Arbor Wealth Advisors LLC Top Holdings and 13F Report (2025) About Arbor Wealth Advisors LLCInvestment ActivityArbor Wealth Advisors LLC has $112.12 million in total holdings as of March 31, 2025.Arbor Wealth Advisors LLC owns shares of 48 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.02% of the portfolio was purchased this quarter.About 1.20% of the portfolio was sold this quarter.This quarter, Arbor Wealth Advisors LLC has purchased 52 new stocks and bought additional shares in 15 stocks.Arbor Wealth Advisors LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Value ETF $28,774,618Vanguard Total International Stock ETF $18,284,358Vanguard Small-Cap ETF $11,169,556Vanguard Small-Cap Value ETF $6,633,698Vanguard Total Stock Market ETF $5,090,312 Largest Purchases this Quarter Vanguard Value ETF 3,796 shares (about $655.72K)Avantis U.S. Small Cap Value ETF 4,452 shares (about $388.08K)Vanguard Short-Term Bond ETF 4,429 shares (about $346.70K)Vanguard Total International Stock ETF 5,232 shares (about $324.91K)Vanguard Small-Cap ETF 952 shares (about $211.11K) Largest Sales this Quarter Berkshire Hathaway 450 shares (about $239.66K)Vanguard Intermediate-Term Bond ETF 1,719 shares (about $131.64K)Dimensional U.S. Core Equity 2 ETF 1,475 shares (about $48.66K)iShares Russell 1000 ETF 153 shares (about $46.93K)JPMorgan Chase & Co. 8 shares (about $1.96K) 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$28,774,618$655,720 ▲2.3%166,57825.7%ETFVXUSVanguard Total International Stock ETF$18,284,358$324,907 ▲1.8%294,43416.3%ETFVBVanguard Small-Cap ETF$11,169,556$211,106 ▲1.9%50,37010.0%ETFVBRVanguard Small-Cap Value ETF$6,633,698$37,816 ▲0.6%35,6105.9%ETFVTIVanguard Total Stock Market ETF$5,090,312$151,162 ▲3.1%18,5214.5%ETFDFACDimensional U.S. Core Equity 2 ETF$3,819,450$48,660 ▼-1.3%115,7763.4%ETFBWABorgWarner$3,111,591$34,265 ▲1.1%108,6072.8%Auto/Tires/TrucksVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,683,5380.0%23,2142.4%ETFSPYSPDR S&P 500 ETF Trust$2,483,971$559 ▼0.0%4,4412.2%FinanceBSVVanguard Short-Term Bond ETF$2,462,141$346,702 ▲16.4%31,4532.2%ETFVEAVanguard FTSE Developed Markets ETF$2,433,893$10,166 ▲0.4%47,8832.2%ETFBRK.BBerkshire Hathaway$1,967,351$239,661 ▼-10.9%3,6941.8%FinanceIVViShares Core S&P 500 ETF$1,708,077$5,619 ▲0.3%3,0401.5%ETFAVUVAvantis U.S. Small Cap Value ETF$1,600,009$388,082 ▲32.0%18,3551.4%ETFVIGVanguard Dividend Appreciation ETF$1,412,721$2,134 ▲0.2%7,2821.3%ETFLEALear$1,251,9300.0%14,1911.1%Auto/Tires/TrucksMSFTMicrosoft$1,187,3590.0%3,1631.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,060,602$92,464 ▲9.6%23,4340.9%ETFAPTIV PLC$1,052,198$298 ▼0.0%17,6840.9%COM SHSDFUVDimensional US Marketwide Value ETF$846,5770.0%20,5430.8%ETFGDGeneral Dynamics$843,6350.0%3,0950.8%AerospaceCATCaterpillar$803,7230.0%2,4370.7%IndustrialsJPMJPMorgan Chase & Co.$773,431$1,962 ▼-0.3%3,1530.7%FinanceVOOVanguard S&P 500 ETF$768,8090.0%1,4960.7%ETFCTSHCognizant Technology Solutions$737,1540.0%9,6360.7%Computer and TechnologyVYMVanguard High Dividend Yield ETF$633,0650.0%4,9090.6%ETFKOCoca-Cola$592,083$143 ▲0.0%8,2670.5%Consumer StaplesVNQVanguard Real Estate ETF$543,2400.0%6,0000.5%ETFHDHome Depot$535,4420.0%1,4610.5%Retail/WholesaleDTEDTE Energy$526,5320.0%3,8080.5%UtilitiesSPYVSPDR Portfolio S&P 500 Value ETF$492,8260.0%9,6500.4%ETFLEGLeggett & Platt$474,554$2,302 ▲0.5%59,9940.4%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$454,0190.0%5,3370.4%ETFTAT&T$442,0450.0%15,6310.4%Computer and TechnologyIWBiShares Russell 1000 ETF$435,264$46,931 ▼-9.7%1,4190.4%ETFGOOGAlphabet$409,9480.0%2,6240.4%Computer and TechnologyAMZNAmazon.com$402,7800.0%2,1170.4%Retail/WholesaleETNEaton$375,397$4,077 ▲1.1%1,3810.3%IndustrialsFFord Motor$373,3070.0%37,2190.3%Auto/Tires/TrucksAAPLApple$368,1320.0%1,6570.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$359,3860.0%1,9100.3%ETFIJRiShares Core S&P Small-Cap ETF$330,8590.0%3,1640.3%ETFRTXRTX$315,5200.0%2,3820.3%AerospaceGOOGLAlphabet$300,9290.0%1,9460.3%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$284,7090.0%4,7650.3%ETFBIVVanguard Intermediate-Term Bond ETF$225,835$131,641 ▼-36.8%2,9490.2%ETFIEFAiShares Core MSCI EAFE ETF$218,0230.0%2,8820.2%ETFCTOSCustom Truck One Source$64,3970.0%15,2600.1%Auto/Tires/TrucksTTDTrade Desk$0$238,586 ▼-100.0%00.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$0$220,869 ▼-100.0%00.0%ETFSRESempra$0$211,230 ▼-100.0%00.0%UtilitiesAVGOBroadcom$0$206,338 ▼-100.0%00.0%Computer and TechnologyShowing 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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