ARBOR TRUST WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 227,619
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 90 | 227,619 | 13F-HR | ARBOR TRUST WEALTH ADVISORS, LLC |
| Q4 2025 | 2/5/2026 | 82 | 228,669 | 13F-HR | ARBOR TRUST WEALTH ADVISORS, LLC |
| Q3 2025 | 11/10/2025 | 81 | 222,059 | 13F-HR | ARBOR TRUST WEALTH ADVISORS, LLC |
| Q2 2025 | 8/7/2025 | 84 | 204,435 | 13F-HR | ARBOR TRUST WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 96.94 K | 42.6% | 0 | 42.18 K | -42.18 K |
| ETFs | 130.7 K | 57.4% | 41.13 K | 0 | 41.13 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
227,619
Holdings
90
QoQ value change ($000)
-1,050
(-0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.