Arlington Financial Advisors

Arlington Financial Advisors as of March 31, 2025

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