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Arbor Wealth Management LLC\AZ Historic Quarter Change: USA ETF, Added

Arbor Wealth Management LLC\AZ historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Arbor Wealth Management LLC\AZ opened 15 positions, added to 9, reduced 3 and sold out of 31.

  • Q2 2026: Stock VV; Country of operation —; Class LARGE CAP ETF; Shares before 98,599.
  • Q2 2026: Stock VO; Country of operation —; Class MID CAP ETF; Shares before 28,542.
  • Q2 2026: Stock VEU; Country of operation —; Class ALLWRLD EX US; Shares before 78,415.
  • Q2 2026: Stock VCIT; Country of operation —; Class INT-TERM CORP; Shares before 235,767.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2149091), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VV
VANGUARD INDEX FDS
LARGE CAP ETF98,59999,704+1,105$29,466,305$34,289,338+$4,823,0332026-08-12
Q2 2026VO
VANGUARD INDEX FDS
MID CAP ETF28,542115,220+86,678$8,196,576$9,283,258+$1,086,6822026-08-12
Q2 2026VEU
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US78,41578,628+213$5,888,952$6,585,086+$696,1342026-08-12
Q2 2026VCIT
VANGUARD SCOTTSDALE FDS
INT-TERM CORP235,767241,437+5,670$19,509,757$19,954,728+$444,9712026-08-12
Q2 2026VGIT
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS308,638315,769+7,131$18,379,371$18,624,035+$244,6642026-08-12
Q2 2026VTV
VANGUARD INDEX FDS
VALUE ETF8,7178,745+28$1,710,280$1,905,872+$195,5922026-08-12
Q2 2026IBIT
ISHARES BITCOIN TRUST ETF
SHS BEN INT35,42835,748+320$1,361,144$1,190,051-$171,0932026-08-12
Q2 2026IWL
ISHARES TR
RUS TOP 200 ETF1,9131,917+4$307,053$354,626+$47,5732026-08-12
Q2 2026BND
VANGUARD BD INDEX FDS
TOTAL BND MRKT4,7114,730+19$346,893$347,204+$3112026-08-12

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