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Arbor Investment Advisors, LLC

Q1 2026 · 13F-HR

Arbor Investment Advisors, LLCholdings as filed

Filed 2026-04-28 · accession 0001590073-26-000003

$768.2M
Reported value
114
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBiShares Russell 1000 ETF$103.8M13.5%290,982CommonNONE
46137V613PRFInvesco FTSE RAFI US 1000 ETF$96.4M12.5%2,027,977CommonNONE
921943858VEAVanguard FTSE Developed Markets ETF$92.6M12.1%1,445,106CommonNONE
46434V860TFLOiShares Treasury Floating Rate Bond ETF$67.7M8.82%1,337,826CommonNONE
921937827BSVVanguard Short-Term Bond ETF$49.3M6.42%628,847CommonNONE
464287226AGGiShares Core U.S. Aggregate Bond ETF$40.4M5.26%407,435CommonNONE
46137V597PRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$36.9M4.80%803,591CommonNONE
464287176TIPiShares TIPS Bond ETF$36.8M4.79%333,103CommonNONE
464287465EFAiShares MSCI EAFE ETF$27.9M3.64%287,731CommonNONE
922042858VWOVanguard FTSE Emerging Markets ETF$26.8M3.49%496,677CommonNONE
46641Q837JPSTJPMorgan Ultra-Short Income ETF$22.4M2.92%443,066CommonNONE
92206C730VONEVanguard Russell 1000 ETF$15.7M2.05%53,283CommonNONE
921937835BNDVanguard Total Bond Market ETF$15.5M2.02%210,523CommonNONE
464287655IWMiShares Russell 2000 ETF$11.1M1.45%44,948CommonNONE
464287614IWFiShares Russell 1000 Growth ETF$10.3M1.34%24,168CommonNONE
46432F842IEFAiShares Core MSCI EAFE ETF$9.9M1.29%109,325CommonNONE
464287598IWDiShares Russell 1000 Value ETF$7.9M1.03%37,095CommonNONE
464287234EEMiShares MSCI Emerging Markets ETF$6.1M0.79%107,002CommonNONE
922042742VTVanguard Total World Stock Index ETF$5.8M0.75%41,607CommonNONE
72201R205STPZPIMCO 1-5 Year U.S. TIPS Index ETF$5.2M0.68%96,423CommonNONE
037833100AAPLApple Inc.$4.8M0.62%18,808CommonNONE
46435G326IDEViShares Core MSCI Intl Developed Markets ETF$4.6M0.60%55,425CommonNONE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$4.6M0.59%65,471CommonNONE
46434G764EMXCiShares MSCI Emerging Markets ex China ETF$4.1M0.54%52,674CommonNONE
594918104MSFTMicrosoft Corp.$2.8M0.36%7,522CommonNONE
922908744VTVVanguard Value ETF$2.5M0.33%12,734CommonNONE
17275R102CSCOCisco Systems Inc.$2.4M0.31%30,589CommonNONE
922020805VTIPVanguard Short-Term Inflation-Protected Securities ETF$2.3M0.31%46,911CommonNONE
922908769VTIVanguard Total Stock Market ETF$2.3M0.30%7,264CommonNONE
084670702BRK/BBerkshire Hathaway Inc. Cl B$2.3M0.30%4,838CommonNONE
446150104HBANHuntington Bancshares Incorporated$2.1M0.27%132,157CommonNONE
22160K105COSTCostco Wholesale Corp.$1.8M0.23%1,809CommonNONE
92206C664VTWOVanguard Russell 2000 ETF$1.8M0.23%17,558CommonNONE
92206C714VONVVanguard Russell 1000 Value ETF$1.5M0.20%16,127CommonNONE
464287200IVViShares Core S&P 500 ETF$1.4M0.19%2,205CommonNONE
922908611VBRVanguard Small-Cap Value Index ETF$1.4M0.18%6,281CommonNONE
921910733ESGVVanguard ESG U.S. Stock ETF$1.3M0.17%11,420CommonNONE
N07059210ASMLASML Holding N.V.$1.3M0.17%965CommonNONE
30231G102XOMExxon Mobil Corp.$1.1M0.15%6,702CommonNONE
78462F103SPYSPDR S&P 500 ETF$1.1M0.14%1,659CommonNONE
25434V203DFAIDimensional International Core Equity Market ETF$1.1M0.14%27,051CommonNONE
72201R833MINTPIMCO Enhanced Short Maturity Active ETF$1.0M0.13%10,189CommonNONE
464287309IVWiShares S&P 500 Growth ETF$869,2500.11%7,685CommonNONE
02079K107GOOGAlphabet Inc. Cl C$823,5750.11%2,871CommonNONE
921932703VOOVVanguard S&P 500 Value ETF$800,2350.10%3,927CommonNONE
78463V107GLDSPDR Gold Shares ETF$794,3920.10%1,846CommonNONE
437076102HDHome Depot Inc.$788,1490.10%2,396CommonNONE
46641Q647JMUBJPMorgan Municipal ETF$785,8430.10%15,720CommonNONE
26441C204DUKDuke Energy Corp.$774,4920.10%5,915CommonNONE
149123101CATCaterpillar Inc.$718,3780.09%1,014CommonNONE
084670108BRK/ABerkshire Hathaway Inc.$718,1400.09%1CommonNONE
46625H100JPMJPMorgan Chase & Co.$707,4300.09%2,405CommonNONE
46429B747STIPiShares 0-5 Year TIPS Bond ETF$706,4970.09%6,831CommonNONE
620076307MSIMotorola Solutions Inc.$706,0690.09%1,627CommonNONE
