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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 CGGO, DFAW, AVEM, FNDF, GRID, and represent 24.96% of Arlington Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$24M), VTIP (+$18M), JGLO (+$16M), JAVA, VTI, VIG, OSEA, ISRG, NKE, BRK.A.
Started 23 new stock positions in JCPB, IVW, VIG, MFC, NEOV, PG, RTX, NFLX, VB, SCHF. IJR, BX, VWO, MATX, ITOT, IBM, TOWN, JNJ, VTI, BRK.A, JGLO, PECO, DECK.
Reduced shares in these 10 stocks: GVI (-$5.7M), FNDF, VEA, AVUV, , EEM, VRT, PXF, MCD, PRFZ.
Sold out of its positions in EEM, GVI, IEMG, MSCI, MCD, XPH, VRT.
Arlington Financial Advisors was a net buyer of stock by $74M.
Arlington Financial Advisors has $569M in assets under management (AUM), dropping by 13.13%.
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 108 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	5.9	$34M	+3%	1.2M	28.33	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	5.7	$32M	+2%	526k	61.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.5	$26M	+3%	426k	60.17	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	4.4	$25M	-15%	698k	36.14	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	4.4	$25M		222k	113.13	View chart
Etf Ser Solutions Distillate Us (DSTL)	4.4	$25M		460k	54.24	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	4.2	$24M	NEW	511k	47.04	View chart
Apple (AAPL)	3.7	$21M	+5%	96k	222.13	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	3.7	$21M	+10%	792k	26.54	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.5	$20M	+18%	311k	63.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.4	$19M	+1814%	389k	49.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.2	$18M	-19%	356k	50.83	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	2.8	$16M	NEW	272k	58.94	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.8	$16M		483k	33.14	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.8	$16M		241k	65.21	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.2	$13M		170k	73.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.1	$12M	-10%	137k	87.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.1	$12M		22k	532.58	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	2.0	$11M	-4%	217k	51.99	View chart
Costco Wholesale Corporation (COST)	1.7	$9.4M	+5%	10k	945.76	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.6	$9.1M		384k	23.61	View chart
Intuitive Surgical Com New (ISRG)	1.5	$8.4M	+25%	17k	495.27	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.4	$8.2M		204k	40.41	View chart
Amgen (AMGN)	1.4	$8.2M	+10%	26k	311.55	View chart
Amazon (AMZN)	1.4	$7.9M	+8%	42k	190.26	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.4	$7.8M	-3%	287k	27.39	View chart
JPMorgan Chase & Co. (JPM)	1.1	$6.1M		25k	245.30	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	1.1	$6.1M	-5%	162k	37.86	View chart
Chevron Corporation (CVX)	0.9	$5.2M	+12%	31k	167.29	View chart
Gilead Sciences (GILD)	0.9	$5.2M		47k	112.05	View chart
Deere & Company (DE)	0.9	$4.9M		10k	469.35	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.8	$4.8M		132k	36.33	View chart
Calamos Etf Tr Antetokounmpo Gl (SROI)	0.8	$4.5M		158k	28.67	View chart
Blackrock (BLK)	0.8	$4.5M		4.7k	946.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$4.3M	+2%	28k	156.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$4.3M		28k	154.64	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.8	$4.3M		171k	24.99	View chart
salesforce (CRM)	0.7	$4.1M		15k	268.36	View chart
Tesla Motors (TSLA)	0.7	$4.0M	-4%	15k	259.15	View chart
Walt Disney Company (DIS)	0.6	$3.5M	+8%	36k	98.70	View chart
Starbucks Corporation (SBUX)	0.6	$3.3M	+17%	33k	98.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.1M	+30%	5.5k	561.86	View chart
Nike CL B (NKE)	0.5	$2.9M	+133%	45k	63.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.9M	NEW	11k	274.84	View chart
