StockDriftsStockDriftsTop 50 Arbor Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | iShares Russell 1000 ETF | 13.2% | 284.9K | $116.7M | -2.10%(-6.10K) | $118.70(+257.87%) | 2026-06-30 | |
| PRF | Invesco FTSE RAFI US 1000 ETF | 12.56% | 2.05M | $111.0M | +1.29%(+26.07K) | $19.26(+193.38%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 11.79% | 1.46M | $104.2M | +1.19%(+17.17K) | $41.40(+78.76%) | 2026-06-30 | |
| TFLO | iShares Treasury Floating Rate Bond ETF | 7.6% | 1.33M | $67.1M | -0.86%(-11.57K) | $50.58(-0.00%) | 2026-06-30 | |
| BSV | Vanguard Short-Term Bond ETF | 5.95% | 675.1K | $52.6M | +7.35%(+46.22K) | $77.44(+0.24%) | 2026-06-30 | |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 5.08% | 805.5K | $44.9M | +0.24%(+1.93K) | $27.27(+107.48%) | 2026-06-30 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 4.67% | 416.7K | $41.2M | +2.28%(+9.27K) | $100.29(-2.87%) | 2026-06-30 | |
| TIP | iShares TIPS Bond ETF | 4.1% | 331.3K | $36.3M | -0.54%(-1.80K) | $107.44(-0.55%) | 2026-06-30 | |
| EFA | iShares MSCI EAFE ETF | 3.4% | 288.8K | $30.0M | +0.37%(+1.06K) | $53.64(+102.57%) | 2026-06-30 | |
| VWO | Vanguard FTSE Emerging Markets ETF | 3.39% | 501.2K | $29.9M | +0.92%(+4.55K) | $48.29(+25.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.75% | +39.54% | +5.65% | +31.60% |
| Top 20 Holdings Unweighted | +12.04% | +40.65% | +5.87% | +33.03% |
Arbor Investment Advisors, LLC reports $883.47M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are IWB (13.2%), PRF (12.6%) and VEA (11.8%). The top 20 holdings account for 86.42% of reported assets. Its disclosed equity book has returned +39.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arbor Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1590073). View Arbor Investment Advisors, LLC’s 13F filings on SEC