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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 52.57% of Arbor Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: TFLO, PRF, VEA, VWO, HALO, PRFZ, BSV, AGG, JPST, AAPL.
Started 8 new stock positions in SCCO, COP, RNST, ONDS, DELL, HALO, VOO, EZU.
Reduced shares in these 10 stocks: LOW, IWB, TFC, BND, DUK, PRK, COST, WRB, , IBM.
Sold out of its positions in APH, AMAT, WRB, Dimensional Etf Trust, FITB, QCLN, FMS, GEV, HCA, IBM. PIO, IWS, ICF, JEPI, LOW, MRK, PRK, PEG, SHOP, TSM, TOWN, WFC.
Arbor Investment Advisors was a net seller of stock by $-732k.
Arbor Investment Advisors has $877M in assets under management (AUM), dropping by -0.74%.
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 131 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Russell 1000 ETF Etf (IWB)	13.3	$116M		279k	416.13	View chart
Invesco FTSE RAFI US 1000 ETF Etf (PRF)	13.1	$115M	+2%	2.1M	54.43	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	12.1	$106M	+2%	1.5M	70.61	View chart
iShares Treasury Floating Rate Bond ETF Etf (TFLO)	8.1	$71M	+5%	1.4M	50.67	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	6.0	$53M	+2%	693k	76.40	View chart
Invesco FTSE RAFI US 1500 Small-Mid ETF Etf (PRFZ)	5.0	$44M	+3%	835k	52.33	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	4.6	$41M	+3%	429k	94.54	View chart
iShares TIPS Bond ETF Etf (TIP)	3.9	$34M		330k	104.04	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	3.7	$32M	+8%	543k	59.31	View chart
iShares MSCI EAFE ETF Etf (EFA)	3.4	$30M		286k	103.89	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	2.8	$25M	+4%	490k	50.37	View chart
Vanguard Russell 1000 ETF Etf (VONE)	2.0	$18M	-2%	52k	344.00	View chart
Apple Stock (AAPL)	1.8	$16M	+5%	47k	333.02	View chart
Vanguard Total Bond Market ETF Etf (BND)	1.7	$15M	-6%	215k	70.15	View chart
iShares Russell 2000 ETF Etf (IWM)	1.4	$13M		45k	277.89	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	1.4	$12M		98k	125.26	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.1	$9.8M		101k	96.88	View chart
iShares Russell 1000 Value ETF Etf (IWD)	1.0	$9.2M		37k	247.93	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.8	$6.9M		104k	66.79	View chart
Vanguard Total World Stock Index ETF Etf (VT)	0.7	$6.6M		42k	157.85	View chart
Vanguard 0-3 Month Treasury Bill ETF Etf (VBIL)	0.7	$6.1M		80k	75.72	View chart
PIMCO 1-5 Year U.S. TIPS Index ETF Etf (STPZ)	0.6	$5.6M	+3%	109k	51.87	View chart
iShares MSCI Emerging Markets ex China ETF Etf (EMXC)	0.6	$5.6M		57k	99.08	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.6	$4.9M	-4%	61k	81.16	View chart
iShares Core MSCI Intl Developed Markets ETF Etf (IDEV)	0.6	$4.9M		55k	89.48	View chart
Microsoft Corp. Stock (MSFT)	0.5	$4.8M	-10%	9.4k	512.91	View chart
Cisco Systems Stock (CSCO)	0.4	$3.3M		31k	107.63	View chart
Vanguard Morningstar Total Stock Market ETF Etf (VTI)	0.4	$3.3M	+5%	8.7k	374.23	View chart
Vanguard Short-Term Inflation-Protected Securities ETF Etf (VTIP)	0.3	$2.8M	+19%	56k	49.22	View chart
Berkshire Hathaway Stock (BRK.B)	0.3	$2.4M		4.8k	497.93	View chart
Vanguard Morningstar Value ETF Etf (VTV)	0.3	$2.3M	-18%	11k	216.07	View chart
Huntington Bancshares Incorporated Stock (HBAN)	0.2	$2.0M	-9%	132k	15.26	View chart
Halozyme Therapeutics Stock (HALO)	0.2	$2.0M	NEW	18k	110.40	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	0.2	$2.0M		18k	112.24	View chart
Vanguard Russell 1000 Value ETF Etf (VONV)	0.2	$1.8M		16k	108.70	View chart
ASML Holding Adr (ASML)	0.2	$1.8M		970.00	1811.50	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.2	$1.7M		2.2k	765.85	View chart
