Vault-13

Arbor Wealth Management LLC\AZ

TEMPE, AZ · CIK 2149091 · 13F filing filed 2026-08-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$128.5m reported value
104positions
90.2%in top 10
—no comparable previous quarter

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD INDEX FDS LARGE CAP ETF VV VV 94,221 $29.7m23.08% 23.08% First filing
2 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 137,599 $24.5m19.03% 19.03% First filing
3 VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT VCIT 226,690 $19.0m14.77% 14.77% First filing
4 VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT VGIT 294,759 $17.7m13.75% 13.75% First filing
5 VANGUARD INDEX FDS MID CAP ETF VO VO 27,340 $7.9m6.17% 6.17% First filing
6 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU VEU 77,878 $5.7m4.46% 4.46% First filing
7 VANGUARD INDEX FDS SMALL CP ETF VB VB 21,100 $5.4m4.24% 4.24% First filing
8 SELECT SECTOR SPDR TR TECHNOLOGY XLK XLK 18,877 $2.7m2.11% 2.11% First filing
9 ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT IBIT 33,421 $1.7m1.29% 1.29% First filing
10 VANGUARD INDEX FDS VALUE ETF VTV VTV 8,433 $1.6m1.25% 1.25% First filing
11 SPDR GOLD TR GOLD SHS GLD GLD 3,901 $1.5m1.20% 1.20% First filing
12 RBB FD INC MOTLEY FOL ETF TMFC TMFC 21,522 $1.5m1.20% 1.20% First filing
13 ARISTA NETWORKS INC COM SHS ANET ANET 11,688 $1.5m1.19% 1.19% First filing
14 SHOPIFY INC CL A SUB VTG SHS SHOP SHOP 3,246 $522.5k0.41% 0.41% First filing
15 CROWDSTRIKE HLDGS INC CL A CRWD CRWD 1,081 $506.7k0.39% 0.39% First filing
16 TESLA INC COM TSLA TSLA 1,126 $506.4k0.39% 0.39% First filing
17 AMAZON COM INC COM AMZN AMZN 2,163 $499.3k0.39% 0.39% First filing
18 MASTERCARD INCORPORATED CL A MA MA 804 $458.8k0.36% 0.36% First filing
19 ISHARES TR RUS TOP 200 ETF IWL IWL 2,142 $365.5k0.28% 0.28% First filing
20 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 4,727 $350.1k0.27% 0.27% First filing
21 ISHARES TR 0-5YR INVT GR CP SLQD SLQD 6,097 $309.1k0.24% 0.24% First filing
22 AXON ENTERPRISE INC COM AXON AXON 456 $259.0k0.20% 0.20% First filing
23 META PLATFORMS INC CL A META META 341 $224.9k0.17% 0.17% First filing
24 APPLE INC COM AAPL AAPL 796 $216.4k0.17% 0.17% First filing
25 MARKEL GROUP INC COM MKL MKL 97 $208.5k0.16% 0.16% First filing
26 ALPHABET INC CAP STK CL A GOOGL GOOGL 634 $198.4k0.15% 0.15% First filing
27 KINSALE CAP GROUP INC COM KNSL KNSL 466 $182.3k0.14% 0.14% First filing
28 MICROSOFT CORP COM MSFT MSFT 315 $152.5k0.12% 0.12% First filing
29 COMERICA INC COM CMA CMA 1,619 $140.8k0.11% 0.11% First filing
30 VANGUARD INDEX FDS REAL ESTATE ETF VNQ VNQ 1,529 $135.3k0.11% 0.11% First filing
31 ISHARES TR AGENCY BOND ETF AGZ AGZ 1,033 $113.8k0.09% 0.09% First filing
32 THE TRADE DESK INC COM CL A TTD TTD 2,930 $111.2k0.09% 0.09% First filing
33 ISHARES TR ISHARES SEMICDTR SOXX SOXX 354 $106.6k0.08% 0.08% First filing
34 CANADIAN NATL RY CO COM CNI CNI 1,065 $105.3k0.08% 0.08% First filing
35 NVIDIA CORPORATION COM NVDA NVDA 563 $105.0k0.08% 0.08% First filing
36 UPSTART HLDGS INC COM UPST UPST 2,296 $100.4k0.08% 0.08% First filing
37 ATLASSIAN CORPORATION CL A TEAM TEAM 596 $96.6k0.08% 0.08% First filing
38 WALKER & DUNLOP INC COM WD WD 1,599 $96.2k0.07% 0.07% First filing
39 SELECT SECTOR SPDR TR SBI HEALTHCARE XLV XLV 621 $96.1k0.07% 0.07% First filing
40 AIRBNB INC COM CL A ABNB ABNB 693 $94.1k0.07% 0.07% First filing
41 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 151 $92.9k0.07% 0.07% First filing
42 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 235 $78.9k0.06% 0.06% First filing
43 WALMART INC COM WMT WMT 678 $75.5k0.06% 0.06% First filing
44 LEMONADE INC COM LMND LMND 925 $65.8k0.05% 0.05% First filing
45 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 2,300 $63.1k0.05% 0.05% First filing
46 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 95 $59.3k0.05% 0.05% First filing
