Arbor Wealth Management LLC, a registered investment adviser based in Tempe, Arizona, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC). The filing reports the firm's equity holdings as of the close of business on September 30, 2026.
The report lists 23 individual securities held by the firm. The largest holding disclosed in the filing is the Vanguard Mid-Cap Index Fund, which accounts for 115,911 shares. This is followed by the Vanguard Small-Cap Index Fund, with 21,524 shares, and the Vanguard Large-Cap Index Fund, which holds 97,903 shares.
Among the individual company names listed, Palantir Technologies Inc. Class A shares are held at a value of 3,930 shares. Shopify Inc. Class A shares are listed at 2,871, and Tesla Inc. shares are listed at 953. The filing also includes a significant position in the iShares Bitcoin Trust ETF, with 34,558 shares.
The portfolio consists entirely of exchange-traded funds (ETFs) and common stocks, with no options or other derivative instruments listed in the information table. The filing was signed by Shannon Hemphill, the Compliance Consultant for Arbor Wealth Management LLC.
