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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, OSEA, FNDF, GRID, and represent 31.54% of Arlington Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: J P Morgan Exchange Traded F, VTIP, DSTL, JBND, OSEA, INTC, DFAW, DUHP, VUG, CB.
Started 17 new stock positions in ESML, VTEC, AYI, ZION, AMAT, SNDK, RTX, INTC, J P Morgan Exchange Traded F, DKS. APD, CSCO, WDC, BYLD, IBM, SCHM, IJR.
Reduced shares in these 10 stocks: , , GRID, AVEM, CGGO, PXF, GOOGL, GOOG, FICO, .
Sold out of its positions in FICO, STIP, KTOS, SPTI, VEEV.
Arlington Financial Advisors was a net buyer of stock by $13M.
Arlington Financial Advisors has $788M in assets under management (AUM), dropping by 12.18%.
Central Index Key (CIK): 0001716539

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Portfolio Holdings for Arlington Financial Advisors

Arlington Financial Advisors holds 107 positions in its portfolio as reported in the June 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)	7.8	$62M		1.5M	42.33	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	6.9	$55M		659k	82.79	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	6.7	$53M		1.7M	30.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.1	$40M		757k	52.76	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	5.0	$40M	-2%	207k	191.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.9	$39M		403k	96.49	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	4.9	$39M	+2%	720k	53.50	View chart
Etf Ser Solutions Distillate Us (DSTL)	4.2	$33M	+4%	557k	59.90	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.2	$33M	+10%	653k	50.23	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.8	$30M		374k	79.41	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	3.7	$29M	+2%	692k	41.73	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	3.1	$24M	+2%	341k	71.22	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.9	$23M		254k	91.21	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.7	$21M		214k	98.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.5	$19M		155k	124.76	View chart
Apple (AAPL)	2.4	$19M		65k	289.36	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	1.8	$15M	-4%	192k	75.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$12M		23k	500.39	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.4	$11M		347k	31.10	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.4	$11M		282k	38.06	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.3	$10M		191k	54.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$9.8M	-4%	28k	357.37	View chart
Amgen (AMGN)	1.2	$9.2M		26k	362.12	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$9.1M	-3%	26k	353.33	View chart
Amazon (AMZN)	1.2	$9.1M		38k	238.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	1.1	$8.6M		154k	55.77	View chart
Costco Wholesale Corporation (COST)	1.1	$8.3M		8.9k	935.48	View chart
JPMorgan Chase & Co. (JPM)	1.0	$8.2M		25k	327.33	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.8	$6.5M	-2%	26k	247.89	View chart
Deere & Company (DE)	0.8	$6.5M		10k	634.33	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.7	$5.9M		123k	47.86	View chart
Calamos Etf Tr Ante Glob Su Etf (SROI)	0.7	$5.8M		154k	37.43	View chart
Gilead Sciences (GILD)	0.7	$5.5M		43k	126.34	View chart
Intuitive Surgical Com New (ISRG)	0.7	$5.3M	+2%	13k	397.68	View chart
Chubb (CB)	0.7	$5.2M	+11%	15k	340.74	View chart
Chevron Corporation (CVX)	0.6	$5.1M		31k	165.76	View chart
J P Morgan Exchange Traded F California Tax F	0.6	$4.9M	NEW	97k	50.33	View chart
Blackrock (BLK)	0.6	$4.7M		4.9k	961.56	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.6	$4.5M		180k	24.99	View chart
Starbucks Corporation (SBUX)	0.6	$4.4M	+3%	43k	102.19	View chart
Walt Disney Company (DIS)	0.5	$3.8M		40k	96.25	View chart
salesforce (CRM)	0.4	$3.0M	+9%	19k	156.66	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$2.8M		54k	52.12	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.3	$2.7M		19k	142.39	View chart
Nike CL B (NKE)	0.3	$2.6M	+2%	63k	41.05	View chart
