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The Analysis of ArborFi Advisors, LLC's Holdings & P&L

Currently, ArborFi Advisors, LLC holds 45 types of securities in its portfolio with a total value $122.5M. In the most recent quarter, they have increased their positions in BSCV (+81.6K shares, valued at $1.3M), DFAE (+34.6K shares, valued at $1.2M), SPTI (+39.9K shares, valued at $1.1M); decreased their positions in SPYG (-11.4K shares, valued at $1.1M), IVV (-897 shares, valued at $585.9K), BINC (-8.3K shares, valued at $429.0K); initiated new positions in BSCV (+81.6K shares, valued at $1.3M), USXF (+4.2K shares, valued at $233.1K).

1M P&L

+4.1M+3.20%

3M P&L

+5.2M+4.14%

HY P&L

+11.1M+9.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.7M

99.2%

2Consumer Electronics396.7K

0.3%

3Software - Infrastructure317.2K

0.3%

Top Industries by Stock Count

1N/A38 stocks

92.7%

2Internet Retail1 stocks

2.4%

3Consumer Electronics1 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR30.4K shares-2.87%2026-03-312026-04-29

DFCF DIMENSIONAL ETF TRUST234.6K shares4.31%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS60.9K shares-0.27%2026-03-312026-04-29

SPYG SPDR SERIES TRUST91.9K shares-11.06%2026-03-312026-04-29

DFAI DIMENSIONAL ETF TRUST210.0K shares10.57%2026-03-312026-04-29

DYNF BLACKROCK ETF TRUST117.0K shares1.61%2026-03-312026-04-29

DUHP DIMENSIONAL ETF TRUST183.8K shares1.52%2026-03-312026-04-29

DFAE DIMENSIONAL ETF TRUST167.1K shares26.11%2026-03-312026-04-29

Sponsored

SPTI SPDR SERIES TRUST180.4K shares28.43%2026-03-312026-04-29

SPMD SPDR SERIES TRUST73.5K shares5.57%2026-03-312026-04-29

SPMO INVESCO EXCH TRADED FD TR II29.4K shares3.97%2026-03-312026-04-29

BINC BLACKROCK ETF TRUST II59.4K shares-12.21%2026-03-312026-04-29

MBB ISHARES TR30.7K shares10.12%2026-03-312026-04-29

XSMO INVESCO EXCHANGE TRADED FD T37.5K shares9.83%2026-03-312026-04-29

SPYV SPDR SERIES TRUST47.2K shares1.75%2026-03-312026-04-29

SHLD GLOBAL X FDS31.4K shares13.34%2026-03-312026-04-29

Sponsored

AIQ GLOBAL X FDS39.9K shares2.86%2026-03-312026-04-29

BSCT INVESCO EXCH TRD SLF IDX FD79.4K shares3.47%2026-03-312026-04-29

BSCS INVESCO EXCH TRD SLF IDX FD71.1K shares3.73%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD69.7K shares4.36%2026-03-312026-04-29

BSCV INVESCO EXCH TRD SLF IDX FD81.6K sharesnew addition2026-03-312026-04-29

BSCU INVESCO EXCH TRD SLF IDX FD78.6K shares5.76%2026-03-312026-04-29

BSCQ INVESCO EXCH TRD SLF IDX FD62.2K shares-1.13%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F15.0K shares-0.85%2026-03-312026-04-29

Sponsored

DFNM DIMENSIONAL ETF TRUST20.8K shares16.34%2026-03-312026-04-29

VTI VANGUARD INDEX FDS3.0K shares0.24%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-2.55%2026-03-312026-04-29

MUB ISHARES TR7.1K shares13.28%2026-03-312026-04-29

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-29

SUB ISHARES TR6.5K shares6.02%2026-03-312026-04-29

GLDM WORLD GOLD TR6.5K shares-18.47%2026-03-312026-04-29

QVML INVESCO EXCH TRADED FD TR II10.6K shares-0.89%2026-03-312026-04-29

Sponsored

AAPL APPLE INC1.6K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.3K shares-9.54%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40541 shares-3.05%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR565 shares-0.18%2026-03-312026-04-29

MSFT MICROSOFT CORP857 shares0.00%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL662 shares-24.26%2026-03-312026-04-29

