Arlington Financial Advisors

Arlington Financial Advisors as of March 31, 2026

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