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Arlington Financial Advisors

Latest statistics and disclosures from Arlington Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are OSEA, CGGO, DFAW, FNDF, GRID, and represent 31.06% of Arlington Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JBND (+$27M), STIP (+$5.5M), MDB, VBR, CGGO, DFAW, OSEA, DSTL, MCD, AVLV.
Started 14 new stock positions in NAC, XBI, MDB, VRTX, ORCL, GLW, PPIH, AMLP, AVMA, STIP. WMT, VBR, JBND, MCD.
Reduced shares in these 10 stocks: JCPB (-$25M), AAPL (-$7.8M), VTIP, TTD, NKE, MTUM, NFLX, BA, DFUV, BSV.
Sold out of its positions in AVSC, BFZ, BA, DKS, DFUV, DIHP, DFIV, MLPA, AGG, IWR. MTUM, IMTM, NFLX, NVO, MOAT, BSV, BNDX, VRSK.
Arlington Financial Advisors was a net seller of stock by $-492k.
Arlington Financial Advisors has $698M in assets under management (AUM), dropping by 2.69%.
Central Index Key (CIK): 0001716539

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Portfolio Holdings for Arlington Financial Advisors

Arlington Financial Advisors holds 106 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Harbor Etf Trust Internatnal Comp (OSEA)	7.0	$49M	+2%	1.6M	30.25	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	7.0	$49M	+3%	1.4M	34.65	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	6.8	$47M	+3%	640k	73.98	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.2	$37M	+2%	809k	45.21	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	5.1	$36M		232k	153.02	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.8	$34M		435k	77.02	View chart
Etf Ser Solutions Distillate Us (DSTL)	4.3	$30M	+3%	511k	58.90	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	3.9	$27M	NEW	499k	54.07	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.7	$26M	+2%	363k	71.72	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.3	$23M	-14%	464k	49.46	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.3	$23M		602k	38.03	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	3.1	$22M	+3%	317k	67.67	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.8	$20M	+4%	259k	75.77	View chart
Apple (AAPL)	2.6	$18M	-30%	66k	271.86	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.6	$18M	+2%	193k	92.80	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.3	$16M	+4%	157k	101.98	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	2.2	$15M		229k	65.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$11M	+3%	22k	502.65	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.5	$10M		375k	27.21	View chart
Amazon (AMZN)	1.4	$9.7M		42k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$9.5M	-2%	30k	313.00	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.3	$9.4M		199k	46.92	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.3	$9.3M		295k	31.51	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$8.6M	-3%	28k	313.80	View chart
Amgen (AMGN)	1.2	$8.4M		26k	327.31	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$8.0M	-75%	170k	47.35	View chart
JPMorgan Chase & Co. (JPM)	1.1	$7.6M		23k	322.22	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	1.1	$7.5M		163k	45.89	View chart
Costco Wholesale Corporation (COST)	1.1	$7.3M	-5%	8.5k	862.35	View chart
Intuitive Surgical Com New (ISRG)	1.0	$7.2M		13k	566.36	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.8	$5.7M		28k	206.52	View chart
Gilead Sciences (GILD)	0.8	$5.5M		45k	122.74	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$5.5M	NEW	54k	102.39	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.8	$5.3M	-4%	127k	41.99	View chart
Calamos Etf Tr Antetokounmpo Gl (SROI)	0.7	$5.1M	-3%	151k	33.54	View chart
Blackrock (BLK)	0.7	$5.1M		4.7k	1070.34	View chart
Chevron Corporation (CVX)	0.7	$5.1M	+3%	33k	152.41	View chart
Deere & Company (DE)	0.7	$4.9M		11k	465.57	View chart
Walt Disney Company (DIS)	0.6	$4.4M	+3%	39k	113.77	View chart
salesforce (CRM)	0.6	$4.2M		16k	264.91	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.6	$4.0M	-2%	160k	25.24	View chart
Mongodb Cl A (MDB)	0.5	$3.5M	NEW	8.3k	419.69	View chart
Microsoft Corporation (MSFT)	0.5	$3.4M		7.1k	483.59	View chart
Starbucks Corporation (SBUX)	0.4	$2.5M	-20%	30k	84.21	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$2.5M	-4%	56k	44.65	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.4	$2.5M	-4%	19k	128.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.2M	NEW	11k	211.79	View chart
Nike CL B (NKE)	0.2	$1.7M	-56%	26k	63.71	View chart
Visa Com Cl A (V)	0.1	$954k		2.7k	350.71	View chart
McDonald's Corporation (MCD)	0.1	$896k	NEW	2.9k	305.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$893k		1.3k	685.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$822k		1.8k	468.76	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$821k	+27%	18k	46.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$793k		1.6k	487.86	View chart
Exxon Mobil Corporation (XOM)	0.1	$729k		6.1k	120.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$682k		3.6k	190.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$642k		8.2k	77.88	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$583k		55k	10.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$563k		1.2k	473.30	View chart
Ishares Msci World Etf (URTH)	0.1	$553k		3.0k	185.77	View chart
Eli Lilly & Co. (LLY)	0.1	$546k		508.00	1074.68	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$524k		490.00	1069.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$504k		19k	26.91	View chart
Wal-Mart Stores (WMT)	0.1	$500k	NEW	4.5k	111.41	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$484k	+26%	1.6k	303.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$484k		5.0k	96.03	View chart
NVIDIA Corporation (NVDA)	0.1	$484k		2.6k	186.53	View chart
Broadcom (AVGO)	0.1	$441k		1.3k	346.12	View chart
IDEXX Laboratories (IDXX)	0.1	$436k		644.00	676.53	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$391k		3.3k	117.72	View chart
Procore Technologies (PCOR)	0.1	$381k		5.2k	72.74	View chart
Fair Isaac Corporation (FICO)	0.1	$380k		225.00	1690.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$372k		6.4k	58.12	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$367k		1.3k	275.39	View chart
Kinder Morgan (KMI)	0.1	$366k		13k	27.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$360k		4.9k	73.56	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.1	$358k		40k	8.95	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$353k	+18%	7.0k	50.50	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$353k	NEW	7.5k	47.02	View chart
Meta Platforms Cl A (META)	0.0	$346k	-28%	524.00	660.09	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.0	$336k		4.9k	68.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$327k		5.5k	59.93	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$325k	+4%	3.8k	85.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$310k	-31%	3.5k	89.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$302k		1.4k	210.34	View chart
Johnson & Johnson (JNJ)	0.0	$285k	+5%	1.4k	206.95	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$279k		1.3k	223.23	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$276k	-22%	4.1k	67.22	View chart
Oracle Corporation (ORCL)	0.0	$269k	NEW	1.4k	194.97	View chart
Tesla Motors (TSLA)	0.0	$266k		591.00	449.72	View chart
The Trade Desk Com Cl A (TTD)	0.0	$245k	-91%	6.4k	37.96	View chart
Spdr Series Trust State Street Spd (SPBO)	0.0	$243k		8.3k	29.34	View chart
Perma-pipe International (PPIH)	0.0	$237k	NEW	7.8k	30.36	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$236k	-4%	5.1k	46.54	View chart
International Business Machines (IBM)	0.0	$229k		774.00	296.21	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$228k	-25%	3.0k	75.91	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$227k	NEW	500.00	453.36	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$225k	NEW	1.8k	121.93	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.0	$223k	NEW	3.4k	66.32	View chart
Appfolio Com Cl A (APPF)	0.0	$222k		952.00	232.65	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$217k		7.2k	30.07	View chart
Corning Incorporated (GLW)	0.0	$213k	NEW	2.4k	87.56	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.0	$213k		3.0k	70.64	View chart
Acuity Brands (AYI)	0.0	$210k		583.00	360.04	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$118k	NEW	10k	11.81	View chart
BlackRock MuniHoldings New York Insured (MHN)	0.0	$108k		11k	10.23	View chart

