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April Yocum Beason

Arbor Investment Advisors, Llc

Assets Managed
$768.237M
Holdings
114
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
1.1%(2Q avg: -1.21%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Arbor Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 114 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 768.237M in assets, with a quarterly growth rate of 1.1% and a 2-quarter average growth rate of -1.21%. The portfolio is managed by April Yocum Beason, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.06%
13.51%
$103.753M
290,982 shares@ $356.57 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Increased 0.01%
12.55%
$96.39M
2.028M shares@ $47.54 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.53%
12.06%
$92.602M
1.445M shares@ $64.09 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 8.32%
8.82%
$67.734M
1.338M shares@ $50.64 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 2.31%
6.42%
$49.308M
628,847 shares@ $78.41 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1.64%
5.27%
$40.446M
407,435 shares@ $99.28 avg price
PRFZ
Invesco Ftse Rafi Us 1500 Sm
Recent Activity
Increased 2.49%
4.8%
$36.861M
803,591 shares@ $45.88 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 2.19%
4.79%
$36.761M
333,103 shares@ $110.37 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.73%
3.64%
$27.947M
287,731 shares@ $97.14 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -1.03%
3.5%
$26.845M
496,677 shares@ $54.06 avg price

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