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 $163.6M across 60 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($37.3M, 22.80%), VXUS ($26.8M, 16.39%), VB ($15.3M, 9.34%), VBR ($8.8M, 5.37%), VTI ($7.7M, 4.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $37.3M | 22.80% | 171,136 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $26.8M | 16.39% | 313,550 | Added |
| 3 | VB | VANGUARD INDEX FDS | $15.3M | 9.34% | 50,381 | Added |
| 4 | VBR | VANGUARD INDEX FDS | $8.8M | 5.37% | 36,145 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $7.7M | 4.72% | 20,857 | Added |
| 6 | BWA | BORGWARNER INC | $7.2M | 4.41% | 108,718 | Hold |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $5.1M | 3.14% | 115,776 | Hold |
| 8 | AVUV | AMERICAN CENTY ETF TR | $4.5M | 2.76% | 36,134 | Added |
| 9 | BSV | VANGUARD BD INDEX FDS | $3.6M | 2.21% | 46,403 | Added |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | $3.6M | 2.19% | 23,214 | Hold |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 2.03% | 4,441 | Hold |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $3.3M | 2.03% | 46,636 | Hold |
| 13 | CAT | CATERPILLAR INC | $2.6M | 1.59% | 2,437 | Hold |
| 14 | IVV | ISHARES TR | $2.3M | 1.41% | 3,086 | Added |
| 15 | LEA | LEAR CORP | $1.9M | 1.16% | 14,191 | Hold |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.13% | 3,692 | Hold |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $1.7M | 1.06% | 7,330 | Added |
| 18 | VBIL | VANGUARD INSTL INDEX FD | $1.7M | 1.02% | 22,045 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.86% | 23,492 | Added |
| 20 | MSFT | MICROSOFT CORP | $1.2M | 0.75% | 3,278 | Added |
| 21 | BX | BLACKSTONE INC | $1.1M | 0.67% | 9,370 | Hold |
| 22 | GD | GENERAL DYNAMICS CORP | $1.1M | 0.67% | 3,095 | Hold |
| 23 | APTV | APTIV PLC | $1.0M | 0.64% | 16,964 | Hold |
| 24 | VOO | VANGUARD INDEX FDS | $1.0M | 0.63% | 1,496 | Hold |
| 25 | JPM | JPMORGAN CHASE & CO | $1.0M | 0.62% | 3,096 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30