ARBOR TRUST WEALTH ADVISORS, LLC: 13F holdings
CIK 17971352026Q2
| Positions | 96 |
|---|
| Reported value | $248.0m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 96 (+6 vs prior quarter) |
|---|
| Reported value | $248.0m (+9.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHF SCHWAB STRATEGIC TR | 697,932 | $19.3m | 7.8% |
| SCHG SCHWAB STRATEGIC TR | 324,691 | $11.0m | 4.4% |
| ABBV ABBVIE INC | 42,660 | $10.7m | 4.3% |
| EFA ISHARES TR | 100,579 | $10.4m | 4.2% |
| JCPB J P MORGAN EXCHANGE TRADED F | 210,019 | $9.9m | 4.0% |
| SCHM SCHWAB STRATEGIC TR | 247,603 | $9.1m | 3.7% |
| AAPL APPLE INC | 28,766 | $8.3m | 3.4% |
| SCHX SCHWAB STRATEGIC TR | 272,838 | $8.0m | 3.2% |
| PYLD PIMCO ETF TR | 286,937 | $7.6m | 3.1% |
| SPYV SPDR SERIES TRUST | 119,427 | $7.3m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1797135")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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