Arlington Financial Advisors, LLC

CIK: 0001716539SEC EDGAR →

Portfolio Value

$698.1M

Holdings

106

As of

Q4 2025

New Positions

30

Closed Positions

5

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

HARBOR ETF TRUST

1,614,578$48.8M
7.00%
2

CAPITAL GROUP GBL GROWTH EQT

1,400,492$48.5M
6.95%
3

DIMENSIONAL ETF TRUST

640,351$47.4M
6.79%
4

SCHWAB STRATEGIC TR

808,487$36.6M
5.24%
5

FIRST TR EXCHANGE TRADED FD

232,020$35.5M
5.09%
6

AMERICAN CENTY ETF TR

435,321$33.5M
4.80%
7

ETF SER SOLUTIONS

510,658$30.1M
4.31%
8

J P MORGAN EXCHANGE TRADED F

498,856$27.0M
3.86%
9

J P MORGAN EXCHANGE TRADED F

362,453$26.0M
3.72%
10

VANGUARD MALVERN FDS

463,471$22.9M
3.28%

Quarterly Changes

Top Buys

JBNDNEW
$27.0M
STIPNEW
$5.5M
MDBNEW
$3.5M
DFAW↑ Increased
$3.0M
FNDF↑ Increased
$2.6M

Top Sells

JCPB↓ Decreased
$25.4M
AAPL↓ Decreased
$6.1M
VTIP↓ Decreased
$4.4M
TTD↓ Decreased
$3.5M
NKE↓ Decreased
$2.5M

New Positions (14)

$27.0M · 499K shares
$5.5M · 54K shares
$3.5M · 8K shares
$2.2M · 10K shares
$895K · 3K shares
$500K · 4K shares
$352K · 8K shares
$269K · 1K shares
$236K · 8K shares
$226K · 500 shares
$225K · 2K shares
$222K · 3K shares
$212K · 2K shares
$118K · 10K shares

Closed Positions (18)

$936K · 4K shares
$928K · 774 shares
$857K · 4K shares
$800K · 18K shares
$708K · 9K shares
$571K · 6K shares
$431K · 9K shares
$387K · 2K shares
$386K · 8K shares
$350K · 12K shares
$349K · 7K shares
$335K · 3K shares
$320K · 6K shares
$286K · 5K shares
$237K · 5K shares
$219K · 20K shares
$212K · 2K shares
$205K · 922 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services59$571.2M81.8%
Technology19$34.9M5.0%
Healthcare8$22.9M3.3%
Communication Services4$22.9M3.3%
Consumer Cyclical5$15.0M2.2%
Unknown2$11.6M1.7%
Consumer Defensive2$7.8M1.1%
Energy3$6.1M0.9%
Industrials4$5.5M0.8%