Sign In
test

Aryn Sands

Arbor Wealth Advisors Llc

Assets Managed
$163.555M
Holdings
60
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
14.74%(2Q avg: 8.16%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Arbor Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Arbor Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 163.555M in assets, with a quarterly growth rate of 14.74% and a 2-quarter average growth rate of 8.16%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 1.08%
22.81%
$37.296M
171,136 shares@ $217.94 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 0.48%
16.39%
$26.805M
313,550 shares@ $85.5 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.01%
9.34%
$15.272M
50,381 shares@ $303.13 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -0.21%
5.37%
$8.783M
36,145 shares@ $243.0 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.96%
4.72%
$7.718M
20,857 shares@ $370.04 avg price
BWA
Borgwarner Inc
Recent Activity
4.42%
$7.219M
108,718 shares@ $66.4 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
3.15%
$5.136M
115,776 shares@ $44.36 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 20.45%
2.76%
$4.508M
36,134 shares@ $124.77 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 15.14%
2.22%
$3.615M
46,403 shares@ $77.92 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
2.19%
$3.582M
23,214 shares@ $154.29 avg price

1-10 of 60