Arbor Wealth Management LLC\AZ 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
VVANGUARD INDEX FDSVV	30.49%	—	$34.3M	99,704	$0	+99,704	New Buy
VVANGUARD SCOTTSDALE FDSVCIT	17.74%	—	$20.0M	241,437	$0	+241,437	New Buy
VVANGUARD SCOTTSDALE FDSVGIT	16.56%	—	$18.6M	315,769	$0	+315,769	New Buy
VVANGUARD MIDVO	8.25%	—	$9.3M	115,220	$0	+115,220	New Buy
VVANGUARD INDEX FDSVB	5.87%	—	$6.6M	21,786	$0	+21,786	New Buy
VVANGUARD INTL EQUITY INDEX FVEU	5.85%	—	$6.6M	78,628	$0	+78,628	New Buy
SSELECT SECTOR SPDR TRXLK	3.52%	—	$4.0M	20,795	$0	+20,795	New Buy
ARISTA NETWORKS INCANET	1.74%	—	$2.0M	11,519	$0	+11,519	New Buy
VVANGUARD INDEX FDSVTV	1.69%	—	$1.9M	8,745	$0	+8,745	New Buy
RRBB FD INCTMFC	1.4%	—	$1.6M	20,644	$0	+20,644	New Buy
SSPDR GOLD TRGLD	1.33%	—	$1.5M	4,073	$0	+4,073	New Buy
IISHARES BITCOIN TRUST ETFIBIT	1.06%	—	$1.2M	35,748	$0	+35,748	New Buy
CROWDSTRIKE HLDGS INCCRWD	0.72%	—	$812,744	1,065	$0	+1,065	New Buy
AMAZON COM INCAMZN	0.46%	—	$519,105	2,178	$0	+2,178	New Buy
TESLA INCTSLA	0.42%	—	$473,596	1,126	$0	+1,126	New Buy
CAVCO INDS INC DELCVCO	0.41%	—	$462,628	753	$0	+753	New Buy
MASTERCARD INCORPORATEDMA	0.37%	—	$417,257	812	$0	+812	New Buy
SHOPIFY INCSHOP	0.35%	—	$396,433	3,472	$0	+3,472	New Buy
IISHARES TRIWL	0.32%	—	$354,626	1,917	$0	+1,917	New Buy
VVANGUARD TOTALBND	0.31%	—	$347,204	4,730	$0	+4,730	New Buy
IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD	0.26%	—	$291,779	5,793	$0	+5,793	New Buy
AXON ENTERPRISEAXON	0.24%	—	$272,456	486	$0	+486	New Buy
ALPHABET INCGOOGL	0.21%	—	$236,805	663	$0	+663	New Buy
APPLE INCAAPL	0.21%	—	$230,693	797	$0	+797	New Buy
IISHARES TR ISHARES SEMICDTRSOXX	0.2%	—	$226,829	354	$0	+354	New Buy
MICRON TECHNOLOGY INCMU	<0.01%	—	$2,308	2	$0	+2	New Buy

Arbor Wealth Management LLC\AZ

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