Universe · entity
ARBOR TRUST WEALTH ADVISORS, LLC
Institutional manager (13F) · CIK 1797135
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $211M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $17M | 698,930 |
| 2 | J P MORGAN EXCHANGE TRADED F | $11M | 229,340 |
| 3 | ISHARES TR | $11M | 109,552 |
| 4 | SCHWAB STRATEGIC TR | $10M | 332,885 |
| 5 | ABBVIE INC | $9M | 43,006 |
| 6 | SCHWAB STRATEGIC TR | $8M | 251,216 |
| 7 | APPLE INC | $8M | 29,603 |
| 8 | SCHWAB STRATEGIC TR | $7M | 274,068 |
| 9 | PIMCO ETF TR | $7M | 257,324 |
| 10 | SPDR SERIES TRUST | $7M | 117,067 |
| 11 | WISDOMTREE TR | $6M | 128,648 |
| 12 | STATE STR SPDR S&P MIDCAP 40 | $6M | 9,933 |
| 13 | ALPHABET INC | $6M | 19,694 |
| 14 | ISHARES TR | $5M | 76,857 |
| 15 | SCHWAB STRATEGIC TR | $5M | 176,628 |
| 16 | ISHARES TR | $5M | 51,219 |
| 17 | ABBOTT LABORATORIES | $5M | 44,743 |
| 18 | JPMORGAN CHASE & CO | $5M | 15,497 |
| 19 | VANGUARD SCOTTSDALE FDS | $5M | 57,210 |
| 20 | MICROSOFT CORP | $4M | 11,654 |
| 21 | COSTCO WHOLESALE CORPORATION | $4M | 4,090 |
| 22 | VANGUARD INTL EQUITY INDEX F | $4M | 71,110 |
| 23 | ISHARES TR | $4M | 59,711 |
| 24 | CATERPILLAR INC | $4M | 5,126 |
| 25 | STRYKER CORPORATION | $4M | 11,022 |
| 26 | TJX COS INC NEW | $3M | 21,482 |
| 27 | ISHARES TR | $3M | 5,025 |
| 28 | SCHWAB STRATEGIC TR | $3M | 99,608 |
| 29 | ISHARES TR | $3M | 11,909 |
| 30 | CHEVRON CORPORATION | $3M | 13,901 |
| 31 | VISA INC | $3M | 9,507 |
| 32 | ISHARES TR | $3M | 39,227 |
| 33 | ORACLE CORP | $2M | 15,648 |
| 34 | ISHARES INC | $2M | 32,043 |
| 35 | PROCTER & GAMBLE CO | $2M | 13,957 |
| 36 | ELI LILLY & CO | $2M | 2,191 |
| 37 | MCDONALDS CORP | $2M | 6,068 |
| 38 | APPLIED MATLS INC | $2M | 5,096 |
| 39 | ISHARES TR | $2M | 12,311 |
| 40 | META PLATFORMS INC | $1M | 2,483 |
| 41 | HONEYWELL INTL INC | $1M | 5,921 |
| 42 | PALO ALTO NETWORKS INC | $1M | 7,410 |
| 43 | EXXON MOBIL CORP | $1M | 6,962 |
| 44 | SALESFORCE INC | $1M | 6,253 |
| 45 | JOHNSON & JOHNSON | $1M | 4,760 |
| 46 | SCHWAB CHARLES CORP | $1M | 12,225 |
| 47 | LOWES COS INC | $1M | 4,462 |
| 48 | INTERNATIONAL BUSINESS MACHS | $1M | 4,207 |
| 49 | DTE ENERGY CO | $996k | 6,759 |
| 50 | NVIDIA CORPORATION | $921k | 5,282 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.