ARBOR TRUST WEALTH ADVISORS, LLC
•CIK: 1797135•Filing: Q4 2025
**ARBOR TRUST WEALTH ADVISORS, LLC** manages $229M across a diversified portfolio of 82 holdings. The strategy exhibits notable allocations to broad market and sector ETFs, with SCHF representing the largest single position at $16.8M. Significant exposure is also evident in key names, including JCPB ($11.4M), SCHG ($10.9M), and ABBV ($10.2M). This positioning suggests a focus on established, diversified growth and value plays.
Total AUM
$228.7M
QoQ Performance
+3.0%
Positions
63
Top 10 Concentration
42.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHF
SCHF7.3%
JCPB5.0%
SCHG4.8%
EFA4.5%
ABBV4.5%
AAPL3.8%
SCHM3.4%
SCHX3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.5%
Technology14.1%
Healthcare8.9%
Financial5.0%
Consumer3.8%
Industrial1.9%
ETF1.7%
Energy1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑20 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022