Microsoft Corporation (MSFT)	0.5	$2.8M	+30%	7.5k	375.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.6M	NEW	13k	194.00	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$2.3M	-2%	30k	76.57	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$2.2M	+8%	17k	127.90	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$2.1M		54k	38.34	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.4	$2.0M		20k	102.41	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.3	$1.8M		23k	81.10	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.6M	NEW	2.00	798441.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M	NEW	32k	45.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.3M	+74%	7.5k	172.74	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	+17%	10k	118.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.2M	-12%	15k	81.76	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.2	$1.2M		20k	61.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.1M	+76%	2.8k	370.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.0M	+138%	2.8k	361.09	View chart
Visa Com Cl A (V)	0.2	$970k		2.8k	350.46	View chart
Johnson & Johnson (JNJ)	0.2	$886k	NEW	5.3k	165.84	View chart
Fair Isaac Corporation (FICO)	0.1	$834k	+100%	452.00	1844.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$795k	NEW	3.6k	221.75	View chart
Boeing Company (BA)	0.1	$675k		4.0k	170.55	View chart
Ishares Msci World Etf (URTH)	0.1	$650k		4.2k	153.18	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$645k	+7%	14k	47.48	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$638k	-9%	1.8k	352.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$625k	+131%	3.3k	188.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$620k	NEW	5.1k	122.01	View chart
NVIDIA Corporation (NVDA)	0.1	$614k	+185%	5.7k	108.38	View chart
Meta Platforms Cl A (META)	0.1	$602k	+60%	1.0k	576.36	View chart
International Business Machines (IBM)	0.1	$558k	NEW	2.2k	248.66	View chart
Eli Lilly & Co. (LLY)	0.1	$537k	+27%	650.00	825.91	View chart
Verisk Analytics (VRSK)	0.1	$458k	+6%	1.5k	297.62	View chart
TowneBank (TOWN)	0.1	$419k	NEW	12k	34.19	View chart
Dick's Sporting Goods (DKS)	0.1	$418k	+125%	2.1k	201.56	View chart
The Trade Desk Com Cl A (TTD)	0.1	$410k	+3%	7.5k	54.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$408k	NEW	4.4k	92.83	View chart
Kinder Morgan (KMI)	0.1	$406k	+6%	14k	28.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$397k		18k	22.08	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$364k	+34%	1.6k	231.63	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$359k	NEW	9.8k	36.49	View chart
Procore Technologies (PCOR)	0.1	$354k	+2%	5.4k	66.02	View chart
Gartner (IT)	0.1	$351k	+7%	837.00	419.74	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$343k		3.6k	96.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$332k	-2%	5.5k	60.66	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$327k	+9%	494.00	662.63	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$322k		5.4k	59.40	View chart
Deckers Outdoor Corporation (DECK)	0.1	$322k	NEW	2.9k	111.81	View chart
Manulife Finl Corp (MFC)	0.1	$313k	NEW	10k	31.15	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$306k	-11%	9.1k	33.68	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.0	$284k		4.9k	58.15	View chart
Procter & Gamble Company (PG)	0.0	$274k	NEW	1.6k	170.46	View chart
Broadcom (AVGO)	0.0	$272k	+29%	1.6k	167.44	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$269k	+10%	3.8k	71.20	View chart
Raytheon Technologies Corp (RTX)	0.0	$267k	NEW	2.0k	132.43	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$262k		540.00	484.82	View chart
IDEXX Laboratories (IDXX)	0.0	$258k	+11%	615.00	419.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$245k	NEW	1.8k	139.78	View chart
Matson (MATX)	0.0	$244k	NEW	1.9k	128.17	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.0	$240k		8.3k	29.03	View chart
Netflix (NFLX)	0.0	$234k	NEW	251.00	932.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$228k	NEW	2.2k	104.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$222k	NEW	11k	19.78	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$210k	-2%	8.0k	26.20	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$210k		2.2k	96.29	View chart
Appfolio Com Cl A (APPF)	0.0	$209k		952.00	219.90	View chart
NeoVo (NEOV)	0.0	$126k	NEW	58k	2.17	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 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
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

View all past filings

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