The Analysis of Arbor Wealth Advisors LLC's Holdings
Currently, Arbor Wealth Advisors LLC holds 56 types of securities in its portfolio with a total value $140.3M. In the most recent quarter, they have increased their positions in N/A (+9.4K shares, valued at $1.4M), VTI (+1.7K shares, valued at $566.6K), AVUV (+5.4K shares, valued at $555.3K); decreased their positions in N/A (-720 shares, valued at $54.8K), IEFA (-455 shares, valued at $40.7K), IWB (-97 shares, valued at $36.2K); initiated new positions in N/A (+9.4K shares, valued at $1.4M), AVLV (+5.5K shares, valued at $417.5K), IBM (+691 shares, valued at $204.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS168.3K shares0.78%2025-12-312026-01-12
VXUS VANGUARD STAR FDS310.5K shares1.55%2025-12-312026-01-12 VB VANGUARD INDEX FDS50.4K shares0.02%2025-12-312026-01-12 VBR VANGUARD INDEX FDS35.7K shares0.19%2025-12-312026-01-12 VTI VANGUARD INDEX FDS19.8K shares9.32%2025-12-312026-01-12 BWA BORGWARNER INC108.7K shares0.00%2025-12-312026-01-12 DFAC DIMENSIONAL ETF TRUST115.8K shares0.00%2025-12-312026-01-12 VSS VANGUARD INTL EQUITY INDEX F23.2K shares0.00%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR4.4K shares0.00%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS46.3K shares2.24%2025-12-312026-01-12 AVUV AMERICAN CENTY ETF TR28.3K shares23.81%2025-12-312026-01-12 BSV VANGUARD BD INDEX FDS35.2K shares-0.41%2025-12-312026-01-12 IVV ISHARES TR3.1K shares0.36%2025-12-312026-01-12 LEA LEAR CORP14.2K shares0.00%2025-12-312026-01-12 VIG VANGUARD SPECIALIZED FUNDS7.3K shares0.26%2025-12-312026-01-12 MSFT MICROSOFT CORP3.2K shares0.00%2025-12-312026-01-12 BLACKSTONE INC BLACKSTONE INC9.4K sharesnew addition2025-12-312026-01-12 CAT CATERPILLAR INC2.4K shares0.00%2025-12-312026-01-12 APTIV PLC APTIV PLC17.0K shares-4.07%2025-12-312026-01-12 VWO VANGUARD INTL EQUITY INDEX F23.5K shares0.17%2025-12-312026-01-12 VBIL VANGUARD INSTL INDEX FD15.3K shares0.00%2025-12-312026-01-12 BA BOEING CO5.2K shares-0.27%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.3.1K shares-0.35%2025-12-312026-01-12 DFUV DIMENSIONAL ETF TRUST18.6K shares-2.87%2025-12-312026-01-12 ALPHABET INC ALPHABET INC2.7K shares0.26%2025-12-312026-01-12 CTSH COGNIZANT TECHNOLOGY SOLUTIO9.7K shares0.46%2025-12-312026-01-12 VYM VANGUARD WHITEHALL FDS4.9K shares0.00%2025-12-312026-01-12 ALPHABET INC ALPHABET INC2.1K shares0.59%2025-12-312026-01-12 KO COCA COLA CO8.3K shares0.00%2025-12-312026-01-12 SPYV SPDR SERIES TRUST9.7K shares0.00%2025-12-312026-01-12 AMZN AMAZON COM INC2.4K shares1.34%2025-12-312026-01-12 VNQ VANGUARD INDEX FDS6.0K shares0.00%2025-12-312026-01-12 IWR ISHARES TR5.3K shares0.00%2025-12-312026-01-12 HD HOME DEPOT INC1.5K shares0.00%2025-12-312026-01-12 IWB ISHARES TR1.3K shares-6.84%2025-12-312026-01-12 DTE DTE ENERGY CO3.8K shares0.00%2025-12-312026-01-12 F FORD MTR CO37.2K shares0.00%2025-12-312026-01-12 AAPL APPLE INC1.7K shares0.00%2025-12-312026-01-12 RTX RTX CORPORATION2.4K shares0.00%2025-12-312026-01-12 AVLV AMERICAN CENTY ETF TR5.5K sharesnew addition2025-12-312026-01-12 IWD ISHARES TR1.9K shares0.00%2025-12-312026-01-12 T AT&T INC15.6K shares0.00%2025-12-312026-01-12 IJR ISHARES TR3.2K shares0.00%2025-12-312026-01-12 DFAS DIMENSIONAL ETF TRUST4.8K shares0.00%2025-12-312026-01-12 BIV VANGUARD BD INDEX FDS4.3K shares0.59%2025-12-312026-01-12 BROADCOM INC BROADCOM INC860 shares-3.37%2025-12-312026-01-12 IWF ISHARES TR550 shares0.00%2025-12-312026-01-12 DFAX DIMENSIONAL ETF TRUST7.3K shares0.00%2025-12-312026-01-12 DTM DT MIDSTREAM INC1.9K shares0.00%2025-12-312026-01-12 IEFA ISHARES TR2.4K shares-15.79%2025-12-312026-01-12 SRE SEMPRA2.4K shares0.00%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHS691 sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available