478160104JNJJohnson & Johnson Inc.$705,2170.09%2,885CommonNONE
617446448MSMorgan Stanley$687,0310.09%4,175CommonNONE
921935870VTESVanguard Short-Term Tax-Exempt Bond ETF$671,9740.09%6,644CommonNONE
580135101MCDMcDonalds Corporation$624,0660.08%2,008CommonNONE
579780107MKC/VMcCormick & Company, Inc.$569,8060.07%11,310CommonNONE
75513E101RTXRTX Corporation$569,6270.07%2,953CommonNONE
81369Y506XLEEnergy Select Sector SPDR Fund$542,2120.07%8,851CommonNONE
464285204IAUiShares Gold Trust ETF$537,7760.07%6,100CommonNONE
92189F106GDXVanEck Vectors Gold Miners ETF$469,1230.06%5,112CommonNONE
92206C599VTHRVanguard Russell 3000 ETF$465,5830.06%1,619CommonNONE
931142103WMTWalmart Inc.$463,4400.06%3,729CommonNONE
097023105BABoeing Co.$462,5500.06%2,324CommonNONE
166764100CVXChevron Corp.$445,8890.06%2,155CommonNONE
464286392URTHiShares MSCI World ETF$445,7120.06%2,476CommonNONE
191216100KOCoca-Cola Co.$431,3960.06%5,673CommonNONE
02079K305GOOGLAlphabet Inc. Cl A$426,1700.06%1,482CommonNONE
742718109PGProcter & Gamble Co.$421,0310.05%2,915CommonNONE
00287Y109ABBVAbbVie Inc.$417,8080.05%1,921CommonNONE
808524771FNDXSchwab Fundamental U.S. Large Company ETF$407,8730.05%14,645CommonNONE
060505104BACBank of America Corp.$394,1600.05%8,085CommonNONE
023135106AMZNAmazon.com Inc.$380,7180.05%1,828CommonNONE
464287648IWOiShares Russell 2000 Growth ETF$350,6690.05%1,117CommonNONE
532457108LLYEli Lilly & Co.$343,2310.04%373CommonNONE
464288570DSIiShares MSCI KLD 400 Social ETF$336,9150.04%2,780CommonNONE
464287168DVYiShares Select Dividend ETF$334,6330.04%2,210CommonNONE
57636Q104MAMastercard Incorporated$328,7760.04%658CommonNONE
46137V282RSPTInvesco S&P 500 Equal Weight Technology ETF$325,1420.04%7,184CommonNONE
754730109RJFRaymond James Financial Inc.$315,7870.04%2,181CommonNONE
231021106CMICummins Inc.$308,2850.04%573CommonNONE
464287499IWRiShares Russell Mid-Cap ETF$301,3430.04%3,099CommonNONE
020002101ALLAllstate Corporation$300,7470.04%1,451CommonNONE
67066G104NVDANVIDIA Corporation$297,7260.04%1,707CommonNONE
464289859AOAiShares Core 80/20 Aggressive Allocation ETF$296,9180.04%3,355CommonNONE
464287762IYHiShares U.S. Healthcare ETF$294,6390.04%4,780CommonNONE
81369Y605XLFFinancial Select Sector SPDR Fund$292,3200.04%5,921CommonNONE
907818108UNPUnion Pacific Corp.$289,4090.04%1,193CommonNONE
718546104PSXPhillips 66$281,8100.04%1,547CommonNONE
922908637VVVanguard Large Cap ETF$280,6200.04%939CommonNONE
68389X105ORCLOracle Corporation$273,0360.04%1,856CommonNONE
14040H105COFCapital One Financial Corp.$270,4390.04%1,482CommonNONE
464287481IWPiShares Russell Mid-Cap Growth ETF$269,3080.04%2,102CommonNONE
89832Q109TFCTruist Financial Corp.$262,0770.03%5,701CommonNONE
92826C839VVisa Inc.$251,6510.03%833CommonNONE
438516106HONHoneywell International Inc.$248,5480.03%1,100CommonNONE
46641Q654JMSTJPMorgan Ultra-Short Municipal Income ETF$239,6060.03%4,700CommonNONE
33733E500QCLNFirst Trust NASDAQ Clean Edge Green Energy Idx EFT$239,3100.03%5,150CommonNONE
921910725VSGXVanguard ESG International Stock ETF$236,8670.03%3,302CommonNONE
922908538VOTVanguard Mid-Cap Growth ETF$236,5050.03%919CommonNONE
29250N105ENBEnbridge Inc.$235,8200.03%4,356CommonNONE
293792107EPDEnterprise Products Partners L.P.$225,3750.03%5,956CommonNONE
88160R101TSLATesla Inc.$222,7680.03%599CommonNONE
464287473IWSiShares Russell Mid-Cap Value ETF$218,2400.03%1,497CommonNONE
778296103ROSTRoss Stores Inc.$216,5220.03%1,000CommonNONE
91324P102UNHUnitedHealth Group Inc.$215,7280.03%797CommonNONE
72201R593CMDTPIMCO Commodity Strategy Active ETF$211,0460.03%6,540CommonNONE
20825C104COPConocoPhillips$210,6720.03%1,596CommonNONE
452308109ITWIllinois Tool Works$210,5830.03%809CommonNONE
369604301GEGE Aerospace$206,0290.03%726CommonNONE
345370860FFord Motor Company$182,0440.02%15,775CommonNONE
04208T108AHRTAH Realty Trust Inc.$160,3860.02%29,161CommonNONE

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.