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Arbor Wealth Advisors LLC

Portfolio Manager
Arbor Wealth Advisors LLC
Performance
+1.67% (2026 Q1)
AUM (13F)
$142.55M
# of Holdings
56
Performance Rank
Allocation (Top 20)
86.68%

Arbor Wealth Advisors LLC Holdings Map

Top 50 Arbor Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
23.3%169.3K$33.2M
+0.61%(+1.03K)
2025-Q1: 166.6K shares2025-Q2: 166.6K shares2025-Q3: 167.0K shares2025-Q4: 168.3K shares2026-Q1: 169.3K shares
$145.92(+42.80%)
2026-03-31
VXUS
VANGUARD STAR FDS
16.88%312.1K$24.1M
+0.51%(+1.59K)
2025-Q1: 294.4K shares2025-Q2: 313.1K shares2025-Q3: 305.7K shares2025-Q4: 310.5K shares2026-Q1: 312.1K shares
$57.06(+49.10%)
2026-03-31
VB
VANGUARD INDEX FDS
9.26%50.4K$13.2M
+0.01%(+6)
2025-Q1: 50.4K shares2025-Q2: 50.4K shares2025-Q3: 50.4K shares2025-Q4: 50.4K shares2026-Q1: 50.4K shares
$204.84(+39.46%)
2026-03-31
VBR
VANGUARD INDEX FDS
5.52%36.2K$7.9M
+1.43%(+512)
2025-Q1: 35.6K shares2025-Q2: 35.6K shares2025-Q3: 35.6K shares2025-Q4: 35.7K shares2026-Q1: 36.2K shares
$171.10(+34.44%)
2026-03-31
VTI
VANGUARD INDEX FDS
4.6%20.5K$6.6M
+3.17%(+628)
2025-Q1: 18.5K shares2025-Q2: 18.2K shares2025-Q3: 18.1K shares2025-Q4: 19.8K shares2026-Q1: 20.5K shares
$244.48(+49.18%)
2026-03-31
BWA
BORGWARNER INC
4.14%108.7K$5.9M
+0.00%(+0)
2025-Q1: 108.6K shares2025-Q2: 108.7K shares2025-Q3: 108.7K shares2025-Q4: 108.7K shares2026-Q1: 108.7K shares
$38.02(+75.90%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
3.16%115.8K$4.5M
+0.00%(+0)
2025-Q1: 115.8K shares2025-Q2: 115.8K shares2025-Q3: 115.8K shares2025-Q4: 115.8K shares2026-Q1: 115.8K shares
$27.72(+55.94%)
2026-03-31
VSS
VANGUARD INTL EQUITY INDEX F
2.37%23.2K$3.4M
+0.00%(+0)
2025-Q1: 23.2K shares2025-Q2: 23.2K shares2025-Q3: 23.2K shares2025-Q4: 23.2K shares2026-Q1: 23.2K shares
$110.64(+45.59%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
2.32%30.0K$3.3M
+5.97%(+1.69K)
2025-Q1: 18.4K shares2025-Q2: 21.7K shares2025-Q3: 22.9K shares2025-Q4: 28.3K shares2026-Q1: 30.0K shares
$93.97(+25.38%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
2.22%40.3K$3.2M
+14.41%(+5.08K)
2025-Q1: 31.5K shares2025-Q2: 32.7K shares2025-Q3: 35.4K shares2025-Q4: 35.2K shares2026-Q1: 40.3K shares
$77.10(+1.16%)
2026-03-31

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