Arbor Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Arbor Investment Advisors, LLC

Investment Activity

Arbor Investment Advisors, LLC has $768.24 million in total holdings as of March 31, 2026.
Arbor Investment Advisors, LLC owns shares of 114 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 2.36% of the portfolio was purchased this quarter.
About 0.88% of the portfolio was sold this quarter.
This quarter, Arbor Investment Advisors, LLC has purchased 111 new stocks and bought additional shares in 47 stocks.
Arbor Investment Advisors, LLC sold shares of 29 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares Russell 1000 ETF: $103,752,699
Invesco RAFI US 1000 ETF: $96,389,750
Vanguard FTSE Developed Markets ETF: $92,602,419
iShares Treasury Floating Rate Bond ETF: $67,734,143
Vanguard Short-Term Bond ETF: $49,307,859

Largest New Holdings this Quarter

446150104 - Huntington Bancshares: $2,068,257 Holding
92189F106 - VanEck Gold Miners ETF: $469,123 Holding
718546104 - Phillips 66: $281,810 Holding
29250N105 - Enbridge: $235,820 Holding
293792107 - Enterprise Products Partners: $225,375 Holding

Largest Purchases this Quarter

iShares Treasury Floating Rate Bond ETF: 102,751 shares (about $5.20M)
Huntington Bancshares: 132,157 shares (about $2.07M)
JPMorgan Ultra-Short Income ETF: 28,881 shares (about $1.46M)
Vanguard Short-Term Bond ETF: 14,154 shares (about $1.11M)
Invesco RAFI US 1500 Small-Mid ETF: 19,510 shares (about $894.92K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 1,312 shares (about $853.05K)
Vanguard FTSE Developed Markets ETF: 7,760 shares (about $497.26K)
Vanguard FTSE Emerging Markets ETF: 5,176 shares (about $279.76K)
iShares MSCI EAFE ETF: 2,131 shares (about $206.98K)
Ross Stores: 812 shares (about $175.82K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWB iShares Russell 1000 ETF	$103,752,699	$65,964 â–¼	-0.1%	290,982	13.5%	ETF
PRF Invesco RAFI US 1000 ETF	$96,389,750	$4,610 â–²	0.0%	2,027,977	12.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$92,602,419	$497,261 â–¼	-0.5%	1,445,106	12.1%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$67,734,143	$5,202,284 â–²	8.3%	1,337,826	8.8%	ETF
BSV Vanguard Short-Term Bond ETF	$49,307,859	$1,109,814 â–²	2.3%	628,847	6.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$40,446,103	$650,120 â–²	1.6%	407,435	5.3%	Finance
PRFZ Invesco RAFI US 1500 Small-Mid ETF	$36,860,723	$894,924 â–²	2.5%	803,591	4.8%	Manufacturing
TIP iShares TIPS Bond ETF	$36,761,280	$787,199 â–²	2.2%	333,103	4.8%	ETF
EFA iShares MSCI EAFE ETF	$27,947,318	$206,984 â–¼	-0.7%	287,731	3.6%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$26,845,402	$279,763 â–¼	-1.0%	496,677	3.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$22,423,549	$1,461,666 â–²	7.0%	443,066	2.9%	ETF
VONE Vanguard Russell 1000 ETF	$15,724,904	$103,587 â–²	0.7%	53,283	2.0%	ETF
BND Vanguard Total Bond Market ETF	$15,502,885	$702,819 â–²	4.7%	210,523	2.0%	ETF
IWM iShares Russell 2000 ETF	$11,147,179	$54,808 â–¼	-0.5%	44,948	1.5%	Finance
IWF iShares Russell 1000 Growth ETF	$10,305,195	$52,021 â–¼	-0.5%	24,168	1.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$9,897,181	$46,623 â–¼	-0.5%	109,325	1.3%	ETF
