🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 763.96 -1.2% NASDAQ 100: 704.47 -2.9% Dow Jones: 534.08 -0.5%

Arborfi Advisors - Q4 2025 13F Filings

AR

Arborfi Advisors, LLC

CIK: 0002054674
Address: Michigan Ann Arbor 2395 S Huron Pkwy Suite 101
$123.2 M
Portfolio Value
49
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFAE Dimensional Emerging Core Equity Market Etf
+$738,623.46
2. SHLD Global X Defense Tech Etf
+$668,568.11
3. VYM Vanguard High Dividend Yield Index Etf
+$480,791.99
4. SPIB State Street Spdr Portfolio Intermediate Term Corporate Bond Etf
+$237,076
5. IBMQ Ishares Ibonds Dec 2028 Term Muni Bond Etf
+$203,654
6. IBMO Ishares Ibonds Dec 2026 Term Muni Bond Etf
+$203,276

Top Sells

Q4 2025
1. FTEC Fidelity Msci Information Technology Index Etf
−$1.64 M
2. SPYG Spdr Portfolio S&P 500 Growth Etf
−$604,562.22
3. VTI Vanguard Total Stock Market Etf
−$556,212.8
4. VGSH Vanguard Short-Term Treasury Etf
−$484,277
5. DFAI Dimensional International Core Equity Market Etf
−$229,155.66

Asset Allocation

Stocks/ETFs
+0.53%
$123.2 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Arborfi Advisors Q4 2025 Filing Summary

Arborfi Advisors, LLC filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 123.2 M reflecting a +0.31% change from the prior quarter, spanning 49 assets. The top 10 holdings comprised 68.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Arborfi Advisors’s Q4 2025 Filing

Arborfi Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Arborfi Advisors reported a managed portfolio value of 123.2 M, consisting of 49 individual positions.

This page displays the raw filing documents. To see which stocks Arborfi Advisors bought or sold during Q4 2025, please visit Arborfi Advisors's Portfolio Analysis page.