ARBOR TRUST WEALTH ADVISORS, LLC
RIA/Wealth
ARBOR TRUST WEALTH ADVISORS, LLC is a RIA/Wealth based in Ann Arbor, MI led by Sonia Sunik Patel, reporting $611.7M in AUM as of Q3 2025 with 56% ETF concentration.
CIOSonia Sunik Patel
- Portfolio Value
- $222.1M
- Positions
- 81
- Top Holding
- SCHF at 5.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ARBOR TRUST WEALTH ADVISORS, LLC's portfolio (41.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.0M | 5.39% | +$2.7M Bought | — 514.0K shares | |
ETF ETF | $11.0M | 4.97% | +$629.8K Bought | — 232.0K shares | |
ETF ETF | $10.9M | 4.89% | +$123.3K Bought | — 340.1K shares | |
Drug Manufacturers - General Healthcare | $10.4M | 4.70% | -$7.6K Sold | 0.00% 45.1K shares | |
ETF ETF | $8.8M | 3.96% | -$1.4M Sold | — 296.5K shares | |
ETF ETF | $8.4M | 3.80% | +$1.8M Bought | — 90.5K shares | |
Consumer Electronics Technology | $8.4M | 3.77% | -$37.2K Sold | 0.00% 32.9K shares | |
ETF ETF | $7.9M | 3.57% | -$323.9K Sold | — 13.2K shares | |
ETF ETF | $7.4M | 3.31% | +$321.8K Bought | — 279.3K shares | |
Software - Infrastructure Technology | $6.7M | 3.01% | -$60.1K Sold | 0.00% 12.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ARBOR TRUST WEALTH ADVISORS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+61.85% | |
+42.96% | |
+28.79% | |
+27.14% | |
+18.53% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-60.71% |
Analytics
Portfolio insights and performance metrics for ARBOR TRUST WEALTH ADVISORS, LLC
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