Arlington Capital Management, Inc. Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$132.0B

Holdings

75

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (75 positions)

#StockSharesValue% PortfolioType
1
ACWIISHARES TR
165,436$19.3B14.59%
2
IAU*ISHARES GOLD TR
295,048$17.4B13.18%
3
TLTISHARES TR
177,232$16.1B12.23%
4
DDTOINNOVATOR ETFS TRUST
473,139$14.8B11.25%
5
NVDANVIDIA CORPORATION
51,786$5.6B4.25%
6
ZROZPIMCO ETF TR
61,624$4.4B3.35%
7
BGLDFIRST TR EXCHANGE-TRADED FD
179,103$3.8B2.85%
8
TBJLINNOVATOR ETFS TRUST
178,158$3.6B2.73%
9
VMBSVANGUARD SCOTTSDALE FDS
72,851$3.4B2.56%
10
ITBISHARES TR
27,566$2.6B1.99%
11
IGVISHARES TR
26,577$2.4B1.79%
12
DELLDELL TECHNOLOGIES INC
22,094$2.0B1.53%
13
TFJLINNOVATOR ETFS TRUST
91,477$1.9B1.44%
14
LIILENNOX INTL INC
3,146$1.8B1.34%
15
XLKSELECT SECTOR SPDR TR
8,545$1.8B1.34%
16
EPOLISHARES TR
55,092$1.5B1.17%
17
KBESPDR SER TR
28,159$1.5B1.13%
18
COSTCOSTCO WHSL CORP NEW
1,445$1.4B1.04%
19
ANETARISTA NETWORKS INC
17,144$1.3B1.01%
20
GOOGALPHABET INC
8,234$1.3B0.97%
21
MHOM/I HOMES INC
10,363$1.2B0.90%
22
TRVCCITIGROUP INC
16,195$1.1B0.87%
23
MSFTMICROSOFT CORP
2,922$1.1B0.83%
24
DDOMINION ENERGY INC
18,537$1.0B0.79%
25
RABROOKFIELD REAL ASSETS INCOM
73,644$969.2M0.73%
26
SMCISUPER MICRO COMPUTER INC
26,186$896.6M0.68%
27
NDQINVESCO QQQ TR
1,902$891.8M0.68%
28
EFVISHARES TR
13,598$801.5M0.61%
29
AMZNAMAZON COM INC
4,102$780.4M0.59%
30
OXLCLOXFORD LANE CAP CORP
151,357$714.4M0.54%
31
LQDISHARES TR
6,265$680.9M0.52%
32
PCMPCM FD INC
100,797$651.1M0.49%
33
VRTVERTIV HOLDINGS CO
8,867$640.2M0.49%
34
DMLDENISON MINES CORP
490,374$637.5M0.48%
35
PLTRPALANTIR TECHNOLOGIES INC
7,541$636.5M0.48%
36
METAMETA PLATFORMS INC
1,085$625.1M0.47%
37
AAPLAPPLE INC
2,203$489.5M0.37%
38
HFROHIGHLAND OPPS & INCOME FD
89,674$466.3M0.35%
39
DNPDNP SELECT INCOME FD INC
41,185$407.3M0.31%
40
BUFFINNOVATOR ETFS TRUST
8,989$396.3M0.30%
41
NJANINNOVATOR ETFS TRUST
7,930$367.7M0.28%
42
NJULINNOVATOR ETFS TRUST
6,029$361.9M0.27%
43
GUTGABELLI UTIL TR
67,267$359.2M0.27%
44
MIGAMICROSTRATEGY INC
1,136$327.5M0.25%
45
AVGOBROADCOM INC
1,909$319.6M0.24%
46
ABBVABBVIE INC
1,506$315.6M0.24%
47
GBTCGRAYSCALE BITCOIN TRUST ETF
4,733$308.4M0.23%
48
XLFSELECT SECTOR SPDR TR
6,066$302.1M0.23%
49
SMHVANECK ETF TRUST
1,424$301.2M0.23%
50
EUENCORE ENERGY CORP
219,462$300.7M0.23%
51
ACPABRDN INCOME CREDIT STRATEGI
48,945$288.3M0.22%
52
XLYSELECT SECTOR SPDR TR
1,432$282.8M0.21%
53
AMDADVANCED MICRO DEVICES INC
2,703$277.7M0.21%
54
XLISELECT SECTOR SPDR TR
2,088$273.7M0.21%
55
XSEPFIRST TR EXCHNG TRADED FD VI
7,072$273.4M0.21%
56
XLCSELECT SECTOR SPDR TR
2,820$272.0M0.21%
57
XOCTFIRST TR EXCHNG TRADED FD VI
7,989$270.3M0.20%
58
XNOVFIRST TR EXCHNG TRADED FD VI
8,012$270.0M0.20%
59
XLRESELECT SECTOR SPDR TR
6,312$264.2M0.20%
60
MMDNYLI MACKAY DEFINEDTERM MUNI
17,417$262.6M0.20%
61
BLEBLACKROCK MUNI INCOME TR II
24,866$258.4M0.20%
62
XMAYFIRST TR EXCHNG TRADED FD VI
8,130$257.1M0.19%
63
NDMONUVEEN DYNAMIC MUN OPPORTUNI
24,900$255.5M0.19%
64
HUBBHUBBELL INC
760$251.5M0.19%
65
RMMZRIVERNORTH MANAGED DUR MUN I
16,134$245.6M0.19%
66
ABTABBOTT LABS
1,841$244.2M0.19%
67
PMXPIMCO MUN INCOME FD III
33,984$243.3M0.18%
68
NUNU HLDGS LTD
22,642$231.9M0.18%
69
SONYSONY GROUP CORP
8,000$203.1M0.15%
70
PDTHANCOCK JOHN PREM DIVID FD
15,093$197.4M0.15%
71
HGLBHIGHLAND GLOBAL ALLOCATION F
23,188$193.2M0.15%
72
PFDFLAHERTY & CRUMRINE PFD INCO
13,409$150.4M0.11%
73
ETVEATON VANCE TAX-MANAGED BUY-
11,241$148.5M0.11%
74
SKYTSKYWATER TECHNOLOGY INC
10,165$72.1M0.05%
75
RYDERYDE GROUP LTD
20,790$5.2M0.00%