Arbor Investment Advisors, LLC
Arbor Investment Advisors, LLC is a North Carolina-based investment adviser firm founded in 1998 and registered with the SEC since 2001. Headquartered in Winston Salem, the firm serves high net worth individuals, charitable organizations, and pension/profit sharing plans, managing nearly $1 billion in assets. Arbor is a boutique advisory with around 8 employees.
Investment Strategy
Arbor Investment Advisors provides discretionary and non-discretionary portfolio management for high-net-worth individuals and select institutional clients. Its strategy uses diversified asset allocation primarily through ETFs and individual equities, balancing growth with risk control. The firm emphasizes personalized advisory, long-term growth, and prudent diversification. Arbor's portfolios typically utilize broad exposure to US and international markets, fixed income, and alternatives for stability and performance.
Latest 13F Filing Activity
Arbor Investment Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 127 equity positions with a total 13F market value of $788M. The fund increased holdings in Apple Inc., Lowes Companies, Inc., Truist Financial Corp. among other positions. Arbor Investment Advisors, LLC reduced exposure to Ishares Russell 1000 Etf, Ishares Msci Eafe Etf, Ishares Treasury Floating Rate Bond Etf among others.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | iShares Russell 1000 ETF | 14.00% | $110.2M | 301,629 | $117.44 | $365.48 | -$7.5M |
P PRF | Invesco FTSE RAFI US 1000 ETF | 11.82% | $93.1M | 2,058,963 | $25.02 | $45.21 | -$3.0M |
V VEA | Vanguard FTSE Developed Markets ETF | 11.21% | $88.3M | 1,473,187 | $41.53 | $59.92 | -$1.0M |
T TFLO | iShares Treasury Floating Rate Bond ETF | 8.28% | $65.2M | 1,289,754 | $50.58 | $50.59 | -$3.2M |
B BSV | Vanguard Short-Term Bond ETF | 6.08% | $47.9M | 607,397 | $77.25 | $78.91 | +$250.2K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more