§ 13F · FUND PROFILE
Arbor Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $134M (13F)Positions · 55Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$441K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 169K | $33M | 23.3% | +1% |
| 2 | VXUS | VANGUARD STAR FDS | 312K | $24M | 16.9% | +1% |
| 3 | VB | VANGUARD INDEX FDS | 50K | $13M | 9.3% | ±0% |
| 4 | VBR | VANGUARD INDEX FDS | 36K | $8M | 5.5% | +1% |
| 5 | VTI | VANGUARD INDEX FDS | 20K | $7M | 4.6% | +3% |
| 6 | BWA | BORGWARNER INC | 109K | $6M | 4.1% | ±0% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 116K | $4M | 3.2% | ±0% |
| 8 | VSS | VANGUARD INTL EQUITY INDEX F | 23K | $3M | 2.4% | ±0% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 30K | $3M | 2.3% | +6% |
| 10 | BSV | VANGUARD BD INDEX FDS | 40K | $3M | 2.2% | +14% |
§ 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 $134 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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