47 VISA INC COM CL A V V 169 $59.3k0.05% 0.05% First filing
48 PAYCOM SOFTWARE INC COM PAYC PAYC 338 $53.9k0.04% 0.04% First filing
49 HUBSPOT INC COM HUBS HUBS 134 $53.8k0.04% 0.04% First filing
50 ISHARES TR CORE S&P500 ETF IVV IVV 78 $53.4k0.04% 0.04% First filing
51 NATIONAL GRID PLC SPONSORED ADR NE NGG NGG 675 $52.2k0.04% 0.04% First filing
52 ZSCALER INC COM ZS ZS 225 $50.6k0.04% 0.04% First filing
53 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 46 $49.2k0.04% 0.04% First filing
54 VANGUARD INDEX FDS MCAP VL IDXVIP VOE VOE 272 $48.2k0.04% 0.04% First filing
55 SCHWAB STRATEGIC TR US BRD MKT ETF SCHB SCHB 1,711 $44.9k0.03% 0.03% First filing
56 ISHARES TR RUS 1000 GRW ETF IWF IWF 93 $44.0k0.03% 0.03% First filing
57 ROCKET LAB CORP COM RKLB RKLB 622 $43.4k0.03% 0.03% First filing
58 MERCADOLIBRE INC COM MELI MELI 21 $42.3k0.03% 0.03% First filing
59 NETFLIX INC COM NFLX NFLX 440 $41.3k0.03% 0.03% First filing
60 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO VTWO 410 $40.8k0.03% 0.03% First filing
61 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 625 $39.0k0.03% 0.03% First filing
62 AMERICAN TOWER CORP NEW COM AMT AMT 211 $37.0k0.03% 0.03% First filing
63 ABBVIE INC COM ABBV ABBV 159 $36.4k0.03% 0.03% First filing
64 IREN LIMITED ORDINARY SHARES IREN IREN 953 $36.0k0.03% 0.03% First filing
65 ALPHABET INC CAP STK CL C GOOG GOOG 113 $35.5k0.03% 0.03% First filing
66 STARBUCKS CORP COM SBUX SBUX 397 $33.5k0.03% 0.03% First filing
67 CHIPOTLE MEXICAN GRILL INC COM CMG CMG 875 $32.4k0.03% 0.03% First filing
68 ELI LILLY & CO COM LLY LLY 30 $32.2k0.03% 0.03% First filing
69 PAYPAL HLDGS INC COM PYPL PYPL 515 $30.1k0.02% 0.02% First filing
70 HOME DEPOT INC COM HD HD 77 $26.3k0.02% 0.02% First filing
71 ADVANCED MICRO DEVICES INC COM AMD AMD 123 $26.3k0.02% 0.02% First filing
72 E L F BEAUTY INC COM ELF ELF 341 $25.9k0.02% 0.02% First filing
73 ABBOTT LABS COM ABT ABT 196 $24.6k0.02% 0.02% First filing
74 GRAB HOLDINGS LIMITED CLASS A ORD GRAB GRAB 3,768 $18.8k0.01% 0.01% First filing
75 SYSCO CORP COM SYY SYY 249 $18.3k0.01% 0.01% First filing
76 SYNCHRONY FINANCIAL COM SYF SYF 207 $17.3k0.01% 0.01% First filing
77 ISHARES TR CORE S&P SCP ETF IJR IJR 120 $14.5k0.01% 0.01% First filing
78 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 28 $14.1k0.01% 0.01% First filing
79 AXOS FINANCIAL INC COM AX AX 161 $13.9k0.01% 0.01% First filing
80 LIFECORE BIOMEDICAL INC COM LFCR LFCR 1,674 $13.7k0.01% 0.01% First filing
81 GARTNER INC COM IT IT 51 $12.9k0.01% 0.01% First filing
82 MICRON TECHNOLOGY INC COM MU MU 39 $11.2k0.01% 0.01% First filing
83 MIDDLEBY CORP COM MIDD MIDD 67 $10.0k0.01% 0.01% First filing
84 ISHARES TR RUSSELL 2000 ETF IWM IWM 40 $9.8k0.01% 0.01% First filing
85 OKTA INC CL A OKTA OKTA 110 $9.5k0.01% 0.01% First filing
86 CHEWY INC CL A CHWY CHWY 282 $9.3k0.01% 0.01% First filing
87 DATADOG INC CL A COM DDOG DDOG 61 $8.3k0.01% 0.01% First filing
88 EXXON MOBIL CORP COM XOM XOM 65 $7.8k0.01% 0.01% First filing
89 UBER TECHNOLOGIES INC COM UBER UBER 87 $7.1k0.01% 0.01% First filing
90 FRANKLIN BSP CAPITAL CORPORATION CLOSED END MUTL FUND FRBP FRBP 479 $6.5k0.01% 0.01% First filing
91 SPOTIFY TECHNOLOGY S A SHS SPOT SPOT 10 $5.8k0.00% 0.00% First filing
92 ACCENTURE PLC IRELAND SHS CLASS A ACN ACN 21 $5.5k0.00% 0.00% First filing
93 GE AEROSPACE COM NEW GE GE 12 $3.8k0.00% 0.00% First filing
94 TOAST INC CL A TOST TOST 97 $3.4k0.00% 0.00% First filing
95 CAVA GROUP INC COM CAVA CAVA 45 $2.6k0.00% 0.00% First filing
96 SOUTHWEST AIRLS CO COM LUV LUV 41 $1.7k0.00% 0.00% First filing
97 AMERICAN RLTY INVS INC COM ARL ARL 73 $1.2k0.00% 0.00% First filing
98 COUSINS PPTYS INC COM NEW CUZ CUZ 37 $9540.00% 0.00% First filing
99 BOYD GAMING CORP COM BYD BYD 1 $890.00% 0.00% First filing
100 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH VCSH 1 $800.00% 0.00% First filing