0.4% | 1,366 SH | Increased |
| FORD MTR CO | COM | $517K | 0.3%Prev: 0.3% | 37,219 SH | Increased |
| GENERAL DYNAMICS CORP | COM | $1.1M | 0.7%Prev: 0.7% | 3,095 SH | Increased |
| HOME DEPOT INC | COM | $406K | 0.2%Prev: 0.4% | 1,152 SH | Decreased-309 SH |
| ISHARES TR | CORE MSCI EAFE | $234K | 0.1%Prev: 0.2% | 2,427 SH | Decreased-455 SH |
| ISHARES TR | CORE S&P SCP ETF | $469K | 0.3%Prev: 0.3% | 3,164 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $2.3M | 1.4%Prev: 1.5% | 3,086 SH | Increased+37 SH |
| ISHARES TR | RUS 1000 ETF | $541K | 0.3%Prev: 0.4% | 1,322 SH | Increased-97 SH |
| ISHARES TR | RUS 1000 GRW ETF | $273K | 0.2%Prev: 0.2% | 2,200 SH | Increased+1,650 SH |
| ISHARES TR | RUS 1000 VAL ETF | $463K | 0.3%Prev: 0.3% | 1,910 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $589K | 0.4%Prev: 0.4% | 5,337 SH | Increased |
| JPMORGAN CHASE & CO | COM | $1.0M | 0.6% | 3,096 SH | New |
| LEAR CORP | COM NEW | $1.9M | 1.2%Prev: 1.1% | 14,191 SH | Increased |
| MICROSOFT CORP | COM | $1.2M | 0.7%Prev: 1.3% | 3,278 SH | Decreased+115 SH |
| NVIDIA CORPORATION | COM | $212K | 0.1% | 1,060 SH | New |
| RTX CORPORATION | COM | $452K | 0.3%Prev: 0.3% | 2,382 SH | Increased |
| SANDISK CORP | COM | $784K | 0.5% | 345 SH | New |
| SEMPRA | COM | $223K | 0.1% | 2,406 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $587K | 0.4% | 9,650 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.3M | 2.0% | 4,441 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $469K | 0.3%Prev: 0.3% | 6,112 SH | Increased+1,895 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.6M | 2.2%Prev: 2.1% | 46,403 SH | Increased+13,735 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $579K | 0.4%Prev: 0.4% | 6,000 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.6%Prev: 0.7% | 1,496 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.8M | 5.4%Prev: 5.6% | 36,145 SH | Increased+535 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $15.3M | 9.3%Prev: 9.7% | 50,381 SH | Increased+31 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.7M | 4.7%Prev: 4.5% | 20,857 SH | Increased+2,636 SH |
| VANGUARD INDEX FDS | VALUE ETF | $37.3M | 22.8%Prev: 23.9% | 171,136 SH | Increased+4,558 SH |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $1.7M | 1.0% | 22,045 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 0.9%Prev: 0.9% | 23,492 SH | Increased+53 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.6M | 2.2%Prev: 2.5% | 23,214 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 1.1%Prev: 1.2% | 7,330 SH | Increased+48 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $26.8M | 16.4%Prev: 17.6% | 313,550 SH | Increased+437 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.3M | 2.0%Prev: 1.7% | 46,636 SH | Increased+9,590 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $776K | 0.5%Prev: 0.5% | 4,909 SH | Increased |
| VERSIGENT PLC | ORDINARY SHARES | $238K | 0.1% | 5,654 SH | New |
| 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 |