IWD iShares Russell 1000 Value ETF	$7,926,128	$11,538 â–²	0.1%	37,095	1.0%	ETF
EEM iShares MSCI Emerging Markets ETF	$6,076,651	$19,877 â–¼	-0.3%	107,002	0.8%	Finance
VT Vanguard Total World Stock ETF	$5,755,040	$43,017 â–¼	-0.7%	41,607	0.7%	ETF
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund	$5,217,100	$102,207 â–²	2.0%	96,423	0.7%	ETF
AAPL Apple	$4,773,261	$114,205 â–²	2.5%	18,808	0.6%	Computer and Technology
IDEV iShares Core MSCI International Developed Markets ETF	$4,631,865	$81,063 â–¼	-1.7%	55,425	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$4,566,585	$153,170 â–¼	-3.2%	65,471	0.6%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$4,143,310	$599,543 â–²	16.9%	52,674	0.5%	Manufacturing
MSFT Microsoft	$2,784,237	$195,807 â–²	7.6%	7,522	0.4%	Computer and Technology
VTV Vanguard Value ETF	$2,498,491	$61,020 â–¼	-2.4%	12,734	0.3%	ETF
CSCO Cisco Systems	$2,373,427		0.0%	30,589	0.3%	Computer and Technology
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$2,343,213	$66,733 â–²	2.9%	46,911	0.3%	Manufacturing
VTI Vanguard Total Stock Market ETF	$2,330,440	$19,891 â–²	0.9%	7,264	0.3%	ETF
BRK.B Berkshire Hathaway	$2,318,295		0.0%	4,838	0.3%	Finance
HBAN Huntington Bancshares	$2,068,257	$2,068,257 â–²	New Holding	132,157	0.3%	Finance
COST Costco Wholesale	$1,802,204		0.0%	1,809	0.2%	Retail/Wholesale
VTWO Vanguard Russell 2000 ETF	$1,758,796	$29,851 â–¼	-1.7%	17,558	0.2%	ETF
VONV Vanguard Russell 1000 Value ETF	$1,511,756	$103,771 â–¼	-6.4%	16,127	0.2%	ETF
IVV iShares Core S&P 500 ETF	$1,440,485		0.0%	2,205	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$1,364,517	$24,331 â–¼	-1.8%	6,281	0.2%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$1,282,123	$23,577 â–²	1.9%	11,420	0.2%	ETF
ASML ASML	$1,274,601		0.0%	965	0.2%	Computer and Technology
XOM ExxonMobil	$1,136,982	$74,984 â–²	7.1%	6,702	0.1%	Energy
SPY SPDR S&P 500 ETF Trust	$1,078,668	$853,051 â–¼	-44.2%	1,659	0.1%	Finance
DFAI Dimensional International Core Equity Market ETF	$1,053,903	$2,065 â–²	0.2%	27,051	0.1%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,024,709	$65,873 â–²	6.9%	10,189	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$869,250		0.0%	7,685	0.1%	ETF
GOOG Alphabet	$823,575	$46,758 â–¼	-5.4%	2,871	0.1%	Computer and Technology
VOOV Vanguard S&P 500 Value ETF	$800,235	$2,038 â–²	0.3%	3,927	0.1%	ETF
GLD SPDR Gold Shares	$794,392	$27,541 â–²	3.6%	1,846	0.1%	Finance
HD Home Depot	$788,149	$23,026 â–²	3.0%	2,396	0.1%	Retail/Wholesale
JMUB JPMorgan Municipal ETF	$785,843		0.0%	15,720	0.1%	ETF
DUK Duke Energy	$774,492	$270,647 â–²	53.7%	5,915	0.1%	Utilities
CAT Caterpillar	$718,378		0.0%	1,014	0.1%	Industrials
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.1%	Finance
JPM JPMorgan Chase & Co.	$707,430	$47,946 â–²	7.3%	2,405	0.1%	Finance
STIP iShares 0-5 Year TIPS Bond ETF	$706,497	$41,887 â–²	6.3%	6,831	0.1%	ETF
MSI Motorola Solutions	$706,069		0.0%	1,627	0.1%	Computer and Technology
JNJ Johnson & Johnson	$705,217	$20,533 â–²	3.0%	2,885	0.1%	Medical
MS Morgan Stanley	$687,031		0.0%	4,175	0.1%	Finance
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$671,974		0.0%	6,644	0.1%	ETF
MCD McDonald's	$624,066	$153,841 â–²	32.7%	2,008	0.1%	Retail/Wholesale