Vanguard ESG U.S. Stock ETF Etf (ESGV)	0.2	$1.6M		12k	135.53	View chart
Alphabet Inc. Cl A Stock (GOOGL)	0.2	$1.5M		4.5k	344.08	View chart
Dimensional International Core Equity Market ETF Etf (DFAI)	0.2	$1.5M	+36%	37k	41.43	View chart
Alphabet Inc. Cl C Stock (GOOG)	0.2	$1.5M	-7%	4.4k	340.74	View chart
Vanguard Morningstar Small-Cap Value ETF Etf (VBR)	0.2	$1.4M	-3%	6.1k	231.03	View chart
PIMCO Enhanced Short Maturity Active ETF Etf (MINT)	0.1	$1.3M	+43%	13k	100.55	View chart
NVIDIA Corporation Stock (NVDA)	0.1	$1.2M	-14%	5.3k	228.39	View chart
Exxon Mobil Corp. Stock (XOM)	0.1	$1.1M	+2%	6.9k	162.75	View chart
Schwab Fundamental U.S. Large Company ETF Etf (FNDX)	0.1	$1.1M	+134%	34k	31.47	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.1	$1.0M		7.3k	142.26	View chart
Costco Wholesale Corp. Stock (COST)	0.1	$896k	-43%	985.00	910.03	View chart
Amazon.com Stock (AMZN)	0.1	$833k	-27%	3.3k	249.12	View chart
Caterpillar Stock (CAT)	0.1	$821k		1.0k	810.79	View chart
JPMorgan Chase & Co. Stock (JPM)	0.1	$797k		2.4k	330.85	View chart
Morgan Stanley Stock (MS)	0.1	$783k	-20%	4.2k	188.07	View chart
Johnson & Johnson Stock (JNJ)	0.1	$765k		2.9k	264.74	View chart
JPMorgan Municipal ETF Etf (JMUB)	0.1	$748k		16k	47.58	View chart
Berkshire Hathaway Stock (BRK.A)	0.1	$747k		1.00	747005.00	View chart
Motorola Solutions Stock (MSI)	0.1	$726k		1.6k	445.93	View chart
Spdr S&p 500 Etf Etf (SPY)	0.1	$711k		932.00	762.30	View chart
Vanguard S&P 500 Value ETF Etf (VOOV)	0.1	$671k	-22%	3.0k	220.33	View chart
Enterprise Products Partners Stock (EPD)	0.1	$664k	+27%	19k	35.61	View chart
Eli Lilly & Co. Stock (LLY)	0.1	$663k	-4%	573.00	1157.52	View chart
Home Depot Stock (HD)	0.1	$662k	-34%	2.3k	284.54	View chart
iShares 0-5 Year TIPS Bond ETF Etf (STIP)	0.1	$639k		6.4k	99.70	View chart
RTX Corporation Stock (RTX)	0.1	$576k	-12%	3.1k	185.65	View chart
SPDR Gold Shares ETF Etf (GLD)	0.1	$560k	-21%	1.5k	380.89	View chart
Vanguard Russell 3000 ETF Etf (VTHR)	0.1	$543k		1.6k	335.50	View chart
McCormick & Company Stock (MKC.V)	0.1	$542k	-34%	11k	47.94	View chart
Vanguard Short-Term Tax-Exempt Bond ETF Etf (VTES)	0.1	$485k	-26%	4.9k	98.60	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.1	$470k	-14%	7.6k	61.50	View chart
AbbVie Stock (ABBV)	0.1	$470k	-23%	1.8k	261.57	View chart
Coca-Cola Stock (KO)	0.1	$458k	-42%	5.3k	86.08	View chart
Visa Stock (V)	0.1	$453k	-3%	1.3k	359.24	View chart
Cummins Stock (CMI)	0.1	$452k		874.00	516.57	View chart
iShares MSCI World ETF Etf (URTH)	0.1	$442k		2.1k	206.20	View chart
Bank of America Corp. Stock (BAC)	0.1	$442k	-47%	8.1k	54.43	View chart
Chevron Corp. Stock (CVX)	0.1	$441k		2.2k	204.20	View chart
Procter & Gamble Stock (PG)	0.1	$440k	+15%	3.0k	145.26	View chart
Boeing Stock (BA)	0.0	$432k		2.3k	186.05	View chart
Duke Energy Corp. Stock (DUK)	0.0	$430k	-70%	3.8k	114.01	View chart
Broadcom Stock (AVGO)	0.0	$428k	+4%	1.2k	351.32	View chart
Invesco S&P 500 Equal Weight Technology ETF Etf (RSPT)	0.0	$426k	-9%	6.5k	65.86	View chart
McDonalds Corporation Stock (MCD)	0.0	$407k		1.8k	230.94	View chart
Mastercard Incorporated Stock (MA)	0.0	$404k	-13%	732.00	551.47	View chart
Micron Technology Stock (MU)	0.0	$401k	+113%	376.00	1065.11	View chart
iShares Gold Trust ETF Etf (IAU)	0.0	$398k	-7%	5.1k	78.10	View chart
Phillips 66 Stock (PSX)	0.0	$395k		1.5k	255.29	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.0	$393k		1.1k	357.05	View chart
Meta Platforms Stock (META)	0.0	$390k	-14%	538.00	725.18	View chart
iShares MSCI KLD 400 Social ETF Etf (DSI)	0.0	$386k	-5%	2.6k	146.19	View chart
