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ArborFi Advisors

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

Top 5 stock holdings are IVV, SPYG, DFCF, VYM, DFAI, and represent 46.76% of ArborFi Advisors's stock portfolio.
Added to shares of these 10 stocks: SHLD, BINC, DFAE, DFCF, IVV, GLDM, AIQ, DYNF, NVDA, SPMO.
Started 3 new stock positions in SHLD, NVDA, GLDM.
Reduced shares in these 10 stocks: TFLO, VYM, SPYG, DFAI, VGSH, SPYV, FTEC, VEU, MDY, GOOGL.
Sold out of its position in TFLO.
ArborFi Advisors was a net buyer of stock by $2.6M.
ArborFi Advisors has $123M in assets under management (AUM), dropping by 8.13%.
Central Index Key (CIK): 0002054674

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

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Portfolio Holdings for ArborFi Advisors

ArborFi Advisors holds 49 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 Tr Core S&p500 Etf (IVV)	17.1	$21M	+3%	31k	669.31	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	9.3	$11M	-7%	109k	104.51	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.0	$9.8M	+7%	229k	42.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.6	$8.1M	-13%	58k	140.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.8	$7.1M	-9%	196k	36.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.6	$6.9M	+4%	116k	59.20	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.6	$6.8M		181k	37.77	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	3.2	$3.9M		69k	57.19	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	3.1	$3.9M		134k	28.90	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.0	$3.6M	+45%	68k	53.24	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.8	$3.5M	+40%	110k	31.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.8	$3.4M	+6%	28k	121.06	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	2.1	$2.5M	+3%	34k	73.57	View chart
Ishares Tr Mbs Etf (MBB)	2.0	$2.5M		26k	95.15	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	2.0	$2.4M	-5%	44k	55.33	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.6	$1.9M	-5%	8.7k	222.17	View chart
Global X Fds Artificial Etf (AIQ)	1.5	$1.9M	+39%	38k	49.39	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.2	$1.5M	+6%	35k	43.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$1.5M		4.6k	328.17	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.2	$1.5M	+6%	79k	18.81	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.2	$1.4M	+6%	70k	20.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.1	$1.3M	+7%	67k	19.71	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.0	$1.3M	+8%	76k	16.90	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.0	$1.2M	+7%	63k	19.56	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$1.2M	NEW	17k	70.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$1.1M	-6%	15k	71.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$837k		1.4k	612.38	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$792k	+13%	17k	47.98	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$754k		1.00	754200.00	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$635k	NEW	8.3k	76.45	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$603k	+20%	5.6k	106.78	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$590k	+21%	5.5k	106.49	View chart
Microsoft Corporation (MSFT)	0.4	$502k		969.00	517.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$486k	-3%	967.00	502.74	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$484k	-42%	8.2k	58.85	View chart
Apple (AAPL)	0.3	$428k	-2%	1.7k	254.63	View chart
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)	0.3	$426k		11k	39.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$425k	-5%	1.7k	243.10	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$361k	-9%	605.00	596.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$342k	+13%	570.00	600.37	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.3	$317k	+39%	6.4k	49.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$293k		952.00	307.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$274k		1.9k	145.60	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$268k	+32%	7.9k	33.89	View chart
Amazon (AMZN)	0.2	$252k		1.1k	219.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$249k	-2%	333.00	746.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$236k		1.2k	194.50	View chart
NVIDIA Corporation (NVDA)	0.2	$206k	NEW	1.1k	186.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$206k	-3%	10k	20.69	View chart

Past Filings by ArborFi Advisors

SEC 13F filings are viewable for ArborFi Advisors going back to 2024

ArborFi Advisors 2025 Q3 filed Nov. 3, 2025
ArborFi Advisors 2025 Q2 filed Aug. 4, 2025
ArborFi Advisors 2025 Q1 filed April 28, 2025
ArborFi Advisors 2024 Q4 filed Feb. 14, 2025

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