DOSSIER · 13F-HR · Q1 2026

Arbor Investment Advisors, LLC

Arbor Investment's asset manager based in London, UK — $768M in tracked AUM across 114 positions as of Q1 2026.

AI

Arbor Investment·London, UK·Asset Manager

CIK 0001590073 · last filed Mar 31, 2026

Total AUM

$768M

▼ 7.4%

vs prior

Holdings

114

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

Top sector

Tech

6% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

1. Portfolio Overview

Arbor Investment Advisors, LLC has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 161.3% from approximately $290.80 million to $759.91 million during the quarter ending December 31, 2025. This significant capital inflow suggests a period of strong client acquisition or performance-driven asset growth.

The portfolio composition reflects a highly institutional, "core-satellite" approach heavily re...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

iShares Russell 1000 ETF

$104M291K13.5%

02

Invesco FTSE RAFI US 1000 ETF

$96M2.0M12.5%

03

Vanguard FTSE Developed Markets ETF

$93M1.4M12.1%

04

iShares Treasury Floating Rate Bond ETF

$68M1.3M8.8%

05

Vanguard Short-Term Bond ETF

$49M629K6.4%

06

iShares Core U.S. Aggregate Bond ETF

$40M407K5.3%

07

Invesco FTSE RAFI US 1500 Small-Mid ETF

$37M804K4.8%

08

iShares TIPS Bond ETF

$37M333K4.8%

09

iShares MSCI EAFE ETF

$28M288K3.6%

10

Vanguard FTSE Emerging Markets ETF

$27M497K3.5%

Filing history

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