Arbor Wealth Management LLC\AZ

Name: Arbor Wealth Management LLC\AZ — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002149091 · TEMPE, AZ · Quarter end: 2025-12-31 · Filed on: 2026-08-31 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2025 Q4, filed 2026-08-31. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

Arbor Wealth Management LLC\AZ reported 104 positions worth $128.5M as of December 31, 2025 (13F filed August 31, 2026). Largest holding: VV (23.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$128.5M

2025 Q4

Positions

104

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

90.2%

Est. Net Flow (Q)

—

2025 Q4

Positions Changes Mix History BacktestPRO

10 / 104 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VV	VANGUARDLARGECAPETF	SH	$29.7M	23.08%	94,221	—	—
▸ 2	PLTR	PALANTIRTECHNOLOGIESINCLASSCLASSA	SH	$24.5M	19.03%	137,599	—	—
▸ 3	VCIT	VANGUARDINTERMEDIATETERMCORETF	SH	$19.0M	14.77%	226,690	—	—
▸ 4	VGIT	VANGUARDINTER-TERMTREASINDEXFD	SH	$17.7M	13.75%	294,759	—	—
▸ 5	VO	VANGUARDMIDCAPETF	SH	$7.9M	6.17%	27,340	—	—
▸ 6	VEU	VANGUARDFTSEALLWORLDEXUSETF	SH	$5.7M	4.46%	77,878	—	—
▸ 7	VB	VANGUARDSMALLCAPETF	SH	$5.4M	4.24%	21,100	—	—
▸ 8	XLK	STATESTRETTECSELECTSECSPDRETF	SH	$2.7M	2.11%	18,877	—	—
▸ 9	IBIT	ISHARESBITCOINETF	SH	$1.7M	1.29%	33,421	—	—
▸ 10	VTV	VANGUARDVALUEETF	SH	$1.6M	1.25%	8,433	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Arbor Wealth Management LLC\AZ hold as of Q4 2025?

Arbor Wealth Management LLC\AZ reported 104 positions worth $128.5M in its Q4 2025 13F filing. Largest positions: VV (23.1%), PLTR (19.0%), VCIT (14.8%), VGIT (13.7%) and VO (6.2%).

What did Arbor Wealth Management LLC\AZ buy in Q4 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did Arbor Wealth Management LLC\AZ sell in Q4 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.