Arlington Capital Management, Inc. Q4 2025 Filing

Filed January 6, 2026

Portfolio Value

$162.7M

Holdings

107

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (107 positions)

#StockSharesValue% PortfolioType
1
IAU*ISHARES GOLD TR
197,853$16.1M9.87%
2
NVDANVIDIA CORPORATION
69,552$13.0M7.97%
3
TLTISHARES TR
98,831$8.6M5.29%
4
GDXVANECK ETF TRUST
70,027$6.0M3.69%
5
EPOLISHARES TR
156,608$5.5M3.39%
6
EWOISHARES INC
153,235$5.4M3.34%
7
EWPISHARES INC
99,419$5.4M3.29%
8
FGMFIRST TR EXCH TRD ALPHDX FD
84,859$5.3M3.25%
9
BCCCGLOBAL X FDS
77,903$5.1M3.16%
10
EUFNISHARES TR
125,717$4.7M2.87%
11
NGDNEW GOLD INC CDA
521,905$4.5M2.79%
12
AUANGLOGOLD ASHANTI PLC
47,476$4.0M2.49%
13
SANBANCO SANTANDER SA
340,204$4.0M2.45%
14
SBSWSIBANYE STILLWATER LTD
275,386$3.9M2.41%
15
BBVABANCO BILBAO VIZCAYA ARGENTA
161,776$3.8M2.32%
16
EFNLISHARES TR
70,726$3.4M2.08%
17
DBDEUTSCHE BANK A G
86,583$3.3M2.05%
18
EWIISHARES INC
60,524$3.3M2.02%
19
ZROZPIMCO ETF TR
50,675$3.3M2.00%
20
SILGLOBAL X FDS
37,175$3.1M1.91%
21
BGLDFIRST TR EXCHANGE-TRADED FD
135,494$2.3M1.42%
22
GOOGALPHABET INC
7,257$2.3M1.40%
23
WULFTERAWULF INC
184,105$2.1M1.30%
24
EFVISHARES TR
28,759$2.1M1.26%
25
AIAISHARES TR
20,874$2.0M1.25%
26
VUGVANGUARD INDEX FDS
4,020$2.0M1.21%
27
TBJLINNOVATOR ETFS TRUST
93,544$1.9M1.14%
28
MSFTMICROSOFT CORP
2,837$1.4M0.84%
29
VRTVERTIV HOLDINGS CO
7,883$1.3M0.78%
30
AVGOBROADCOM INC
3,536$1.2M0.75%
31
PLTRPALANTIR TECHNOLOGIES INC
6,802$1.2M0.74%
32
OXLCOXFORD LANE CAP CORP
70,929$1.0M0.64%
33
NAPRINNOVATOR ETFS TRUST
19,271$1.0M0.64%
34
REMISHARES TR
46,109$1.0M0.63%
35
DNPDNP SELECT INCOME FD INC
97,280$971K0.60%
36
RABROOKFIELD REAL ASSETS INCOM
70,268$910K0.56%
37
HFROHIGHLAND OPPS & INCOME FD
151,205$904K0.56%
38
PCNPIMCO CORPORATE & INCM STRG
68,319$871K0.54%
39
AMZNAMAZON COM INC
3,709$856K0.53%
40
ACPABRDN INCOME CREDIT STRATEGI
155,636$841K0.52%
41
TFJLINNOVATOR ETFS TRUST
42,381$838K0.52%
42
NJULINNOVATOR ETFS TRUST
10,524$764K0.47%
43
BLVVANGUARD BD INDEX FDS
10,378$721K0.44%
44
BNDXVANGUARD CHARLOTTE FDS
14,792$714K0.44%
45
METAMETA PLATFORMS INC
1,006$664K0.41%
46
PDIPIMCO DYNAMIC INCOME FD
36,385$644K0.40%
47
LQDISHARES TR
5,578$614K0.38%
48
AAPLAPPLE INC
2,095$569K0.35%
49
AMDADVANCED MICRO DEVICES INC
2,603$557K0.34%
50
XCHYXCALAMOS CONV & HIGH INCOME F
