Arbor Wealth Advisors Llc Q2 2026 Portfolio Activity
This analysis details observable purchases and sales by Arbor Wealth Advisors Llc during the second quarter of 2026, highlighting significant changes in their holdings.
During the second quarter ending June 30th, 2026, Arbor Wealth Advisors Llc made several notable adjustments to its portfolio. The firm increased positions in specific individual stocks and exchange-traded funds (ETFs), while simultaneously reducing exposure in others.
The most significant purchase during the quarter was IWF, an iShares Trust fund tracking the Industrial Sector. Arbor Wealth added 1,650 shares to this position, representing a substantial increase of +300% and contributing significantly to their overall portfolio growth for the period.
Alongside IWF, they also increased holdings in two individual stocks: BWA, the Borg Warner Inc. (Consumer Cyclical sector), which saw no change in shares but a notable increase in value (+20.44%), and BSV, another Vanguard fund focused on Business Development Companies within the Industrials space, with +15.14% growth.
In addition to these substantial buys, Arbor Wealth also increased their stake in other individual stocks like AAPL (Apple Inc., Technology sector) by 6133 shares (+20.44%), and CTSH (Cognizant Technology Solutions Corp., Technology sector) although the latter saw a slight decrease of -52 shares (-0.54%). Furthermore, they boosted their position in NVDA (NVIDIA Corporation, Technology sector), adding 1060 shares (+100%) and increasing its portfolio allocation.
Conversely, the firm significantly reduced its exposure to certain sectors or specific holdings. The largest sale was observed in the BOEING CO, which is part of the Industrials sector. Arbor Wealth sold 2795 shares, resulting in a -53.49% change and reducing its portfolio allocation to just 0.32%. This exit from Boeing was substantial.
Other notable sales included VBR, which experienced a minor reduction of -0.21%, and the exit from AVLV, another American Century ETF Trust, with a change of -10.19%. However, these changes were less dramatic than the sale from Boeing.