account_balance
Investment manager · 13F filer · SEC CIK 2054674
ArborFi Advisors, LLC
Reported value$137Mas of Sep 30, 2026
Positions51 6 new, 0 sold out
Top 10 weight65.8%IVV alone is 17%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
17.2%
SPYGSPDR Series Trust
7.7%Trimmed −4%
DFCFDimensional ETF Trust
7.6%Added +7%
VYMVanguard Whitehall FDS
7.1%
DFAIDimensional ETF Trust
6.5%
DYNFBlackRock ETF Trust
5.9%Trimmed −2%
DFAEDimensional ETF Trust
3.6%Trimmed −28%
SPTISPDR Series Trust
3.5%Trimmed −5%
SPMDSPDR Series Trust
3.4%
SPMOInvesco Exch Traded Fd Tr II
3.2%
XSMOInvesco Exchange Traded Fd T
2.9%Trimmed −5%
PVALPutnam ETF Trust
2.7%
IVViShares Tr
17.2%
SPYGSPDR Series Trust
7.7%
DFCFDimensional ETF Trust
7.6%
VYMVanguard Whitehall FDS
7.1%
DFAIDimensional ETF Trust
6.5%
DYNFBlackRock ETF Trust
5.9%
DFAEDimensional ETF Trust
3.6%
SPTISPDR Series Trust
3.5%
SPMD3.4%
SPMO
XSMO2.9%
PVAL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 17.2% Held
SPYG SPDR Series Trust 7.7% Trimmed −4%
DFCF Dimensional ETF Trust 7.6% Added +7%
VYM Vanguard Whitehall FDS 7.1% Held
DFAI Dimensional ETF Trust 6.5% Held
DYNF BlackRock ETF Trust 5.9% Trimmed −2%
DFAE Dimensional ETF Trust 3.6% Trimmed −28%
SPTI SPDR Series Trust 3.5% Trimmed −5%
SPMD SPDR Series Trust 3.4% Held
SPMO Invesco Exch Traded Fd Tr II 3.2% Held
XSMO Invesco Exchange Traded Fd T 2.9% Trimmed −5%
PVAL Putnam ETF Trust 2.7% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- CORO $2.82M
- BAI $1.65M
- STIP $1.46M
- IBMR $208K
arrow_upwardAdded
- SPIB +44%
- IALT +11%
- DFNM +7%
- DFCF +7%
arrow_downwardTrimmed
- AIQ −80%
- DUHP −28%
- DFAE −28%
- MBB −23%
remove_circleSold out
None
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