ArborFi Advisors, LLC

CIK: 0002054674Latest portfolio: $123.2M · Q4 2025

Holdings

49

Total Value

$123.2M

New Positions

49

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
IVVISHARES TR
31,297$21.4M17.40%NEW
2
SPYGSPDR SERIES TRUST
103,378$11.0M8.95%NEW
3
DFCFDIMENSIONAL ETF TRUST
224,892$9.6M7.77%NEW
4
VYMVANGUARD WHITEHALL FDS
61,060$8.8M7.11%NEW
5
DFAIDIMENSIONAL ETF TRUST
189,942$7.2M5.88%NEW
6
DYNFBLACKROCK ETF TRUST
115,171$7.0M5.68%NEW
7
DUHPDIMENSIONAL ETF TRUST
181,016$6.9M5.59%NEW
8
DFAEDIMENSIONAL ETF TRUST
132,474$4.3M3.50%NEW
9
SPTISPDR SERIES TRUST
140,428$4.0M3.29%NEW
10
SPMDSPDR SERIES TRUST
69,576$4.0M3.27%NEW
11
BINCBLACKROCK ETF TRUST II
67,669$3.6M2.90%NEW
12
KLMNINVESCO EXCH TRADED FD TR II
28,233$3.4M2.73%NEW
13
MBBISHARES TR
27,902$2.7M2.16%NEW
14
SPYVSPDR SERIES TRUST
46,343$2.6M2.14%NEW
15
XSMOINVESCO EXCHANGE TRADED FD T
34,146$2.5M2.00%NEW
16
AIQGLOBAL X FDS
38,830$2.0M1.60%NEW
17
SHLDGLOBAL X FDS
27,706$1.8M1.46%NEW
18
SHYGISHARES TR
34,797$1.5M1.21%NEW
19
BSCTINVESCO EXCH TRD SLF IDX FD
76,741$1.4M1.17%NEW
20
BSCSINVESCO EXCH TRD SLF IDX FD
68,568$1.4M1.15%NEW
21
BSCRINVESCO EXCH TRD SLF IDX FD
66,775$1.3M1.07%NEW
22
BSCUINVESCO EXCH TRD SLF IDX FD
74,357$1.3M1.02%NEW
23
BSCQINVESCO EXCH TRD SLF IDX FD
62,948$1.2M1.00%NEW
24
VEUVANGUARD INTL EQUITY INDEX F
15,081$1.1M0.90%NEW
25
VTIVANGUARD INDEX FDS
2,949$988K0.80%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($2.1436110309571876e+132T)
Unknown0.0% ($3368754.4T)
Technology0.0% ($678.4B)
Communication Services0.0% ($433K)
Consumer Cyclical0.0% ($264K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 29, 2026$123.2M49
Q3 2025Nov 3, 2025$122.8B0
Q2 2025Aug 4, 2025$113.6B47
Q1 2025Apr 28, 2025$100.7B46
Q4 2024Feb 14, 2025$99.6B45

Fund Information

CIK0002054674
Most Recent FilingJan 29, 2026
Number of Filings5

ArborFi Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $123.2M across 49 holdings. The largest position is ISHARES TR (IVV), representing 17.4% of the portfolio. Compared to the previous quarter, the fund opened 49 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.