ArborFi Advisors, LLC
Filing Date
Global Rank
#8,079
/ 8,232
▲ 176
Top Industry
Consumer Electronics
24.8%
3Y Alpha vs SPY
-1.5%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.3%
SPY
+23.4%
Annualised alpha
-1.5%
Max drawdown
−18.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.0%
+0.7 pts
Top 5
70.6%
−1.0 pts
Top 10
100.0%
0.0 pts
HHI
1,358
Diversified+15
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.1% | $1,260,218 |
| Technology | 25.0% | $713,908 |
| Communication Services | 12.6% | $360,025 |
| Financial Services | 11.1% | $317,230 |
| Consumer Cyclical | 7.2% | $206,812 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −1,468 | 6,478 | $600,445 | |
| BRK-B | Berkshire Hathaway Inc | −212 | 662 | $317,230 | |
| AMZN | Amazon Com Inc | −155 | 993 | $206,812 | |
| GOOGL | Alphabet Inc. | −132 | 1,252 | $360,025 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −17 | 541 | $333,667 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1 | 565 | $326,106 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
8 positions ·
$2,858,193 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
Reduced | 6,478 | $600,445 | 21.01% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,563 | $396,673 | 13.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,252 | $360,025 | 12.60% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 541 | $333,667 | 11.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 565 | $326,106 | 11.41% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 857 | $317,235 | 11.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 662 | $317,230 | 11.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 993 | $206,812 | 7.24% |