account_balance
Investment manager · 13F filer · SEC CIK 2009890
Arbor Wealth Advisors LLC
Reported value$161Mas of Sep 30, 2026
Positions60 2 new, 2 sold out
Top 10 weight73.0%VTV alone is 23%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
23.2%
VXUSVanguard Star FDS
16.4%
VBVanguard Index FDS
8.7%Trimmed −3%
VBRVanguard Index FDS
5.2%
VTIVanguard Index FDS
4.7%Trimmed −4%
BWABorgWarner Inc
4.1%
DFACDimensional ETF Trust
3.2%
AVUVAmerican Centy ETF Tr
2.9%+11%
BSVVanguard Bd Index FDS
2.3%
VSSVanguard Intl Equity Index F
2.2%
VEAVanguard Tax-Managed FDS
2.1%+4%
VTVVanguard Index FDS
23.2%
VXUSVanguard Star FDS
16.4%
VBVanguard Index FDS
8.7%−3%
VBR5.2%
VTI4.7%
BWA4.1%DFAC3.2%
AVUV2.9%
BSV2.3%
VSS2.2%
VEA2.1%
SPY2.1%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
VTV Vanguard Index FDS 23.2% Held
VXUS Vanguard Star FDS 16.4% Held
VB Vanguard Index FDS 8.7% Trimmed −3%
VBR Vanguard Index FDS 5.2% Held
VTI Vanguard Index FDS 4.7% Trimmed −4%
BWA BorgWarner Inc 4.1% HeldDFAC Dimensional ETF Trust 3.2% Held
AVUV American Centy ETF Tr 2.9% Added +11%
BSV Vanguard Bd Index FDS 2.3% Added +6%
VSS Vanguard Intl Equity Index F 2.2% Held
VEA Vanguard Tax-Managed FDS 2.1% Added +4%
SPY SPDR S&P 500 ETF Trust 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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