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Arbor Investment Advisors, LLC | Tormere

Arbor Investment Advisors, LLC

Est. AUM

$768.2M

13F long equity, this entity only

Positions

114

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	iShares Russell 1000 ETF	ETF	$103.8M	290982	13.51%	SOLE
2	Invesco FTSE RAFI US 1000 ETF	ETF	$96.4M	2027977	12.55%	SOLE
3	Vanguard FTSE Developed Markets ETF	ETF	$92.6M	1445106	12.05%	SOLE
4	iShares Treasury Floating Rate Bond ETF	ETF	$67.7M	1337826	8.82%	SOLE
5	Vanguard Short-Term Bond ETF	ETF	$49.3M	628847	6.42%	SOLE
6	iShares Core U.S. Aggregate Bond ETF	ETF	$40.4M	407435	5.26%	SOLE
7	Invesco FTSE RAFI US 1500 Small-Mid ETF	ETF	$36.9M	803591	4.80%	SOLE
8	iShares TIPS Bond ETF	ETF	$36.8M	333103	4.79%	SOLE
9	iShares MSCI EAFE ETF	ETF	$27.9M	287731	3.64%	SOLE
10	Vanguard FTSE Emerging Markets ETF	ETF	$26.8M	496677	3.49%	SOLE
11	JPMorgan Ultra-Short Income ETF	ETF	$22.4M	443066	2.92%	SOLE
12	Vanguard Russell 1000 ETF	ETF	$15.7M	53283	2.05%	SOLE
13	Vanguard Total Bond Market ETF	ETF	$15.5M	210523	2.02%	SOLE
14	iShares Russell 2000 ETF	ETF	$11.1M	44948	1.45%	SOLE
15	iShares Russell 1000 Growth ETF	ETF	$10.3M	24168	1.34%	SOLE
16	iShares Core MSCI EAFE ETF	ETF	$9.9M	109325	1.29%	SOLE
17	iShares Russell 1000 Value ETF	ETF	$7.9M	37095	1.03%	SOLE
18	iShares MSCI Emerging Markets ETF	ETF	$6.1M	107002	0.79%	SOLE
19	Vanguard Total World Stock Index ETF	ETF	$5.8M	41607	0.75%	SOLE
20	PIMCO 1-5 Year U.S. TIPS Index ETF	ETF	$5.2M	96423	0.68%	SOLE
21	Apple Inc.	Stock	$4.8M	18808	0.62%	SOLE
22	iShares Core MSCI Intl Developed Markets ETF	ETF	$4.6M	55425	0.60%	SOLE
23	iShares Core MSCI Emerging Markets ETF	ETF	$4.6M	65471	0.59%	SOLE
24	iShares MSCI Emerging Markets ex China ETF	ETF	$4.1M	52674	0.54%	SOLE
25	Microsoft Corp.	Stock	$2.8M	7522	0.36%	SOLE
26	Vanguard Value ETF	ETF	$2.5M	12734	0.33%	SOLE
27	Cisco Systems Inc.	Stock	$2.4M	30589	0.31%	SOLE
28	Vanguard Short-Term Inflation-Protected Securities ETF	ETF	$2.3M	46911	0.30%	SOLE
29	Vanguard Total Stock Market ETF	ETF	$2.3M	7264	0.30%	SOLE
30	Berkshire Hathaway Inc. Cl B	Stock	$2.3M	4838	0.30%	SOLE
31	Huntington Bancshares Incorporated	Stock	$2.1M	132157	0.27%	SOLE
32	Costco Wholesale Corp.	Stock	$1.8M	1809	0.23%	SOLE
33	Vanguard Russell 2000 ETF	ETF	$1.8M	17558	0.23%	SOLE
34	Vanguard Russell 1000 Value ETF	ETF	$1.5M	16127	0.20%	SOLE
35	iShares Core S&P 500 ETF	ETF	$1.4M	2205	0.19%	SOLE
36	Vanguard Small-Cap Value Index ETF	ETF	$1.4M	6281	0.18%	SOLE
37	Vanguard ESG U.S. Stock ETF	ETF	$1.3M	11420	0.17%	SOLE
38	ASML Holding N.V.	ADR	$1.3M	965	0.17%	SOLE
39	Exxon Mobil Corp.	Stock	$1.1M	6702	0.15%	SOLE
40	SPDR S&P 500 ETF	ETF	$1.1M	1659	0.14%	SOLE
41	Dimensional International Core Equity Market ETF	ETF	$1.1M	27051	0.14%	SOLE
42	PIMCO Enhanced Short Maturity Active ETF	ETF	$1.0M	10189	0.13%	SOLE
43	iShares S&P 500 Growth ETF	ETF	$869K	7685	0.11%	SOLE
44	Alphabet Inc. Cl C	Stock	$824K	2871	0.11%	SOLE
45	Vanguard S&P 500 Value ETF	ETF	$800K	3927	0.10%	SOLE
46	SPDR Gold Shares ETF	ETF	$794K	1846	0.10%	SOLE
47	Home Depot Inc.	Stock	$788K	2396	0.10%	SOLE
48	JPMorgan Municipal ETF	ETF	$786K	15720	0.10%	SOLE
49	Duke Energy Corp.	Stock	$774K	5915	0.10%	SOLE
50	Caterpillar Inc.	Stock	$718K	1014	0.09%	SOLE

1–50 of 114

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.