Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Arbor Investment Advisors, LLC

Q4 2025 · 13F-HR

Arbor Investment Advisors, LLCholdings as filed

Filed 2026-01-23 · accession 0001590073-26-000002

$759.9M
Reported value
111
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBiShares Russell 1000 ETF$108.7M14.3%291,167CommonNONE
46137V613PRFInvesco FTSE RAFI US 1000 ETF$95.1M12.5%2,027,880CommonNONE
921943858VEAVanguard FTSE Developed Markets ETF$90.8M11.9%1,452,866CommonNONE
46434V860TFLOiShares Treasury Floating Rate Bond ETF$62.3M8.20%1,235,075CommonNONE
921937827BSVVanguard Short-Term Bond ETF$48.4M6.37%614,693CommonNONE
464287226AGGiShares Core U.S. Aggregate Bond ETF$40.0M5.27%400,886CommonNONE
46137V597PRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$36.0M4.73%784,081CommonNONE
464287176TIPiShares TIPS Bond ETF$35.8M4.71%325,970CommonNONE
464287465EFAiShares MSCI EAFE ETF$27.8M3.66%289,862CommonNONE
922042858VWOVanguard FTSE Emerging Markets ETF$27.0M3.55%501,853CommonNONE
46641Q837JPSTJPMorgan Ultra-Short Income ETF$21.0M2.76%414,185CommonNONE
92206C730VONEVanguard Russell 1000 ETF$16.4M2.15%52,932CommonNONE
921937835BNDVanguard Total Bond Market ETF$14.9M1.96%200,979CommonNONE
464287614IWFiShares Russell 1000 Growth ETF$11.5M1.51%24,290CommonNONE
464287655IWMiShares Russell 2000 ETF$11.1M1.46%45,169CommonNONE
46432F842IEFAiShares Core MSCI EAFE ETF$9.8M1.29%109,840CommonNONE
464287598IWDiShares Russell 1000 Value ETF$7.8M1.03%37,041CommonNONE
922042742VTVanguard Total World Stock Index ETF$5.9M0.78%41,918CommonNONE
464287234EEMiShares MSCI Emerging Markets ETF$5.9M0.77%107,352CommonNONE
72201R205STPZPIMCO 1-5 Year U.S. TIPS Index ETF$5.1M0.67%94,534CommonNONE
037833100AAPLApple Inc.$5.0M0.66%18,358CommonNONE
46435G326IDEViShares Core MSCI Intl Developed Markets ETF$4.7M0.61%56,395CommonNONE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$4.5M0.60%67,667CommonNONE
594918104MSFTMicrosoft Corp.$3.4M0.45%6,993CommonNONE
46434G764EMXCiShares MSCI Emerging Markets ex China ETF$3.3M0.43%45,052CommonNONE
922908744VTVVanguard Value ETF$2.5M0.33%13,045CommonNONE
084670702BRK/BBerkshire Hathaway Inc. Cl B$2.4M0.32%4,838CommonNONE
12740C103CADECadence Bank$2.4M0.32%56,597CommonNONE
922908769VTIVanguard Total Stock Market ETF$2.4M0.32%7,202CommonNONE
17275R102CSCOCisco Systems Inc.$2.4M0.31%30,589CommonNONE
922020805VTIPVanguard Short-Term Inflation-Protected Securities ETF$2.3M0.30%45,575CommonNONE
78462F103SPYSPDR S&P 500 ETF$2.0M0.27%2,971CommonNONE
92206C664VTWOVanguard Russell 2000 ETF$1.8M0.23%17,856CommonNONE
92206C714VONVVanguard Russell 1000 Value ETF$1.6M0.21%17,234CommonNONE
22160K105COSTCostco Wholesale Corp.$1.6M0.21%1,809CommonNONE
464287200IVViShares Core S&P 500 ETF$1.5M0.20%2,205CommonNONE
921910733ESGVVanguard ESG U.S. Stock ETF$1.4M0.18%11,210CommonNONE
922908611VBRVanguard Small-Cap Value Index ETF$1.4M0.18%6,393CommonNONE
N07059210ASMLASML Holding N.V.$1.0M0.14%965CommonNONE
25434V203DFAIDimensional International Core Equity Market ETF$1.0M0.14%26,998CommonNONE
72201R833MINTPIMCO Enhanced Short Maturity Active ETF$956,6470.13%9,534CommonNONE
02079K107GOOGAlphabet Inc. Cl C$952,0690.13%3,034CommonNONE
464287309IVWiShares S&P 500 Growth ETF$947,2530.12%7,685CommonNONE
921932703VOOVVanguard S&P 500 Value ETF$802,4020.11%3,917CommonNONE
437076102HDHome Depot Inc.$800,5110.11%2,326CommonNONE
46641Q647JMUBJPMorgan Municipal ETF$793,8600.10%15,720CommonNONE
579780107MKC/VMcCormick & Company, Inc.$769,2050.10%11,310CommonNONE
084670108BRK/ABerkshire Hathaway Inc.$754,8000.10%1CommonNONE
30231G102XOMExxon Mobil Corp.$753,2790.10%6,260CommonNONE
617446448MSMorgan Stanley$741,1350.10%4,175CommonNONE
46625H100JPMJPMorgan Chase & Co.$722,3830.10%2,242CommonNONE
78463V107GLDSPDR Gold Shares ETF$706,2950.09%1,782CommonNONE
