account_balance

Investment manager · 13F filer · SEC CIK 1797135

Arbor Trust Wealth Advisors, LLC

Reported value$258Mas of Sep 30, 2026
Positions98 5 new, 3 sold out
Top 10 weight40.9%SCHF alone is 7%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHF Schwab Strategic Tr 7.4% Held
SCHG Schwab Strategic Tr 4.5% Held
EFA iShares Tr 4.5% Added +12%
ABBV AbbVie Inc. 4.4% HeldAAPL Apple Inc. 3.9% Added +4%
JCPB J P Morgan Exchange Traded F 3.6% Held
SCHM Schwab Strategic Tr 3.2% Held
SCHX Schwab Strategic Tr 3.2% Held
PYLD Pimco ETF Tr 3.2% Added +12%
SPYV SPDR Series Trust 2.9% Added +3%
IGF iShares Tr 2.9% Added +13%
DEM Wisdomtree Tr 2.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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