§ 13F · FUND PROFILE
ARBOR TRUST WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $204.4T (13F)Positions · 84Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 697K | $16.8T | 7.3% | +36% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 239K | $11.4T | 5.0% | +3% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 334K | $10.9T | 4.8% | −2% |
| 4 | EFA | ISHARES TR | 107K | $10.3T | 4.5% | +18% |
| 5 | ABBV | ABBVIE INC | 45K | $10.2T | 4.5% | −1% |
| 6 | AAPL | APPLE INC | 32K | $8.7T | 3.8% | −3% |
| 7 | SCHM | SCHWAB STRATEGIC TR | 259K | $7.8T | 3.4% | −13% |
| 8 | SCHX | SCHWAB STRATEGIC TR | 275K | $7.4T | 3.2% | −2% |
| 9 | GOOGL | ALPHABET INC | 23K | $7.1T | 3.1% | −3% |
| 10 | DEM | WISDOMTREE TR | 152K | $7.1T | 3.1% | +74% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARBOR SIGNAL
AC read
ARBOR TRUST WEALTH ADVISORS, LLC is a Other fund managing $204434.7 trillion in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed