Arlington Capital Management, Inc. Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$156.6B

Holdings

103

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (103 positions)

#StockSharesValue% PortfolioType
1
IAU*ISHARES GOLD TR
197,460$14.4B9.18%
2
SHPROSHARES TR
331,634$12.3B7.83%
3
TLTISHARES TR
97,816$8.7B5.58%
4
NVDANVIDIA CORPORATION
42,013$7.8B5.01%
5
GDXVANECK ETF TRUST
70,990$5.4B3.46%
6
VXXBARCLAYS BANK PLC
162,630$5.4B3.44%
7
BCCCGLOBAL X FDS
78,477$5.1B3.23%
8
ZROZPIMCO ETF TR
62,126$4.2B2.70%
9
SANBANCO SANTANDER S A
341,096$3.6B2.28%
10
IRENIREN LIMITED
76,117$3.6B2.28%
11
WGMIVALKYRIE ETF TRUST II
77,575$3.4B2.19%
12
SAPSAP SE
12,835$3.4B2.19%
13
EPOLISHARES TR
104,902$3.4B2.16%
14
AUANGLOGOLD ASHANTI PLC
46,658$3.3B2.10%
15
ASAMER SPORTS INC
92,121$3.2B2.04%
16
BBVABANCO BILBAO VIZCAYA ARGENTA
163,509$3.1B2.01%
17
EWIISHARES INC
60,164$3.1B2.00%
18
EWPISHARES INC
62,973$3.1B1.99%
19
EWOISHARES INC
99,104$3.1B1.96%
20
FGMFIRST TR EXCH TRD ALPHDX FD
51,741$3.0B1.94%
21
EFNLISHARES TR
69,613$3.0B1.90%
22
OKLOOKLO INC
23,524$2.6B1.68%
23
BGLDFIRST TR EXCHANGE-TRADED FD
96,500$2.3B1.47%
24
TBJLINNOVATOR ETFS TRUST
102,923$2.1B1.32%
25
EFVISHARES TR
28,749$2.0B1.25%
26
GOOGALPHABET INC
7,842$1.9B1.22%
27
VUGVANGUARD INDEX FDS
3,957$1.9B1.21%
28
MSFTMICROSOFT CORP
2,917$1.5B0.96%
29
PLTRPALANTIR TECHNOLOGIES INC
7,261$1.3B0.85%
30
OXLCOXFORD LANE CAP CORP
78,082$1.3B0.84%
31
VRTVERTIV HOLDINGS CO
8,762$1.3B0.84%
32
NMFCNEW MTN FIN CORP
127,521$1.2B0.78%
33
NJULINNOVATOR ETFS TRUST
15,504$1.1B0.70%
34
BUFYFIRST TR EXCHNG TRADED FD VI
50,051$1.1B0.69%
35
NAPRINNOVATOR ETFS TRUST
20,423$1.1B0.69%
36
REMISHARES TR
47,931$1.1B0.67%
37
HFROHIGHLAND OPPS & INCOME FD
158,438$1.0B0.64%
38
RABROOKFIELD REAL ASSETS INCOM
73,555$982.7M0.63%
39
TFJLINNOVATOR ETFS TRUST
47,692$967.9M0.62%
40
PCNPIMCO CORPORATE & INCM STRG
71,421$955.6M0.61%
41
VXZBARCLAYS BANK PLC
16,890$936.6M0.60%
42
AMZNAMAZON COM INC
4,009$880.3M0.56%
43
METAMETA PLATFORMS INC
1,085$796.9M0.51%
44
SMCISUPER MICRO COMPUTER INC
15,793$757.1M0.48%
45
AVGOBROADCOM INC
2,162$713.3M0.46%
46
VMBSVANGUARD SCOTTSDALE FDS
14,798$694.9M0.44%
47
LQDISHARES TR
5,851$652.2M0.42%
48
XLESELECT SECTOR SPDR TR
6,653$594.4M0.38%
49
XLBSELECT SECTOR SPDR TR
6,399$573.5M0.37%
50
NOCTINNOVATOR ETFS TRUST
9,654$548.4M0.35%
51
AAPLAPPLE INC
2,133$543.2M0.35%
