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The Analysis of Arbor Wealth Advisors LLC's Holdings & P&L

Currently, Arbor Wealth Advisors LLC holds 56 types of securities in its portfolio with a total value $142.5M. In the most recent quarter, they have increased their positions in BSV (+5.1K shares, valued at $397.9K), SNDK (+364 shares, valued at $231.3K), N/A (+1.6K shares, valued at $209.8K); decreased their positions in HD (-309 shares, valued at $101.6K), DFUV (-615 shares, valued at $29.8K), JPM (-9 shares, valued at $2.6K); initiated new positions in SNDK (+364 shares, valued at $231.3K), N/A (+1.6K shares, valued at $209.8K).

1M P&L

+4.5M+3.15%

3M P&L

+3.9M+2.71%

HY P&L

+18.9M+14.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A117.7M

87.7%

2Auto Parts7.6M

5.7%

3Farm & Heavy Construction Machinery1.7M

1.3%

Top Industries by Stock Count

1N/A29 stocks

63.0%

2Auto Parts2 stocks

4.3%

3Internet Retail1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS169.3K shares0.61%2026-03-312026-04-23

VXUS VANGUARD STAR FDS312.1K shares0.51%2026-03-312026-04-23

VB VANGUARD INDEX FDS50.4K shares0.01%2026-03-312026-04-23

VBR VANGUARD INDEX FDS36.2K shares1.43%2026-03-312026-04-23

VTI VANGUARD INDEX FDS20.5K shares3.17%2026-03-312026-04-23

BWA BORGWARNER INC108.7K shares0.00%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST115.8K shares0.00%2026-03-312026-04-23

VSS VANGUARD INTL EQUITY INDEX F23.2K shares0.00%2026-03-312026-04-23

Sponsored

AVUV AMERICAN CENTY ETF TR30.0K shares5.97%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS40.3K shares14.41%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS46.6K shares0.69%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T4.4K shares0.00%2026-03-312026-04-23

IVV ISHARES TR3.1K shares0.29%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.7K shares0.00%2026-03-312026-04-23

CAT CATERPILLAR INC2.4K shares0.00%2026-03-312026-04-23

LEA LEAR CORP14.2K shares0.00%2026-03-312026-04-23

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VIG VANGUARD SPECIALIZED FUNDS7.3K shares0.12%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F23.5K shares0.00%2026-03-312026-04-23

VBIL VANGUARD INSTL INDEX FD16.7K shares9.77%2026-03-312026-04-23

APTIV PLC APTIV PLC17.0K shares0.00%2026-03-312026-04-23

MSFT MICROSOFT CORP3.2K shares0.00%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC9.4K shares0.00%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.1K shares0.00%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO3.1K shares-0.29%2026-03-312026-04-23

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST18.0K shares-3.31%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.7K shares0.56%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS4.9K shares0.00%2026-03-312026-04-23

KO COCA COLA CO8.3K shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.1K shares0.87%2026-03-312026-04-23

CTSH COGNIZANT TECHNOLOGY SOLUTIO9.7K shares-0.29%2026-03-312026-04-23

AVLV AMERICAN CENTY ETF TR7.0K shares27.40%2026-03-312026-04-23

Sponsored

DTE DTE ENERGY CO3.8K shares0.00%2026-03-312026-04-23

SPYV SPDR SERIES TRUST9.7K shares0.00%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS6.0K shares0.00%2026-03-312026-04-23

IWR ISHARES TR5.3K shares0.00%2026-03-312026-04-23

AMZN AMAZON COM INC2.4K shares0.51%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC1.4K shares0.00%2026-03-312026-04-23

IWB ISHARES TR1.3K shares0.00%2026-03-312026-04-23

RTX RTX CORPORATION2.4K shares0.00%2026-03-312026-04-23

Sponsored

T AT&T INC15.6K shares0.00%2026-03-312026-04-23

F FORD MTR CO37.2K shares0.00%2026-03-312026-04-23

AAPL APPLE INC1.7K shares0.00%2026-03-312026-04-23

IWD ISHARES TR1.9K shares0.00%2026-03-312026-04-23

IJR ISHARES TR3.2K shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC1.2K shares-21.15%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST4.8K shares0.00%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS4.3K shares0.28%2026-03-312026-04-23

Sponsored

BROADCOM INC BROADCOM INC860 shares0.00%2026-03-312026-04-23

DTM DT MIDSTREAM INC1.9K shares0.00%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST7.3K shares0.00%2026-03-312026-04-23

IWF ISHARES TR550 shares0.00%2026-03-312026-04-23

SRE SEMPRA2.4K shares0.00%2026-03-312026-04-23

SNDK SANDISK CORP364 sharesnew addition2026-03-312026-04-23

IEFA ISHARES TR2.4K shares0.00%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.6K sharesnew addition2026-03-312026-04-23

Sponsored

VTV

VANGUARD INDEX FDS

0.61%

Shares169.3K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

0.51%

Shares312.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.01%

Shares50.4K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

1.43%

Shares36.2K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

3.17%

Shares20.5K

Event2026-03-31

Filed2026-04-23

BWA

BORGWARNER INC

0.00%

Shares108.7K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares115.8K

Event2026-03-31

Filed2026-04-23

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares23.2K

Event2026-03-31

Filed2026-04-23

AVUV

AMERICAN CENTY ETF TR

5.97%

Shares30.0K

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

14.41%

Shares40.3K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

0.69%

Shares46.6K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

0.29%

Shares3.1K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

LEA

LEAR CORP

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

0.12%

Shares7.3K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares23.5K

Event2026-03-31

Filed2026-04-23

VBIL

VANGUARD INSTL INDEX FD

9.77%

Shares16.7K

Event2026-03-31

Filed2026-04-23

APTIV PLC

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-0.29%

Shares3.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

-3.31%

Shares18.0K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.56%

Shares2.7K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.87%

Shares2.1K

Event2026-03-31

Filed2026-04-23

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-0.29%

Shares9.7K

Event2026-03-31

Filed2026-04-23

AVLV

AMERICAN CENTY ETF TR

27.40%

Shares7.0K

Event2026-03-31

Filed2026-04-23

DTE

DTE ENERGY CO

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-23

IWR

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.51%

Shares2.4K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

AT&T INC

0.00%

Shares15.6K

Event2026-03-31

Filed2026-04-23

FORD MTR CO

0.00%

Shares37.2K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-21.15%

Shares1.2K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

0.28%

Shares4.3K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

0.00%

Shares860

Event2026-03-31

Filed2026-04-23

DTM

DT MIDSTREAM INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

0.00%

Shares550

Event2026-03-31

Filed2026-04-23

SRE

SEMPRA

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

SNDK

SANDISK CORP

New

Shares364

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

DUKE ENERGY CORP NEW

New

Shares1.6K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available