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Arborfi Advisors - Q2 2026 13F Filings

AR

Arborfi Advisors, LLC

CIK: 0002054674
Address: Michigan Ann Arbor 2395 S Huron Pkwy Suite 101
$137.94 M
Portfolio Value
45
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. PVAL Putnam Focused Large Cap Value Etf
+$3.57 M
2. IALT Ishares Systematic Alternatives Active Etf
+$1.76 M
3. XSMO Invesco S&P Smallcap Momentum Etf
+$1.21 M
4. IVV Ishares Core S&P 500 Etf
+$550,428.5
5. DFCF Dimensional Core Fixed Income Etf
+$441,812.08

Top Sells

Q2 2026
1. DUHP Dimensional Us High Profitability Etf
−$6.12 M
2. BSCQ Invesco Bulletshares 2026 Corporate Bond Etf
−$1.22 M
3. QUAL Ishares Msci Usa Quality Factor Etf
−$213,868
4. AMZN Amazoncom
−$206,812
5. SPYG Spdr Portfolio S&P 500 Growth Etf
−$177,176.1

Asset Allocation

Stocks/ETFs
+12.61%
$137.94 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Arborfi Advisors Q2 2026 Filing Summary

Arborfi Advisors, LLC filed its 13F report for Q2 2026 on August 06, 2026. The portfolio totaled 137.94 M reflecting a +12.61% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 67.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Arborfi Advisors’s Q2 2026 Filing

Arborfi Advisors submitted their Form 13F-HR for the Q2 2026 period on 08/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Arborfi Advisors reported a managed portfolio value of 137.94 M, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Arborfi Advisors bought or sold during Q2 2026, please visit Arborfi Advisors's Portfolio Analysis page.