Arbor Wealth Advisors LLC
•CIK: 2009890•Filing: Q4 2025
Arbor Wealth Advisors LLC manages $140M across a diversified portfolio of 56 positions. The strategy exhibits a significant allocation to core U.S. and international equity exposure, highlighted by the top holding in VTV at $32.1M. Further diversification is evident with substantial positions in VXUS ($23.4M) and VB ($13.0M). The remaining top holdings, including VBR ($7.6M) and VTI ($6.6M), underscore a commitment to broad market capitalization coverage.
Total AUM
$140.3M
QoQ Performance
+4.8%
Positions
38
Top 10 Concentration
72.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
VXUS
VB
VBR
VTV22.9%
VXUS16.7%
VB9.3%
VBR5.4%
VTI4.7%
BWA3.5%
DFAC3.3%
VSS2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.3%
ETF4.3%
Technology2.8%
Industrial2.1%
Financial2.0%
Consumer0.7%
Consumer Staples0.4%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑15 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023