Arlington Capital Management, Inc. Q4 2025 Filing

Filed January 6, 2026

Portfolio Value

$162.7M

Holdings

107

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (107 positions)

#	Stock	Shares	Value	% Portfolio
1	IAU*ISHARES GOLD TR	197,853	$16.1M	9.87%
2	NVDANVIDIA CORPORATION	69,552	$13.0M	7.97%
3	TLTISHARES TR	98,831	$8.6M	5.29%
4	GDXVANECK ETF TRUST	70,027	$6.0M	3.69%
5	EPOLISHARES TR	156,608	$5.5M	3.39%
6	EWOISHARES INC	153,235	$5.4M	3.34%
7	EWPISHARES INC	99,419	$5.4M	3.29%
8	FGMFIRST TR EXCH TRD ALPHDX FD	84,859	$5.3M	3.25%
9	BCCCGLOBAL X FDS	77,903	$5.1M	3.16%
10	EUFNISHARES TR	125,717	$4.7M	2.87%
11	NGDNEW GOLD INC CDA	521,905	$4.5M	2.79%
12	AUANGLOGOLD ASHANTI PLC	47,476	$4.0M	2.49%
13	SANBANCO SANTANDER SA	340,204	$4.0M	2.45%
14	SBSWSIBANYE STILLWATER LTD	275,386	$3.9M	2.41%
15	BBVABANCO BILBAO VIZCAYA ARGENTA	161,776	$3.8M	2.32%
16	EFNLISHARES TR	70,726	$3.4M	2.08%
17	DBDEUTSCHE BANK A G	86,583	$3.3M	2.05%
18	EWIISHARES INC	60,524	$3.3M	2.02%
19	ZROZPIMCO ETF TR	50,675	$3.3M	2.00%
20	SILGLOBAL X FDS	37,175	$3.1M	1.91%
21	BGLDFIRST TR EXCHANGE-TRADED FD	135,494	$2.3M	1.42%
22	GOOGALPHABET INC	7,257	$2.3M	1.40%
23	WULFTERAWULF INC	184,105	$2.1M	1.30%
24	EFVISHARES TR	28,759	$2.1M	1.26%
25	AIAISHARES TR	20,874	$2.0M	1.25%
26	VUGVANGUARD INDEX FDS	4,020	$2.0M	1.21%
27	TBJLINNOVATOR ETFS TRUST	93,544	$1.9M	1.14%
28	MSFTMICROSOFT CORP	2,837	$1.4M	0.84%
29	VRTVERTIV HOLDINGS CO	7,883	$1.3M	0.78%
30	AVGOBROADCOM INC	3,536	$1.2M	0.75%
31	PLTRPALANTIR TECHNOLOGIES INC	6,802	$1.2M	0.74%
32	OXLCOXFORD LANE CAP CORP	70,929	$1.0M	0.64%
33	NAPRINNOVATOR ETFS TRUST	19,271	$1.0M	0.64%
34	REMISHARES TR	46,109	$1.0M	0.63%
35	DNPDNP SELECT INCOME FD INC	97,280	$971K	0.60%
36	RABROOKFIELD REAL ASSETS INCOM	70,268	$910K	0.56%
37	HFROHIGHLAND OPPS & INCOME FD	151,205	$904K	0.56%
38	PCNPIMCO CORPORATE & INCM STRG	68,319	$871K	0.54%
39	AMZNAMAZON COM INC	3,709	$856K	0.53%
40	ACPABRDN INCOME CREDIT STRATEGI	155,636	$841K	0.52%
41	TFJLINNOVATOR ETFS TRUST	42,381	$838K	0.52%
42	NJULINNOVATOR ETFS TRUST	10,524	$764K	0.47%
43	BLVVANGUARD BD INDEX FDS	10,378	$721K	0.44%
44	BNDXVANGUARD CHARLOTTE FDS	14,792	$714K	0.44%
45	METAMETA PLATFORMS INC	1,006	$664K	0.41%
46	PDIPIMCO DYNAMIC INCOME FD	36,385	$644K	0.40%
47	LQDISHARES TR	5,578	$614K	0.38%
48	AAPLAPPLE INC	2,095	$569K	0.35%
49	AMDADVANCED MICRO DEVICES INC	2,603	$557K	0.34%
50	XCHYXCALAMOS CONV & HIGH INCOME F	48,774	$551K	0.34%
