Arbor Fi Advisors, LLC Portfolio Holdings

Arbor Fi Advisors, LLC

  • $101 Billion
  • Q1 2025

Arbor Fi Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $15.8B, Spdr Portfolio with a value of $9.2B, Vanguard Whitehall Fds (Vangua with a value of $8.73B, Dimensional ETF Tr Core Fxd In with a value of $8.58B, and Dimensional ETF Tr with a value of $7.31B.

Examining the 13F form we can see an increase of $1.05B in the current position value, from $99.6B to 101B.

Arbor Fi Advisors, LLC is based out at Ann Arbor, MI

Below you can find more details about Arbor Fi Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
ETFs: $97.7 Billion
Financial Services: $1.32 Billion
Technology: $766 Million
Communication Services: $299 Million
Consumer Cyclical: $223 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $101 Billion
  • Prior Value $99.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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