Arlington Capital Management, Inc. Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$156.6M

Holdings

103

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (103 positions)

#	Stock	Shares	Value	% Portfolio
1	IAU*ISHARES GOLD TR	197,460	$14.4M	9.18%
2	SHPROSHARES TR	331,634	$12.3M	7.83%
3	TLTISHARES TR	97,816	$8.7M	5.58%
4	NVDANVIDIA CORPORATION	42,013	$7.8M	5.01%
5	GDXVANECK ETF TRUST	70,990	$5.4M	3.46%
6	VXXBARCLAYS BANK PLC	162,630	$5.4M	3.44%
7	BCCCGLOBAL X FDS	78,477	$5.1M	3.23%
8	ZROZPIMCO ETF TR	62,126	$4.2M	2.70%
9	SANBANCO SANTANDER S A	341,096	$3.6M	2.28%
10	IRENIREN LIMITED	76,117	$3.6M	2.28%
11	WGMIVALKYRIE ETF TRUST II	77,575	$3.4M	2.19%
12	SAPSAP SE	12,835	$3.4M	2.19%
13	EPOLISHARES TR	104,902	$3.4M	2.16%
14	AUANGLOGOLD ASHANTI PLC	46,658	$3.3M	2.10%
15	ASAMER SPORTS INC	92,121	$3.2M	2.04%
16	BBVABANCO BILBAO VIZCAYA ARGENTA	163,509	$3.1M	2.01%
17	EWIISHARES INC	60,164	$3.1M	2.00%
18	EWPISHARES INC	62,973	$3.1M	1.99%
19	EWOISHARES INC	99,104	$3.1M	1.96%
20	FGMFIRST TR EXCH TRD ALPHDX FD	51,741	$3.0M	1.94%
21	EFNLISHARES TR	69,613	$3.0M	1.90%
22	OKLOOKLO INC	23,524	$2.6M	1.68%
23	BGLDFIRST TR EXCHANGE-TRADED FD	96,500	$2.3M	1.47%
24	TBJLINNOVATOR ETFS TRUST	102,923	$2.1M	1.32%
25	EFVISHARES TR	28,749	$2.0M	1.25%
26	GOOGALPHABET INC	7,842	$1.9M	1.22%
27	VUGVANGUARD INDEX FDS	3,957	$1.9M	1.21%
28	MSFTMICROSOFT CORP	2,917	$1.5M	0.96%
29	PLTRPALANTIR TECHNOLOGIES INC	7,261	$1.3M	0.85%
30	OXLCOXFORD LANE CAP CORP	78,082	$1.3M	0.84%
31	VRTVERTIV HOLDINGS CO	8,762	$1.3M	0.84%
32	NMFCNEW MTN FIN CORP	127,521	$1.2M	0.78%
33	NJULINNOVATOR ETFS TRUST	15,504	$1.1M	0.70%
34	BUFYFIRST TR EXCHNG TRADED FD VI	50,051	$1.1M	0.69%
35	NAPRINNOVATOR ETFS TRUST	20,423	$1.1M	0.69%
36	REMISHARES TR	47,931	$1.1M	0.67%
37	HFROHIGHLAND OPPS & INCOME FD	158,438	$1.0M	0.64%
38	RABROOKFIELD REAL ASSETS INCOM	73,555	$983K	0.63%
39	TFJLINNOVATOR ETFS TRUST	47,692	$968K	0.62%
40	PCNPIMCO CORPORATE & INCM STRG	71,421	$956K	0.61%
41	VXZBARCLAYS BANK PLC	16,890	$937K	0.60%
42	AMZNAMAZON COM INC	4,009	$880K	0.56%
43	METAMETA PLATFORMS INC	1,085	$797K	0.51%
44	SMCISUPER MICRO COMPUTER INC	15,793	$757K	0.48%
45	AVGOBROADCOM INC	2,162	$713K	0.46%
46	VMBSVANGUARD SCOTTSDALE FDS	14,798	$695K	0.44%
47	LQDISHARES TR	5,851	$652K	0.42%
48	XLESELECT SECTOR SPDR TR	6,653	$594K	0.38%
49	XLBSELECT SECTOR SPDR TR	6,399	$573K	0.37%
50	NOCTINNOVATOR ETFS TRUST	9,654	$548K	0.35%
