Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Arbor Wealth Management LLC\AZ 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Arbor Wealth Management LLC\AZ (CIK 2149091) reported $112.5M across 26 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VV ($34.3M, 30.47%), VCIT ($20.0M, 17.73%), VGIT ($18.6M, 16.55%), VO ($9.3M, 8.25%), VB ($6.6M, 5.87%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VVVANGUARD INDEX FDS$34.3M30.47%99,704New
2VCITVANGUARD SCOTTSDALE FDS$20.0M17.73%241,437New
3VGITVANGUARD SCOTTSDALE FDS$18.6M16.55%315,769New
4VOVANGUARD INDEX FDS$9.3M8.25%115,220New
5VBVANGUARD INDEX FDS$6.6M5.87%21,786New
6VEUVANGUARD INTL EQUITY INDEX F$6.6M5.85%78,628New
7XLKSELECT SECTOR SPDR TR$4.0M3.52%20,795New
8ANETARISTA NETWORKS INC$2.0M1.74%11,519New
9VTVVANGUARD INDEX FDS$1.9M1.69%8,745New
10TMFCRBB FD INC$1.6M1.40%20,644New
11GLDSPDR GOLD TR$1.5M1.33%4,073New
12IBITISHARES BITCOIN TRUST ETF$1.2M1.06%35,748New
13CRWDCROWDSTRIKE HLDGS INC$812,7440.72%1,065New
14AMZNAMAZON COM INC$519,1050.46%2,178New
15TSLATESLA INC$473,5960.42%1,126New
16CVCOCAVCO INDS INC DEL$462,6280.41%753New
17MAMASTERCARD INCORPORATED$417,2570.37%812New
18SHOPSHOPIFY INC$396,4330.35%3,472New
19IWLISHARES TR$354,6260.32%1,917New
20BNDVANGUARD BD INDEX FDS$347,2040.31%4,730New
21SLQDISHARES TR$291,7790.26%5,793New
22AXONAXON ENTERPRISE INC$272,4560.24%486New
23GOOGLALPHABET INC$236,8050.21%663New
24SOXXISHARES TR$226,8290.20%354New
25AAPLAPPLE INC$230,6930.20%797New

Source: SEC Form 13F filings · as of 2026-06-30