§ 13F · FUND PROFILE
Arbor Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $123.3T (13F)Positions · 54Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.1T 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 JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 168K | $32.1T | 22.9% | +1% |
| 2 | VXUS | VANGUARD STAR FDS | 310K | $23.4T | 16.7% | +2% |
| 3 | VB | VANGUARD INDEX FDS | 50K | $13.0T | 9.3% | ±0% |
| 4 | VBR | VANGUARD INDEX FDS | 36K | $7.6T | 5.4% | ±0% |
| 5 | VTI | VANGUARD INDEX FDS | 20K | $6.6T | 4.7% | +9% |
| 6 | BWA | BORGWARNER INC | 109K | $4.9T | 3.5% | ±0% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 116K | $4.6T | 3.3% | ±0% |
| 8 | VSS | VANGUARD INTL EQUITY INDEX F | 23K | $3.3T | 2.4% | ±0% |
| 9 | SPY | SPDR S&P 500 ETF TR | 4K | $3.0T | 2.2% | ±0% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 46K | $2.9T | 2.1% | +2% |
§ 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 $123254.8 trillion in assets. The fund runs a portfolio of 54 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