Arbor Investment Advisors, LLC
Annual return '25
+23.8%
SPY '25
+17.7%
Alpha
+6.1ptsvs SPY
Invested
$768.2M
Holdings
114
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWB
iShares Russell 1000 ETF
Held since at least Q1 2024
13.5%
02
$PRF
Invesco FTSE RAFI US 1000 ETF
Held since at least Q1 2024
12.5%
03
$VEA
Vanguard FTSE Developed Markets ETF
Q1 2026: New position (72.2k shares)
12.1%
04
$TFLO
iShares Treasury Floating Rate Bond ETF
Held since at least Q1 2024
8.8%
05
$BSV
Vanguard Short-Term Bond ETF
Q1 2026: New position (3.4k shares)
6.4%
06
$AGG
iShares Core U.S. Aggregate Bond ETF
Q1 2026: New position (50.0k shares)
5.3%
07
$PRFZ
Invesco FTSE RAFI US 1500 Small-Mid ETF
Held since at least Q1 2024
4.8%
08
$TIP
iShares TIPS Bond ETF
Q1 2026: New position (13.1k shares)
4.8%
09
$EFA
iShares MSCI EAFE ETF
Held since at least Q1 2024
3.6%
10
$VWO
Vanguard FTSE Emerging Markets ETF
Q1 2026: New position (77.5k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:09 UTC.