Arbor Wealth Advisors LLC - Portfolio overview

Arbor Wealth Advisors LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Industrials.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 23.07%
2. VXUS - VANGUARD STAR FDS, 16.71%
3. VB - VANGUARD INDEX FDS, 9.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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