Arbor Wealth Advisors LLC reported 60 holdings worth US$164M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Arbor Wealth Advisors LLC reported 60 holdings worth US$164M as of Jun 30, 2026. Largest: Borgwarner Inc., Caterpillar, Inc. and Lear Corporation. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$164M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Borgwarner Inc. | 109K | US$7.22M | 4.4% |
| Caterpillar, Inc. | 2,437 | US$2.6M | 1.6% |
| Lear Corporation | 14,191 | US$1.9M | 1.2% |
| Berkshire Hathaway Inc. | 3,692 | US$1.85M | 1.1% |
| Alphabet Inc (google) Class C | 4,708 | US$1.68M | 1.0% |
| Microsoft Corp. | 3,278 | US$1.22M | 0.75% |
| Blackstone Inc. | 9,370 | US$1.1M | 0.67% |
| General Dynamics Corporation | 3,095 | US$1.1M | 0.67% |
| Jp Morgan Chase & Co. | 3,096 | US$1.01M | 0.62% |
| Sandisk Corporation | 345 | US$784K | 0.48% |
| Coca-cola Company (the) | 8,265 | US$672K | 0.41% |
| Dte Energy Company | 3,808 | US$580K | 0.35% |
| Amazon.com, Inc. | 2,396 | US$571K | 0.35% |
| Boeing Company (the) | 2,430 | US$526K | 0.32% |
| Ford Mtr Co Del | 37,219 | US$517K | 0.32% |
| Apple Inc | 1,729 | US$500K | 0.31% |
| Rtx Corporation | 2,382 | US$452K | 0.28% |
| Home Depot, Inc. (the) | 1,152 | US$406K | 0.25% |
| Cognizant Technology Solutions Corporation | 9,600 | US$372K | 0.23% |
| Broadcom Inc. | 860 | US$325K | 0.20% |
| At&t Inc. | 15,631 | US$324K | 0.20% |
| Dt Midstream, Inc. | 1,904 | US$279K | 0.17% |
| Delta Air Lines, Inc. | 2,500 | US$234K | 0.14% |
| Dba Sempra | 2,406 | US$223K | 0.14% |
| Nvidia Corporation | 1,060 | US$212K | 0.13% |
| Duke Energy Corporation (holding Company) | 1,602 | US$203K | 0.12% |