StockDriftsStockDriftsTop 45 ArborFi Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.9% | 31.1K | $23.3M | +2.42%(+735) | $586.51(+32.54%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 7.8% | 90.5K | $10.8M | -1.62%(-1.49K) | $85.50(+43.61%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.5% | 245.0K | $10.3M | +4.46%(+10.47K) | $42.23(-1.31%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 7.27% | 63.4K | $10.0M | +4.19%(+2.55K) | $129.62(+28.49%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.41% | 214.3K | $8.8M | +2.05%(+4.30K) | $31.43(+37.87%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.92% | 120.1K | $8.2M | +2.63%(+3.08K) | $51.23(+36.67%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.15% | 176.6K | $7.1M | +5.73%(+9.57K) | $29.69(+31.15%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 3.84% | 186.5K | $5.3M | +3.38%(+6.10K) | $28.54(-1.57%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 3.63% | 74.1K | $5.0M | +0.88%(+648) | $54.93(+24.29%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.42% | 29.2K | $4.7M | -0.39%(-114) | $97.43(+53.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.23% |
ArborFi Advisors, LLC reports $137.94M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.9%), SPYG (7.8%) and DFCF (7.5%). The top 20 holdings account for 87.37% of reported assets. Its disclosed equity book has returned +24.20% cumulatively over 6 quarters. 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 ArborFi Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054674). View ArborFi Advisors, LLC’s 13F filings on SEC