Arkolith/Funds/Arbor Investment Advisors, LLC

Arbor Investment Advisors, LLC

CIK 1590073
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Arbor Investment Advisors, LLC holds a focused book of 145 stocks worth $883.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Vanguard 0-3M T-Bill ETF and trimmed Ishares Russell 1000 ETF. Their largest long position is Ishares Russell 1000 ETF at 13% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Arbor Investment Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
62
new positions
Added to
67
existing
Trimmed
23
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.3%
+13.7%/yr · since Oct '24
Their reported book
+21.5%
held from quarter-end
S&P 500
+29.9%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Arbor Investment Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.8 points over this window.

Growth of $10,000 cloning Arbor Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
72%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
4%
Financials
2%
Consumer Discretionary
1%
Industrials
0%
Health Care
0%
Utilities
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Arbor Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$546.7B
BANK OF AMERICA CORP /DE/79 / 80$431.4B
WELLS FARGO & COMPANY/MN79 / 80$164.8B
ROYAL BANK OF CANADA79 / 80$149.4B
UBS Group AG79 / 80$147.3B
RAYMOND JAMES FINANCIAL INC79 / 80$90.1B
LPL Financial LLC79 / 80$88.0B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$20.1B

Ranked by how many of Arbor Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

145 positions
#SecurityValueShares% PortLast moveHistory
1iShares Russell 1000 ETF
ETF
$116.7M284.9K
13.2%
−2.1%
Reduced · −6K sh
2Invesco Ftse Rafi US 1000 ETF
ETF
$111.0M2.05M
12.6%
+1.3%
Added · +26K sh
3Vanguard FTSE Developed Markets ETF
ETF
$104.2M1.46M
11.8%
+1.2%
Added · +17K sh
4iShares Treasury Floating Rate Bond ETF
ETF
$67.1M1.33M
7.6%
−0.9%
Reduced · −12K sh
5Vanguard Short-Term Bond ETF
ETF
$52.6M675.1K
6.0%
+7.3%
Added · +46K sh
6Invesco FTSE RAFI US 1500 Small-Mid ETF
ETF
$44.9M805.5K
5.1%
+0.2%
Added · +2K sh
7iShares Core U.S. Aggregate Bond ETF
ETF
$41.2M416.7K
4.7%
+2.3%
Added · +9K sh
8iShares TIPS Bond ETF
ETF
$36.3M331.3K
4.1%
−0.5%
Reduced · −2K sh
9iShares MSCI EAFE ETF
ETF
$30.0M288.8K
3.4%
+0.4%
Added · +1K sh
10Vanguard FTSE Emerging Markets ETF
ETF
$29.9M501.2K
3.4%
+0.9%
Added · +5K sh
11JPMorgan Ultra-Short Income ETF
ETF
$23.8M471.2K
2.7%
+6.3%
Added · +28K sh
12Vanguard Russell 1000 ETF
ETF
$18.1M53.3K
2.0%
+0.1%
Added · +66 sh
13Vanguard Total Bond Market ETF
ETF
$16.9M229.7K
1.9%
+9.1%
Added · +19K sh
14iShares Russell 2000 ETF
ETF
$13.4M44.7K
1.5%
−0.5%
Reduced · −234 sh
15Apple Inc.
Stock
$13.0M45.1K
1.5%
+140%
Added · +26K sh
16iShares Russell 1000 Growth ETF
ETF
$12.0M96.5K
1.4%
+299%
Added · +72K sh
17iShares Core MSCI EAFE ETF
ETF
$9.7M100.8K
1.1%
−7.8%
Reduced · −9K sh
