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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 | $705K | 0.4%Prev: 0.4% | 2,048 SH | Increased |
| ALPHABET INC | CAP STK CL C | $917K | 0.6%Prev: 0.5% | 2,690 SH | Increased |
| AMAZON COM INC | COM | $597K | 0.4%Prev: 0.4% | 2,396 SH | Increased+76 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $796K | 0.5% | 8,800 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.7M | 2.9%Prev: 1.7% | 40,169 SH | Increased+17,304 SH |
| APPLE INC | COM | $479K | 0.3%Prev: 0.3% | 1,439 SH | Increased-218 SH |
| APTIV PLC | COM SHS | $688K | 0.4%Prev: 1.1% | 16,000 SH | Decreased-1,684 SH |
| AT&T INC | COM | $381K | 0.2%Prev: 0.3% | 15,631 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 1.1%Prev: 1.4% | 3,692 SH | Decreased-2 SH |
| BLACKSTONE INC | COM | $1.1M | 0.7% | 9,370 SH | New |
| BOEING CO | COM | $452K | 0.3%Prev: 0.8% | 2,430 SH | Decreased-2,809 SH |
| BORGWARNER INC | COM | $6.5M | 4.1%Prev: 3.6% | 108,718 SH | Increased |
| BROADCOM INC | COM | $302K | 0.2%Prev: 0.2% | 860 SH | Increased-30 SH |
| CATERPILLAR INC | COM | $2.0M | 1.2%Prev: 0.9% | 2,437 SH | Increased |
| COCA COLA CO | COM | $711K | 0.4%Prev: 0.4% | 8,265 SH | Increased |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $551K | 0.3%Prev: 0.5% | 9,600 SH | Decreased-36 SH |
| DELTA AIR LINES INC | COM NEW | $209K | 0.1% | 2,500 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $5.1M | 3.2% | 115,776 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $989K | 0.6%Prev: 0.6% | 17,986 SH | Increased-1,165 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $369K | 0.2%Prev: 0.2% | 4,765 SH | Increased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $257K | 0.2%Prev: 0.2% | 6,947 SH | Increased-320 SH |
| DT MIDSTREAM INC | COMMON STOCK | $227K | 0.1%Prev: 0.2% | 1,904 SH | Increased |
| DTE ENERGY CO | COM | $464K | 0.3%Prev: 0.4% | 3,808 SH | Decreased |
| EATON CORP PLC | SHS | $587K | 0.4%Prev: 0.4% | 1,366 SH | Increased |
| FORD MTR CO | COM | $443K | 0.3%Prev: 0.3% | 36,719 SH | Decreased-500 SH |
| GENERAL DYNAMICS CORP | COM | $1.0M | 0.6%Prev: 0.8% | 3,095 SH | Decreased |
| HOME DEPOT INC | COM | $328K | 0.2%Prev: 0.4% | 1,152 SH | Decreased-309 SH |
| ISHARES TR | CORE MSCI EAFE | $235K | 0.1%Prev: 0.2% | 2,427 SH | Decreased-455 SH |
| ISHARES TR | CORE S&P SCP ETF | $430K | 0.3%Prev: 0.3% | 3,164 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $2.4M | 1.5%Prev: 1.5% | 3,095 SH | Increased+37 SH |
| ISHARES TR | RUS 1000 ETF | $525K | 0.3%Prev: 0.4% | 1,262 SH | Increased-157 SH |
| ISHARES TR | RUS 1000 GRW ETF | $276K | 0.2%Prev: 0.2% | 2,200 SH | Increased+1,650 SH |
| ISHARES TR | RUS 1000 VAL ETF | $474K | 0.3%Prev: 0.3% | 1,910 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $570K | 0.4%Prev: 0.4% | 5,337 SH | Increased |
| JOHNSON & JOHNSON | COM | $207K | 0.1% | 782 SH | New |
| JPMORGAN CHASE & CO | COM | $1.0M | 0.6% | 3,096 SH | New |
| LEAR CORP | COM NEW | $1.7M | 1.0%Prev: 1.1% | 14,191 SH | Increased |
| MICROSOFT CORP | COM | $1.7M | 1.0%Prev: 1.2% | 3,278 SH | Increased+115 SH |
| NVIDIA CORPORATION | COM | $242K | 0.2% | 1,060 SH | New |
| RTX CORPORATION | COM | $442K | 0.3%Prev: 0.3% | 2,382 SH | Increased |
| SANDISK CORP | COM | $574K | 0.4% | 330 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $590K | 0.4% | 9,650 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.4M | 2.1% | 4,441 SH | New |
| VALERO ENERGY CORP | COM | $202K | 0.1% | 522 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $569K | 0.4%Prev: 0.2% | 7,812 SH | Increased+3,577 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.7M | 2.3%Prev: 2.1% | 48,972 SH | Increased+13,599 SH |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $14.0M | 8.7% | 49,067 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | $8.4M | 5.2% | 36,177 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $7.5M | 4.7% | 20,102 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $37.3M | 23.2% | 172,441 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $538K | 0.3%Prev: 0.4% | 6,000 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.7%Prev: 0.7% | 1,496 SH | Increased |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $2.4M | 1.5% | 32,135 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 0.9%Prev: 0.9% | 23,495 SH | Increased+45 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% | 7,340 SH | Increased+48 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $26.3M | 16.4%Prev: 16.8% | 310,134 SH | Increased+4,414 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.4M | 2.1%Prev: 2.0% | 48,376 SH | Increased+3,075 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $762K | 0.5%Prev: 0.5% | 4,909 SH | Increased |
| VERSIGENT PLC | ORDINARY SHARES | $240K | 0.1% | 5,333 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 |