Long-term investor

Arbor Trust Wealth Advisors, LLC @arbortrustwealthadvisors

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001797135).

Record

  • Tracked since 2025-06-30 (431 days), 74 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.0% · 6 months +8.4% · 1 year +15.8% · all +15.8%
  • Max drawdown -2.0% · Sharpe 1.00 · win rate 29% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524805 · 7.8% · long · since 2025-06-30
  • 808524300 · 4.4% · long · since 2025-06-30
  • ABBV · 4.3% · long · since 2025-06-30
  • 464287465 · 4.2% · long · since 2025-06-30
  • 46641Q670 · 4.0% · long · since 2025-06-30
  • 808524508 · 3.7% · long · since 2025-06-30
  • AAPL · 3.4% · long · since 2025-06-30
  • 808524201 · 3.2% · long · since 2025-06-30
  • 72201R585 · 3.1% · long · since 2025-06-30
  • 78464A508 · 2.9% · long · since 2025-06-30
  • 464288372 · 2.9% · long · since 2026-03-31
  • GOOGL · 2.7% · long · since 2025-06-30

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