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 (2026-06-30)

ArborFi Advisors, LLC (CIK 2054674) reported $137.9M across 45 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($23.3M, 16.90%), SPYG ($10.8M, 7.80%), DFCF ($10.3M, 7.50%), VYM ($10.0M, 7.27%), DFAI ($8.8M, 6.41%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$23.3M16.90%31,135Added
2SPYGSPDR SERIES TRUST$10.8M7.80%90,453Trimmed
3DFCFDIMENSIONAL ETF TRUST$10.3M7.50%245,047Added
4VYMVANGUARD WHITEHALL FDS$10.0M7.27%63,447Added
5DFAIDIMENSIONAL ETF TRUST$8.8M6.41%214,319Added
6DYNFBLACKROCK ETF TRUST$8.2M5.92%120,102Added
7DFAEDIMENSIONAL ETF TRUST$7.1M5.15%176,632Added
8SPTISPDR SERIES TRUST$5.3M3.84%186,457Added
9SPMDSPDR SERIES TRUST$5.0M3.63%74,102Added
10XSMOINVESCO EXCHANGE TRADED FD T$4.7M3.42%50,403Added
11SPMOINVESCO EXCH TRADED FD TR II$4.7M3.42%29,240Trimmed
12PVALPUTNAM ETF TRUST$3.6M2.58%69,977New
13BINCBLACKROCK ETF TRUST II$3.1M2.27%59,881Added
14MBBISHARES TR$3.0M2.19%31,928Added
15SPYVSPDR SERIES TRUST$2.9M2.07%46,987Trimmed
16AIQGLOBAL X FDS$2.8M2.06%43,248Added
17SHLDGLOBAL X FDS$1.9M1.40%32,270Added
18IALTBLACKROCK ETF TRUST$1.8M1.28%62,701New
19DUHPDIMENSIONAL ETF TRUST$1.6M1.13%37,189Trimmed
20BSCSINVESCO EXCH TRD SLF IDX FD$1.6M1.13%76,741Added
21BSCTINVESCO EXCH TRD SLF IDX FD$1.5M1.12%83,425Added
22BSCUINVESCO EXCH TRD SLF IDX FD$1.4M1.04%85,918Added
23BSCRINVESCO EXCH TRD SLF IDX FD$1.4M1.03%72,314Added
24BSCVINVESCO EXCH TRD SLF IDX FD$1.4M1.01%84,791Added
25VEUVANGUARD INTL EQUITY INDEX F$1.3M0.92%15,078Added

Source: SEC Form 13F filings · as of 2026-06-30