Arlington Financial Advisors

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

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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 112 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 7.6 $60M +3% 1.5M 39.78
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Dimensional Etf Trust World Equity Etf (DFAW) 6.9 $55M 669k 82.31
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American Centy Etf Tr Quality Divrsfed (QINT) 6.2 $49M NEW 704k 69.60
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Schwab Strategic Tr Fundamental Intl (FNDF) 5.1 $41M 757k 53.75
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 4.8 $38M +4% 216k 177.11
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American Centy Etf Tr Avantis Emgmkt (AVEM) 4.7 $38M 402k 94.02
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 4.7 $37M 732k 51.12
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Etf Ser Solutions Distillate Us (DSTL) 4.4 $35M -2% 545k 63.98
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Schwab Strategic Tr Fund Em Equi Etf (FNDE) 4.2 $34M NEW 802k 41.87
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Vanguard Malvern Fds Strm Infproidx (VTIP) 3.9 $31M -3% 629k 49.22
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American Centy Etf Tr Us Eqt Etf (AVUS) 3.6 $29M NEW 222k 128.09
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J P Morgan Exchange Traded F Global Sel Equit (JGLO) 3.1 $25M 345k 72.50
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.0 $24M +4% 264k 90.44
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J P Morgan Exchange Traded F Active Growth (JGRO) 2.7 $21M +3% 222k 96.58
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Apple (AAPL) 2.7 $21M 64k 333.02
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.3 $19M +2% 158k 117.77
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Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 1.8 $14M -3% 187k 76.23
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $12M 23k 497.95
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Schwab Strategic Tr Fundamental Us L (FNDX) 1.4 $11M 343k 31.47
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Amgen (AMGN) 1.3 $10M -3% 25k 421.52
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.3 $10M -3% 183k 54.43
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Schwab Strategic Tr Fundamental Us S (FNDA) 1.2 $9.7M 278k 35.00
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Amazon (AMZN) 1.2 $9.5M 38k 249.15
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $9.4M 27k 344.08
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Alphabet Cap Stk Cl C (GOOG) 1.1 $8.7M 26k 340.74
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Costco Wholesale Corporation (COST) 1.0 $8.0M 8.8k 910.35
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JPMorgan Chase & Co. (JPM) 1.0 $7.9M -4% 24k 330.83
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 1.0 $7.7M -3% 148k 52.33
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.9 $7.0M -3% 26k 272.26
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Deere & Company (DE) 0.8 $6.6M -4% 9.8k 671.55
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Pimco Equity Ser Rafi Esg Us (RAFE) 0.8 $6.3M +4% 129k 49.21
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Gilead Sciences (GILD) 0.8 $6.3M -3% 42k 149.05
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Chevron Corporation (CVX) 0.8 $6.0M -3% 30k 204.21
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J P Morgan Exchange Traded F California Tax F (JCAL) 0.7 $5.3M +14% 111k 47.34
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Blackrock (BLK) 0.6 $5.2M 4.9k 1058.29
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Chubb (CB) 0.6 $4.9M 15k 325.25
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.6 $4.9M +12% 202k 24.43
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Intuitive Surgical Com New (ISRG) 0.6 $4.5M -17% 11k 406.63
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Starbucks Corporation (SBUX) 0.5 $4.1M 43k 93.96
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Walt Disney Company (DIS) 0.5 $4.1M -2% 39k 104.90
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Microsoft Corporation (MSFT) 0.4 $3.4M 6.6k 512.89
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salesforce (CRM) 0.4 $3.3M -25% 14k 229.57
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Flexshares Tr Northern Tr Stox (ESGG) 0.4 $3.1M NEW 13k 237.92
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $2.9M +11% 61k 48.52
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Ishares Tr Esg Msci Kld Etf (DSI) 0.4 $2.9M +2% 20k 146.18
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J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.3 $2.1M +91% 49k 43.83
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $2.0M NEW 20k 99.70
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Calamos Etf Tr Ante Glob Su Etf (SROI) 0.2 $1.8M -67% 50k 37.22
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Deckers Outdoor Corporation (DECK) 0.2 $1.8M NEW 22k 78.14
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Ishares Tr Yld Optim Bd (BYLD) 0.2 $1.6M +534% 73k 21.54
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Ishares Tr Core Msci Intl (IDEV) 0.2 $1.6M NEW 17k 89.48
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Spdr Series Trust St Inter Etf (SPTI) 0.2 $1.3M NEW 47k 27.28
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Exxonmobil Holdings Corp Com Shs (XOM) 0.2 $1.3M NEW 7.8k 162.75
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $1.2M 1.3k 922.34
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Visa Com Cl A (V) 0.1 $1.0M +3% 2.9k 359.33
