ArborFi Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, ArborFi Advisors, LLC held in its portfolio 45 assets valued at $123,199,412 (i.e. $123.20M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($21.98M), ISHARES TR ($21.44M), and DIMENSIONAL ETF TRUST ($9.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ArborFi Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 366737 | 21979370 | STATE STREET SPD |
| ISHARES TR | 31297 | 21436232 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 224892 | 9571404 | CORE FIXED INCOM |
| VANGUARD WHITEHALL FDS | 61060 | 8763331 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 189942 | 7238697 | INTL CORE EQT MK |
| BLACKROCK ETF TRUST | 115171 | 7003549 | ISHARES US EQUIT |
| DIMENSIONAL ETF TRUST | 181016 | 6884038 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 132474 | 4314684 | EMGR CRE EQT MNG |
| BLACKROCK ETF TRUST II | 67669 | 3570893 | ISHARES FLEXIBLE |
| INVESCO EXCH TRADED FD TR II | 28233 | 3368762 | S&P 500 MOMNTM |
| ISHARES TR | 27902 | 2656828 | MBS ETF |
| INVESCO EXCHANGE TRADED FD T | 34146 | 2458853 | S&P SMLCP MOMENT |
| GLOBAL X FDS | 38830 | 1974894 | ARTIFICIAL ETF |
| GLOBAL X FDS | 27706 | 1795072 | DEFENSE TECH ETF |
| ISHARES TR | 34797 | 1491747 | 0-5YR HI YL CP |
| INVESCO EXCH TRD SLF IDX FD | 76741 | 1445417 | BULETSHS 2029 |
| INVESCO EXCH TRD SLF IDX FD | 68568 | 1412501 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 66775 | 1318138 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 74357 | 1258120 | INVSCO 30 CORP |
| INVESCO EXCH TRD SLF IDX FD | 62948 | 1232207 | BULSHS 2026 CB |
| VANGUARD INTL EQUITY INDEX F | 15081 | 1109358 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 2949 | 988711 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 1451 | 909966 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 17843 | 859497 | NATL MUN BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| WORLD GOLD TR | 7946 | 678350 | SPDR GLD MINIS |
| ISHARES TR | 6228 | 667081 | NATIONAL MUN ETF |
| ISHARES TR | 6161 | 657379 | SHRT NAT MUN ETF |
| BERKSHIRE HATHAWAY INC DEL | 874 | 439316 | CL B NEW |
| ALPHABET INC | 1384 | 433192 | CAP STK CL A |
| INVESCO EXCH TRADED FD TR II | 10687 | 429371 | 500 QVM MULTI |
| APPLE INC | 1563 | 424917 | COM |
| MICROSOFT CORP | 857 | 414462 | COM |
| INVESCO QQQ TR | 566 | 347699 | UNIT SER 1 |
| BLACKROCK ETF TRUST II | 6981 | 339835 | ISHARES HIGH YIE |
| SPDR S&P MIDCAP 400 ETF TR | 558 | 336630 | UTSER1 S&PDCRP |
| FIDELITY COVINGTON TRUST | 1424 | 319930 | MSCI INFO TECH I |
| VANGUARD INDEX FDS | 952 | 299690 | LARGE CAP ETF |
| ISHARES TR | 1997 | 297513 | ESG AWR MSCI USA |
| AMAZON COM INC | 1148 | 264981 | COM |
| ISHARES TR | 1186 | 235563 | MSCI USA QLT FCT |
| VANGUARD WORLD FD | 274 | 206536 | INF TECH ETF |
| ISHARES TR | 7963 | 203654 | IBONDS DEC 28 |
| ISHARES TR | 7929 | 203276 | IBONDS DEC 26 |
| ISHARES TR | 7994 | 202968 | IBONDS DEC 27 |
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