Top 50 Arbor Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 23.3% | 169.3K | $33.2M | +0.61%(+1.03K) | $145.92(+42.80%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 16.88% | 312.1K | $24.1M | +0.51%(+1.59K) | $57.06(+49.10%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 9.26% | 50.4K | $13.2M | +0.01%(+6) | $204.84(+39.46%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.52% | 36.2K | $7.9M | +1.43%(+512) | $171.10(+34.44%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.6% | 20.5K | $6.6M | +3.17%(+628) | $244.48(+49.18%) | 2026-03-31 | |
| BWA | BORGWARNER INC | 4.14% | 108.7K | $5.9M | +0.00%(+0) | $38.02(+75.90%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.16% | 115.8K | $4.5M | +0.00%(+0) | $27.72(+55.94%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 2.37% | 23.2K | $3.4M | +0.00%(+0) | $110.64(+45.59%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.32% | 30.0K | $3.3M | +5.97%(+1.69K) | $93.97(+25.38%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.22% | 40.3K | $3.2M | +14.41%(+5.08K) | $77.10(+1.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.63% | +35.38% |
| Top 20 Holdings Unweighted | +7.40% | +23.89% |
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