Arlington Financial Advisors, LLC
CIK: 0001716539SEC EDGAR →
Portfolio Value
$667K
Holdings
106
As of
Q4 2025
New Positions
30
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | HARBOR ETF TRUST | 1,614,578 | $49K | 7.32% |
| 2 | CAPITAL GROUP GBL GROWTH EQT | 1,400,492 | $49K | 7.27% |
| 3 | DIMENSIONAL ETF TRUST | 640,351 | $47K | 7.10% |
| 4 | SCHWAB STRATEGIC TR | 808,487 | $37K | 5.48% |
| 5 | FIRST TR EXCHANGE TRADED FD | 232,020 | $36K | 5.32% |
| 6 | AMERICAN CENTY ETF TR | 435,321 | $34K | 5.02% |
| 7 | ETF SER SOLUTIONS | 510,658 | $30K | 4.51% |
| 8 | J P MORGAN EXCHANGE TRADED F | 498,856 | $27K | 4.04% |
| 9 | J P MORGAN EXCHANGE TRADED F | 362,453 | $26K | 3.90% |
| 10 | VANGUARD MALVERN FDS | 463,471 | $23K | 3.44% |
Quarterly Changes
New Positions (14)
Closed Positions (18)
$935 · 4K shares
$927 · 774 shares
$857 · 4K shares
$800 · 18K shares
$708 · 9K shares
$571 · 6K shares
$431 · 9K shares
$386 · 2K shares
$385 · 8K shares
$350 · 12K shares
$348 · 7K shares
$335 · 3K shares
$319 · 6K shares
$285 · 5K shares
$237 · 5K shares
$219 · 20K shares
$211 · 2K shares
$204 · 922 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $566K | 84.8% |
| Technology | 19 | $35K | 5.2% |
| Communication Services | 4 | $23K | 3.4% |
| Healthcare | 8 | $16K | 2.4% |
| Consumer Cyclical | 5 | $15K | 2.3% |
| Energy | 3 | $6K | 0.9% |
| Industrials | 4 | $6K | 0.8% |
| Consumer Defensive | 2 | $507 | 0.1% |
| Unknown | 2 | $320 | 0.0% |