Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ARBOR TRUST WEALTH ADVISORS, LLC (CIK 1797135) reported $227.6M across 90 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHF ($17.3M, 7.60%), JCPB ($10.8M, 4.74%), EFA ($10.6M, 4.67%), SCHG ($9.7M, 4.26%), ABBV ($9.4M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $17.3M | 7.60% | 698,930 | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $10.8M | 4.74% | 229,340 | Trimmed |
| 3 | EFA | ISHARES TR | $10.6M | 4.67% | 109,552 | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $9.7M | 4.26% | 332,885 | Trimmed |
| 5 | ABBV | ABBVIE INC | $9.4M | 4.11% | 43,006 | Trimmed |
| 6 | SCHM | SCHWAB STRATEGIC TR | $7.8M | 3.42% | 251,216 | Trimmed |
| 7 | AAPL | APPLE INC | $7.5M | 3.30% | 29,603 | Trimmed |
| 8 | SCHX | SCHWAB STRATEGIC TR | $7.0M | 3.09% | 274,068 | Trimmed |
| 9 | PYLD | PIMCO ETF TR | $6.7M | 2.96% | 257,324 | Added |
| 10 | SPYV | SPDR SERIES TRUST | $6.6M | 2.91% | 117,067 | Trimmed |
| 11 | DEM | WISDOMTREE TR | $6.4M | 2.81% | 128,648 | Trimmed |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | $6.1M | 2.70% | 9,933 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $5.7M | 2.49% | 19,694 | Trimmed |
| 14 | SCHA | SCHWAB STRATEGIC TR | $5.1M | 2.26% | 176,628 | Trimmed |
| 15 | IGF | ISHARES TR | $5.1M | 2.26% | 76,857 | New |
| 16 | AGG | ISHARES TR | $5.1M | 2.23% | 51,219 | Added |
| 17 | ABT | ABBOTT LABORATORIES | $4.6M | 2.02% | 44,743 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $4.6M | 2.00% | 15,497 | Trimmed |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $4.5M | 1.99% | 57,210 | Added |
| 20 | MSFT | MICROSOFT CORP | $4.3M | 1.90% | 11,654 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $4.1M | 1.79% | 4,090 | Trimmed |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $3.8M | 1.69% | 71,110 | Added |
| 23 | ICF | ISHARES TR | $3.7M | 1.62% | 59,711 | Trimmed |
| 24 | SYK | STRYKER CORPORATION | $3.6M | 1.60% | 11,022 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $3.6M | 1.60% | 5,126 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31