Arborfi Advisors, LLC Top Holdings and 13F Report (2026) About Arborfi Advisors, LLCInvestment ActivityArborfi Advisors, LLC has $122.50 million in total holdings as of March 31, 2026.Arborfi Advisors, LLC owns shares of 45 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.76% of the portfolio was purchased this quarter.About 4.42% of the portfolio was sold this quarter.This quarter, Arborfi Advisors, LLC has purchased 49 new stocks and bought additional shares in 24 stocks.Arborfi Advisors, LLC sold shares of 16 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $19,857,320Dimensional Core Fixed Income ETF $9,903,968Vanguard High Dividend Yield ETF $9,018,994SPDR Portfolio S&P 500 Growth ETF $9,002,041Dimensional International Core Equity Market ETF $8,182,322 Largest New Holdings this Quarter 46138J429 - Invesco BulletShares 2031 Corporate Bond ETF $1,342,889 Holding46436E767 - iShares ESG Advanced MSCI USA ETF $233,110 Holding Largest Purchases this Quarter Invesco BulletShares 2031 Corporate Bond ETF 81,585 shares (about $1.34M)Dimensional Emerging Core Equity Market ETF 34,589 shares (about $1.17M)SPDR Portfolio Intermediate Term Treasury ETF 39,929 shares (about $1.14M)Dimensional International Core Equity Market ETF 20,077 shares (about $782.20K)Dimensional Core Fixed Income ETF 9,688 shares (about $409.03K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 11,436 shares (about $1.12M)iShares Core S&P 500 ETF 897 shares (about $585.92K)iShares Flexible Income Active ETF 8,261 shares (about $428.99K)SPDR Gold MiniShares Trust 1,468 shares (about $136.07K)Berkshire Hathaway 212 shares (about $101.59K) 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$19,857,320$585,922 ▼-2.9%30,40016.2%ETFDFCFDimensional Core Fixed Income ETF$9,903,968$409,027 ▲4.3%234,5808.1%ETFVYMVanguard High Dividend Yield ETF$9,018,994$23,992 ▼-0.3%60,8987.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,002,041$1,119,699 ▼-11.1%91,9427.3%ETFDFAIDimensional International Core Equity Market ETF$8,182,322$782,198 ▲10.6%210,0196.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$6,808,631$107,982 ▲1.6%117,0275.6%ETFDUHPDimensional US High Profitability ETF$6,755,165$101,016 ▲1.5%183,7645.5%ETFDFAEDimensional Emerging Core Equity Market ETF$5,656,761$1,171,185 ▲26.1%167,0634.6%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$5,169,032$1,144,365 ▲28.4%180,3574.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,349,975$229,657 ▲5.6%73,4543.6%ETFSPMOInvesco S&P 500 Momentum ETF$3,290,877$125,675 ▲4.0%29,3542.7%ETFBINCiShares Flexible Income Active ETF$3,085,057$428,994 ▼-12.2%59,4082.5%ETFMBBiShares MBS ETF$2,917,434$268,139 ▲10.1%30,7262.4%ETFXSMOInvesco S&P SmallCap Momentum ETF$2,850,902$255,123 ▲9.8%37,5022.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,667,917$45,830 ▲1.7%47,1532.2%ETFGLOBAL X FDS$2,224,589$261,896 ▲13.3%31,4031.8%DEFENSE TECH ETFAIQGlobal X Artificial Intelligence & Technology ETF$1,863,953$51,757 ▲2.9%39,9391.5%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,481,692$49,674 ▲3.5%79,4031.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,452,627$52,262 ▲3.7%71,1271.2%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,367,588$57,128 ▲4.4%69,6861.1%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,342,889$1,342,889 ▲New Holding81,5851.1%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,314,807$71,625 ▲5.8%78,6411.1%ManufacturingBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,215,489$13,886 ▼-1.1%62,2371.0%ETFVEUVanguard FTSE All-World ex-US ETF$1,122,970$9,613 ▼-0.8%14,9530.9%ETFDFNMDimensional National Municipal Bond ETF$994,979$139,764 ▲16.3%20,7590.8%ETFVTIVanguard Total Stock Market ETF$948,314$2,246 ▲0.2%2,9560.8%ETFVOOVanguard S&P 500 ETF$844,936$22,109 ▼-2.5%1,4140.7%ETFMUBiShares National Muni Bond ETF$748,888$87,786 ▲13.3%7,0550.6%ETFBRK.ABerkshire Hathaway$718,1400.0%10.6%FinanceSUBiShares Short-Term National Muni Bond ETF$695,658$39,512 ▲6.0%6,5320.6%ETFGLDMSPDR Gold MiniShares Trust$600,446$136,069 ▼-18.5%6,4780.5%FinanceQVMLInvesco S&P 500 QVM Multi-factor ETF$405,304$3,635 ▼-0.9%10,5920.3%ETFAAPLApple$396,6740.0%1,5630.3%Computer and TechnologyGOOGLAlphabet$360,025$37,958 ▼-9.5%1,2520.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$333,667$10,485 ▼-3.0%5410.3%ETFQQQInvesco QQQ$326,107$577 ▼-0.2%5650.3%FinanceMSFTMicrosoft$317,2360.0%8570.3%Computer and TechnologyBRK.BBerkshire Hathaway$317,230$101,590 ▼-24.3%6620.3%FinanceVVVanguard Large-Cap ETF$265,678$18,828 ▼-6.6%8890.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$243,769$8,586 ▲3.7%7,2680.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$233,110$233,110 ▲New Holding4,2230.2%ManufacturingQUALiShares MSCI USA Quality Factor ETF$213,868$13,619 ▼-6.0%1,1150.2%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$211,661$8,293 ▲4.1%8,3200.2%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$211,439$8,144 ▲4.0%8,2820.2%ETFAMZNAmazon.com$206,812$32,282 ▼-13.5%9930.2%Retail/WholesaleSHYGiShares 0-5 Year High Yield Corporate Bond ETF$0$1,491,747 ▼-100.0%00.0%ETFBLACKROCK ETF TRUST II$0$339,835 ▼-100.0%00.0%ISHARES HIGH YIEFTECFidelity MSCI Information Technology Index ETF$0$319,930 ▼-100.0%00.0%ETFESGUiShares ESG Aware MSCI USA ETF$0$297,513 ▼-100.0%00.0%ManufacturingVGTVanguard Information Technology ETF$0$206,536 ▼-100.0%00.0%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$0$203,276 ▼-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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