Arbor Wealth Advisors LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 160,568
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 60 | 160,568 | 13F-HR | Arbor Wealth Advisors LLC |
| 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 | 26.75 K | 16.7% | 0 | 1.967 K | -1.967 K |
| ETFs | 130.1 K | 81.0% | 0 | 1.146 K | -1.146 K |
| Debt | 3.741 K | 2.3% | 126 | 0 | 126 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
160,568
Holdings
60
QoQ value change ($000)
-2,987
(-1.8%)
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.