48,774$551K0.34%
51
XLKSELECT SECTOR SPDR TR
3,682$530K0.33%
52
NOCTINNOVATOR ETFS TRUST
9,048$524K0.32%
53
GLRYNORTHERN LTS FD TR IV
13,138$470K0.29%
54
SMHVANECK ETF TRUST
1,261$454K0.28%
55
XLFSELECT SECTOR SPDR TR
8,305$454K0.28%
56
XLCSELECT SECTOR SPDR TR
3,853$453K0.28%
57
XLISELECT SECTOR SPDR TR
2,880$446K0.27%
58
ANETARISTA NETWORKS INC
3,387$443K0.27%
59
SMCISUPER MICRO COMPUTER INC
14,813$433K0.27%
60
IGVISHARES TR
3,694$390K0.24%
61
VRTXVERTEX PHARMACEUTICALS INC
800$362K0.22%
62
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,130$343K0.21%
63
DELLDELL TECHNOLOGIES INC
2,719$342K0.21%
64
HUBBHUBBELL INC
760$337K0.21%
65
ABBVABBVIE INC
1,380$315K0.19%
66
IDXXIDEXX LABS INC
457$309K0.19%
67
NUNU HLDGS LTD
18,192$304K0.19%
68
ETJEATON VANCE RISK-MANAGED DIV
34,118$300K0.18%
69
NWGNATWEST GROUP PLC
17,180$300K0.18%
70
GBTCGRAYSCALE BITCOIN TRUST ETF
4,301$294K0.18%
71
AGXARGAN INC
940$294K0.18%
72
MNSTMONSTER BEVERAGE CORP NEW
3,802$291K0.18%
73
LYGLLOYDS BANKING GROUP PLC
53,534$283K0.17%
74
NJANINNOVATOR ETFS TRUST
5,054$277K0.17%
75
NVONOVO-NORDISK A S
5,422$275K0.17%
76
XFEBFIRST TR EXCHNG TRADED FD VI
7,276$268K0.16%
77
CLSCELESTICA INC
905$267K0.16%
78
RMIRIVERNORTH OPPORTUNISTIC MUN
18,442$263K0.16%
79
BKNBLACKROCK INVT QUALITY MUN T
23,344$261K0.16%
80
MMDNYLI MACKAY DEFINEDTERM MUNI
17,359$258K0.16%
81
BUFZFIRST TR EXCHNG TRADED FD VI
9,660$256K0.16%
82
QCAPFIRST TR EXCHNG TRADED FD VI
10,807$256K0.16%
83
PDTHANCOCK JOHN PREM DIVID FD
19,892$252K0.15%
84
XJULFIRST TR EXCHNG TRADED FD VI
6,443$251K0.15%
85
FDLSNORTHERN LTS FD TR IV
6,976$249K0.15%
86
BNTXBIONTECH SE
2,600$247K0.15%
87
XOCTFIRST TR EXCHNG TRADED FD VI
6,521$246K0.15%
88
APHAMPHENOL CORP NEW
1,796$242K0.15%
89
ZALTINNOVATOR ETFS TRUST
7,383$240K0.15%
90
EAPRINNOVATOR ETFS TRUST
8,044$238K0.15%
91
BLESNORTHERN LTS FD TR IV
5,493$237K0.15%
92
XAPRFIRST TR EXCHNG TRADED FD VI
6,502$236K0.15%
93
BMNRBITMINE IMMERSION TECNOLOGIE
8,622$234K0.14%
94
IRENIREN LIMITED
6,167$232K0.14%
95
ABTABBOTT LABS
1,841$230K0.14%
96
PSFCOHEN & STEERS SELECT PFD &
11,277$228K0.14%
97
PGRPROGRESSIVE CORP
991$225K0.14%
98
PODDINSULET CORP
758$215K0.13%
99
RCLROYAL CARIBBEAN GROUP
761$212K0.13%
100
OIAINVESCO MUNI INCOME OPP TRST
34,139$205K0.13%
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