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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
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 T AT&T INC Communication Services 15,631.0 $453K 0.32% $28.99 -14.0%
42 F FORD MTR CO Consumer Cyclical 37,219.0 $430K 0.30% $11.54 +18.5%
43 AAPL APPLE INC Technology 1,657.0 $421K 0.29% $253.83 +20.2%
44 IWD ISHARES TR 1,910.0 $408K 0.29% $213.67 +9.8%
45 IJR ISHARES TR 3,164.0 $393K 0.28% $124.31 +9.6%
46 HD HOME DEPOT INC Consumer Cyclical 1,152.0 $379K 0.27% -309.0 -21.1% $328.89 -4.6%
47 DFAS DIMENSIONAL ETF TRUST 4,765.0 $339K 0.24% $71.13 +8.1%
48 BIV VANGUARD BD INDEX FDS 4,272.0 $330K 0.23% $77.18 -1.2%
49 AVGO BROADCOM INC Technology 860.0 $266K 0.19% $309.51 +33.9%
50 DTM DT MIDSTREAM INC Energy 1,904.0 $256K 0.18% $134.67 +10.8%
51 DFAX DIMENSIONAL ETF TRUST 7,267.0 $247K 0.17% $33.97 +9.1%
52 IWF ISHARES TR 550.0 $235K 0.17% $426.40 -70.8%
53 SRE SEMPRA Utilities 2,406.0 $234K 0.16% $97.17 -5.9%
54 SANDISK CORP 364.0 $231K 0.16% NEW $635.34
55 IEFA ISHARES TR 2,427.0 $220K 0.15% $90.53 +7.5%
56 DUK DUKE ENERGY CORP NEW Utilities 1,602.0 $210K 0.15% NEW $130.94 -4.8%
Page 3 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 37.6%
Financial Services 20.6%
Industrials 15.8%
Technology 10.3%
Communication Services 7.7%
Utilities 4.2%
Consumer Defensive 2.7%
Energy 1.1%