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Arbor Investment Advisors

Latest statistics and disclosures from Arbor Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWB, PRF, VEA, TFLO, BSV, and represent 51.39% of Arbor Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$8.2M), LOW, TFC, HALO, DUK, OKE, PRK, KEY, WRB, EMXC.
Started 26 new stock positions in TOWN, DFAC, JEPI, CULP, OKE, QCLN, V, PEG, IWS, OGS.
Reduced shares in these 10 stocks: IWB (-$17M), PRF (-$9.7M), PRFZ (-$5.6M), VEA (-$5.6M), EFA, VONE, TFLO, EEM, VWO, IWM.
Sold out of its positions in ADI, APO, BMY, AVGO, FDS, GE, TSM, TMO, GDX, VBIL. ACN.
Arbor Investment Advisors was a net seller of stock by $-34M.
Arbor Investment Advisors has $788M in assets under management (AUM), dropping by 0.93%.
Central Index Key (CIK): 0001590073

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Positions held by Arbor Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arbor Investment Advisors

Arbor Investment Advisors holds 127 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Russell 1000 ETF Etf (IWB)	14.0	$110M	-12%	302k	365.48	View chart
Invesco FTSE RAFI US 1000 ETF Etf (PRF)	11.8	$93M	-9%	2.1M	45.21	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	11.2	$88M	-5%	1.5M	59.92	View chart
iShares Treasury Floating Rate Bond ETF Etf (TFLO)	8.3	$65M	-4%	1.3M	50.59	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	6.1	$48M		607k	78.91	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	5.1	$40M		403k	100.25	View chart
Invesco FTSE RAFI US 1500 Small-Mid ETF Etf (PRFZ)	4.5	$35M	-13%	776k	45.42	View chart
iShares TIPS Bond ETF Etf (TIP)	4.4	$35M		314k	111.22	View chart
iShares MSCI EAFE ETF Etf (EFA)	3.6	$28M	-14%	302k	93.37	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	3.5	$27M	-6%	505k	54.18	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	2.7	$21M		416k	50.73	View chart
Vanguard Russell 1000 ETF Etf (VONE)	2.2	$17M	-16%	56k	302.35	View chart
Vanguard Total Bond Market ETF Etf (BND)	2.0	$16M	-2%	208k	74.37	View chart
Apple Stock (AAPL)	1.7	$14M	+150%	54k	254.63	View chart
iShares Russell 2000 ETF Etf (IWM)	1.5	$12M	-13%	47k	241.96	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	1.4	$11M	-4%	24k	468.40	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.3	$11M	-8%	122k	87.31	View chart
iShares Russell 1000 Value ETF Etf (IWD)	1.0	$7.5M	-4%	37k	203.59	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.8	$6.1M	-27%	114k	53.40	View chart
Vanguard Total World Stock Index ETF Etf (VT)	0.7	$5.8M		42k	137.80	View chart
Lowes Companies Stock (LOW)	0.7	$5.2M	+1679%	21k	251.31	View chart
PIMCO 1-5 Year U.S. TIPS Index ETF Etf (STPZ)	0.6	$4.8M		89k	54.18	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.6	$4.5M	-22%	68k	65.92	View chart
iShares Core MSCI Intl Developed Markets ETF Etf (IDEV)	0.6	$4.5M	-3%	56k	80.17	View chart
Microsoft Corp. Stock (MSFT)	0.5	$3.9M	-12%	7.5k	517.92	View chart
Truist Financial Corp. Stock (TFC)	0.5	$3.8M	+1327%	83k	45.72	View chart
iShares MSCI Emerging Markets ex China ETF Etf (EMXC)	0.3	$2.6M	+32%	38k	67.51	View chart
Berkshire Hathaway Inc. Cl B Stock (BRK.B)	0.3	$2.4M	-14%	4.8k	502.72	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.3	$2.4M	-30%	7.2k	328.19	View chart
Vanguard Short-Term Inflation-Protected Securities ETF Etf (VTIP)	0.3	$2.3M	-7%	46k	50.63	View chart
Cadence Bank Stock (CADE)	0.3	$2.3M	-13%	62k	37.54	View chart
Cisco Systems Stock (CSCO)	0.3	$2.1M		31k	68.42	View chart
Spdr S&p 500 Etf Etf (SPY)	0.3	$2.0M	-5%	3.0k	666.22	View chart
Vanguard Value ETF Etf (VTV)	0.2	$1.9M	-4%	10k	186.49	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	0.2	$1.9M	-23%	20k	97.82	View chart
Costco Wholesale Corp. Stock (COST)	0.2	$1.7M		1.8k	925.46	View chart
Vanguard Russell 1000 Value ETF Etf (VONV)	0.2	$1.6M		18k	89.37	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.2	$1.5M	-15%	2.2k	669.40	View chart
Home Depot Stock (HD)	0.2	$1.4M	+34%	3.5k	405.24	View chart
Duke Energy Corp. Stock (DUK)	0.2	$1.3M	+184%	11k	123.75	View chart
Vanguard Small-Cap Value Index ETF Etf (VBR)	0.2	$1.3M		6.4k	208.72	View chart
Vanguard ESG U.S. Stock ETF Etf (ESGV)	0.2	$1.3M		11k	118.44	View chart
Halozyme Therapeutics Stock (HALO)	0.2	$1.3M	NEW	18k	73.34	View chart
PIMCO Enhanced Short Maturity Active ETF Etf (MINT)	0.2	$1.2M	+3%	12k	100.69	View chart
McCormick & Company Stock (MKC.V)	0.1	$1.2M	+53%	17k	66.72	View chart
Morgan Stanley Stock (MS)	0.1	$1.0M	+19%	6.5k	158.96	View chart
ASML Holding Adr (ASML)	0.1	$934k		965.00	968.09	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$928k	-12%	7.7k	120.72	View chart
Allstate Corporation Stock (ALL)	0.1	$867k	+19%	4.0k	214.62	View chart
iShares 0-5 Year TIPS Bond ETF Etf (STIP)	0.1	$799k		7.7k	103.37	View chart
Bank of America Corp. Stock (BAC)	0.1	$798k	+88%	16k	51.59	View chart
Vanguard S&P 500 Value ETF Etf (VOOV)	0.1	$779k		3.9k	199.48	View chart
Berkshire Hathaway Stock (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Alphabet Inc. Cl C Stock (GOOG)	0.1	$752k		3.1k	243.55	View chart
