Arbor Investment Advisors, LLC Top Holdings and 13F Report (2025) About Arbor Investment Advisors, LLCInvestment ActivityArbor Investment Advisors, LLC has $787.68 million in total holdings as of September 30, 2025.Arbor Investment Advisors, LLC owns shares of 127 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.14% of the portfolio was purchased this quarter.About 8.49% of the portfolio was sold this quarter.This quarter, Arbor Investment Advisors, LLC has purchased 112 new stocks and bought additional shares in 32 stocks.Arbor Investment Advisors, LLC sold shares of 52 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $110,239,375Invesco RAFI US 1000 ETF $93,085,695Vanguard FTSE Developed Markets ETF $88,273,360iShares Treasury Floating Rate Bond ETF $65,248,637Vanguard Short-Term Bond ETF $47,929,720 Largest New Holdings this Quarter 40637H109 - Halozyme Therapeutics $1,316,453 Holding682680103 - ONEOK $729,700 Holding700658107 - Park National $665,073 Holding493267108 - KeyCorp $663,853 Holding084423102 - W.R. Berkley $650,351 Holding Largest Purchases this Quarter Apple 32,283 shares (about $8.22M)Lowe's Companies 19,418 shares (about $4.88M)Truist Financial 76,924 shares (about $3.52M)Halozyme Therapeutics 17,950 shares (about $1.32M)Duke Energy 7,055 shares (about $873.04K) Largest Sales this Quarter iShares Russell 1000 ETF 45,047 shares (about $16.46M)Invesco RAFI US 1000 ETF 213,651 shares (about $9.66M)Invesco RAFI US 1500 Small-Mid ETF 123,252 shares (about $5.60M)Vanguard FTSE Developed Markets ETF 92,959 shares (about $5.57M)iShares MSCI EAFE ETF 49,783 shares (about $4.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArbor Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$110,239,375$16,463,779 ▼-13.0%301,62914.0%ETFPRFInvesco RAFI US 1000 ETF$93,085,695$9,659,159 ▼-9.4%2,058,96311.8%ETFVEAVanguard FTSE Developed Markets ETF$88,273,360$5,570,103 ▼-5.9%1,473,18711.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$65,248,637$3,077,490 ▼-4.5%1,289,7548.3%ETFBSVVanguard Short-Term Bond ETF$47,929,720$122,942 ▲0.3%607,3976.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$40,362,966$349,973 ▲0.9%402,6235.1%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$35,231,160$5,598,106 ▼-13.7%775,6754.5%ManufacturingTIPiShares TIPS Bond ETF$34,958,708$12,568 ▼0.0%314,3204.4%ETFEFAiShares MSCI EAFE ETF$28,233,209$4,648,237 ▼-14.1%302,3803.6%FinanceVWOVanguard FTSE Emerging Markets ETF$27,373,364$1,808,203 ▼-6.2%505,2303.5%ETFJPSTJPMorgan Ultra-Short Income ETF$21,102,750$342,021 ▲1.6%415,9822.7%ETFVONEVanguard Russell 1000 ETF$16,974,366$3,344,320 ▼-16.5%56,1412.2%ETFBNDVanguard Total Bond Market ETF$15,456,169$378,543 ▼-2.4%207,8282.0%ETFAAPLApple$13,676,633$8,220,188 ▲150.7%53,7121.7%Computer and TechnologyIWMiShares Russell 2000 ETF$11,468,154$1,717,428 ▼-13.0%47,3971.5%FinanceIWFiShares Russell 1000 Growth ETF$11,390,169$478,240 ▼-4.0%24,3171.4%ETFIEFAiShares Core MSCI EAFE ETF$10,630,322$1,018,644 ▼-8.7%121,7541.3%ETFIWDiShares Russell 1000 Value ETF$7,528,594$381,733 ▼-4.8%36,9791.0%ETFEEMiShares MSCI Emerging Markets ETF$6,103,378$2,322,269 ▼-27.6%114,2950.8%FinanceVTVanguard Total World Stock ETF$5,805,626$78,270 ▼-1.3%42,1310.7%ETFLOWLowe's Companies$5,170,377$4,879,867 ▲1,679.8%20,5740.7%Retail/WholesaleSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$4,807,707$29,635 ▼-0.6%88,7390.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,506,637$1,344,707 ▼-23.0%68,3650.6%ETFIDEViShares Core MSCI International Developed Markets ETF$4,506,009$179,580 ▼-3.8%56,2060.6%ETFMSFTMicrosoft$3,880,740$565,564 ▼-12.7%7,4930.5%Computer and TechnologyTFCTruist Financial$3,781,869$3,516,967 ▲1,327.6%82,7180.5%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$2,581,896$630,673 ▲32.3%38,2450.3%ManufacturingBRK.BBerkshire Hathaway$2,432,178$423,293 ▼-14.8%4,8380.3%FinanceVTIVanguard Total Stock Market ETF$2,365,563$1,056,430 ▼-30.9%7,2080.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,337,365$189,709 ▼-7.5%46,1660.3%ManufacturingCADECadence Bank$2,324,706$375,063 ▼-13.9%61,9260.3%FinanceCSCOCisco Systems$2,127,075$3,421 ▼-0.2%31,0890.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,999,321$110,592 ▼-5.2%3,0010.3%FinanceVTVVanguard Value ETF$1,931,429$94,362 ▼-4.7%10,3570.2%ETFVTWOVanguard Russell 2000 ETF$1,925,199$575,085 ▼-23.0%19,6810.2%ETFCOSTCostco Wholesale$1,683,407$6,478 ▼-0.4%1,8190.2%Retail/WholesaleVONVVanguard Russell 1000 Value ETF$1,616,669$4,468 ▲0.3%18,0900.2%ETFIVViShares Core S&P 500 ETF$1,480,721$270,439 ▼-15.4%2,2120.2%ETFHDHome Depot$1,418,323$365,117 ▲34.7%3,5000.2%Retail/WholesaleDUKDuke Energy$1,347,111$873,036 ▲184.2%10,8860.2%UtilitiesVBRVanguard Small-Cap Value ETF$1,346,020$11,479 ▲0.9%6,4490.2%ETFESGVVanguard ESG U.S. Stock ETF$1,324,711$2,013 ▲0.2%11,1850.2%ETFHALOHalozyme Therapeutics$1,316,453$1,316,453 ▲New Holding17,9500.2%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,248,407$42,288 ▲3.5%12,3990.2%ETFMKC.VMCCORMICK & CO/SH SH$1,159,205$404,594 ▲53.6%17,3740.1%Consumer GoodsMSMorgan Stanley$1,029,552$171,513 ▲20.0%6,4770.1%FinanceASMLASML$934,2070.0%9650.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$927,733$135,931 ▼-12.8%7,6850.1%ETFALLAllstate$867,293$141,866 ▲19.6%4,0410.1%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$799,116$8,062 ▼-1.0%7,7310.1%ETFBACBank of America$798,433$374,067 ▲88.1%15,4770.1%FinanceVOOVVanguard S&P 500 Value ETF$779,381$1,995 ▲0.3%3,9070.1%ETFBRK.ABerkshire Hathaway$754,2000.0%10.1%FinanceGOOGAlphabet$751,8390.0%3,0870.1%Computer and TechnologyMSIMotorola Solutions$744,0110.0%1,6270.1%Computer and TechnologyOKEONEOK$729,700$729,700 ▲New Holding10,0000.1%EnergyJPMJPMorgan Chase & Co.