921935870VTESVanguard Short-Term Tax-Exempt Bond ETF$674,8640.09%6,644CommonNONE
46429B747STIPiShares 0-5 Year TIPS Bond ETF$657,9250.09%6,426CommonNONE
620076307MSIMotorola Solutions Inc.$623,6620.08%1,627CommonNONE
149123101CATCaterpillar Inc.$580,8900.08%1,014CommonNONE
478160104JNJJohnson & Johnson Inc.$579,6730.08%2,801CommonNONE
097023105BABoeing Co.$504,5920.07%2,324CommonNONE
92206C599VTHRVanguard Russell 3000 ETF$496,4860.07%1,653CommonNONE
75513E101RTXRTX Corporation$492,2460.06%2,684CommonNONE
580135101MCDMcDonalds Corporation$462,4180.06%1,513CommonNONE
464286392URTHiShares MSCI World ETF$459,9480.06%2,476CommonNONE
060505104BACBank of America Corp.$452,1590.06%8,221CommonNONE
26441C204DUKDuke Energy Corp.$451,0780.06%3,848CommonNONE
231021106CMICummins Inc.$431,8410.06%846CommonNONE
023135106AMZNAmazon.com Inc.$421,9390.06%1,828CommonNONE
02079K305GOOGLAlphabet Inc. Cl A$420,6780.06%1,344CommonNONE
742718109PGProcter & Gamble Co.$402,3790.05%2,808CommonNONE
053332102AZOAutoZone Inc.$390,0230.05%115CommonNONE
464289859AOAiShares Core 80/20 Aggressive Allocation ETF$381,6650.05%4,262CommonNONE
68389X105ORCLOracle Corporation$369,5490.05%1,896CommonNONE
464287648IWOiShares Russell 2000 Growth ETF$361,2720.05%1,118CommonNONE
14040H105COFCapital One Financial Corp.$359,2810.05%1,482CommonNONE
464288570DSIiShares MSCI KLD 400 Social ETF$357,9620.05%2,779CommonNONE
57636Q104MAMastercard Incorporated$351,6620.05%616CommonNONE
754730109RJFRaymond James Financial Inc.$350,2470.05%2,181CommonNONE
91324P102UNHUnitedHealth Group Inc.$344,8000.05%1,045CommonNONE
191216100KOCoca-Cola Co.$335,2560.04%4,796CommonNONE
00287Y109ABBVAbbVie Inc.$330,4540.04%1,446CommonNONE
46137V282RSPTInvesco S&P 500 Equal Weight Technology ETF$326,9380.04%7,184CommonNONE
778296103ROSTRoss Stores Inc.$326,4140.04%1,812CommonNONE
464287762IYHiShares U.S. Healthcare ETF$324,4580.04%4,984CommonNONE
464287168DVYiShares Select Dividend ETF$315,6040.04%2,236CommonNONE
020002101ALLAllstate Corporation$310,2480.04%1,491CommonNONE
81369Y605XLFFinancial Select Sector SPDR Fund$309,6700.04%5,654CommonNONE
464287499IWRiShares Russell Mid-Cap ETF$298,3680.04%3,099CommonNONE
92826C839VVisa Inc.$298,2980.04%851CommonNONE
81369Y506XLEEnergy Select Sector SPDR Fund$297,7690.04%6,660CommonNONE
922908637VVVanguard Large Cap ETF$295,5970.04%939CommonNONE
67066G104NVDANVIDIA Corporation$292,4580.04%1,568CommonNONE
931142103WMTWalmart Inc.$290,7800.04%2,610CommonNONE
464287481IWPiShares Russell Mid-Cap Growth ETF$287,8480.04%2,102CommonNONE
166764100CVXChevron Corp.$282,8950.04%1,856CommonNONE
89832Q109TFCTruist Financial Corp.$280,5480.04%5,701CommonNONE
88160R101TSLATesla Inc.$269,4910.04%599CommonNONE
907818108UNPUnion Pacific Corp.$263,6700.03%1,140CommonNONE
922908538VOTVanguard Mid-Cap Growth ETF$256,5300.03%919CommonNONE
464285204IAUiShares Gold Trust ETF$255,8480.03%3,152CommonNONE
532457108LLYEli Lilly & Co.$248,3520.03%231CommonNONE
46641Q654JMSTJPMorgan Ultra-Short Municipal Income ETF$239,4180.03%4,700CommonNONE
921910725VSGXVanguard ESG International Stock ETF$230,8100.03%3,223CommonNONE
33733E500QCLNFirst Trust NASDAQ Clean Edge Green Energy Idx EFT$227,8090.03%5,109CommonNONE
808524771FNDXSchwab Fundamental U.S. Large Company ETF$215,7480.03%7,929CommonNONE
438516106HONHoneywell International Inc.$214,5260.03%1,100CommonNONE
459200101IBMInternational Business Machines Corporation$213,9260.03%722CommonNONE
464287473IWSiShares Russell Mid-Cap Value ETF$211,2170.03%1,497CommonNONE
358029106FMSFresenius Medical Care AG$210,8070.03%8,850CommonNONE
61774R205CVLCCalvert US Large-Cap Core Responsible Index ETF$207,7640.03%2,466CommonNONE
345370860FFord Motor Company$206,6850.03%15,753CommonNONE
04208T108AHRTArmada Hoffler Properties Inc.$193,0460.03%29,161CommonNONE
230215105CULPCulp, Inc.$149,2850.02%41,934CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.