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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, FNDF, DFAW, GRID, and represent 34.16% of Arlington Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: CGGO, CVX, FNDF, DFAW, AVLV, DSTL, AVEM, AVUV, OSEA, DUHP.
Started 4 new stock positions in VRSK, KMI, META, AVGE.
Reduced shares in these 10 stocks: , APPF, TSLA, AAPL, PCOR, PRFZ, PRF, BRK.B, JPM, COST.
Sold out of its position in BLK.
Arlington Financial Advisors was a net buyer of stock by $2.4M.
Arlington Financial Advisors has $487M in assets under management (AUM), dropping by 6.71%.
Central Index Key (CIK): 0001716539

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Positions held by Arlington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arlington Financial Advisors

Arlington Financial Advisors holds 71 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Harbor Etf Trust Internatnal Comp (OSEA)	8.7	$42M		1.5M	28.93	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	6.8	$33M	+3%	1.1M	30.15	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	6.6	$32M	+2%	855k	37.37	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	6.5	$32M	+2%	497k	63.46	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	5.6	$27M		214k	127.25	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.5	$27M		412k	64.60	View chart
Etf Ser Solutions Distillate Us (DSTL)	5.2	$25M	+2%	446k	56.73	View chart
Apple (AAPL)	4.5	$22M		94k	233.00	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.4	$17M		260k	64.07	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.2	$16M		458k	34.07	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.1	$15M	+3%	232k	65.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.9	$14M	+2%	149k	95.95	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.6	$13M		167k	76.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.1	$10M		22k	460.26	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	1.9	$9.5M		182k	52.13	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.9	$9.3M		130k	71.76	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.8	$8.9M		150k	59.57	View chart
Costco Wholesale Corporation (COST)	1.8	$8.7M		9.8k	886.49	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.7	$8.4M	-2%	206k	40.63	View chart
Amgen (AMGN)	1.6	$8.0M		25k	322.21	View chart
Amazon (AMZN)	1.5	$7.2M		39k	186.33	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	1.5	$7.1M	-2%	171k	41.55	View chart
Intuitive Surgical Com New (ISRG)	1.4	$6.8M		14k	491.27	View chart
JPMorgan Chase & Co. (JPM)	1.1	$5.3M	-2%	25k	210.86	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	1.0	$4.7M		127k	37.22	View chart
Calamos Etf Tr Antetokounmpo Gl (SROI)	1.0	$4.6M		152k	30.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.5M		27k	165.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$4.5M		27k	167.19	View chart
Chevron Corporation (CVX)	0.9	$4.3M	+27%	30k	147.27	View chart
Deere & Company (DE)	0.9	$4.3M		10k	417.33	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.9	$4.3M	+2%	44k	98.80	View chart
Tesla Motors (TSLA)	0.9	$4.3M	-7%	16k	261.63	View chart
salesforce (CRM)	0.9	$4.2M		15k	273.71	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.8	$4.1M	+4%	163k	25.16	View chart
Gilead Sciences (GILD)	0.8	$3.9M		46k	83.84	View chart
Nike CL B (NKE)	0.7	$3.5M	+5%	40k	88.40	View chart
Walt Disney Company (DIS)	0.7	$3.4M	+2%	36k	96.19	View chart
Starbucks Corporation (SBUX)	0.7	$3.3M	-2%	34k	97.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.7M		4.7k	576.88	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$2.5M	+2%	32k	78.37	View chart
Microsoft Corporation (MSFT)	0.5	$2.3M		5.2k	430.31	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.5	$2.2M		53k	42.84	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.4	$2.1M		19k	108.79	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.3	$1.3M	+5%	21k	64.26	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$1.0M	+3%	21k	49.31	View chart
The Trade Desk Com Cl A (TTD)	0.2	$790k		7.2k	109.65	View chart
Visa Com Cl A (V)	0.2	$758k		2.8k	274.95	View chart
Exxon Mobil Corporation (XOM)	0.1	$710k	+68%	6.1k	117.22	View chart
Ishares Msci World Etf (URTH)	0.1	$646k		4.1k	156.89	View chart
Boeing Company (BA)	0.1	$600k	+5%	3.9k	152.04	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$561k		2.0k	280.47	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$512k	+41%	5.2k	99.49	View chart
Fair Isaac Corporation (FICO)	0.1	$437k		225.00	1943.52	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$404k		485.00	833.25	View chart
Gartner (IT)	0.1	$395k		779.00	506.76	View chart
IDEXX Laboratories (IDXX)	0.1	$385k		761.00	505.22	View chart
Eli Lilly & Co. (LLY)	0.1	$384k		433.00	885.94	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$381k	-5%	6.0k	63.00	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$328k		5.4k	60.42	View chart
Procore Technologies (PCOR)	0.1	$323k	-48%	5.2k	61.72	View chart
Meta Platforms Cl A (META)	0.1	$298k	NEW	520.00	572.44	View chart
Kinder Morgan (KMI)	0.1	$293k	NEW	13k	22.09	View chart
Verisk Analytics (VRSK)	0.1	$278k	NEW	1.0k	267.96	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$275k	NEW	3.7k	73.87	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$248k		8.3k	30.03	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$246k	+2%	1.2k	209.87	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$246k	-5%	3.0k	83.08	View chart
NVIDIA Corporation (NVDA)	0.0	$243k	+4%	2.0k	121.44	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$233k	-6%	500.00	465.08	View chart
Appfolio Com Cl A (APPF)	0.0	$224k	-72%	952.00	235.40	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$200k		4.3k	46.98	View chart

Past Filings by Arlington Financial Advisors

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

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
Arlington Financial Advisors 2021 Q4 filed Jan. 18, 2022
Arlington Financial Advisors 2021 Q3 filed Nov. 12, 2021
Arlington Financial Advisors 2021 Q2 filed July 30, 2021
Arlington Financial Advisors 2021 Q1 filed April 23, 2021
Arlington Financial Advisors 2020 Q4 filed Jan. 29, 2021

View all past filings

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