Arbor Wealth Management LLC\AZ
All 13F Filings
- Location
- Tempe, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 112,539
- Description
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- Website
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- Founded
- —
- 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 | 8/12/2026 | 26 | 112,539 | 13F-HR | Arbor Wealth Management LLC\AZ |
| Q1 2026 | 8/31/2026 | 22 | 101,478 | 13F-HR | Arbor Wealth Management LLC\AZ |
| Q4 2025 | 8/31/2026 | 104 | 128,504 | 13F-HR | Arbor Wealth Management LLC\AZ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.779 K | 5.1% | 1.265 K | 0 | 1.265 K |
| ETFs | 106.7 K | 94.9% | 9.728 K | 0 | 9.728 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
112,539
Holdings
26
QoQ value change ($000)
11,061
(10.9%)
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.