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $999k 33k 30.00
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $960k 530.00 1811.67
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Spdr Series Trust St Str Sw Serv (XSW) 0.1 $905k NEW 4.7k 194.54
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Medtronic SHS (MDT) 0.1 $841k NEW 9.7k 86.29
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $828k 1.1k 765.62
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Illumina (ILMN) 0.1 $821k 3.0k 273.68
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.1 $819k 9.1k 90.11
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Intel Corporation (INTC) 0.1 $796k -2% 6.6k 120.23
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $730k 1.6k 456.19
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Vanguard Index Fds Mrngstr Val Etf (VTV) 0.1 $730k 3.4k 216.08
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NVIDIA Corporation (NVDA) 0.1 $702k +14% 3.1k 228.35
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Eli Lilly & Co. (LLY) 0.1 $654k +11% 565.00 1157.08
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Ishares Msci World Etf (URTH) 0.1 $614k 3.0k 206.23
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $596k 4.8k 125.26
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Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.1 $536k 55k 9.75
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $524k 5.0k 103.89
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Broadcom (AVGO) 0.1 $521k +12% 1.5k 351.21
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $520k -11% 7.1k 72.86
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $493k 9.5k 51.87
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American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $420k +9% 4.3k 98.34
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Kinder Morgan (KMI) 0.1 $401k 13k 30.15
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $392k 6.4k 61.26
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Corning Incorporated (GLW) 0.0 $373k 2.4k 153.76
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $372k NEW 2.4k 157.85
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Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $368k 3.3k 110.97
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Johnson & Johnson (JNJ) 0.0 $363k 1.4k 264.83
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Ishares Core Msci Emkt (IEMG) 0.0 $360k +5% 4.4k 81.16
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $356k 1.4k 247.93
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Nike CL B (NKE) 0.0 $350k -84% 9.9k 35.40
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Nuveen California Muni Vlu F Com Stk (NCA) 0.0 $340k 40k 8.49
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $339k 3.5k 96.88
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IDEXX Laboratories (IDXX) 0.0 $336k 644.00 522.19
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Meta Platforms Cl A (META) 0.0 $331k -9% 456.00 725.18
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $327k NEW 8.6k 37.90
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $322k 3.9k 82.97
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Veeva Sys Cl A Com (VEEV) 0.0 $321k NEW 1.1k 285.45
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American Centy Etf Tr Avantis Moderat (AVMA) 0.0 $307k +14% 4.3k 71.71
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $303k -32% 6.4k 47.58
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John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $300k 3.4k 89.13
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $299k 5.3k 56.66
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Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $295k -12% 4.0k 73.64
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Sandisk Corp (SNDK) 0.0 $291k 167.00 1739.89
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Spdr Series Trust St Str Sp Biot (XBI) 0.0 $285k 1.8k 157.68
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Schwab Strategic Tr Fundamental Us B (FNDB) 0.0 $285k NEW 9.3k 30.61
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Raytheon Technologies Corp (RTX) 0.0 $282k 1.5k 185.60
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Ishares Tr Morningstar Grwt (ILCG) 0.0 $281k +3% 2.4k 116.97
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $262k 501.00 522.81
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Tesla Motors (TSLA) 0.0 $256k 722.00 354.81
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Air Products & Chemicals (APD) 0.0 $256k 920.00 278.23
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First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.0 $248k NEW 3.7k 66.85
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Perma-pipe International (PPIH) 0.0 $240k 7.8k 30.76
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Western Digital (WDC) 0.0 $228k 502.00 454.46
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Spdr Series Trust St Str Corpo Etf (SPBO) 0.0 $227k 8.3k 27.49
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J P Morgan Exchange Traded F Sust Muni In Etf (JMSI) 0.0 $224k NEW 4.7k 47.20
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Applied Materials (AMAT) 0.0 $207k 405.00 510.79
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $206k 6.1k 34.02
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Cisco Systems (CSCO) 0.0 $200k -8% 1.9k 107.63
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Past Filings by Arlington Financial Advisors

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

View all past filings