Portfolio (Quarterly) Guide ↗

Arbor Wealth Advisors LLC

· CIK 0002009890

13F Portfolio $143M AUM 56 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 12 Added 2 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BA	BOEING CO	Industrials	5,225	$1.1M	0.81%	SOLD
2	IBM	INTERNATIONAL BUSINESS MACHS	Technology	691	$205K	0.15%	SOLD

Sector Allocation

Consumer Cyclical 37.3%

Financial Services 20.4%

Industrials 15.6%

Technology 11.2%

Communication Services 7.6%

Utilities 4.2%

Consumer Defensive 2.6%

Energy 1.1%