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
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 | — |
| CWD Calibercos Inc. Class A | 0.00% | 40 | $50 | — |
| SHMP Naturalshrimp Inc. | 0.00% | 208,500 | $42 | — |
| GRGG Green for Energy Inc. | 0.00% | 10 | $1 | — |
| NEOM Neomedia Technologies Inc. | 0.00% | 7 | $0 | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.