52
ANETARISTA NETWORKS INC
3,555$518.0M0.33%
53
XLKSELECT SECTOR SPDR TR
1,813$511.1M0.33%
54
IGVISHARES TR
4,101$471.7M0.30%
55
BMNRBITMINE IMMERSION TECNOLOGIE
8,966$465.6M0.30%
56
SMHVANECK ETF TRUST
1,418$462.8M0.30%
57
XLCSELECT SECTOR SPDR TR
3,782$447.7M0.29%
58
XLFSELECT SECTOR SPDR TR
8,158$439.5M0.28%
59
AMDADVANCED MICRO DEVICES INC
2,703$437.3M0.28%
60
XLISELECT SECTOR SPDR TR
2,747$423.7M0.27%
61
GBTCGRAYSCALE BITCOIN TRUST ETF
4,593$412.3M0.26%
62
DNPDNP SELECT INCOME FD INC
41,073$411.1M0.26%
63
DELLDELL TECHNOLOGIES INC
2,889$409.6M0.26%
64
IJUNINNOVATOR ETFS TRUST
14,386$408.6M0.26%
65
IJANINNOVATOR ETFS TRUST
11,518$405.3M0.26%
66
MIGASTRATEGY INC
1,135$365.7M0.23%
67
XLYSELECT SECTOR SPDR TR
1,500$359.5M0.23%
68
ABBVABBVIE INC
1,506$348.7M0.22%
69
NUNU HLDGS LTD
21,442$343.3M0.22%
70
HUBBHUBBELL INC
760$327.0M0.21%
71
ETJEATON VANCE RISK-MANAGED DIV
35,213$316.6M0.20%
72
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,064$297.1M0.19%
73
NJANINNOVATOR ETFS TRUST
5,258$279.7M0.18%
74
CCIFCARLYLE CREDIT INCOME FUND
47,730$277.8M0.18%
75
XLRESELECT SECTOR SPDR TR
6,469$272.5M0.17%
76
IDXXIDEXX LABS INC
422$269.6M0.17%
77
QCAPFIRST TR EXCHNG TRADED FD VI
11,328$264.0M0.17%
78
BUFZFIRST TR EXCHNG TRADED FD VI
10,086$261.2M0.17%
79
XJULFIRST TR EXCHNG TRADED FD VI
6,661$255.6M0.16%
80
RMIRIVERNORTH OPPORTUNISTIC MUN
17,301$252.9M0.16%
81
AGXARGAN INC
930$251.1M0.16%
82
BKNBLACKROCK INVT QUALITY MUN T
21,875$248.1M0.16%
83
ABTABBOTT LABS
1,841$246.6M0.16%
84
SESEA LTD
1,373$245.4M0.16%
85
RCLROYAL CARIBBEAN GROUP
758$245.3M0.16%
86
LLYELI LILLY & CO
320$244.2M0.16%
87
XAPRFIRST TR EXCHNG TRADED FD VI
6,806$243.8M0.16%
88
MMDNYLI MACKAY DEFINEDTERM MUNI
16,020$242.4M0.15%
89
MNSTMONSTER BEVERAGE CORP NEW
3,516$236.7M0.15%
90
PDTHANCOCK JOHN PREM DIVID FD
17,149$228.8M0.15%
91
PGRPROGRESSIVE CORP
910$224.7M0.14%
92
LYGLLOYDS BANKING GROUP PLC
49,476$224.6M0.14%
93
NWGNATWEST GROUP PLC
15,862$224.4M0.14%
94
PSFCOHEN & STEERS SELECT PFD &
10,574$219.7M0.14%
95
HPIHANCOCK JOHN PFD INCOME FD
12,594$218.5M0.14%
96
PODDINSULET CORP
700$216.1M0.14%
97
XOCTFIRST TR EXCHNG TRADED FD VI
5,673$209.1M0.13%
98
VIXMPROSHARES TR II
12,728$201.4M0.13%
99
OIAINVESCO MUNI INCOME OPP TRST
30,109$181.6M0.12%
100
GCVGABELLI CONV & INC SECS FD I
42,217$174.4M0.11%
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