Past Filings by Arlington Financial Advisors

SEC 13F filings are viewable for Arlington Financial Advisors going back to 2017

Arlington Financial Advisors 2025 Q4 filed Jan. 12, 2026
Arlington Financial Advisors 2025 Q3 filed Oct. 10, 2025
Arlington Financial Advisors 2025 Q2 filed July 28, 2025
Arlington Financial Advisors 2025 Q1 filed April 9, 2025
Arlington Financial Advisors 2024 Q4 filed Jan. 28, 2025
Arlington Financial Advisors 2024 Q3 filed Nov. 1, 2024
Arlington Financial Advisors 2024 Q2 filed July 16, 2024
Arlington Financial Advisors 2024 Q1 filed April 18, 2024
Arlington Financial Advisors 2023 Q4 filed Jan. 9, 2024
Arlington Financial Advisors 2023 Q3 filed Nov. 3, 2023
Arlington Financial Advisors 2023 Q2 filed July 24, 2023
Arlington Financial Advisors 2023 Q1 filed May 8, 2023
Arlington Financial Advisors 2022 Q4 filed Jan. 19, 2023
Arlington Financial Advisors 2022 Q3 filed Oct. 19, 2022
Arlington Financial Advisors 2022 Q2 filed July 13, 2022
Arlington Financial Advisors 2022 Q1 filed April 26, 2022

View all past filings

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