Motorola Solutions Stock (MSI)	0.1	$744k		1.6k	457.29	View chart
Oneok Stock (OKE)	0.1	$730k	NEW	10k	72.97	View chart
JPMorgan Chase & Co. Stock (JPM)	0.1	$707k	-22%	2.2k	315.41	View chart
Exxon Mobil Corp. Stock (XOM)	0.1	$704k		6.2k	112.75	View chart
International Business Machines Corporation Stock (IBM)	0.1	$699k	+132%	2.5k	282.16	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$690k		1.9k	355.47	View chart
Park National Corp. Stock (PRK)	0.1	$665k	NEW	4.1k	162.53	View chart
KeyCorp Stock (KEY)	0.1	$664k	NEW	36k	18.69	View chart
W.R. Berkley Corporation Stock (WRB)	0.1	$650k	NEW	8.5k	76.62	View chart
Capital One Financial Corp. Stock (COF)	0.1	$609k		2.9k	212.58	View chart
TowneBank Stock (TOWN)	0.1	$604k	NEW	18k	34.57	View chart
Coca-Cola Stock (KO)	0.1	$587k	+40%	8.9k	66.32	View chart
HCA Healthcare Stock (HCA)	0.1	$543k	NEW	1.3k	426.27	View chart
Oracle Corporation Stock (ORCL)	0.1	$533k	-38%	1.9k	281.24	View chart
Johnson & Johnson Stock (JNJ)	0.1	$520k		2.8k	185.42	View chart
Vanguard Russell 3000 ETF Etf (VTHR)	0.1	$507k	-3%	1.7k	294.34	View chart
iShares Core 80/20 Aggressive Allocation ETF Etf (AOA)	0.1	$504k	+36%	5.7k	88.14	View chart
Boeing Stock (BA)	0.1	$502k	NEW	2.3k	215.83	View chart
Public Service Enterprise Group Stock (PEG)	0.1	$501k	NEW	6.0k	83.46	View chart
AutoZone Stock (AZO)	0.1	$493k	NEW	115.00	4290.24	View chart
Amazon.com Stock (AMZN)	0.1	$487k	+12%	2.2k	219.57	View chart
Caterpillar Stock (CAT)	0.1	$485k		1.0k	477.15	View chart
UnitedHealth Group Stock (UNH)	0.1	$473k	+89%	1.4k	345.30	View chart
Wells Fargo & Co. Stock (WFC)	0.1	$462k	NEW	5.5k	83.82	View chart
McDonalds Corporation Stock (MCD)	0.1	$460k	-14%	1.5k	303.89	View chart
RTX Corporation Stock (RTX)	0.1	$449k		2.7k	167.33	View chart
iShares MSCI World ETF Etf (URTH)	0.1	$446k	-11%	2.5k	181.53	View chart
Procter & Gamble Stock (PG)	0.1	$430k	-14%	2.8k	153.65	View chart
Alphabet Inc. Cl A Stock (GOOGL)	0.1	$402k	+10%	1.7k	243.10	View chart
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.1	$400k		6.2k	65.00	View chart
Dimensional U.S. Core Equity 2 ETF Etf (DFAC)	0.0	$379k	NEW	9.8k	38.57	View chart
Raymond James Financial Stock (RJF)	0.0	$376k		2.2k	172.60	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.0	$359k		1.1k	320.17	View chart
Cummins Stock (CMI)	0.0	$357k	+29%	846.00	422.37	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$352k	+9%	2.5k	142.11	View chart
Mastercard Incorporated Stock (MA)	0.0	$350k	NEW	616.00	568.81	View chart
iShares MSCI KLD 400 Social ETF Etf (DSI)	0.0	$350k		2.8k	125.95	View chart
AbbVie Stock (ABBV)	0.0	$335k	-36%	1.4k	231.58	View chart
Invesco S&P 500 Equal Weight Technology ETF Etf (RSPT)	0.0	$329k	-11%	7.4k	44.58	View chart
Williams Companies Stock (WMB)	0.0	$317k	NEW	5.0k	63.35	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.0	$299k		2.1k	142.41	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.0	$299k		3.1k	96.56	View chart
iShares U.S. Healthcare ETF Etf (IYH)	0.0	$293k	+12%	5.0k	58.72	View chart
NVIDIA Corporation Stock (NVDA)	0.0	$293k	-3%	1.6k	186.60	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.0	$291k	+7%	3.3k	89.34	View chart
Visa Stock (V)	0.0	$290k	NEW	851.00	341.26	View chart
Vanguard Large Cap ETF Etf (VV)	0.0	$289k		939.00	307.86	View chart
Ross Stores Stock (ROST)	0.0	$289k	NEW	1.9k	152.39	View chart
Chevron Corp. Stock (CVX)	0.0	$288k	+5%	1.9k	155.29	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.0	$285k	-15%	5.3k	53.87	View chart
Abbott Laboratories Stock (ABT)	0.0	$271k		2.0k	133.95	View chart
Honeywell International Stock (HON)	0.0	$270k		1.3k	210.44	View chart
Vanguard Mid-Cap Growth ETF Etf (VOT)	0.0	$270k		919.00	293.79	View chart
Union Pacific Corp. Stock (UNP)	0.0	$269k	-22%	1.1k	236.34	View chart
Walmart Stock (WMT)	0.0	$269k		2.6k	103.06	View chart
iShares Gold Trust ETF Etf (IAU)	0.0	$256k	-45%	3.5k	72.77	View chart
McCormick & Company Stock (MKC)	0.0	$237k	NEW	3.5k	66.91	View chart
Tesla Stock (TSLA)	0.0	$237k	NEW	533.00	444.92	View chart
Fresenius Medical Care Adr (FMS)	0.0	$233k		8.9k	26.33	View chart
Calvert US Select Equity ETF Etf (CVSE)	0.0	$231k	-4%	3.1k	74.28	View chart
O'Reilly Automotive Stock (ORLY)	0.0	$228k	NEW	2.1k	107.81	View chart
Vanguard ESG International Stock ETF Etf (VSGX)	0.0	$222k	NEW	3.2k	69.36	View chart
Fastenal Company Stock (FAST)	0.0	$221k	NEW	4.5k	49.04	View chart
Enbridge Stock (ENB)	0.0	$221k	-29%	4.4k	50.46	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.0	$217k	NEW	3.8k	57.10	View chart
First Trust NASDAQ Clean Edge Green Energy Idx EFT Etf (QCLN)	0.0	$214k	NEW	5.1k	41.96	View chart
Illinois Tool Works Stock (ITW)	0.0	$211k	-30%	809.00	260.77	View chart
Phillips 66 Stock (PSX)	0.0	$210k	-15%	1.5k	136.01	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	0.0	$209k	NEW	1.5k	139.71	View chart
Armada Hoffler Properties Reit (AHH)	0.0	$204k		29k	7.01	View chart
ONE Gas Stock (OGS)	0.0	$202k	NEW	2.5k	80.94	View chart
Cu Stock (CULP)	0.0	$187k	NEW	42k	4.46	View chart
Ford Motor Company Stock (F)	0.0	$185k		15k	11.96	View chart