51	XLKSELECT SECTOR SPDR TR	3,682	$530K	0.33%
52	NOCTINNOVATOR ETFS TRUST	9,048	$524K	0.32%
53	GLRYNORTHERN LTS FD TR IV	13,138	$470K	0.29%
54	SMHVANECK ETF TRUST	1,261	$454K	0.28%
55	XLFSELECT SECTOR SPDR TR	8,305	$454K	0.28%
56	XLCSELECT SECTOR SPDR TR	3,853	$453K	0.28%
57	XLISELECT SECTOR SPDR TR	2,880	$446K	0.27%
58	ANETARISTA NETWORKS INC	3,387	$443K	0.27%
59	SMCISUPER MICRO COMPUTER INC	14,813	$433K	0.27%
60	IGVISHARES TR	3,694	$390K	0.24%
61	VRTXVERTEX PHARMACEUTICALS INC	800	$362K	0.22%
62	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,130	$343K	0.21%
63	DELLDELL TECHNOLOGIES INC	2,719	$342K	0.21%
64	HUBBHUBBELL INC	760	$337K	0.21%
65	ABBVABBVIE INC	1,380	$315K	0.19%
66	IDXXIDEXX LABS INC	457	$309K	0.19%
67	NUNU HLDGS LTD	18,192	$304K	0.19%
68	NWGNATWEST GROUP PLC	17,180	$300K	0.18%
69	ETJEATON VANCE RISK-MANAGED DIV	34,118	$300K	0.18%
70	GBTCGRAYSCALE BITCOIN TRUST ETF	4,301	$294K	0.18%
71	AGXARGAN INC	940	$294K	0.18%
72	MNSTMONSTER BEVERAGE CORP NEW	3,802	$291K	0.18%
73	LYGLLOYDS BANKING GROUP PLC	53,534	$283K	0.17%
74	NJANINNOVATOR ETFS TRUST	5,054	$277K	0.17%
75	NVONOVO-NORDISK A S	5,422	$275K	0.17%
76	XFEBFIRST TR EXCHNG TRADED FD VI	7,276	$268K	0.16%
77	CLSCELESTICA INC	905	$267K	0.16%
78	RMIRIVERNORTH OPPORTUNISTIC MUN	18,442	$263K	0.16%
79	BKNBLACKROCK INVT QUALITY MUN T	23,344	$261K	0.16%
80	MMDNYLI MACKAY DEFINEDTERM MUNI	17,359	$258K	0.16%
81	BUFZFIRST TR EXCHNG TRADED FD VI	9,660	$256K	0.16%
82	QCAPFIRST TR EXCHNG TRADED FD VI	10,807	$256K	0.16%
83	PDTHANCOCK JOHN PREM DIVID FD	19,892	$252K	0.15%
84	XJULFIRST TR EXCHNG TRADED FD VI	6,443	$251K	0.15%
85	FDLSNORTHERN LTS FD TR IV	6,976	$249K	0.15%
86	BNTXBIONTECH SE	2,600	$247K	0.15%
87	XOCTFIRST TR EXCHNG TRADED FD VI	6,521	$246K	0.15%
88	APHAMPHENOL CORP NEW	1,796	$242K	0.15%
89	ZALTINNOVATOR ETFS TRUST	7,383	$240K	0.15%
90	EAPRINNOVATOR ETFS TRUST	8,044	$238K	0.15%
91	BLESNORTHERN LTS FD TR IV	5,493	$237K	0.15%
92	XAPRFIRST TR EXCHNG TRADED FD VI	6,502	$236K	0.15%
93	BMNRBITMINE IMMERSION TECNOLOGIE	8,622	$234K	0.14%
94	IRENIREN LIMITED	6,167	$232K	0.14%
95	ABTABBOTT LABS	1,841	$230K	0.14%
96	PSFCOHEN & STEERS SELECT PFD &	11,277	$228K	0.14%
97	PGRPROGRESSIVE CORP	991	$225K	0.14%
98	PODDINSULET CORP	758	$215K	0.13%
99	RCLROYAL CARIBBEAN GROUP	761	$212K	0.13%
100	OIAINVESCO MUNI INCOME OPP TRST	34,139	$205K	0.13%

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