51	AAPLAPPLE INC	2,133	$543K	0.35%
52	ANETARISTA NETWORKS INC	3,555	$518K	0.33%
53	XLKSELECT SECTOR SPDR TR	1,813	$511K	0.33%
54	IGVISHARES TR	4,101	$472K	0.30%
55	BMNRBITMINE IMMERSION TECNOLOGIE	8,966	$466K	0.30%
56	SMHVANECK ETF TRUST	1,418	$463K	0.30%
57	XLCSELECT SECTOR SPDR TR	3,782	$448K	0.29%
58	XLFSELECT SECTOR SPDR TR	8,158	$439K	0.28%
59	AMDADVANCED MICRO DEVICES INC	2,703	$437K	0.28%
60	XLISELECT SECTOR SPDR TR	2,747	$424K	0.27%
61	GBTCGRAYSCALE BITCOIN TRUST ETF	4,593	$412K	0.26%
62	DNPDNP SELECT INCOME FD INC	41,073	$411K	0.26%
63	DELLDELL TECHNOLOGIES INC	2,889	$410K	0.26%
64	IJUNINNOVATOR ETFS TRUST	14,386	$409K	0.26%
65	IJANINNOVATOR ETFS TRUST	11,518	$405K	0.26%
66	MIGASTRATEGY INC	1,135	$366K	0.23%
67	XLYSELECT SECTOR SPDR TR	1,500	$359K	0.23%
68	ABBVABBVIE INC	1,506	$349K	0.22%
69	NUNU HLDGS LTD	21,442	$343K	0.22%
70	HUBBHUBBELL INC	760	$327K	0.21%
71	ETJEATON VANCE RISK-MANAGED DIV	35,213	$317K	0.20%
72	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,064	$297K	0.19%
73	NJANINNOVATOR ETFS TRUST	5,258	$280K	0.18%
74	CCIFCARLYLE CREDIT INCOME FUND	47,730	$278K	0.18%
75	XLRESELECT SECTOR SPDR TR	6,469	$273K	0.17%
76	IDXXIDEXX LABS INC	422	$270K	0.17%
77	QCAPFIRST TR EXCHNG TRADED FD VI	11,328	$264K	0.17%
78	BUFZFIRST TR EXCHNG TRADED FD VI	10,086	$261K	0.17%
79	XJULFIRST TR EXCHNG TRADED FD VI	6,661	$256K	0.16%
80	RMIRIVERNORTH OPPORTUNISTIC MUN	17,301	$253K	0.16%
81	AGXARGAN INC	930	$251K	0.16%
82	BKNBLACKROCK INVT QUALITY MUN T	21,875	$248K	0.16%
83	ABTABBOTT LABS	1,841	$247K	0.16%
84	SESEA LTD	1,373	$245K	0.16%
85	RCLROYAL CARIBBEAN GROUP	758	$245K	0.16%
86	LLYELI LILLY & CO	320	$244K	0.16%
87	XAPRFIRST TR EXCHNG TRADED FD VI	6,806	$244K	0.16%
88	MMDNYLI MACKAY DEFINEDTERM MUNI	16,020	$242K	0.15%
89	MNSTMONSTER BEVERAGE CORP NEW	3,516	$237K	0.15%
90	PDTHANCOCK JOHN PREM DIVID FD	17,149	$229K	0.15%
91	PGRPROGRESSIVE CORP	910	$225K	0.14%
92	LYGLLOYDS BANKING GROUP PLC	49,476	$225K	0.14%
93	NWGNATWEST GROUP PLC	15,862	$224K	0.14%
94	PSFCOHEN & STEERS SELECT PFD &	10,574	$220K	0.14%
95	HPIHANCOCK JOHN PFD INCOME FD	12,594	$219K	0.14%
96	PODDINSULET CORP	700	$216K	0.14%
97	XOCTFIRST TR EXCHNG TRADED FD VI	5,673	$209K	0.13%
98	VIXMPROSHARES TR II	12,728	$201K	0.13%
99	OIAINVESCO MUNI INCOME OPP TRST	30,109	$182K	0.12%
100	GCVGABELLI CONV & INC SECS FD I	42,217	$174K	0.11%

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