Sign In
test

April Yocum Beason

Arbor Investment Advisors, Llc

Assets Managed
$883.467M
Holdings
145
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
15%(2Q avg: 8.05%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Arbor Investment Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Arbor Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 883.467M in assets, with a quarterly growth rate of 15% and a 2-quarter average growth rate of 8.05%. The portfolio is managed by April Yocum Beason, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -2.09%
13.21%
$116.661M
284,885 shares@ $409.51 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Increased 1.29%
12.57%
$110.98M
2.054M shares@ $54.03 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.19%
11.8%
$104.187M
1.462M shares@ $71.26 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Decreased -0.86%
7.61%
$67.148M
1.326M shares@ $50.63 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 7.36%
5.96%
$52.595M
675,069 shares@ $77.91 avg price
PRFZ
Invesco Ftse Rafi Us 1500 Sm
Recent Activity
Increased 0.24%
5.09%
$44.924M
805,518 shares@ $55.78 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2.28%
4.67%
$41.246M
416,709 shares@ $98.99 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Decreased -0.54%
4.11%
$36.254M
331,302 shares@ $109.43 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 0.37%
3.4%
$30M
288,795 shares@ $103.89 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 0.92%
3.39%
$29.918M
501,227 shares@ $59.7 avg price

1-10 of 145