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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Arbor Wealth Advisors LLC

Quarter ended Q3 2025 · Filed October 10, 2025 · Accession 0001754960-25-000656

Total Value
$133.9M
Positions
55
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (55)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908744166,988$31.1M23.25%
2VANGUARD STAR FDS921909768305,720$22.5M16.77%
3VANGUARD INDEX FDS92290875150,360$12.8M9.56%
4VANGUARD INDEX FDS92290861135,642$7.4M5.55%
5VANGUARD INDEX FDS92290876918,140$6.0M4.44%
6BORGWARNER INCBWA108,718$4.8M3.57%
7DIMENSIONAL ETF TRUST25434V708115,776$4.5M3.33%
8VANGUARD INTL EQUITY INDEX F92204271823,214$3.3M2.47%
9SPDR S&P 500 ETF TRSPY4,441$3.0M2.21%
10VANGUARD BD INDEX FDS92193782735,373$2.8M2.08%
11VANGUARD TAX-MANAGED FDS92194385845,301$2.7M2.03%
12AMERICAN CENTY ETF TR02507287722,865$2.3M1.70%
13ISHARES TR4642872003,058$2.0M1.53%
14BERKSHIRE HATHAWAY INC DELBRK-A3,694$1.9M1.39%
15MICROSOFT CORPMSFT3,163$1.6M1.22%
16VANGUARD SPECIALIZED FUNDS9219088447,292$1.6M1.17%
17APTIV PLCAPTV17,684$1.5M1.14%
18LEAR CORPLEA14,191$1.4M1.07%
19VANGUARD INTL EQUITY INDEX F92204285823,450$1.3M0.95%
20CATERPILLAR INCCAT2,437$1.2M0.87%
21VANGUARD INSTL INDEX FD92204084515,255$1.2M0.86%
22BOEING COBA-PA5,239$1.1M0.84%
23GENERAL DYNAMICS CORPGD3,095$1.1M0.79%
24JPMORGAN CHASE & CO.VYLD3,116$982,8800.73%
25VANGUARD INDEX FDS9229083631,496$916,1200.68%
26DIMENSIONAL ETF TRUST25434V72419,151$855,8580.64%
27VANGUARD WHITEHALL FDS9219464064,909$691,9240.52%
28ALPHABET INCGOOG2,690$655,1500.49%
29COGNIZANT TECHNOLOGY SOLUTIOCTSH9,636$646,2870.48%
30HOME DEPOT INCHD1,461$591,9830.44%
31VANGUARD INDEX FDS9229085536,000$548,5200.41%
32COCA COLA COKO8,265$548,1350.41%
33DTE ENERGY CODTK3,808$538,5650.40%
34SPDR SERIES TRUST78464A5089,650$533,9350.40%
35ISHARES TR4642876221,419$518,6160.39%
36ISHARES TR4642874995,337$515,2870.38%
37EATON CORP PLCETN1,366$511,2260.38%
38AMAZON COM INCAMZN2,320$509,4020.38%
39ALPHABET INCGOOG2,048$497,8690.37%
40FORD MTR CO34537086037,219$445,1390.33%
41AT&T INCT-PC15,631$441,4190.33%
42APPLE INCAAPL1,657$421,9930.32%
43RTX CORPORATIONRTX2,382$398,5800.30%
44ISHARES TR4642875981,910$388,8570.29%
45ISHARES TR4642878043,164$375,9780.28%
46VANGUARD BD INDEX FDS9219378194,235$330,7340.25%
47DIMENSIONAL ETF TRUST25434V5004,765$326,2120.24%
48BROADCOM INCAVGO890$293,6200.22%
49ISHARES TR464287614550$257,6260.19%
50ADVANCED MICRO DEVICES INCAMD1,560$252,3920.19%
51ISHARES TR46432F8422,882$251,6270.19%
52DIMENSIONAL ETF TRUST25434V8807,267$228,0380.17%
53SEMPRASREA2,406$216,4920.16%
54DT MIDSTREAM INCDTM1,904$215,2660.16%
55CUSTOM TRUCK ONE SOURCE INCCTOS15,260$97,9690.07%