VV VANGUARD INDEX FDS889 shares-6.62%2026-03-312026-04-29

SPIB SPDR SERIES TRUST7.3K shares3.65%2026-03-312026-04-29

Sponsored

USXF ISHARES TR4.2K sharesnew addition2026-03-312026-04-29

QUAL ISHARES TR1.1K shares-5.99%2026-03-312026-04-29

IBMP ISHARES TR8.3K shares4.08%2026-03-312026-04-29

IBMQ ISHARES TR8.3K shares4.01%2026-03-312026-04-29

AMZN AMAZON COM INC993 shares-13.50%2026-03-312026-04-29

IVV

ISHARES TR

-2.87%

Shares30.4K

Event2026-03-31

Filed2026-04-29

DFCF

DIMENSIONAL ETF TRUST

4.31%

Shares234.6K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

-0.27%

Shares60.9K

Event2026-03-31

Filed2026-04-29

SPYG

SPDR SERIES TRUST

-11.06%

Shares91.9K

Event2026-03-31

Filed2026-04-29

DFAI

DIMENSIONAL ETF TRUST

10.57%

Shares210.0K

Event2026-03-31

Filed2026-04-29

DYNF

BLACKROCK ETF TRUST

1.61%

Shares117.0K

Event2026-03-31

Filed2026-04-29

DUHP

DIMENSIONAL ETF TRUST

1.52%

Shares183.8K

Event2026-03-31

Filed2026-04-29

DFAE

DIMENSIONAL ETF TRUST

26.11%

Shares167.1K

Event2026-03-31

Filed2026-04-29

SPTI

SPDR SERIES TRUST

28.43%

Shares180.4K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

5.57%

Shares73.5K

Event2026-03-31

Filed2026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

3.97%

Shares29.4K

Event2026-03-31

Filed2026-04-29

BINC

BLACKROCK ETF TRUST II

-12.21%

Shares59.4K

Event2026-03-31

Filed2026-04-29

MBB

ISHARES TR

10.12%

Shares30.7K

Event2026-03-31

Filed2026-04-29

XSMO

INVESCO EXCHANGE TRADED FD T

9.83%

Shares37.5K

Event2026-03-31

Filed2026-04-29

SPYV

SPDR SERIES TRUST

1.75%

Shares47.2K

Event2026-03-31

Filed2026-04-29

SHLD

GLOBAL X FDS

13.34%

Shares31.4K

Event2026-03-31

Filed2026-04-29

AIQ

GLOBAL X FDS

2.86%

Shares39.9K

Event2026-03-31

Filed2026-04-29

BSCT

INVESCO EXCH TRD SLF IDX FD

3.47%

Shares79.4K

Event2026-03-31

Filed2026-04-29

BSCS

INVESCO EXCH TRD SLF IDX FD

3.73%

Shares71.1K

Event2026-03-31

Filed2026-04-29

BSCR

INVESCO EXCH TRD SLF IDX FD

4.36%

Shares69.7K

Event2026-03-31

Filed2026-04-29

BSCV

INVESCO EXCH TRD SLF IDX FD

New

Shares81.6K

Event2026-03-31

Filed2026-04-29

BSCU

INVESCO EXCH TRD SLF IDX FD

5.76%

Shares78.6K

Event2026-03-31

Filed2026-04-29

BSCQ

INVESCO EXCH TRD SLF IDX FD

-1.13%

Shares62.2K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

-0.85%

Shares15.0K

Event2026-03-31

Filed2026-04-29

DFNM

DIMENSIONAL ETF TRUST

16.34%

Shares20.8K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

0.24%

Shares3.0K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-2.55%

Shares1.4K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

13.28%

Shares7.1K

Event2026-03-31

Filed2026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

6.02%

Shares6.5K

Event2026-03-31

Filed2026-04-29

GLDM

WORLD GOLD TR

-18.47%

Shares6.5K

Event2026-03-31

Filed2026-04-29

QVML

INVESCO EXCH TRADED FD TR II

-0.89%

Shares10.6K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-9.54%

Shares1.3K

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

-3.05%

Shares541

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-0.18%

Shares565

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

0.00%

Shares857

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

-24.26%

Shares662

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-6.62%

Shares889

Event2026-03-31

Filed2026-04-29

SPIB

SPDR SERIES TRUST

3.65%

Shares7.3K

Event2026-03-31

Filed2026-04-29

USXF

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

-5.99%

Shares1.1K

Event2026-03-31

Filed2026-04-29

IBMP

ISHARES TR

4.08%

Shares8.3K

Event2026-03-31

Filed2026-04-29

IBMQ

ISHARES TR

4.01%

Shares8.3K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-13.50%

Shares993

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available