StockDriftsStockDriftsTop 50 Arbor Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 23.21% | 172.4K | $37.3M | +0.76%(+1.30K) | $147.08(+51.08%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 16.41% | 310.1K | $26.3M | -1.09%(-3.42K) | $57.17(+45.69%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 8.69% | 49.1K | $14.0M | -2.61%(-1.31K) | $204.84(+38.85%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 5.21% | 36.2K | $8.4M | +0.09%(+32) | $171.16(+37.61%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.69% | 20.1K | $7.5M | -3.62%(-755) | $246.32(+52.46%) | 2026-09-30 | |
| BWA | BORGWARNER INC | 4.07% | 108.7K | $6.5M | +0.00%(+0) | $38.02(+53.17%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.21% | 115.8K | $5.1M | +0.00%(+0) | $27.72(+61.90%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.95% | 40.2K | $4.7M | +11.17%(+4.04K) | $100.15(+19.50%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.33% | 49.0K | $3.7M | +5.54%(+2.57K) | $77.23(-0.91%) | 2026-09-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 2.24% | 23.2K | $3.6M | +0.00%(+0) | $110.64(+37.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.58% |
Arbor Wealth Advisors LLC reports $160.57M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are VTV (23.2%), VXUS (16.4%) and VB (8.7%). The top 20 holdings account for 86.65% of reported assets. Its disclosed equity book has returned +37.89% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arbor Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009890). View Arbor Wealth Advisors LLC’s 13F filings on SEC