Arbor Wealth Advisors LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 163,555
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 60 | 163,555 | 13F-HR | Arbor Wealth Advisors LLC |
| Q1 2026 | 4/22/2026 | 56 | 142,549 | 13F-HR | Arbor Wealth Advisors LLC |
| Q4 2025 | 1/12/2026 | 56 | 140,329 | 13F-HR | Arbor Wealth Advisors LLC |
| Q3 2025 | 10/10/2025 | 55 | 133,936 | 13F-HR | Arbor Wealth Advisors LLC |
| Q2 2025 | 7/10/2025 | 54 | 123,255 | 13F-HR | Arbor Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.72 K | 17.6% | 4.735 K | 0 | 4.735 K |
| ETFs | 131.2 K | 80.2% | 15.81 K | 0 | 15.81 K |
| Debt | 3.615 K | 2.2% | 455 | 0 | 455 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
163,555
Holdings
60
QoQ value change ($000)
21,006
(14.7%)
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.