Arbor Wealth Management LLC\AZ

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed August 31, 2026), Arbor Wealth Management LLC\AZ reported 104 stock positions worth $128.5 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 23.1% of the portfolio, followed by Palantir Technologies Class A (PLTR, 19.0%) and Vanguard Int-Term Corporate (VCIT, 14.8%).

Most Recent 13F
Q2 2026
Location
TEMPE, AZ
CIK
0002149091
Portfolio Value
$128.5M (Q4 2025)
SEC Filing
0002149091-26-000002 ↗ filed Aug 31, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $128.5M $128.5M Q4 2025 Q1 2026: $101.5M Q1 2026 Q2 2026: $112.5M Q2 2026

Holdings 104 stocks · $128.5M

VV Vngrd Mrgstr LRG-Cap ETF-Usd 23.08% 94,221 $29.7M —
PLTR Palantir Technologies Inc. Class A 19.03% 137,599 $24.5M —
VCIT Vanguard Int-Term Corporate 14.77% 226,690 $19.0M —
VGIT Vanguard Intermediate-Term T 13.75% 294,759 $17.7M —
VO Vngrd Mrngstr MD-Cap ETF-Usd 6.17% 27,340 $7.9M —
VEU Vanguard Ftse All-World Ex-U 4.46% 77,878 $5.7M —
VB Vanguard Most SM-Cap ETF-Usd 4.24% 21,100 $5.4M —
XLK SS Technology Select Sector 2.11% 18,877 $2.7M —
IBIT iShares Bitcoin Trust ETF 1.29% 33,421 $1.7M —
VTV Vanguard Mrngstr Val ETF-Aui 1.25% 8,433 $1.6M —
GLD SPDR Gold Shares 1.20% 3,901 $1.5M —
TMFC Motley Fool 100 Index ETF 1.20% 21,522 $1.5M —
ANET Arista Networks Inc. 1.19% 11,688 $1.5M —
SHOP Shopify Inc. Class A 0.41% 3,246 $523K —
CRWD CrowdStrike Holdings Inc. Class A 0.39% 1,081 $507K —
TSLA Tesla Inc. 0.39% 1,126 $506K —
AMZN Amazon.com Inc. 0.39% 2,163 $499K —
MA Mastercard Inc. Class A 0.36% 804 $459K —
IWL iShares Russell Top 200 ETF 0.28% 2,142 $366K —
BND Vanguard Total Bond Market 0.27% 4,727 $350K —
SLQD iShares 0-5 YR Inv GRD Corp. 0.24% 6,097 $309K —
AXON Axon Enterprise Inc. 0.20% 456 $259K —
META Meta Platforms Inc. Class A 0.17% 341 $225K —
AAPL Apple Inc. 0.17% 796 $216K —
MKL Markel Group Inc. 0.16% 97 $209K —
GOOGL Alphabet Inc. Class A 0.15% 634 $198K —
KNSL Kinsale Capital Group Inc. 0.14% 466 $182K —
MSFT Microsoft Corp. 0.12% 315 $153K —
CMA Comerica Inc. 0.11% 1,619 $141K —
VNQ Vanguard Real Estate ETF 0.11% 1,529 $135K —
AGZ iShares Agency Bond ETF 0.09% 1,033 $114K —
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.09% 2,930 $111K —
SOXX iShares Semiconductor ETF 0.08% 354 $107K —
CNI Canadian Natl Railway Co. 0.08% 1,065 $105K —
NVDA Nvidia Corp. 0.08% 563 $105K —
UPST Upstart Holdings Inc. 0.08% 2,296 $100K —
TEAM Atlassian Corp. Class A 0.08% 596 $97K —
WD Walker & Dunlop Inc. 0.07% 1,599 $96K —
XLV SS Health Care Select Sector 0.07% 621 $96K —
ABNB Airbnb Inc. Class A 0.07% 693 $94K —
QQQ Invesco QQQ Trust Series 1 0.07% 151 $93K —