$707,153$205,648 ▼-22.5%2,2420.1%FinanceXOMExxon Mobil$703,922$9,471 ▼-1.3%6,2430.1%EnergyIBMInternational Business Machines$699,203$398,416 ▲132.5%2,4780.1%Computer and TechnologyGLDSPDR Gold Shares$689,9670.0%1,9410.1%FinancePRKPark National$665,073$665,073 ▲New Holding4,0920.1%FinanceKEYKeyCorp$663,853$663,853 ▲New Holding35,5190.1%FinanceWRBW.R. Berkley$650,351$650,351 ▲New Holding8,4880.1%FinanceCOFCapital One Financial$609,042$2,764 ▼-0.5%2,8650.1%FinanceTOWNTowne Bank$603,661$603,661 ▲New Holding17,4620.1%FinanceKOCocaCola$587,131$170,243 ▲40.8%8,8530.1%Consumer StaplesHCAHCA Healthcare$543,067$543,067 ▲New Holding1,2740.1%MedicalORCLOracle$533,231$327,363 ▼-38.0%1,8960.1%Computer and TechnologyJNJJohnson & Johnson$519,552$1,854 ▼-0.4%2,8020.1%MedicalVTHRVanguard Russell 3000 ETF$506,858$19,132 ▼-3.6%1,7220.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$504,353$133,801 ▲36.1%5,7220.1%ETFBABoeing$501,594$501,594 ▲New Holding2,3240.1%AerospacePEGPublic Service Enterprise Group$500,760$500,760 ▲New Holding6,0000.1%UtilitiesAZOAutoZone$493,378$493,378 ▲New Holding1150.1%Retail/WholesaleAMZNAmazon.com$487,445$52,258 ▲12.0%2,2200.1%Retail/WholesaleCATCaterpillar$485,2620.0%1,0170.1%IndustrialsUNHUnitedHealth Group$473,406$223,409 ▲89.4%1,3710.1%MedicalWFCWells Fargo & Company$461,597$461,597 ▲New Holding5,5070.1%FinanceMCDMcDonald's$459,786$79,315 ▼-14.7%1,5130.1%Retail/WholesaleRTXRTX$449,1140.0%2,6840.1%AerospaceURTHiShares MSCI World ETF$446,190$60,811 ▼-12.0%2,4580.1%ETFPGProcter & Gamble$430,220$72,830 ▼-14.5%2,8000.1%Consumer StaplesGOOGLAlphabet$402,092$37,438 ▲10.3%1,6540.1%Computer and TechnologyJPMorgan Hedged Equity Laddered Overlay ETF$400,174$1,105 ▲0.3%6,1570.1%ETFDFACDimensional U.S. Core Equity 2 ETF$379,209$379,209 ▲New Holding9,8320.0%ETFRJFRaymond James Financial$376,441$345 ▼-0.1%2,1810.0%FinanceIWOiShares Russell 2000 Growth ETF$358,5910.0%1,1200.0%ETFCMICummins$357,325$82,362 ▲30.0%8460.0%Auto/Tires/TrucksDVYiShares Select Dividend ETF$352,139$30,127 ▲9.4%2,4780.0%ETFMAMastercard$350,387$350,387 ▲New Holding6160.0%Business ServicesDSIiShares ESG MSCI KLD 400 ETF$349,751$126 ▲0.0%2,7770.0%ETFABBVAbbVie$334,865$193,833 ▼-36.7%1,4460.0%MedicalRSPTInvesco S&P 500 Equal Weight Technology ETF$329,039$41,860 ▼-11.3%7,3810.0%ETFWMBWilliams Companies$316,750$316,750 ▲New Holding5,0000.0%EnergyIWPiShares Russell Mid-Cap Growth ETF$299,3460.0%2,1020.0%ETFIWRiShares Russell Mid-Cap ETF$299,2360.0%3,0990.0%ETFIYHiShares U.S. Healthcare ETF$292,660$33,177 ▲12.8%4,9840.0%ETFNVDANVIDIA$292,584$9,516 ▼-3.2%1,5680.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$291,427$21,263 ▲7.9%3,2620.0%ETFVVisa$290,409$290,409 ▲New Holding8510.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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