iShares U.S. Healthcare ETF Etf (IYH)	0.0	$368k	+7%	5.1k	71.56	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$347k	-14%	513.00	675.46	View chart
Raymond James Financial Stock (RJF)	0.0	$345k		2.2k	158.02	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.0	$335k	+5%	6.3k	53.40	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$334k	-10%	2.2k	152.08	View chart
Vanguard Large Cap ETF Etf (VV)	0.0	$330k		939.00	351.85	View chart
iShares Core 80/20 Aggressive Allocation ETF Etf (AOA)	0.0	$323k	-35%	3.3k	97.27	View chart
AH Realty Trust Reit (AHRT)	0.0	$319k	+79%	52k	6.10	View chart
Allstate Corporation Stock (ALL)	0.0	$315k	-31%	1.4k	221.78	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.0	$313k	-5%	2.9k	106.71	View chart
Union Pacific Corp. Stock (UNP)	0.0	$303k	-6%	1.1k	272.09	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.0	$289k		2.1k	137.68	View chart
Capital One Financial Corp. Stock (COF)	0.0	$286k		1.5k	193.13	View chart
Vanguard ESG International Stock ETF Etf (VSGX)	0.0	$277k		3.4k	81.08	View chart
Walmart Stock (WMT)	0.0	$277k	-28%	2.7k	103.91	View chart
VanEck Vectors Gold Miners ETF Etf (GDX)	0.0	$275k	-16%	3.1k	87.81	View chart
UnitedHealth Group Stock (UNH)	0.0	$274k	-6%	747.00	367.20	View chart
Vanguard Mid-Cap Growth ETF Etf (VOT)	0.0	$268k		919.00	292.10	View chart
Advanced Micro Devices Stock (AMD)	0.0	$267k	+4%	437.00	611.60	View chart
Truist Financial Corp. Stock (TFC)	0.0	$264k	-86%	5.7k	46.30	View chart
Oracle Corporation Stock (ORCL)	0.0	$260k	-9%	1.9k	137.30	View chart
Vanguard Mid-Cap Index Fund ETF Etf (VO)	0.0	$258k	+7%	3.3k	78.42	View chart
PIMCO Commodity Strategy Active ETF Etf (CMDT)	0.0	$253k		7.3k	34.66	View chart
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.0	$252k		3.6k	69.17	View chart
Palo Alto Networks Stock (PANW)	0.0	$250k	-10%	629.00	397.31	View chart
Illinois Tool Works Stock (ITW)	0.0	$244k	-24%	948.00	257.29	View chart
JPMorgan Ultra-Short Municipal Income ETF Etf (JMST)	0.0	$238k		4.7k	50.56	View chart
Ross Stores Stock (ROST)	0.0	$234k		1.0k	233.28	View chart
GE Aerospace Stock (GE)	0.0	$230k	-11%	737.00	312.31	View chart
iShares MSCI Eurozone ETF Etf (EZU)	0.0	$228k	NEW	3.4k	67.33	View chart
Vanguard Mid-Cap Value ETF Etf (VOE)	0.0	$226k	+11%	1.2k	195.53	View chart
Renasant Corporation Stock (RNST)	0.0	$226k	NEW	5.8k	38.88	View chart
Southern Copper Corp. Stock (SCCO)	0.0	$221k	NEW	1.1k	202.64	View chart
Marriott International Stock (MAR)	0.0	$218k		614.00	355.67	View chart
Tesla Stock (TSLA)	0.0	$213k		599.00	354.81	View chart
Enbridge Stock (ENB)	0.0	$211k	-7%	4.5k	46.49	View chart
Apollo Global Management Stock (APO)	0.0	$210k	-21%	1.8k	116.06	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.0	$209k	NEW	299.00	700.46	View chart
Calvert US Large-Cap Core Responsible Index ETF Etf (CVLC)	0.0	$206k		2.2k	94.65	View chart
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX)	0.0	$206k		5.6k	37.02	View chart
Dell Technologies Stock (DELL)	0.0	$204k	NEW	380.00	537.95	View chart
ConocoPhillips Stock (COP)	0.0	$202k	NEW	1.6k	125.15	View chart
Ondas Stock (ONDS)	0.0	$77k	NEW	11k	7.33	View chart

Past Filings by Arbor Investment Advisors

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

Arbor Investment Advisors 2026 Q3 filed Oct. 26, 2026
Arbor Investment Advisors 2026 Q2 filed July 24, 2026
Arbor Investment Advisors 2026 Q1 filed April 28, 2026
Arbor Investment Advisors 2025 Q4 filed Jan. 23, 2026
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

View all past filings

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