Arbor Wealth Management LLC\AZ
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 73.3% | $15,879,328 |
| Technology | 15.7% | $3,396,642 |
| Consumer Cyclical | 6.7% | $1,455,327 |
| Financial Services | 1.9% | $417,043 |
| Industrials | 1.3% | $272,456 |
| Communication Services | 1.1% | $236,936 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VB |
Vanguard Morningstar Small-Cap ETF
|
First | 21,786 | $6,603,772 | 30.49% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
First | 78,628 | $6,585,095 | 30.41% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 11,519 | $1,956,847 | 9.04% | |
| GLD |
Spdr Gold Trust
|
First | 4,073 | $1,500,411 | 6.93% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 35,748 | $1,190,050 | 5.49% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
First | 1,065 | $812,744 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 2,178 | $519,104 | 2.40% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 1,126 | $473,595 | 2.19% | |
| CVCO |
Cavco Industries, Inc.
Consumer Cyclical
|
First | 753 | $462,628 | 2.14% | |
| MA |
Mastercard Inc
Financial Services
|
First | 812 | $417,043 | 1.93% | |
| SHOP |
Shopify Inc.
Technology
|
First | 3,472 | $396,432 | 1.83% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
First | 486 | $272,456 | 1.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 663 | $236,936 | 1.09% | |
| AAPL |
Apple Inc.
Technology
|
First | 797 | $230,619 | 1.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.