§ 13F · FUND PROFILE
Arbor Wealth Advisors LLC.
AUM · $164M (13F)Positions · 60Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 171K | $37M | 22.8% | +1% |
| 2 | VXUS | VANGUARD STAR FDS | 314K | $27M | 16.4% | ±0% |
| 3 | VB | VANGUARD INDEX FDS | 50K | $15M | 9.3% | ±0% |
| 4 | VBR | VANGUARD INDEX FDS | 36K | $9M | 5.4% | ±0% |
| 5 | VTI | VANGUARD INDEX FDS | 21K | $8M | 4.7% | +2% |
| 6 | BWA | BORGWARNER INC | 109K | $7M | 4.4% | ±0% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 116K | $5M | 3.1% | ±0% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 36K | $5M | 2.8% | +20% |
| 9 | BSV | VANGUARD BD INDEX FDS | 46K | $4M | 2.2% | +15% |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 23K | $4M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARBOR SIGNAL
AC read
Arbor Wealth Advisors LLC is a Other fund managing $164 million in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →