Arbor Wealth Advisors LLC Top Holdings and 13F Report (2025) About Arbor Wealth Advisors LLCInvestment ActivityArbor Wealth Advisors LLC has $123.25 million in total holdings as of June 30, 2025.Arbor Wealth Advisors LLC owns shares of 54 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.49% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Arbor Wealth Advisors LLC has purchased 48 new stocks and bought additional shares in 10 stocks.Arbor Wealth Advisors LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Value ETF $29,440,929Vanguard Total International Stock ETF $21,632,975Vanguard Small-Cap ETF $11,931,952Vanguard Small-Cap Value ETF $6,944,213Vanguard Total Stock Market ETF $5,537,909 Largest New Holdings this Quarter 097023105 - Boeing $1,097,628 Holding11135F101 - Broadcom $245,329 Holding464287614 - iShares Russell 1000 Growth ETF $233,519 Holding007903107 - Advanced Micro Devices $221,364 Holding25434V880 - Dimensional World ex U.S. Core Equity 2 ETF $213,432 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 18,679 shares (about $1.29M)Boeing 5,239 shares (about $1.10M)Avantis U.S. Small Cap Value ETF 3,340 shares (about $304.28K)Broadcom 890 shares (about $245.33K)iShares Russell 1000 Growth ETF 550 shares (about $233.52K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 10,837 shares (about $617.82K)Vanguard Total Stock Market ETF 300 shares (about $91.18K)Eaton 15 shares (about $5.35K)Vanguard Small-Cap ETF 20 shares (about $4.74K)JPMorgan Chase & Co. 15 shares (about $4.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArbor Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$29,440,9290.0%166,57823.9%ETFVXUSVanguard Total International Stock ETF$21,632,975$1,290,532 ▲6.3%313,11317.6%ETFVBVanguard Small-Cap ETF$11,931,952$4,740 ▼0.0%50,3509.7%ETFVBRVanguard Small-Cap Value ETF$6,944,2130.0%35,6105.6%ETFVTIVanguard Total Stock Market ETF$5,537,909$91,179 ▼-1.6%18,2214.5%ETFDFACDimensional U.S. Core Equity 2 ETF$4,149,4120.0%115,7763.4%ETFBWABorgWarner$3,639,879$3,716 ▲0.1%108,7183.0%Auto/Tires/TrucksVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,119,7290.0%23,2142.5%ETFSPYSPDR S&P 500 ETF Trust$2,743,5630.0%4,4412.2%FinanceBSVVanguard Short-Term Bond ETF$2,570,972$95,621 ▲3.9%32,6682.1%ETFVEAVanguard FTSE Developed Markets ETF$2,111,992$617,817 ▼-22.6%37,0461.7%ETFAVUVAvantis U.S. Small Cap Value ETF$1,976,424$304,275 ▲18.2%21,6951.6%ETFIVViShares Core S&P 500 ETF$1,893,295$5,589 ▲0.3%3,0491.5%ETFBRK.BBerkshire Hathaway$1,794,4340.0%3,6941.5%FinanceMSFTMicrosoft$1,573,3080.0%3,1631.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,490,4970.0%7,2821.2%ETFLEALear$1,347,8610.0%14,1911.1%Auto/Tires/TrucksAPTIV PLC$1,206,4020.0%17,6841.0%COM SHSVWOVanguard FTSE Emerging Markets ETF$1,159,312$247 ▲0.0%23,4390.9%ETFBABoeing$1,097,628$1,097,628 ▲New Holding5,2390.9%AerospaceCATCaterpillar$946,0680.0%2,4370.8%IndustrialsJPMJPMorgan Chase & Co.$909,738$4,349 ▼-0.5%3,1380.7%FinanceGDGeneral Dynamics$902,6880.0%3,0950.7%AerospaceDFUVDimensional US Marketwide Value ETF$868,5580.0%20,5430.7%ETFVOOVanguard S&P 500 ETF$849,7730.0%1,4960.7%ETFCTSHCognizant Technology Solutions$751,8970.0%9,6360.6%Computer and TechnologyVYMVanguard High Dividend Yield ETF$654,4190.0%4,9090.5%ETFKOCocaCola$584,749$142 ▼0.0%8,2650.5%Consumer StaplesHDHome Depot$535,6610.0%1,4610.4%Retail/WholesaleVNQVanguard Real Estate ETF$534,3600.0%6,0000.4%ETFAMZNAmazon.com$512,934$48,485 ▲10.4%2,3380.4%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$505,0810.0%9,6500.4%ETFDTEDTE Energy$504,4080.0%3,8080.4%UtilitiesIWRiShares Russell Mid-Cap ETF$490,8440.0%5,3370.4%ETFETNEaton$487,648$5,355 ▼-1.1%1,3660.4%IndustrialsIWBiShares Russell 1000 ETF$481,8500.0%1,4190.4%ETFGOOGAlphabet$476,824$11,353 ▲2.4%2,6880.4%Computer and TechnologyTAT&T$452,3610.0%15,6310.4%Computer and TechnologyFFord Motor$403,8260.0%37,2190.3%Auto/Tires/TrucksIWDiShares Russell 1000 Value ETF$370,9790.0%1,9100.3%ETFGOOGLAlphabet$360,919$17,975 ▲5.2%2,0480.3%Computer and TechnologyRTXRTX$347,8200.0%2,3820.3%AerospaceIJRiShares Core S&P Small-Cap ETF$345,7940.0%3,1640.3%ETFAAPLApple$340,0240.0%1,6570.3%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$326,164$98,074 ▲43.0%4,2170.3%ETFDFASDimensional U.S. Small Cap ETF$303,5780.0%4,7650.2%ETFAVGOBroadcom$245,329$245,329 ▲New Holding8900.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$240,5890.0%2,8820.2%ETFIWFiShares Russell 1000 Growth ETF$233,519$233,519 ▲New Holding5500.2%ETFAMDAdvanced Micro Devices$221,364$221,364 ▲New Holding1,5600.2%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$213,432$213,432 ▲New Holding7,2670.2%ETFDTMDT Midstream$209,269$209,269 ▲New Holding1,9040.2%EnergyIBMInternational Business Machines$204,283$204,283 ▲New Holding6930.2%Computer and TechnologyCTOSCustom Truck One Source$75,3840.0%15,2600.1%Auto/Tires/TrucksLEGLeggett & Platt$0$474,554 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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