Microsoft Corporation (MSFT)	0.3	$2.5M		6.6k	373.01	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$1.3M		1.3k	965.00	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$1.2M	-6%	26k	45.95	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M	+3%	7.8k	136.72	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$1.1M	+8%	530.00	1989.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$980k	+6%	33k	29.43	View chart
Intel Corporation (INTC)	0.1	$949k	NEW	6.8k	139.63	View chart
Visa Com Cl A (V)	0.1	$941k		2.7k	343.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$815k	-2%	1.1k	748.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$783k	+462%	9.1k	86.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$765k		1.6k	477.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$737k	-3%	3.4k	217.93	View chart
Corning Incorporated (GLW)	0.1	$620k		2.4k	255.43	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$619k	-2%	8.1k	76.70	View chart
Eli Lilly & Co. (LLY)	0.1	$609k		508.00	1199.43	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$605k		55k	10.99	View chart
Ishares Msci World Etf (URTH)	0.1	$603k		3.0k	202.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$591k	+300%	4.8k	124.17	View chart
NVIDIA Corporation (NVDA)	0.1	$539k	+3%	2.7k	200.06	View chart
Illumina (ILMN)	0.1	$528k		3.0k	175.83	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$524k		5.0k	103.88	View chart
Broadcom (AVGO)	0.1	$498k	+4%	1.3k	377.78	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$493k		9.5k	51.85	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$477k	+7%	9.4k	50.66	View chart
Kinder Morgan (KMI)	0.1	$425k		13k	31.97	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$393k		6.4k	61.46	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$387k	+4%	3.9k	99.11	View chart
Sandisk Corp (SNDK)	0.0	$377k	NEW	166.00	2273.73	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$373k		40k	9.33	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$356k		3.3k	107.13	View chart
Johnson & Johnson (JNJ)	0.0	$354k		1.4k	253.92	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$349k		4.2k	82.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$348k		1.4k	242.43	View chart
IDEXX Laboratories (IDXX)	0.0	$339k		644.00	526.44	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.0	$336k	-6%	4.6k	73.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$335k		3.5k	96.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$326k	-3%	3.9k	83.75	View chart
Western Digital (WDC)	0.0	$319k	NEW	500.00	638.72	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$311k		5.3k	58.98	View chart
Tesla Motors (TSLA)	0.0	$307k		730.00	420.60	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$304k	+4%	3.4k	89.18	View chart
Applied Materials (AMAT)	0.0	$290k	NEW	401.00	723.12	View chart
Raytheon Technologies Corp (RTX)	0.0	$287k	NEW	1.5k	189.68	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$286k		1.8k	158.25	View chart
Meta Platforms Cl A (META)	0.0	$283k	-3%	503.00	563.29	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.0	$272k		3.7k	72.89	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$271k	+2%	2.3k	117.02	View chart
Air Products & Chemicals (APD)	0.0	$270k	NEW	920.00	293.18	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.0	$262k	NEW	12k	22.65	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$248k		500.00	496.73	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$240k	NEW	2.4k	100.60	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.0	$240k		8.3k	29.04	View chart
Cisco Systems (CSCO)	0.0	$239k	NEW	2.0k	117.46	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$231k	NEW	4.1k	55.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$224k	NEW	6.1k	36.87	View chart
International Business Machines (IBM)	0.0	$221k	NEW	784.00	281.21	View chart
Acuity Brands (AYI)	0.0	$220k	NEW	583.00	376.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$213k	NEW	1.4k	148.31	View chart
Perma-pipe International (PPIH)	0.0	$212k		7.8k	27.23	View chart
Dick's Sporting Goods (DKS)	0.0	$209k	NEW	922.00	226.81	View chart
Zions Bancorporation (ZION)	0.0	$201k	NEW	2.9k	69.19	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.0	$110k		11k	10.15	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 Q2 filed July 22, 2026
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

View all past filings

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