Arbor Wealth Management LLC\AZ
Net buyer this quarter
$113M
12
+$37.1K
7.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ANET | $1.96M | 1.74% | 0.00% | -0.5% | Q4 2025 |
 GLD | $1.5M | 1.33% | 0.00% | +4.7% | Q4 2025 |
 IBIT | $1.19M | 1.06% | 0.00% | +0.9% | Q4 2025 |
 CRWD | $813K | 0.72% | 0.00% | +0.1% | Q4 2025 |
 AMZN | $519K | 0.46% | 0.00% | +0.5% | Q4 2025 |
 TSLA | $474K | 0.42% | 0.00% | Not reported | Q4 2025 |
 CVCO | $463K | 0.41% | 0.01% | -55.1% | Q1 2026 |
 MA | $417K | 0.37% | 0.00% | +0.9% | Q4 2025 |
 SHOP | $396K | 0.35% | 0.00% | +5.4% | Q4 2025 |
 AXON | $272K | 0.24% | 0.00% | Not reported | Q4 2025 |
 GOOGL | $237K | 0.21% | 0.00% | Not reported | Q4 2025 |
 AAPL | $231K | 0.20% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| GLD | $1.67M | 1.65% | 0.00% | -0.3% | Q4 2025 |
| ANET | $1.42M | 1.40% | 0.00% | -1.0% | Q4 2025 |
| IBIT | $1.36M | 1.34% | 0.00% | +6.0% | Q4 2025 |
| CVCO | $813K | 0.80% | 0.02% | New | Q1 2026 |
| AMZN | $451K | 0.44% | 0.00% | +0.2% | Q4 2025 |
| TSLA | $419K | 0.41% | 0.00% | Not reported | Q4 2025 |
| CRWD | $415K | 0.41% | 0.00% | -1.6% | Q4 2025 |
| MA | $402K | 0.40% | 0.00% | +0.1% | Q4 2025 |
| SHOP | $391K | 0.39% | 0.00% | +1.5% | Q4 2025 |
| AAPL | $202K | 0.20% | 0.00% | +0.1% | Q4 2025 |
| Q4 2025 | |||||
 PLTR | $24.5M | 19.03% | 0.01% | New | Q4 2025 |
| IBIT | $1.66M | 1.29% | 0.00% | New | Q4 2025 |
| GLD | $1.55M | 1.20% | 0.00% | New | Q4 2025 |
| ANET | $1.53M | 1.19% | 0.00% | New | Q4 2025 |
| SHOP | $523K | 0.41% | 0.00% | New | Q4 2025 |
| CRWD | $507K | 0.39% | 0.00% | New | Q4 2025 |
| TSLA | $506K | 0.39% | 0.00% | New | Q4 2025 |
| AMZN | $499K | 0.39% | 0.00% | New | Q4 2025 |
| MA | $459K | 0.36% | 0.00% | New | Q4 2025 |
| AXON | $259K | 0.20% | 0.00% | New | Q4 2025 |
 META | $225K | 0.18% | Not reported | New | Q4 2025 |
| AAPL | $216K | 0.17% | 0.00% | New | Q4 2025 |
 MKL | $209K | 0.16% | 0.00% | New | Q4 2025 |
| GOOGL | $198K | 0.15% | 0.00% | New | Q4 2025 |
 KNSL | $182K | 0.14% | 0.00% | New | Q4 2025 |
 MSFT | $153K | 0.12% | 0.00% | New | Q4 2025 |
| CMA | $141K | 0.11% | 0.00% | New | Q4 2025 |
 TTD | $111K | 0.09% | Not reported | New | Q4 2025 |
 CNI | $105K | 0.08% | 0.00% | New | Q4 2025 |
 NVDA | $105K | 0.08% | 0.00% | New | Q4 2025 |
 UPST | $100K | 0.08% | 0.00% | New | Q4 2025 |
 TEAM | $96.6K | 0.08% | Not reported | New | Q4 2025 |
 WD | $96.2K | 0.07% | 0.00% | New | Q4 2025 |
 ABNB | $94.1K | 0.07% | Not reported | New | Q4 2025 |
 QQQ | $92.9K | 0.07% | Not reported | New | Q4 2025 |
 WMT | $75.5K | 0.06% | 0.00% | New | Q4 2025 |
 LMND | $65.8K | 0.05% | 0.00% | New | Q4 2025 |
 V | $59.3K | 0.05% | 0.00% | New | Q4 2025 |
 PAYC | $53.9K | 0.04% | 0.00% | New | Q4 2025 |
 HUBS | $53.8K | 0.04% | 0.00% | New | Q4 2025 |
 NGG | $52.2K | 0.04% | 0.00% | New | Q4 2025 |
 ZS | $50.6K | 0.04% | 0.00% | New | Q4 2025 |
 ASML | $49.2K | 0.04% | 0.00% | New | Q4 2025 |
 RKLB | $43.4K | 0.03% | 0.00% | New | Q4 2025 |
 MELI | $42.3K | 0.03% | 0.00% | New | Q4 2025 |
 NFLX | $41.3K | 0.03% | 0.00% | New | Q4 2025 |
 AMT | $37K | 0.03% | 0.00% | New | Q4 2025 |
 ABBV | $36.4K | 0.03% | 0.00% | New | Q4 2025 |
 IREN | $36K | 0.03% | 0.00% | New | Q4 2025 |
| GOOG | $35.5K | 0.03% | Not reported | New | Q4 2025 |
 SBUX | $33.5K | 0.03% | 0.00% | New | Q4 2025 |
 CMG | $32.4K | 0.03% | 0.00% | New | Q4 2025 |
 LLY | $32.2K | 0.03% | 0.00% | New | Q4 2025 |
 PYPL | $30.1K | 0.02% | 0.00% | New | Q4 2025 |
 HD | $26.3K | 0.02% | 0.00% | New | Q4 2025 |
 AMD | $26.3K | 0.02% | 0.00% | New | Q4 2025 |
 ELF | $25.9K | 0.02% | 0.00% | New | Q4 2025 |
 ABT | $24.6K | 0.02% | 0.00% | New | Q4 2025 |
 GRAB | $18.8K | 0.01% | Not reported | New | Q4 2025 |
 SYY | $18.3K | 0.01% | 0.00% | New | Q4 2025 |