18iShares Russell 1000 Value ETF
ETF
$9.0M37.1K
1.0%
~0%
Added · +16 sh
19iShares MSCI Emerging Markets ETF
ETF
$7.2M104.6K
0.8%
−2.3%
Reduced · −2K sh
20Vanguard Total World Stock Index ETF
ETF
$6.5M41.3K
0.7%
−0.7%
Reduced · −286 sh
21Vanguard 0-3 Month Treasury Bill ETF
ETF
$6.1M80.4K
0.7%
New
New position
22iShares MSCI Emerging Markets ex China ETF
ETF
$5.8M56.3K
0.7%
+6.9%
Added · +4K sh
23PIMCO 1-5 Year U.S. TIPS Index ETF
ETF
$5.6M105.3K
0.6%
+9.2%
Added · +9K sh
24iShares Core MSCI Emerging Markets ETF
ETF
$5.3M64.0K
0.6%
−2.2%
Reduced · −1K sh
25iShares Core MSCI Intl Developed Markets ETF
ETF
$4.9M55.5K
0.6%
+0.2%
Added · +104 sh
26Lowes Companies, Inc.
Stock
$4.3M19.7K
0.5%
New
New position
27Microsoft Corp.
Stock
$3.9M10.5K
0.4%
+39%
Added · +3K sh
28Cisco Systems Inc.
Stock
$3.6M30.7K
0.4%
+0.5%
Added · +149 sh
29Vanguard Total Stock Market ETF
ETF
$3.1M8.3K
0.3%
+14%
Added · +1K sh
30Vanguard Value ETF
ETF
$2.8M12.9K
0.3%
+1.2%
Added · +158 sh
31Huntington Bancshares Incorporated
Stock
$2.6M145.5K
0.3%
+10%
Added · +13K sh
32Berkshire Hathaway Inc.
Stock
$2.4M4.8K
0.3%
Held
33Vanguard Short-Term Inflation-Protected Securities ETF
ETF
$2.4M47.2K
0.3%
+0.5%
Added · +256 sh
34Vanguard Russell 2000 ETF
ETF
$2.1M17.5K
0.2%
−0.3%
Reduced · −57 sh
35Truist Financial Corp.
Stock
$2.0M41.1K
0.2%
+621%
Added · +35K sh
36ASML Holding N.V.
ADR
$1.9M980
0.2%
+1.6%
Added · +15 sh
37Vanguard Russell 1000 Value ETF
ETF
$1.7M16.4K
0.2%
+1.5%
Added · +245 sh
38Alphabet Inc. Cl C
Stock
$1.7M4.7K
0.2%
+64%
Added · +2K sh
39iShares Core S&P 500 ETF
ETF
$1.7M2.2K
0.2%
Held
40Costco Wholesale Corp.
Stock
$1.6M1.7K
0.2%
−4.1%
Reduced · −74 sh
41Alphabet Inc. Cl A
Stock
$1.6M4.5K
0.2%
+204%
Added · +3K sh
42Duke Energy Corp.
Stock
$1.6M12.6K
0.2%
+114%
Added · +7K sh
43Vanguard Small-Cap Value Index ETF
ETF
$1.5M6.3K
0.2%
+0.3%
Added · +16 sh
44Vanguard ESG U.S. Stock ETF
ETF
$1.5M11.4K
0.2%
+0.2%
Added · +22 sh
45Home Depot Inc.
Stock
$1.3M3.6K
0.1%
+49%
Added · +1K sh
46NVIDIA Corporation
Stock
$1.2M6.2K
0.1%
+264%
Added · +5K sh
47Dimensional International Core Equity Market ETF
ETF
$1.1M27.3K
0.1%
+0.9%
Added · +235 sh
48Amazon.com Inc.
Stock
$1.1M4.6K
0.1%
+153%
Added · +3K sh
49Morgan Stanley
Stock
$1.1M5.2K
0.1%
+25%
Added · +1K sh
50Caterpillar Inc.
Stock
$1.1M1.0K
0.1%
−0.1%
Reduced · −1 sh
Showing 50 of 145 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026145$883.5M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026114$768.2M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026111$759.9M13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025127$787.7M13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025112$780.4M13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025114$736.1M13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025108$712.5M13F-HR
Q3 2024Sep 30, 2024Oct 24, 2024116$755.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.