Arborfi Advisors, LLC Top Holdings and 13F Report (2025) About Arborfi Advisors, LLCInvestment ActivityArborfi Advisors, LLC has $113.59 million in total holdings as of June 30, 2025.Arborfi Advisors, LLC owns shares of 47 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 10.72% of the portfolio was purchased this quarter.About 5.75% of the portfolio was sold this quarter.This quarter, Arborfi Advisors, LLC has purchased 46 new stocks and bought additional shares in 22 stocks.Arborfi Advisors, LLC sold shares of 15 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $18,899,144SPDR Portfolio S&P 500 Growth ETF $11,283,219Dimensional Core Fixed Income ETF $8,942,892Vanguard High Dividend Yield ETF $8,843,785Dimensional International Core Equity Market ETF $7,493,700 Largest New Holdings this Quarter 092528603 - iShares Flexible Income Active ETF $2,485,963 Holding46137V498 - Invesco S&P SmallCap Momentum ETF $2,253,775 Holding37954Y632 - Global X Artificial Intelligence & Technology ETF $1,204,970 Holding92204A702 - Vanguard Information Technology ETF $225,515 Holding092528843 - BLACKROCK ETF TRUST II $224,622 Holding Largest Purchases this Quarter iShares Flexible Income Active ETF 47,047 shares (about $2.49M)Invesco S&P SmallCap Momentum ETF 33,134 shares (about $2.25M)iShares Core S&P 500 ETF 2,280 shares (about $1.42M)iShares U.S. Equity Factor Rotation Active ETF 22,628 shares (about $1.23M)Global X Artificial Intelligence & Technology ETF 27,580 shares (about $1.20M) Largest Sales this Quarter Invesco BulletShares 2025 Corporate Bond ETF 45,867 shares (about $948.53K)Vanguard Short-Term Treasury ETF 14,109 shares (about $829.33K)Dimensional International Core Equity Market ETF 17,266 shares (about $596.89K)SPDR Portfolio S&P 400 Mid Cap ETF 3,410 shares (about $185.44K)Vanguard High Dividend Yield ETF 1,344 shares (about $179.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArborfi Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$18,899,144$1,415,666 ▲8.1%30,43816.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$11,283,219$374,512 ▲3.4%118,3729.9%ETFDFCFDimensional Core Fixed Income ETF$8,942,892$325,825 ▲3.8%211,6167.9%ETFVYMVanguard High Dividend Yield ETF$8,843,785$179,169 ▼-2.0%66,3407.8%ETFDFAIDimensional International Core Equity Market ETF$7,493,700$596,885 ▼-7.4%216,7696.6%ETFDUHPDimensional US High Profitability ETF$6,373,134$483,758 ▲8.2%179,2225.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$6,070,874$1,232,321 ▲25.5%111,4745.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$3,819,850$119,137 ▼-3.0%132,7723.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,745,273$185,436 ▼-4.7%68,8723.3%ETFSPMOInvesco S&P 500 Momentum ETF$2,981,242$732,405 ▲32.6%26,5072.6%ETFBINCiShares Flexible Income Active ETF$2,485,963$2,485,963 ▲New Holding47,0472.2%ETFMBBiShares MBS ETF$2,472,218$22,627 ▼-0.9%26,3312.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,417,480$169,111 ▲7.5%46,1882.1%ETFDFAEDimensional Emerging Core Equity Market ETF$2,267,903$98,285 ▲4.5%78,3392.0%ETFXSMOInvesco S&P SmallCap Momentum ETF$2,253,775$2,253,775 ▲New Holding33,1342.0%ETFFTECFidelity MSCI Information Technology Index ETF$1,827,638$41,022 ▲2.3%9,2671.6%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,425,863$28,170 ▲2.0%33,0521.3%ETFVTIVanguard Total Stock Market ETF$1,415,098$14,285 ▲1.0%4,6561.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,395,965$83,826 ▼-5.7%27,5611.2%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,392,383$26,124 ▲1.9%74,4591.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,340,353$31,534 ▲2.4%65,4151.2%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,233,725$25,722 ▲2.1%62,7851.1%ETFAIQGlobal X Artificial Intelligence & Technology ETF$1,204,970$1,204,970 ▲New Holding27,5801.1%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,169,298$65,459 ▲5.9%69,6841.0%ManufacturingBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,156,033$14,620 ▲1.3%59,2231.0%ETFVEUVanguard FTSE All-World ex-US ETF$1,108,794$91,083 ▼-7.6%16,4951.0%ETFVGSHVanguard Short-Term Treasury ETF$844,316$829,327 ▼-49.6%14,3640.7%ETFVOOVanguard S&P 500 ETF$769,6810.0%1,3550.7%ETFBRK.ABerkshire Hathaway$728,8000.0%10.6%FinanceDFNMDimensional National Municipal Bond ETF$690,249$262,051 ▲61.2%14,5530.6%ETFSUBiShares Short-Term National Muni Bond ETF$496,501$144,622 ▲41.1%4,6690.4%ETFBRK.BBerkshire Hathaway$486,256$6,315 ▲1.3%1,0010.4%FinanceMSFTMicrosoft$481,990$18,902 ▼-3.8%9690.4%Computer and TechnologyMUBiShares National Muni Bond ETF$474,235$83,793 ▲21.5%4,5390.4%ETFQVMLInvesco S&P 500 QVM Multi-factor ETF$396,814$513 ▲0.1%10,8360.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$376,709$37,954 ▼-9.2%6650.3%ETFAAPLApple$353,303$5,129 ▼-1.4%1,7220.3%Computer and TechnologyGOOGLAlphabet$325,673$14,980 ▼-4.4%1,8480.3%Computer and TechnologyQQQInvesco QQQ$278,027$6,620 ▼-2.3%5040.2%FinanceVVVanguard Large-Cap ETF$271,6060.0%9520.2%ETFESGUiShares ESG Aware MSCI USA ETF$252,470$2,977 ▲1.2%1,8660.2%ManufacturingAMZNAmazon.com$251,860$5,485 ▼-2.1%1,1480.2%Retail/WholesaleVGTVanguard Information Technology ETF$225,515$225,515 ▲New Holding3400.2%ETFBLACKROCK ETF TRUST II$224,622$224,622 ▲New Holding4,6190.2%ISHARES HIGH YIEQUALiShares MSCI USA Quality Factor ETF$223,2230.0%1,2210.2%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$213,418$948,531 ▼-81.6%10,3200.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$200,741$200,741 ▲New Holding5,9780.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$2,441,246 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$292,169 ▼-100.0%00.0%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$0$216,493 ▼-100.0%00.0%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$0$216,245 ▼-100.0%00.0%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$0$215,875 ▼-100.0%00.0%ETFShowing 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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