Arbor Wealth Advisors LLC: 13F holdings

CIK 20098902026Q2

Positions60
Reported value$163.6m
Filed2026-07-09

Change since last quarter

Positions60 (+4 vs prior quarter)
Reported value$163.6m (+14.7%)

Top 10 holdings

SecuritySharesValueWeight
VTV VANGUARD INDEX FDS171,136$37.3m22.8%
VXUS VANGUARD STAR FDS313,550$26.8m16.4%
VB VANGUARD INDEX FDS50,381$15.3m9.3%
VBR VANGUARD INDEX FDS36,145$8.8m5.4%
VTI VANGUARD INDEX FDS20,857$7.7m4.7%
BWA BORGWARNER INC108,718$7.2m4.4%
DIMENSIONAL ETF TRUST115,776$5.1m3.1%
AVUV AMERICAN CENTY ETF TR36,134$4.5m2.8%
BSV VANGUARD BD INDEX FDS46,403$3.6m2.2%
VSS VANGUARD INTL EQUITY INDEX F23,214$3.6m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2009890")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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