Arbor Wealth Advisors LLC Portfolio Holdings

Arbor Wealth Advisors LLC

  • $134 Billion
  • Q3 2025

Arbor Wealth Advisors LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $31.1B, Vanguard Star Fd Vanguard Tota with a value of $22.5B, Vanguard Small Cap ETF with a value of $12.8B, Vanguard Small Cap Value ETF with a value of $7.44B, and Vanguard Total Stock Market Et with a value of $5.95B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $123B to 134B.

Arbor Wealth Advisors LLC is based out at Troy, MI

Below you can find more details about Arbor Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $110 Billion
Consumer Cyclical: $7.75 Billion
Industrials: $4.36 Billion
Technology: $3.25 Billion
Financial Services: $2.84 Billion
Communication Services: $1.59 Billion
Utilities: $755 Million
Consumer Defensive: $548 Million
Other: $215 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.52B
$98 Million 0.07% of portfolio
15,260
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $134 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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