Past Filings by Arbor Investment Advisors

SEC 13F filings are viewable for Arbor Investment Advisors going back to 2013

Arbor Investment Advisors 2025 Q3 filed Oct. 21, 2025
Arbor Investment Advisors 2025 Q2 filed July 30, 2025
Arbor Investment Advisors 2025 Q1 filed April 25, 2025
Arbor Investment Advisors 2024 Q4 filed Feb. 4, 2025
Arbor Investment Advisors 2024 Q3 filed Oct. 24, 2024
Arbor Investment Advisors 2024 Q2 filed Aug. 5, 2024
Arbor Investment Advisors 2024 Q1 filed April 23, 2024
Arbor Investment Advisors 2023 Q4 filed Jan. 29, 2024
Arbor Investment Advisors 2023 Q3 filed Oct. 24, 2023
Arbor Investment Advisors 2023 Q2 filed Aug. 7, 2023
Arbor Investment Advisors 2023 Q1 filed April 21, 2023
Arbor Investment Advisors 2022 Q4 filed Jan. 27, 2023
Arbor Investment Advisors 2022 Q3 filed Nov. 1, 2022
Arbor Investment Advisors 2022 Q2 filed July 28, 2022
Arbor Investment Advisors 2022 Q1 filed April 21, 2022
Arbor Investment Advisors 2021 Q4 filed Jan. 21, 2022

View all past filings

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