Top 25 Arbor Wealth Management LLC Az Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 30.47% | 99.7K | $34.3M | new | $317.09(+12.33%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 17.73% | 241.4K | $20.0M | new | $82.48(-1.50%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 16.55% | 315.8K | $18.6M | new | $59.20(-1.41%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 8.25% | 115.2K | $9.3M | new | $75.40(+10.11%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 5.87% | 21.8K | $6.6M | new | $278.48(+10.03%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.85% | 78.6K | $6.6M | new | $78.25(+9.01%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.52% | 20.8K | $4.0M | new | $159.01(+17.45%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 1.74% | 11.5K | $2.0M | new | $143.01(+34.31%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.69% | 8.7K | $1.9M | new | $205.48(+9.89%) | 2026-06-30 | |
| TMFC | RBB FD INC | 1.4% | 20.6K | $1.6M | new | $70.12(+14.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Arbor Wealth Management LLC Az reports $112.54M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are VV (30.5%), VCIT (17.7%) and VGIT (16.6%). The top 20 holdings account for 98.82% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Arbor Wealth Management LLC Az’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2149091). View Arbor Wealth Management LLC Az’s 13F filings on SEC