AiSiWhale

AI & tech investing

Arbor Investment Advisors, LLC

CIK 1590073

13F filing for Q2 2026・No. 2,778

Holdings
US$883.47M
Quarter change
+US$115.23M
Entries
145
Net bought (estimate)
+US$44.62M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 35
  • Sold out 4
  • Cut 24
  • Added 66
  • Corporate actions 0
  • Unchanged 20

Largest holdings

145 stocks worth US$883.47M, options and bonds left out.

StockThis quarterValueWeight
IWBiShares Russell 1000 ETFETFCutUS$116.66M13.20%
Invesco FTSE RAFI US 1000 ETFETFAddedUS$110.98M12.56%
Vanguard FTSE Developed Markets ETFETFAddedUS$104.19M11.79%
iShares Treasury Floating Rate Bond ETFETFCutUS$67.15M7.60%
Vanguard Short-Term Bond ETFETFAddedUS$52.59M5.95%
Invesco FTSE RAFI US 1500 Small-Mid ETFETFAddedUS$44.92M5.08%
iShares Core U.S. Aggregate Bond ETFETFAddedUS$41.25M4.67%
iShares TIPS Bond ETFETFCutUS$36.25M4.10%
EFAiShares MSCI EAFE ETFETFAddedUS$30M3.40%
VWOVanguard FTSE Emerging Markets ETFETFAddedUS$29.92M3.39%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.