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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, OSEA, DFAW, JBND, FNDF, and represent 31.45% of Arlington Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JBND (+$11M), VTIP (+$6.4M), CB, DUHP, CGGO, OSEA, NKE, JGRO, DSTL, SPTI.
Started 6 new stock positions in JHML, ILMN, SPTI, ILCG, CB, MYN.
Reduced shares in these 10 stocks: JCPB (-$8.0M), STIP, MDB, GRID, FNDF, VBR, AVEM, PXF, MCD, CRWD.
Sold out of its positions in AYI, AVMC, APPF, MHN, CRWD, IBM, IUSB, JCPB, MCD, MDB. NAC, ORCL, PCOR, SCHM, TTD, VBR, WMT.
Arlington Financial Advisors was a net buyer of stock by $4.8M.
Arlington Financial Advisors has $702M in assets under management (AUM), dropping by 0.55%.
Central Index Key (CIK): 0001716539

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Portfolio Holdings for Arlington Financial Advisors

Arlington Financial Advisors holds 95 positions in its portfolio as reported in the March 2026 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)	7.0	$49M	+5%	1.5M	33.37	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	7.0	$49M	+4%	1.7M	28.95	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	6.8	$48M		648k	73.78	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	5.4	$38M	+40%	700k	53.77	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.3	$37M	-6%	760k	48.93	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	4.9	$35M	-8%	212k	163.58	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.7	$33M	-5%	411k	80.58	View chart
Etf Ser Solutions Distillate Us (DSTL)	4.4	$31M	+4%	535k	57.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.2	$30M	+27%	591k	49.95	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.8	$26M		368k	71.75	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.5	$25M	+11%	673k	36.76	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	3.1	$22M	+5%	334k	65.27	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.9	$20M	-2%	252k	80.61	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.5	$18M	+9%	212k	84.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.4	$17M		154k	110.47	View chart
Apple (AAPL)	2.4	$17M		65k	253.79	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	2.0	$14M	-12%	201k	69.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$11M	+2%	23k	479.20	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.4	$9.8M	-5%	352k	27.85	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.3	$9.2M	-3%	285k	32.43	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.3	$9.1M	-3%	192k	47.53	View chart
Costco Wholesale Corporation (COST)	1.3	$8.9M	+5%	8.9k	996.44	View chart
Amgen (AMGN)	1.3	$8.8M	-2%	25k	351.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$8.3M	-5%	29k	287.56	View chart
Amazon (AMZN)	1.1	$8.0M	-7%	39k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$7.7M	-2%	27k	286.86	View chart
JPMorgan Chase & Co. (JPM)	1.0	$7.4M	+6%	25k	294.16	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	1.0	$7.2M	-4%	156k	45.87	View chart
Chevron Corporation (CVX)	0.9	$6.4M	-6%	31k	206.90	View chart
Gilead Sciences (GILD)	0.9	$6.1M	-3%	44k	139.37	View chart
Intuitive Surgical Com New (ISRG)	0.9	$6.0M	+2%	13k	460.99	View chart
Deere & Company (DE)	0.8	$5.8M		10k	563.30	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.8	$5.4M		27k	200.82	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.7	$5.1M	-3%	123k	41.61	View chart
Calamos Etf Tr Antetokounmpo Gl (SROI)	0.7	$5.0M	+2%	154k	32.70	View chart
Blackrock (BLK)	0.7	$4.6M		4.8k	961.71	View chart
Chubb (CB)	0.6	$4.5M	NEW	14k	325.93	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.6	$4.5M	+11%	179k	25.07	View chart
Walt Disney Company (DIS)	0.5	$3.8M		39k	96.38	View chart
Starbucks Corporation (SBUX)	0.5	$3.7M	+38%	42k	89.59	View chart
salesforce (CRM)	0.5	$3.3M	+10%	18k	186.67	View chart
Nike CL B (NKE)	0.5	$3.2M	+136%	62k	52.82	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$2.5M	-3%	55k	45.06	View chart
Microsoft Corporation (MSFT)	0.3	$2.4M	-9%	6.5k	370.15	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$2.3M		19k	121.19	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$1.8M	-67%	18k	103.43	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.3M	+24%	7.5k	169.66	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$1.3M	+54%	27k	46.16	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$1.1M	NEW	39k	28.66	View chart
Visa Com Cl A (V)	0.1	$822k		2.7k	302.24	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$805k	+67%	31k	25.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$733k	-13%	1.1k	653.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$705k		1.6k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$691k		3.5k	196.20	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$647k		490.00	1320.83	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$637k		8.2k	77.18	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$572k		55k	10.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$541k		1.6k	337.95	View chart
Ishares Msci World Etf (URTH)	0.1	$536k		3.0k	180.02	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$522k		1.3k	391.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$507k		1.2k	426.40	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$500k	+26%	9.5k	52.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$490k		5.0k	97.13	View chart
Eli Lilly & Co. (LLY)	0.1	$467k		508.00	919.77	View chart
NVIDIA Corporation (NVDA)	0.1	$455k		2.6k	174.43	View chart
Kinder Morgan (KMI)	0.1	$446k		13k	33.53	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$437k	+25%	8.7k	49.99	View chart
Broadcom (AVGO)	0.1	$392k		1.3k	309.53	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.1	$375k		40k	9.38	View chart
Illumina (ILMN)	0.1	$370k	NEW	3.0k	123.26	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$368k		3.3k	110.86	View chart
IDEXX Laboratories (IDXX)	0.1	$362k		644.00	561.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$355k		6.4k	55.52	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.0	$342k		4.9k	69.89	View chart
Johnson & Johnson (JNJ)	0.0	$335k		1.4k	244.41	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$331k		3.8k	88.03	View chart
Corning Incorporated (GLW)	0.0	$330k		2.4k	135.97	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$314k	-3%	5.3k	59.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$314k		3.5k	90.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$306k		1.4k	213.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$302k	-17%	4.0k	75.10	View chart
Meta Platforms Cl A (META)	0.0	$298k		520.00	572.13	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$294k	+2%	4.2k	69.75	View chart
Tesla Motors (TSLA)	0.0	$267k	+21%	719.00	371.75	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$256k	NEW	3.3k	78.27	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.0	$247k	+9%	3.7k	67.22	View chart
Fair Isaac Corporation (FICO)	0.0	$240k		225.00	1067.54	View chart
Spdr Series Trust State Street Spd (SPBO)	0.0	$240k		8.3k	29.03	View chart
Perma-pipe International (PPIH)	0.0	$232k		7.8k	29.81	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$231k	-2%	1.8k	127.73	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$223k		500.00	446.54	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$215k	NEW	2.3k	95.48	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$212k		3.0k	70.51	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$206k	-6%	1.2k	175.66	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.0	$104k	NEW	11k	9.60	View chart

Past Filings by Arlington Financial Advisors

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

Arlington Financial Advisors 2026 Q1 filed April 15, 2026
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

View all past filings

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