EdgeMarket › What Arlington Financial Advisors, Llc reported owning
What Arlington Financial Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
701.9MPositions
95Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CGGO Capital Group Global Growth Equity ETF | 49.3M | 7.0% | 1.5M | 40.78 | +25.2% |
| OSEA Harbor International Compounders ETF | 48.9M | 7.0% | 1.7M | 30.98 | +5.3% |
| DFAW Dimensional World Equity ETF | 47.8M | 6.8% | 648.0K | 85.33 | +23.0% |
| JBND JPMorgan Active Bond ETF | 37.6M | 5.4% | 699.5K | 52.65 | -1.7% |
| FNDF Schwab Fundamental International Equity ETF | 37.2M | 5.3% | 759.9K | 55.84 | +32.1% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infra | 34.6M | 4.9% | 211.5K | 180.93 | +27.2% |
| AVEM Avantis Emerging Markets Equity ETF | 33.1M | 4.7% | 410.9K | 94.24 | +33.1% |
| DSTL Distillate U.S. Fundamental Stability & Value | 30.9M | 4.4% | 534.7K | 69.81 | +23.1% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 29.5M | 4.2% | 590.9K | 49.79 | -1.1% |
| JAVA JPMorgan Active Value ETF | 26.4M | 3.8% | 368.3K | 83.00 | +24.0% |
| DUHP Dimensional US High Profitability ETF | 24.7M | 3.5% | 673.0K | 42.41 | +15.6% |
| JGLO JPMorgan Global Select Equity ETF | 21.8M | 3.1% | 334.2K | 73.49 | +10.7% |
| AVLV Avantis U.S. Large Cap Value ETF | 20.3M | 2.9% | 251.9K | 94.64 | +34.1% |
| JGRO JPMorgan Active Growth ETF | 17.9M | 2.5% | 211.6K | 94.21 | +7.0% |
| AVUV Avantis U.S. Small Cap Value ETF | 17.0M | 2.4% | 154.2K | 126.45 | +33.2% |
| AAPL Apple Inc. | 16.6M | 2.4% | 65.3K | 309.35 | +36.9% |
| PXF Invesco RAFI Developed Markets ex-U.S. ETF | 14.1M | 2.0% | 201.1K | 79.77 | +31.9% |
| unmapped CUSIP 084670702 | 11.0M | 1.6% | 22.9K | — | — |
| FNDX Schwab Fundamental U.S. Large Company ETF | 9.8M | 1.4% | 352.3K | 32.53 | +28.4% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 9.2M | 1.3% | 284.7K | 37.73 | +25.3% |
| PRF Invesco RAFI US 1000 ETF | 9.1M | 1.3% | 191.9K | 56.10 | +28.7% |
| COST COSTCO WHOLESALE CORP /NEW | 8.9M | 1.3% | 8.9K | 947.74 | -4.7% |
| AMGN AMGEN INC | 8.8M | 1.3% | 25.1K | 439.33 | +48.2% |
| GOOGL Alphabet Inc. | 8.3M | 1.2% | 28.7K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 8.0M | 1.1% | 38.6K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 7.7M | 1.1% | 26.8K | 341.75 | +70.7% |
| JPM JPMORGAN CHASE & CO | 7.4M | 1.0% | 25.0K | 351.58 | +20.3% |
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | 7.2M | 1.0% | 156.4K | 55.89 | +30.6% |
| CVX CHEVRON CORP | 6.4M | 0.9% | 31.1K | 205.27 | +34.0% |
| GILD GILEAD SCIENCES, INC. | 6.1M | 0.9% | 43.7K | 146.12 | +23.1% |
| ISRG INTUITIVE SURGICAL INC | 6.0M | 0.9% | 13.0K | 378.81 | -21.2% |
| DE DEERE & CO | 5.8M | 0.8% | 10.3K | 647.47 | +31.4% |
| FBT First Trust Amex Biotech Index Fund | 5.4M | 0.8% | 27.1K | 270.95 | +56.3% |
| RAFE PIMCO RAFI ESG U.S. ETF | 5.1M | 0.7% | 123.1K | 50.40 | +28.7% |
| SROI Calamos Antetokounmpo Global Sustainable Equit | 5.0M | 0.7% | 154.4K | 37.98 | +17.8% |
| BLK BlackRock, Inc. | 4.6M | 0.7% | 4.8K | 1,156.55 | +2.5% |
| CB Chubb Ltd | 4.5M | 0.6% | 13.7K | 340.99 | +21.9% |
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond | 4.5M | 0.6% | 178.5K | 24.84 | -1.5% |
| DIS Walt Disney Co | 3.8M | 0.5% | 39.4K | 107.78 | -7.9% |
| SBUX STARBUCKS CORP | 3.7M | 0.5% | 41.7K | 107.08 | +19.6% |
| CRM Salesforce, Inc. | 3.3M | 0.5% | 17.6K | 209.17 | -15.1% |
| NKE NIKE, Inc. | 3.2M | 0.5% | 61.5K | 40.76 | -46.6% |
| NUSC Nuveen ESG Small-Cap ETF | 2.5M | 0.3% | 54.5K | 51.96 | +23.9% |
| MSFT MICROSOFT CORP | 2.4M | 0.3% | 6.5K | 483.24 | -4.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.3M | 0.3% | 19.0K | 146.62 | +21.9% |
| STIP iShares 0-5 Year TIPS Bond ETF | 1.8M | 0.3% | 17.6K | 100.92 | -2.2% |
| XOM ExxonMobil Holdings Corp | 1.3M | 0.2% | 7.5K | 165.11 | +52.1% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 1.3M | 0.2% | 27.3K | 45.12 | -2.1% |
| SPTI State Street SPDR Portfolio Intermediate Term | 1.1M | 0.2% | 38.7K | 28.07 | -2.3% |
| V VISA INC. | 822.1K | 0.1% | 2.7K | 371.04 | +7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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