Arbor Wealth Advisors LLC Portfolio

Invests via Arbor Wealth Advisors LLC | Managed by Aryn Sands

Invests via Arbor Wealth Advisors LLC

Managed by Aryn Sands

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 05:30 PM

Company Profile

Regional independent wealth manager serving high-net-worth individuals, family offices and institutions. Arbor Wealth Advisors LLC provides fiduciary wealth management, investment advisory, financial planning and retirement services, blending multi-asset portfolios with outsourced CIO strategies and third-party manager selection. Capital structure is privately held and revenue is fee-based on AUM and planning retainers; positions itself on personalized service, fee transparency and tax-aware investment solutions relevant to allocators seeking affluent client access.

Investment Philosophy & Strategy

Fiduciary-driven wealth manager emphasizing customized, tax-aware multi-asset portfolios for high-net-worth individuals, family offices and institutions. Combines strategic asset allocation with tactical tilts, third-party manager selection and outsourced-CIO oversight to balance growth and capital preservation. Investment decisions are liability-aware and long-term oriented, disciplined by diversification, risk budgeting and transparent fee-based alignment with client goals and income planning.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

-1.02%

Gain

Monthly

-0.03%

Yearly

-0.4%

Drawdown

33.11%

$162.47M

Equity

Holdings

$162.47M

Investment

$117.47M

$44M

Profit -$288,266.44

Realized

-$998,513.24

Unrealized

$45M

Dividends

$6.24M

Goals

Avg. 48% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

96%

Today

Compared To Yesterday

Gain

Profit

-$288,266.44

Win %

85%

This Week

Compared To Last Week

Gain

-0.53%

Profit

-$871,073.18

Win %

85%

This Month

Compared to last month

Gain

-0.77%

Profit

-$1.26M

Win %

85%

This Year

Compared to last year

Gain

-0.73%

Profit

-$1.2M

Win %

84%

Gainers
Losers

T AT&T Inc.

+2.68%

+$8,984.7

CTSH Cognizant Technology Solutions Corporation

+2.57%

+$10,656

KO The Coca-Cola Company

+2.49%

+$16,943.25

MSFT Microsoft Corp.

+2.09%

+$27,109.09

AAPL Apple Inc.

+1.65%

+$9,336.6

LEA Lear Corporation

+1.62%

+$32,355.48

VNQ Vanguard Real Estate ETF

+1.61%

+$9,480

HD The Home Depot, Inc.

+1.52%

+$5,961.6

AVUV Avantis U.S. Small Cap Value ETF

+1.26%

+$56,968.86

VBR VANGUARD SMALL-CAP VALUE ETF

+1.11%

+$97,049.32

IWD iShares Russell 1000 Value ETF

+0.83%

+$3,944.15

DUK Duke Energy Corporation

+0.83%

+$1,650.06

IJR iShares Core S&P Small-Cap ETF

+0.75%

+$3,480.4

SPYV SPDR Portfolio S&P 500 Value ETF

+0.71%

+$4,246

DTM Dt Midstream Inc.

+0.67%

+$1,846.86

AMZN Amazon.com Inc

+0.61%

+$3,711.16

VIG Vanguard Dividend Appreciation ETF

+0.57%

+$9,968.8

DAL Delta Air Lines, Inc.

+0.55%

+$1,175

DFAS Dimensional U.S. Small Cap ETF

+0.54%

+$2,096.6

BX Blackstone Inc.

+0.5%

+$5,949.95

VTV Vanguard Value ETF

+0.35%

+$131,774.72

GD General Dynamics Corporation

+0.33%

+$3,722.08

DTE DTE Energy Company

+0.33%

+$1,827.84

VYM Vanguard High Dividend Yield ETF

+0.31%

+$2,405.41

GOOG Alphabet Inc

+0.29%

+$2,904.39

GOOGL Alphabet Inc

+0.27%

+$2,041.65

IWR iShares Russell Mid-Cap ETF

+0.21%

+$1,227.51

AVLV Avantis U.S. Large Cap Value ETF

+0.19%

+$1,353.62

VB Vanguard Small-Cap ETF

+0.18%

+$27,205.24

BRK-B Berkshire Hathaway Inc.

+0.16%

+$2,807.77

DFUV Dimensional US Marketwide Value ETF

+0.13%

+$1,259.02

VBIL Vanguard 3-Month Treasury Bill ETF

+0.01%

+$110.22

DFAC Dimensional U.S. Core Equity 2 ETF

SNDK SanDisk Corporation

-10.81%

-$60,250.8

ETN Eaton Corporation plc

-4.29%

-$24,171.37

CAT Caterpillar Inc.

-4.13%

-$92,045.49

AVGO Broadcom Inc.

-4.1%

-$13,914.8

NVDA NVIDIA Corporation

-2.41%

-$5,427.2

BWA BorgWarner Inc.

-2.15%

-$149,487.25

VGNT Versigent plc

-1.96%

-$4,523.2

RTX RTX Corporation

-1.51%

-$7,026.92

IWF iShares Russell 1000 Growth ETF

-1.38%

-$3,740

DFAX Dimensional World ex U.S. Core Equity 2 ETF

-1.11%

-$2,979.47

VWO Vanguard FTSE Emerging Markets ETF

-1.1%

-$15,387.26

VXUS Vanguard Total International Stock Index Fund Investor Shares

-1.03%

-$273,885.92

VSS Vanguard FTSE All-World ex-US Small-Cap ETF

-1.02%

-$36,562.05

BA Boeing Company

-1.01%

-$5,358.15

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.99%

-$32,645.2

IEFA iShares Core MSCI EAFE ETF

-0.69%

-$1,626.09

JPM JPMorgan Chase & Co.

-0.46%

-$4,984.53

APTV Aptiv PLC

-0.42%

-$4,241

SPY SPDR S&P 500 ETF Trust

-0.28%

-$9,237.28

IVV iShares Core S&P 500 ETF

-0.27%

-$6,409.65

VOO Vanguard S&P 500 ETF

-0.27%

-$2,819.99

VTI VANGUARD TOTAL STOCK MKT ETF

-0.25%

-$19,292.72

IWB iShares Russell 1000 ETF

-0.22%

-$1,189.8

SRE Sempra

-0.16%

-$348.87

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.11%

-$519.52

F Ford Motor Company

-0.11%

-$558.28

BSV Vanguard Short-Term Bond ETF

-0.04%

-$1,624.11

Events

Dividends

Dividend Analysis

No Data

Trades 272	Longs Won 219/272 80%	Profit Factor 18.27
Profitability	Shorts Won 0/0 0%	Standard Deviation $861,154.31
Average Win $212,558.38	Best Trade (Jul 13) $10.92M	Sharpe Ratio -14.42
Average Loss -$48,077.26	Worst Trade (Jun 29) -$1.01M	Z-Score 20.98 (100%)
Commissions $0	Avg. Trade Length 1y 3m 2w 2d	Expectancy $161,772.76

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	-	-	-	-	-	-	-	-	-	-
Consecutive Losing Trades	3,378	3,041	2,703	2,365	2,027	1,689	1,351	1,014	676	338

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Returns

Overall, Monthly

Holdings
History

Positions (60)
Options (0)

Option values are updated at end of day.

No Data

Trades (74)
Options (0)

No Data

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