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 Wealth Advisors LLC (CIK 2009890) reported $142.5M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($33.2M, 23.30%), VXUS ($24.1M, 16.88%), VB ($13.2M, 9.26%), VBR ($7.9M, 5.52%), VTI ($6.6M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $33.2M | 23.30% | 169,322 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $24.1M | 16.88% | 312,054 | Added |
| 3 | VB | VANGUARD INDEX FDS | $13.2M | 9.26% | 50,376 | Added |
| 4 | VBR | VANGUARD INDEX FDS | $7.9M | 5.52% | 36,222 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $6.6M | 4.60% | 20,458 | Added |
| 6 | BWA | BORGWARNER INC | $5.9M | 4.14% | 108,718 | Hold |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $4.5M | 3.16% | 115,776 | Hold |
| 8 | VSS | VANGUARD INTL EQUITY INDEX F | $3.4M | 2.37% | 23,214 | Hold |
| 9 | AVUV | AMERICAN CENTY ETF TR | $3.3M | 2.32% | 30,001 | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $3.2M | 2.22% | 40,303 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $3.0M | 2.10% | 46,636 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $2.9M | 2.03% | 4,441 | Hold |
| 13 | IVV | ISHARES TR | $2.0M | 1.41% | 3,078 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.24% | 3,692 | Hold |
| 15 | CAT | CATERPILLAR INC | $1.7M | 1.21% | 2,437 | Hold |
| 16 | LEA | LEAR CORP | $1.7M | 1.21% | 14,191 | Hold |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $1.6M | 1.10% | 7,320 | Added |
| 18 | VBIL | VANGUARD INSTL INDEX FD | $1.3M | 0.89% | 16,745 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.89% | 23,489 | Hold |
| 20 | APTV | APTIV PLC | $1.2M | 0.83% | 16,964 | Hold |
| 21 | MSFT | MICROSOFT CORP | $1.2M | 0.82% | 3,163 | Hold |
| 22 | BX | BLACKSTONE INC | $1.1M | 0.76% | 9,370 | Hold |
| 23 | GD | GENERAL DYNAMICS CORP | $1.1M | 0.75% | 3,095 | Hold |
| 24 | JPM | JPMORGAN CHASE & CO | $910,719 | 0.64% | 3,096 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $893,935 | 0.63% | 1,496 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31