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Filers›Asset Manager›ArborFi Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

ArborFi Advisors, LLC

ArborFi's asset manager based in Omaha, NE — $122M in tracked AUM across 45 positions as of Q1 2026.

A
ArborFi·Omaha, NE·Asset Manager
CIK 0002054674 · last filed Mar 31, 2026
Total AUM
$122M
▲ 1.3%
vs prior
Holdings
45
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ArborFi Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
IVV
ISHARES TR
$20M30K16.2%
02
DFCF
DIMENSIONAL ETF TRUST
$10M235K8.1%
03
VYM
VANGUARD WHITEHALL FDS
$9M61K7.4%
04
SPYG
SPDR SERIES TRUST
$9M92K7.3%
05
DFAI
DIMENSIONAL ETF TRUST
$8M210K6.7%
06
DYNF
BLACKROCK ETF TRUST
$7M117K5.6%
07
DUHP
DIMENSIONAL ETF TRUST
$7M184K5.5%
08
DFAE
DIMENSIONAL ETF TRUST
$6M167K4.6%
09
SPTI
SPDR SERIES TRUST
$5M180K4.2%
10
SPMD
SPDR SERIES TRUST
$4M73K3.6%

Filing history

Filing history loading…
AI Agent · grounded in ArborFi
haiku-4-5 · 45 positions indexed
Sector mix
  • Tech25%
  • Financials18%
  • Health Care8%
  • Communications44%
  • Industrials5%
  • Energy9%
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