ArborFi Advisors, LLC
RIA/Wealth
ArborFi Advisors, LLC is a RIA/Wealth based in Ann Arbor, MI led by Patricia Kathleen Slocum, managing $122.5M across 48 long positions as of Q3 2025 with 94% ETF concentration, 67% concentrated in top 10 holdings, and 17% allocation to IVV.
Managing PartnerPatricia Kathleen Slocum
- Portfolio Value
- $122.5M
- Positions
- 48
- Top Holding
- IVV at 17.15%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ArborFi Advisors, LLC's portfolio (67.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.0M | 17.15% | +$639.9K Bought | — 31.4K shares | |
ETF ETF | $11.4M | 9.30% | -$974.9K Sold | — 109.0K shares | |
ETF ETF | $9.8M | 7.97% | +$719.9K Bought | — 228.5K shares | |
ETF ETF | $8.1M | 6.64% | -$1.2M Sold | — 57.7K shares | |
ETF ETF | $7.1M | 5.81% | -$756.6K Sold | — 196.0K shares | |
ETF ETF | $6.9M | 5.62% | +$282.6K Bought | — 116.2K shares | |
ETF ETF | $6.8M | 5.57% | +$55.4K Bought | — 180.7K shares | |
ETF ETF | $3.9M | 3.22% | +$7.7K Bought | — 69.0K shares | |
ETF ETF | $3.9M | 3.15% | +$22.8K Bought | — 133.6K shares | |
ETF ETF | $3.6M | 2.97% | +$1.1M Bought | — 68.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ArborFi Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+45.17% | |
+40.15% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-42.71% | |
-13.01% | |
-9.6% | |
-9.02% |
Analytics
Portfolio insights and performance metrics for ArborFi Advisors, LLC
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