Arbor Wealth Management LLC, a wealth management firm based in Tempe, Arizona, has filed its latest 13F-HR report with the SEC, revealing a total of $111,664,633 in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategy and the types of securities it holds.
The report indicates that Arbor Wealth Management has a diversified portfolio, with investments in major companies such as Alphabet Inc., Amazon.com Inc., and Apple Inc. These holdings reflect the firm’s focus on technology and growth-oriented sectors, which have been pivotal in driving market performance.
Background
Arbor Wealth Management LLC is categorized under the SIC description for financial services, specifically focusing on wealth management. The firm is registered with the SEC under the Central Index Key (CIK) number 0002149091. Its recent filings include multiple 13F-HR submissions, with the latest filed on October 20, 2026, following previous filings on August 31 and August 12 of the same year.
What the Filing Says
The 13F-HR filing states that Arbor Wealth Management holds a total of 23 different securities. The firm’s investment discretion is marked as “SOLE” for all positions, indicating full control over these investments. The filing does not provide detailed information on individual performance but highlights the total value of holdings.
Impact
This filing may affect various stakeholders, including clients of Arbor Wealth Management, who can gain insights into the firm’s investment strategies. Additionally, competitors in the financial services industry may analyze these holdings to gauge market trends and client preferences.
What's Next
The filing does not say what happens next, but it sets the stage for future investment decisions and potential adjustments in response to market conditions.