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Arborfi Advisors - Q1 2026 13F Filings

AR

Arborfi Advisors, LLC

CIK: 0002054674
Address: Michigan Ann Arbor 2395 S Huron Pkwy Suite 101
$122.5 M
Portfolio Value
45
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BSCV Invesco Bulletshares 2031 Corporate Bond Etf
+$1.34 M
2. DFAE Dimensional Emerging Core Equity Market Etf
+$1.17 M
3. SPTI Spdr Portfolio Intermediate Term Treasury Etf
+$1.14 M
4. DFAI Dimensional International Core Equity Market Etf
+$782,198.18
5. DFCF Dimensional Core Fixed Income Etf
+$409,027.38

Top Sells

Q1 2026
1. SHYG Ishares 0-5 Year High Yield Corporate Bond Etf
−$1.49 M
2. SPYG Spdr Portfolio S&P 500 Growth Etf
−$1.12 M
3. IVV Ishares Core S&P 500 Etf
−$585,921.58
4. BINC Ishares Flexible Income Active Etf
−$428,993.67
5. HIMU Ishares High Yield Muni Active Etf
−$339,835

Asset Allocation

Stocks/ETFs
-0.57%
$122.5 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Arborfi Advisors Q1 2026 Filing Summary

Arborfi Advisors, LLC filed its 13F report for Q1 2026 on April 29, 2026. The portfolio totaled 122.5 M reflecting a -0.57% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 69.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 6 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Arborfi Advisors’s Q1 2026 Filing

Arborfi Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/29/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Arborfi Advisors reported a managed portfolio value of 122.5 M, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Arborfi Advisors bought or sold during Q1 2026, please visit Arborfi Advisors's Portfolio Analysis page.