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

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

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Arbor Wealth Management LLC\AZ opened 2 positions, added to 9, reduced 3, sold out of 1 and left 0 unchanged. The largest increase in value was VV (+$4,823,033); the largest decrease was XLK (-$2,720,850).

  • VV: Country of operation —; Class LARGE CAP ETF; Shares 2026-03-31 98,599; Shares 2026-06-30 99,704.
  • VO: Country of operation —; Class MID CAP ETF; Shares 2026-03-31 28,542; Shares 2026-06-30 115,220.
  • VEU: Country of operation —; Class ALLWRLD EX US; Shares 2026-03-31 78,415; Shares 2026-06-30 78,628.
  • VCIT: Country of operation —; Class INT-TERM CORP; Shares 2026-03-31 235,767; Shares 2026-06-30 241,437.

Two Form 13F-HR filings compared (SEC CIK 2149091): 2026-03-31 (filed 2026-08-31) and 2026-06-30 (filed 2026-08-12). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
VV
VANGUARD INDEX FDS
LARGE CAP ETF98,59999,704+1,105$29,466,305$34,289,338+$4,823,033
VO
VANGUARD INDEX FDS
MID CAP ETF28,542115,220+86,678$8,196,576$9,283,258+$1,086,682
VEU
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US78,41578,628+213$5,888,952$6,585,086+$696,134
VCIT
VANGUARD SCOTTSDALE FDS
INT-TERM CORP235,767241,437+5,670$19,509,757$19,954,728+$444,971
VGIT
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS308,638315,769+7,131$18,379,371$18,624,035+$244,664
VTV
VANGUARD INDEX FDS
VALUE ETF8,7178,745+28$1,710,280$1,905,872+$195,592
IBIT
ISHARES BITCOIN TRUST ETF
SHS BEN INT35,42835,748+320$1,361,144$1,190,051-$171,093
IWL
ISHARES TR
RUS TOP 200 ETF1,9131,917+4$307,053$354,626+$47,573
BND
VANGUARD BD INDEX FDS
TOTAL BND MRKT4,7114,730+19$346,893$347,204+$311

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