Terminal · Institutions

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

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

ArborFi Advisors, LLC (CIK 2054674) reported $122.5M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($19.9M, 16.21%), DFCF ($9.9M, 8.09%), VYM ($9.0M, 7.36%), SPYG ($9.0M, 7.35%), DFAI ($8.2M, 6.68%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$19.9M16.21%30,400Trimmed
2DFCFDIMENSIONAL ETF TRUST$9.9M8.09%234,580Added
3VYMVANGUARD WHITEHALL FDS$9.0M7.36%60,898Trimmed
4SPYGSPDR SERIES TRUST$9.0M7.35%91,942Trimmed
5DFAIDIMENSIONAL ETF TRUST$8.2M6.68%210,019Added
6DYNFBLACKROCK ETF TRUST$6.8M5.56%117,027Added
7DUHPDIMENSIONAL ETF TRUST$6.8M5.51%183,764Added
8DFAEDIMENSIONAL ETF TRUST$5.7M4.62%167,063Added
9SPTISPDR SERIES TRUST$5.2M4.22%180,357Added
10SPMDSPDR SERIES TRUST$4.3M3.55%73,454Added
11SPMOINVESCO EXCH TRADED FD TR II$3.3M2.69%29,354Added
12BINCBLACKROCK ETF TRUST II$3.1M2.52%59,408Trimmed
13MBBISHARES TR$2.9M2.38%30,726Added
14XSMOINVESCO EXCHANGE TRADED FD T$2.9M2.33%37,502Added
15SPYVSPDR SERIES TRUST$2.7M2.18%47,153Added
16SHLDGLOBAL X FDS$2.2M1.82%31,403Added
17AIQGLOBAL X FDS$1.9M1.52%39,939Added
18BSCTINVESCO EXCH TRD SLF IDX FD$1.5M1.21%79,403Added
19BSCSINVESCO EXCH TRD SLF IDX FD$1.5M1.19%71,127Added
20BSCRINVESCO EXCH TRD SLF IDX FD$1.4M1.12%69,686Added
21BSCVINVESCO EXCH TRD SLF IDX FD$1.3M1.10%81,585New
22BSCUINVESCO EXCH TRD SLF IDX FD$1.3M1.07%78,641Added
23BSCQINVESCO EXCH TRD SLF IDX FD$1.2M0.99%62,237Trimmed
24VEUVANGUARD INTL EQUITY INDEX F$1.1M0.92%14,953Trimmed
25DFNMDIMENSIONAL ETF TRUST$994,9790.81%20,759Added

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