Universe · entity

ARBOR TRUST WEALTH ADVISORS, LLC

Institutional manager (13F) · CIK 1797135
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $211M
#IssuerValueShares
1SCHWAB STRATEGIC TR$17M698,930
2J P MORGAN EXCHANGE TRADED F$11M229,340
3ISHARES TR$11M109,552
4SCHWAB STRATEGIC TR$10M332,885
5ABBVIE INC$9M43,006
6SCHWAB STRATEGIC TR$8M251,216
7APPLE INC$8M29,603
8SCHWAB STRATEGIC TR$7M274,068
9PIMCO ETF TR$7M257,324
10SPDR SERIES TRUST$7M117,067
11WISDOMTREE TR$6M128,648
12STATE STR SPDR S&P MIDCAP 40$6M9,933
13ALPHABET INC$6M19,694
14ISHARES TR$5M76,857
15SCHWAB STRATEGIC TR$5M176,628
16ISHARES TR$5M51,219
17ABBOTT LABORATORIES$5M44,743
18JPMORGAN CHASE & CO$5M15,497
19VANGUARD SCOTTSDALE FDS$5M57,210
20MICROSOFT CORP$4M11,654
21COSTCO WHOLESALE CORPORATION$4M4,090
22VANGUARD INTL EQUITY INDEX F$4M71,110
23ISHARES TR$4M59,711
24CATERPILLAR INC$4M5,126
25STRYKER CORPORATION$4M11,022
26TJX COS INC NEW$3M21,482
27ISHARES TR$3M5,025
28SCHWAB STRATEGIC TR$3M99,608
29ISHARES TR$3M11,909
30CHEVRON CORPORATION$3M13,901
31VISA INC$3M9,507
32ISHARES TR$3M39,227
33ORACLE CORP$2M15,648
34ISHARES INC$2M32,043
35PROCTER & GAMBLE CO$2M13,957
36ELI LILLY & CO$2M2,191
37MCDONALDS CORP$2M6,068
38APPLIED MATLS INC$2M5,096
39ISHARES TR$2M12,311
40META PLATFORMS INC$1M2,483
41HONEYWELL INTL INC$1M5,921
42PALO ALTO NETWORKS INC$1M7,410
43EXXON MOBIL CORP$1M6,962
44SALESFORCE INC$1M6,253
45JOHNSON & JOHNSON$1M4,760
46SCHWAB CHARLES CORP$1M12,225
47LOWES COS INC$1M4,462
48INTERNATIONAL BUSINESS MACHS$1M4,207
49DTE ENERGY CO$996k6,759
50NVIDIA CORPORATION$921k5,282
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.