Arkolith/Funds/ArborFi Advisors, LLC

ArborFi Advisors, LLC

CIK 2054674
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

ArborFi Advisors, LLC holds a focused book of 45 reported positions worth $137.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Putnam Focused LRG Cap Value and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is Ishares Core S&P 500 ETF at 17% of the reported non-option book. Cloning the disclosed picks since 2025 would be +21% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.2%
+13.0%/yr · since Feb '25
Their reported book
+22.7%
held from quarter-end
S&P 500
+27.2%
same window
$8K$9K$11K$12K$13KFeb '25Jun '25Oct '25Jan '26May '26Sep '26
ArborFi Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning ArborFi Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
68%
Top 20 holdings
87%

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

Where the money is, by sector

2% mapped to company sectors

ETFs / funds
94%
No sector on file yet
4%
Financials
1%
Information Technology
1%

+1 sector below the cut, under 0.5% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC4 / 45$2.9B
Swiss Re Ltd5 / 45$1.0B
Mirae Asset Global Investments Co., Ltd.20 / 45$270.9B
Amtrust Financial Services, Inc.5 / 45$285.1M
Fortune 45 LLC9 / 45$185.9M
Summitas Investment Management LLC4 / 45$99.2M
Pioneer Family Office, LLC9 / 45$141.0M
Alternative Investment Advisors, LLC.10 / 45$191.0M

Ranked by the share of each fund's own book sitting in the names it shares with ArborFi Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

45 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$23.3M31.1K
16.9%
+2.4%
Added · +735 sh
2SPDR Series Trust
ST STR P500GRW
$10.8M90.5K
7.8%
−1.6%
Reduced · −1K sh
3Dimensional ETF Trust
CORE FIXE IN ETF
$10.3M245.0K
7.5%
+4.5%
Added · +10K sh
4Vanguard Whitehall FDS
HIGH DIV YLD
$10.0M63.4K
7.3%
+4.2%
Added · +3K sh
5Dimensional ETF Trust
INTL CORE EQT MK
$8.8M214.3K
6.4%
+2.0%
Added · +4K sh
6BlackRock ETF Trust
ISHARES US EQUIT
$8.2M120.1K
5.9%
+2.6%
Added · +3K sh
7Dimensional ETF Trust
EMGR CRE EQT MNG
$7.1M176.6K
5.1%
+5.7%
Added · +10K sh
8SPDR Series Trust
ST INTER ETF
$5.3M186.5K
3.8%
+3.4%
Added · +6K sh
9SPDR Series Trust
ST STR P400MID
$5.0M74.1K
3.6%
+0.9%
Added · +648 sh
10Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$4.7M29.2K
3.4%
−0.4%
Reduced · −114 sh
11Invesco Exchange Traded FD T
S&P SMLCP MOMENT
$4.7M50.4K
3.4%
+34%
Added · +13K sh
12Putnam ETF Trust
FOCUSED LAR CAP
$3.6M70.0K
2.6%
New
New position
13BlackRock ETF Trust II
ISHA FLEX IN ETF
$3.1M59.9K
2.3%
+0.8%
Added · +473 sh
14Ishares TR
MBS ETF
$3.0M31.9K
2.2%
+3.9%
Added · +1K sh
15SPDR Series Trust
ST STR P500VAL
$2.9M47.0K
2.1%
−0.3%
Reduced · −166 sh
16Global X FDS
ARTIFICIAL ETF
$2.8M43.2K
2.1%
+8.3%
Added · +3K sh
17Global X FDS
DEFENSE TECH ETF
$1.9M32.3K
1.4%
+2.8%
Added · +867 sh
18BlackRock ETF Trust
ISHA SYST AL ETF
$1.8M62.7K
1.3%
New
New position
19Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$1.6M76.7K
1.1%
+7.9%
Added · +6K sh
20Dimensional ETF Trust
US HIGH PROF ETF
$1.6M37.2K
1.1%
−80%
Reduced · −147K sh
21Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$1.5M83.4K
1.1%
+5.1%
Added · +4K sh
22Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$1.4M85.9K
1.0%
+9.3%
Added · +7K sh
23Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$1.4M72.3K
1.0%
+3.8%
Added · +3K sh
24Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$1.4M84.8K
1.0%
+3.9%
Added · +3K sh
25Vanguard Intl Equity Index F
ALLWRLD EX US
$1.3M15.1K
0.9%
+0.8%
Added · +125 sh
26Dimensional ETF Trust
NATL MUN BD ETF
$1.2M25.5K
0.9%
+23%
Added · +5K sh
27Vanguard Index FDS
TOTAL STK MKT
$1.0M2.8K
0.8%
−4.4%
Reduced · −129 sh
28Vanguard Index FDS
S&P 500 ETF SHS
$971K1.4K
0.7%
Held
29Ishares TR
SHRT NAT MUN ETF
$820K7.7K
0.6%
+18%
Added · +1K sh
30Ishares TR
NATIONAL MUN ETF
$781K7.3K
0.6%
+2.9%
Added · +206 sh
31Berkshire Hathaway Inc Del
CL A
$749K1
0.5%
Held
32World Gold TR
SPDR GLD MINIS
$608K7.7K
0.4%
+18%
Added · +1K sh
33Invesco Exch Traded FD TR II
500 QVM MULTI
$473K10.7K
0.3%
+1.1%
Added · +115 sh
34Apple Inc
COM
$442K1.5K
0.3%
−2.4%
Reduced · −37 sh
35Invesco QQQ TR
UNIT SER 1
$387K526
0.3%
−6.9%
Reduced · −39 sh
36State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$381K541
0.3%
Held
37Berkshire Hathaway Inc Del
CL B NEW
$331K662
0.2%
Held
38Microsoft Corp
COM
$320K857
0.2%
Held
39Vanguard Index FDS
LARGE CAP ETF
$314K914
0.2%
+2.8%
Added · +25 sh
40Ishares TR
ESG MSCI USA ETF
$285K4.1K
0.2%
−2.9%
Reduced · −121 sh
41Alphabet Inc
CAP STK CL A
$281K786
0.2%
−37%
Reduced · −466 sh
42SPDR Series Trust
ST INTER BD ETF
$270K8.1K
0.2%
+11%
Added · +800 sh
43Vanguard World FD
INF TECH ETF
$262K2.2K
0.2%
New
New position
44Ishares TR
IBONDS DEC 28
$212K8.3K
0.2%
Held
45Ishares TR
IBONDS DEC 27
$211K8.3K
0.2%
Held
Showing all 45 positions
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Filing history

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

$137.9M · Q2 2026Q4 2024 · $99.6MQ2 2026 · $137.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202637d45$137.9M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202629d45$122.5M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202629d49$123.2M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d49$122.8M13F-HR
Q2 2025Jun 30, 2025Aug 4, 202535d47$113.6M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202528d46$100.7M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d45$99.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.