ARBOR TRUST WEALTH ADVISORS, LLC

Est. AUM

$227.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	INTL EQTY ETF	$17.3M	698930	7.60%	SOLE
2	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$10.8M	229340	4.74%	SOLE
3	ISHARES TR	MSCI EAFE ETF	$10.6M	109552	4.67%	SOLE
4	SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.7M	332885	4.26%	SOLE
5	ABBVIE INC	COM	$9.4M	43006	4.11%	SOLE
6	SCHWAB STRATEGIC TR	US MID-CAP ETF	$7.8M	251216	3.42%	SOLE
7	APPLE INC	COM	$7.5M	29603	3.30%	SOLE
8	SCHWAB STRATEGIC TR	US LRG CAP ETF	$7.0M	274068	3.09%	SOLE
9	PIMCO ETF TR	MULTISECTOR BD	$6.7M	257324	2.96%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$6.6M	117067	2.91%	SOLE
11	WISDOMTREE TR	EMER MKT HIGH FD	$6.4M	128648	2.81%	SOLE
12	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$6.1M	9933	2.70%	SOLE
13	ALPHABET INC	CAP STK CL A	$5.7M	19694	2.49%	SOLE
14	ISHARES TR	GLB INFRASTR ETF	$5.1M	76857	2.26%	SOLE
15	SCHWAB STRATEGIC TR	US SML CAP ETF	$5.1M	176628	2.26%	SOLE
16	ISHARES TR	CORE US AGGBD ET	$5.1M	51219	2.23%	SOLE
17	ABBOTT LABORATORIES	COM	$4.6M	44743	2.02%	SOLE
18	JPMORGAN CHASE & CO	COM	$4.6M	15497	2.00%	SOLE
19	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.5M	57210	1.99%	SOLE
20	MICROSOFT CORP	COM	$4.3M	11654	1.90%	SOLE
21	COSTCO WHOLESALE CORPORATION	COM	$4.1M	4090	1.79%	SOLE
22	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.8M	71110	1.69%	SOLE
23	ISHARES TR	SELECT US REIT	$3.7M	59711	1.62%	SOLE
24	CATERPILLAR INC	COM	$3.6M	5126	1.60%	SOLE
25	STRYKER CORPORATION	COM	$3.6M	11022	1.60%	SOLE
26	TJX COS INC NEW	COM	$3.4M	21482	1.51%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$3.3M	5025	1.44%	SOLE
28	SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.0M	99608	1.33%	SOLE
29	ISHARES TR	RUSSELL 2000 ETF	$3.0M	11909	1.30%	SOLE
30	CHEVRON CORPORATION	COM	$2.9M	13901	1.26%	SOLE
31	VISA INC	COM CL A	$2.9M	9507	1.26%	SOLE
32	ISHARES TR	CORE S&P MCP ETF	$2.6M	39227	1.16%	SOLE
33	ORACLE CORP	COM	$2.3M	15648	1.01%	SOLE
34	ISHARES INC	CORE MSCI EMKT	$2.2M	32043	0.98%	SOLE
35	PROCTER & GAMBLE CO	COM	$2.0M	13957	0.89%	SOLE
36	ELI LILLY & CO	COM	$2.0M	2191	0.89%	SOLE
37	MCDONALDS CORP	COM	$1.9M	6068	0.83%	SOLE
38	APPLIED MATLS INC	COM	$1.7M	5096	0.77%	SOLE
39	ISHARES TR	CORE S&P SCP ETF	$1.5M	12311	0.67%	SOLE
40	META PLATFORMS INC	CL A	$1.4M	2483	0.62%	SOLE
41	HONEYWELL INTL INC	COM	$1.3M	5921	0.59%	SOLE
42	PALO ALTO NETWORKS INC	COM	$1.2M	7410	0.52%	SOLE
43	EXXON MOBIL CORP	COM	$1.2M	6962	0.52%	SOLE
44	SALESFORCE INC	COM	$1.2M	6253	0.51%	SOLE
45	JOHNSON & JOHNSON	COM	$1.2M	4760	0.51%	SOLE
46	SCHWAB CHARLES CORP	COM	$1.1M	12225	0.50%	SOLE
47	LOWES COS INC	COM	$1.1M	4462	0.46%	SOLE
48	INTERNATIONAL BUSINESS MACHS	COM	$1.0M	4207	0.45%	SOLE
49	DTE ENERGY CO	COM	$996K	6759	0.44%	SOLE
50	NVIDIA CORPORATION	COM	$921K	5282	0.40%	SOLE

1–50 of 90

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.