Arbor Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Winston Salem, NC
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$768,237
Net value change ($000)
+8,323 (1.1%)
New positions
9
Sold out positions
6
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TFLO 5,412 8.7%
HBAN 2,068 NEW
VEA 1,841 2.0%
JPST 1,470 7.0%
PRF 1,242 1.3%
TIP 934 2.6%
PRFZ 880 2.4%
EMXC 869 26.5%
BSV 864 1.8%
BND 616 4.1%
Top Reduces (Value $000, Stocks/ETFs)
IWB -4,980 -4.6%
CADE -2,425 -100.0%
IWF -1,192 -10.4%
SPY -947 -46.7%
VONE -633 -3.9%
MSFT -598 -17.7%
AZO -390 -100.0%
AAPL -218 -4.4%
IBM -214 -100.0%
FMS -211 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type