Arbor Wealth Advisors LLC
Filing Date
Global Rank
#7,529
/ 8,603
▲ 70
· as of Mar 2026
Top Industry
Auto Parts
37.9%
3Y Alpha vs SPY
-4.2%
Period ended 3 months ago
Filed Apr 23, 2026 · 3mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+41.0%
SPY
+54.1%
Annualised alpha
-4.4%
Max drawdown
−20.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
22.6%
+4.4 pts
Top 5
53.7%
+5.6 pts
Top 10
74.3%
+2.9 pts
HHI
899
Diversified+154
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 38.7% | $10,095,794 |
| Financial Services | 14.4% | $3,757,381 |
| Industrials | 14.3% | $3,736,846 |
| Unclassified | 11.1% | $2,888,159 |
| Technology | 10.3% | $2,680,968 |
| Communication Services | 4.0% | $1,050,691 |
| Utilities | 3.8% | $1,000,361 |
| Consumer Defensive | 2.4% | $628,553 |
| Energy | 1.0% | $256,411 |
Last Quarter's Activity
Export CSV
26 positions ·
$26,095,164 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BWA |
Borgwarner Inc
Consumer Cyclical
|
Held | 108,718 | $5,899,038 | 22.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 4,441 | $2,888,159 | 11.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 3,692 | $1,769,206 | 6.78% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 2,437 | $1,726,517 | 6.62% | |
| LEA |
Lear Corp
Consumer Cyclical
|
Held | 14,191 | $1,718,246 | 6.58% | |
| APTV |
Aptiv PLC
Consumer Cyclical
|
Held | 16,964 | $1,177,980 | 4.51% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 3,163 | $1,170,847 | 4.49% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 9,370 | $1,077,456 | 4.13% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 3,095 | $1,062,265 | 4.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,096 | $910,719 | 3.49% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 8,265 | $628,553 | 2.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,078 | $597,549 | 2.29% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Reduced | 9,652 | $592,150 | 2.27% | |
| DTE |
Dte Energy Co
Utilities
|
Held | 3,808 | $556,805 | 2.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,363 | $492,142 | 1.89% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 1,366 | $488,577 | 1.87% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,382 | $459,487 | 1.76% | |
| T |
At&T Inc.
Communication Services
|
Held | 15,631 | $453,142 | 1.74% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 37,219 | $429,507 | 1.65% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,657 | $420,530 | 1.61% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,152 | $378,881 | 1.45% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 860 | $266,178 | 1.02% | |
| DTM |
DT Midstream, Inc.
Energy
|
Held | 1,904 | $256,411 | 0.98% | |
| SRE |
Sempra
Utilities
|
Held | 2,406 | $233,791 | 0.90% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 364 | $231,263 | 0.89% | |
| DUK |
Duke Energy CORP
Utilities
|
NEW | 1,602 | $209,765 | 0.80% |