Arbor Trust Wealth Advisors, LLC Portfolio Holdings

Arbor Trust Wealth Advisors, LLC

  • $200 Million
  • Q2 2025

Arbor Trust Wealth Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $200 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $10.3M, Schwab Strategic Tr Us Large C with a value of $9.82M, Schwab Strategic U.S. Mid Cap with a value of $9.61M, Schwab Strategic Tr Intl Eqty with a value of $8.82M, and Abb Vie Inc. with a value of $8.37M.

Examining the 13F form we can see an decrease of $8.61M in the current position value, from $208M to 200M.

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

Portfolio value $200 Million
ETFs: $108 Million
Technology: $25 Million
Healthcare: $23.5 Million
Financial Services: $11 Million
Consumer Defensive: $8.62 Million
Communication Services: $7.58 Million
Consumer Cyclical: $7.1 Million
Industrials: $4.75 Million
Other: $3.83 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $200 Million
  • Prior Value $208 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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