Arbor Wealth Advisors LLC Portfolio Holdings

Arbor Wealth Advisors LLC

  • $140 Billion
  • Q4 2025

Arbor Wealth Advisors LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $32.1B, Vanguard Star Fd Vanguard Tota with a value of $23.4B, Vanguard Small Cap ETF with a value of $13B, Vanguard Small Cap Value ETF with a value of $7.56B, and Vanguard Total Stock Market Et with a value of $6.65B.

Examining the 13F form we can see an increase of $6.39B in the current position value, from $134B to 140B.

Arbor Wealth Advisors LLC is based out at Troy, MI

Below you can find more details about Arbor Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $114 Billion
Consumer Cyclical: $8.06 Billion
Industrials: $4.44 Billion
Financial Services: $4.3 Billion
Technology: $3.29 Billion
Communication Services: $1.88 Billion
Utilities: $704 Million
Consumer Defensive: $578 Million
Other: $228 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $140 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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