Arbor Wealth Advisors LLC
Arbor Wealth Advisors LLC reported 60 holdings worth US$161M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Arbor Wealth Advisors LLC reported 60 holdings worth US$161M as of Sep 30, 2026. Largest: Borgwarner Inc., Caterpillar, Inc. and Berkshire Hathaway Inc. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$161M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Borgwarner Inc. | 109K | US$6.54M | 4.1% |
| Caterpillar, Inc. | 2,437 | US$1.98M | 1.2% |
| Berkshire Hathaway Inc. | 3,692 | US$1.84M | 1.1% |
| Microsoft Corp. | 3,278 | US$1.68M | 1.0% |
| Lear Corporation | 14,191 | US$1.67M | 1.0% |
| Alphabet Inc (google) Class C | 4,738 | US$1.62M | 1.0% |
| Blackstone Inc. | 9,370 | US$1.05M | 0.65% |
| General Dynamics Corporation | 3,095 | US$1.03M | 0.64% |
| Jp Morgan Chase & Co. | 3,096 | US$1.02M | 0.64% |
| Coca-cola Company (the) | 8,265 | US$711K | 0.44% |
| Amazon.com, Inc. | 2,396 | US$597K | 0.37% |
| Sandisk Corporation | 330 | US$574K | 0.36% |
| Cognizant Technology Solutions Corporation | 9,600 | US$551K | 0.34% |
| Apple Inc | 1,439 | US$479K | 0.30% |
| Dte Energy Company | 3,808 | US$464K | 0.29% |
| Boeing Company (the) | 2,430 | US$452K | 0.28% |
| Ford Mtr Co Del | 36,719 | US$443K | 0.28% |
| Rtx Corporation | 2,382 | US$442K | 0.28% |
| At&t Inc. | 15,631 | US$381K | 0.24% |
| Home Depot, Inc. (the) | 1,152 | US$328K | 0.20% |
| Broadcom Inc. | 860 | US$302K | 0.19% |
| Nvidia Corporation | 1,060 | US$242K | 0.15% |
| Dt Midstream, Inc. | 1,904 | US$227K | 0.14% |
| Delta Air Lines, Inc. | 2,500 | US$209K | 0.13% |
| Johnson & Johnson | 782 | US$207K | 0.13% |
| Valero Energy Corporation | 522 | US$202K | 0.13% |
| Duke Energy Corporation (holding Company) | 0 | US$0 | 0.00% |
| Dba Sempra | 0 | US$0 | 0.00% |
Source
View original at SEC
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