Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Arbor Investment Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Arbor Investment Advisors, LLC (CIK 1590073) reported $768.2M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWB ($103.8M, 13.51%), PRF ($96.4M, 12.55%), VEA ($92.6M, 12.05%), TFLO ($67.7M, 8.82%), BSV ($49.3M, 6.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IWBiShares Russell 1000 ETF$103.8M13.51%290,982Trimmed
2PRFInvesco FTSE RAFI US 1000 ETF$96.4M12.55%2.0MAdded
3VEAVanguard FTSE Developed Markets ETF$92.6M12.05%1.4MTrimmed
4TFLOiShares Treasury Floating Rate Bond ETF$67.7M8.82%1.3MAdded
5BSVVanguard Short-Term Bond ETF$49.3M6.42%628,847Added
6AGGiShares Core U.S. Aggregate Bond ETF$40.4M5.26%407,435Added
7PRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$36.9M4.80%803,591Added
8TIPiShares TIPS Bond ETF$36.8M4.79%333,103Added
9EFAiShares MSCI EAFE ETF$27.9M3.64%287,731Trimmed
10VWOVanguard FTSE Emerging Markets ETF$26.8M3.49%496,677Trimmed
11JPSTJPMorgan Ultra-Short Income ETF$22.4M2.92%443,066Added
12VONEVanguard Russell 1000 ETF$15.7M2.05%53,283Added
13BNDVanguard Total Bond Market ETF$15.5M2.02%210,523Added
14IWMiShares Russell 2000 ETF$11.1M1.45%44,948Trimmed
15IWFiShares Russell 1000 Growth ETF$10.3M1.34%24,168Trimmed
16IEFAiShares Core MSCI EAFE ETF$9.9M1.29%109,325Trimmed
17IWDiShares Russell 1000 Value ETF$7.9M1.03%37,095Added
18EEMiShares MSCI Emerging Markets ETF$6.1M0.79%107,002Trimmed
19VTVanguard Total World Stock Index ETF$5.8M0.75%41,607Trimmed
20STPZPIMCO 1-5 Year U.S. TIPS Index ETF$5.2M0.68%96,423Added
21AAPLApple Inc.$4.8M0.62%18,808Added
22IDEViShares Core MSCI Intl Developed Markets ETF$4.6M0.60%55,425Trimmed
23IEMGiShares Core MSCI Emerging Markets ETF$4.6M0.59%65,471Trimmed
24EMXCiShares MSCI Emerging Markets ex China ETF$4.1M0.54%52,674Added
25MSFTMicrosoft Corp.$2.8M0.36%7,522Added

Source: SEC Form 13F filings · as of 2026-03-31