MKC.V MCCORMICK & CO/SH SH	$569,806		0.0%	11,310	0.1%	Consumer Goods
RTX RTX	$569,627	$51,889 â–²	10.0%	2,953	0.1%	Aerospace
XLE Energy Select Sector SPDR Fund	$542,212	$134,221 â–²	32.9%	8,851	0.1%	ETF
IAU iShares Gold Trust	$537,776	$259,896 â–²	93.5%	6,100	0.1%	Finance
GDX VanEck Gold Miners ETF	$469,123	$469,123 â–²	New Holding	5,112	0.1%	ETF
VTHR Vanguard Russell 3000 ETF	$465,583	$9,778 â–¼	-2.1%	1,619	0.1%	ETF
Walmart Inc.	$463,440	$139,069 â–²	42.9%	3,729	0.1%	Stock
BA Boeing	$462,550		0.0%	2,324	0.1%	Aerospace
CVX Chevron	$445,889	$61,866 â–²	16.1%	2,155	0.1%	Energy
URTH iShares MSCI World ETF	$445,712		0.0%	2,476	0.1%	ETF
KO CocaCola	$431,396	$66,690 â–²	18.3%	5,673	0.1%	Consumer Staples
GOOGL Alphabet	$426,170	$39,684 â–²	10.3%	1,482	0.1%	Computer and Technology
PG Procter & Gamble	$421,031	$15,455 â–²	3.8%	2,915	0.1%	Consumer Staples
ABBV AbbVie	$417,808	$103,310 â–²	32.8%	1,921	0.1%	Medical
FNDX Schwab Fundamental U.S. Large Company ETF	$407,873	$187,045 â–²	84.7%	14,645	0.1%	ETF
BAC Bank of America	$394,160	$6,630 â–¼	-1.7%	8,085	0.1%	Finance
AMZN Amazon.com	$380,718		0.0%	1,828	0.0%	Retail/Wholesale
IWO iShares Russell 2000 Growth ETF	$350,669	$314 â–¼	-0.1%	1,117	0.0%	ETF
LLY Eli Lilly and Company	$343,231	$130,667 â–²	61.5%	373	0.0%	Medical
DSI iShares ESG MSCI KLD 400 ETF	$336,915	$121 â–²	0.0%	2,780	0.0%	ETF
DVY iShares Select Dividend ETF	$334,633	$3,937 â–¼	-1.2%	2,210	0.0%	ETF
MA Mastercard	$328,776	$20,986 â–²	6.8%	658	0.0%	Business Services
RSPT Invesco S&P 500 Equal Weight Technology ETF	$325,142		0.0%	7,184	0.0%	ETF
RJF Raymond James Financial	$315,787		0.0%	2,181	0.0%	Finance
CMI Cummins	$308,285	$146,879 â–¼	-32.3%	573	0.0%	Auto/Tires/Trucks
IWR iShares Russell Mid-Cap ETF	$301,343		0.0%	3,099	0.0%	ETF
ALL Allstate	$300,747	$8,291 â–¼	-2.7%	1,451	0.0%	Finance
NVDA NVIDIA	$297,726	$24,244 â–²	8.9%	1,707	0.0%	Computer and Technology
AOA iShares Core 80/20 Aggressive Allocation ETF	$296,918	$80,270 â–¼	-21.3%	3,355	0.0%	ETF
IYH iShares U.S. Healthcare ETF	$294,639	$12,575 â–¼	-4.1%	4,780	0.0%	ETF
XLF Financial Select Sector SPDR Fund	$292,320	$13,182 â–²	4.7%	5,921	0.0%	ETF
UNP Union Pacific	$289,409	$12,857 â–²	4.6%	1,193	0.0%	Transportation
PSX Phillips 66	$281,810	$281,810 â–²	New Holding	1,547	0.0%	Energy
VV Vanguard Large-Cap ETF	$280,620		0.0%	939	0.0%	ETF
ORCL Oracle	$273,036	$5,884 â–¼	-2.1%	1,856	0.0%	Computer and Technology
COF Capital One Financial	$270,439		0.0%	1,482	0.0%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$269,308		0.0%	2,102	0.0%	ETF
TFC Truist Financial	$262,077		0.0%	5,701	0.0%	Finance
V Visa	$251,651	$5,438 â–¼	-2.1%	833	0.0%	Business Services
HON Honeywell International	$248,548		0.0%	1,100	0.0%	Multi-Sector Conglomerates
JMST JPMorgan Ultra-Short Municipal ETF	$239,606		0.0%	4,700	0.0%	ETF
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund	$239,310	$1,905 â–²	0.8%	5,150	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Arbor Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Arbor Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Arbor Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Arbor Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArbor Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools