Notify me when ARBOR TRUST WEALTH ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 82 | $228,668,664 | +$15,634,258 | -$12,254,200 | +$3,380,058 | SCHF, JCPB, SCHG, EFA, ABBV | 13F-HR | 05 Feb 2026, 15:31 |
| Q3 2025 | 81 | $222,059,379 | +$10,157,153 | -$6,434,588 | +$3,722,565 | SCHF, JCPB, SCHG, ABBV, SCHM | 13F-HR | 10 Nov 2025, 12:06 |
| Q2 2025 | 84 | $204,434,681 | +$696,382 | -$22,062,393 | -$21,366,011 | JCPB, SCHG, SCHM, SCHF, ABBV | 13F-HR | 07 Aug 2025, 16:01 |
| Q1 2025 | 95 | $213,194,039 | +$8,206,396 | -$6,002,158 | +$2,204,238 | JCPB, SCHM, ABBV, SCHG, SCHF | 13F-HR | 28 Apr 2025, 08:56 |
| Q4 2024 | 93 | $213,460,015 | +$50,158,604 | -$6,442,225 | +$43,716,379 | SCHM, JCPB, SCHG, SCHF, AAPL | 13F-HR | 16 Jan 2025, 09:13 |
| Q3 2024 | 100 | $189,935,992 | $0 | $0 | $0 | SCHF, SCHM, SCHG, ABBV, AAPL | 13F-HR | 23 Oct 2024, 08:16 |
| Q2 2024 | 100 | $190,435,845 | +$6,985,407 | -$3,624,620 | +$3,360,787 | SCHF, SCHM, SCHG, ABBV, AAPL | 13F-HR | 02 Aug 2024, 13:30 |
| Q1 2024 | 98 | $182,022,212 | +$16,636,201 | -$8,012,456 | +$8,623,745 | SCHM, SCHF, SCHG, ABBV, MDY | 13F-HR | 15 Apr 2024, 11:29 |
| Q4 2023 | 92 | $168,021,785 | +$7,408,066 | -$5,428,785 | +$1,979,281 | SCHM, SCHF, SCHG, ABBV, AAPL | 13F-HR | 30 Jan 2024, 10:51 |
| Q3 2023 | 90 | $151,855,265 | +$4,815,459 | -$5,229,947 | -$414,488 | SCHM, SCHF, ABBV, AAPL, SCHV | 13F-HR | 10 Oct 2023, 09:10 |
| Q2 2023 | 96 | $157,268,815 | +$5,720,188 | -$8,281,227 | -$2,561,039 | SCHM, AAPL, SCHG, MDY, SCHV | 13F-HR | 31 Jul 2023, 09:28 |
| Q1 2023 | 97 | $152,151,724 | +$5,663,240 | -$4,660,972 | +$1,002,268 | SCHM, ABBV, AAPL, MDY, SCHV | 13F-HR | 02 May 2023, 10:22 |
| Q4 2022 | 100 | $144,898,923 | +$5,846,805 | -$3,901,331 | +$1,945,474 | SCHM, ABBV, SCHV, MDY, SCHF | 13F-HR | 31 Jan 2023, 09:37 |
| Q3 2022 | 96 | $131,532,000 | +$6,702,666 | -$6,969,690 | -$267,024 | SCHM, ABBV, AAPL, MDY, SCHV | 13F-HR | 24 Oct 2022, 11:27 |
| Q2 2022 | 100 | $143,413,000 | +$7,788,514 | -$8,004,022 | -$215,508 | SCHM, ABBV, AAPL, MDY, SCHF | 13F-HR | 15 Jul 2022, 11:39 |
| Q1 2022 | 102 | $166,643,000 | +$16,328,138 | -$7,901,175 | +$8,426,963 | AAPL, SCHM, SCHF, ABBV, MDY | 13F-HR | 25 Apr 2022, 14:07 |
| Q4 2021 | 101 | $173,496,000 | +$4,900,365 | -$4,595,955 | +$304,410 | SCHM, SCHF, AAPL, MDY, ABT | 13F-HR | 20 Jan 2022, 16:22 |
| Q3 2021 | 99 | $160,135,000 | +$2,648,815 | -$1,465,686 | +$1,183,129 | SCHM, SCHF, MDY, AAPL, SCHX | 13F-HR | 12 Nov 2021, 09:03 |
| Q2 2021 | 98 | $159,323,000 | +$4,597,628 | -$2,866,197 | +$1,731,431 | SCHM, SCHF, MDY, AAPL, SCHX | 13F-HR | 26 Jul 2021, 10:36 |
| Q1 2021 | 95 | $149,696,000 | +$9,799,562 | -$5,191,945 | +$4,607,617 | SCHM, SCHF, MDY, SCHX, AAPL | 13F-HR | 10 May 2021, 07:12 |
| Q4 2020 | 95 | $137,709,000 | +$9,107,494 | -$1,472,374 | +$7,635,120 | SCHX, AAPL, SCHF, SCHM, MDY | 13F-HR | 10 Feb 2021, 07:33 |
| Q3 2020 | 83 | $115,559,000 | +$8,443,197 | -$5,541,577 | +$2,901,620 | SCHX, AAPL, SCHF, ABT, SCHM | 13F-HR | 09 Nov 2020, 10:02 |
| Q2 2020 | 82 | $110,624,000 | +$2,268,908 | -$2,774,289 | -$505,381 | SCHX, SCHF, AAPL, ABBV, SCHM | 13F-HR | 05 Aug 2020, 07:17 |
| Q1 2020 | 81 | $94,615,000 | +$3,566,662 | -$4,353,849 | -$787,187 | SCHX, SCHF, SCHP, ABT, AAPL | 13F-HR | 29 Apr 2020, 18:52 |
| Q4 2019 | 83 | $116,805,000 | $0 | $0 | $0 | SCHX, SCHF, MDY, SCHM, ABT | 13F-HR | 03 Feb 2020, 17:08 |