VTI VG Morningstar TS MKT ETF-US 0.06% 235 $79K —
WMT Walmart Inc. 0.06% 678 $76K —
LMND Lemonade Inc. 0.05% 925 $66K —
SCHD Schwab US DVD Equity ETF 0.05% 2,300 $63K —
VOO Vanguard S&P 500 ETF 0.05% 95 $59K —
V Visa Inc. Class A 0.05% 169 $59K —
PAYC Paycom Software Inc. 0.04% 338 $54K —
HUBS HubSpot Inc. 0.04% 134 $54K —
IVV iShares Core S&P 500 ETF 0.04% 78 $53K —
NGG National Grid PLC-SP ADR 0.04% 675 $52K —
ZS Zscaler Inc. 0.04% 225 $51K —
ASML ASML Holding NV-NY Reg SHS 0.04% 46 $49K —
VOE Vngrd Mrngstr MD-Cap Val ETF 0.04% 272 $48K —
SCHB Schwab US Broad Market ETF 0.03% 1,711 $45K —
IWF iShares Russell 1000 Growth 0.03% 93 $44K —
RKLB Rocket Lab Corp. 0.03% 622 $43K —
MELI MercadoLibre Inc. 0.03% 21 $42K —
NFLX Netflix Inc. 0.03% 440 $41K —
VTWO Vanguard Russell 2000 ETF 0.03% 410 $41K —
VEA Vanguard Ftse Developed ETF 0.03% 625 $39K —
AMT American Tower Corp. 0.03% 211 $37K —
ABBV Abbvie Inc. 0.03% 159 $36K —
IREN Iren Ltd. filed as IREN LIMITED 0.03% 953 $36K —
GOOG Alphabet Inc. Class C 0.03% 113 $35K —
SBUX Starbucks Corp. 0.03% 397 $33K —
CMG Chipotle Mexican Grill Inc. 0.03% 875 $32K —
LLY Eli Lilly & Co. 0.03% 30 $32K —
PYPL PayPal Holdings Inc. 0.02% 515 $30K —
HD Home Depot Inc. 0.02% 77 $26K —
AMD Advanced Micro Devices 0.02% 123 $26K —
ELF Elf Beauty Inc. 0.02% 341 $26K —
ABT Abbott Laboratories 0.02% 196 $25K —
GRAB Grab Holdings Ltd. Class A 0.01% 3,768 $19K —
SYY Sysco Corp. 0.01% 249 $18K —
SYF Synchrony Financial 0.01% 207 $17K —
IJR iShares Core S&P Small-Cap E 0.01% 120 $14K —
BRK.B Berkshire Hathaway Inc. Class B 0.01% 28 $14K —
AX Axos Financial Inc. 0.01% 161 $14K —
LFCR Lifecore Biomedical Inc. 0.01% 1,674 $14K —
IT Gartner Inc. 0.01% 51 $13K —
MU Micron Technology Inc. 0.01% 39 $11K —
MIDD Middleby Corp. 0.01% 67 $10K —
IWM iShares Russell 2000 ETF 0.01% 40 $10K —
OKTA Okta Inc. 0.01% 110 $10K —
CHWY Chewy Inc. Class A 0.01% 282 $9K —
DDOG Datadog Inc. Class A 0.01% 61 $8K —
XOM Exxon Mobil Corp. 0.01% 65 $8K —
UBER Uber Technologies Inc. 0.01% 87 $7K —
FRBP Franklin BSP Capital Corp. 0.01% 479 $7K —
SPOT Spotify Technology SA 0.00% 10 $6K —
ACN Accenture PLC Class A 0.00% 21 $6K —
GE General Electric filed as GE AEROSPACE 0.00% 12 $4K —
TOST Toast Inc. Class A 0.00% 97 $3K —
CAVA Cava Group Inc. 0.00% 45 $3K —
LUV Southwest Airlines Co. 0.00% 41 $2K —
ARL American Realty Investors Inc. 0.00% 73 $1K —
CUZ Cousins Properties Inc. 0.00% 37 $954 —
BYD Boyd Gaming Corp. 0.00% 1 $89 —
VCSH Vanguard S/T Corp. Bond ETF 0.00% 1 $80 —

Show all 104 holdings

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 26$112.5MVV, VCIT, VGIT, VO, VB
Q1 2026 22$101.5MVV, VCIT, VGIT, VO, VEU
Q4 2025 104$128.5MVV, PLTR, VCIT, VGIT, VO