Arlington Financial Advisors, LLC

CIK: 0001716539Latest portfolio: $698.1M · Q4 2025

Holdings

106

Total Value

$698.1M

New Positions

14

Closed Positions

18

#StockSharesValue% PortfolioChangeType
1
OSEAHARBOR ETF TRUST
1,614,578$48.8M7.00%+39K
2
CGGOCAPITAL GROUP GBL GROWTH EQT
1,400,492$48.5M6.95%+52K
3
DFAWDIMENSIONAL ETF TRUST
640,351$47.4M6.79%+22K
4
FNDFSCHWAB STRATEGIC TR
808,487$36.6M5.24%+17K
5
GRIDFIRST TR EXCHANGE TRADED FD
232,020$35.5M5.09%-98
6
AVEMAMERICAN CENTY ETF TR
435,321$33.5M4.80%-2,108
7
DSTLETF SER SOLUTIONS
510,658$30.1M4.31%+19K
8
JBNDJ P MORGAN EXCHANGE TRADED F
498,856$27.0M3.86%NEW
9
JAVAJ P MORGAN EXCHANGE TRADED F
362,453$26.0M3.72%+10K
10
VTIPVANGUARD MALVERN FDS
463,471$22.9M3.28%-76,538
11
DUHPDIMENSIONAL ETF TRUST
602,225$22.9M3.28%+6K
12
JGLOJ P MORGAN EXCHANGE TRADED F
317,216$21.5M3.07%+10K
13
AVLVAMERICAN CENTY ETF TR
259,385$19.7M2.82%+11K
14
AAPLAPPLE INC
66,219$18.0M2.58%-28,563
15
JGROJ P MORGAN EXCHANGE TRADED F
192,536$17.9M2.56%+4K
16
AVUVAMERICAN CENTY ETF TR
157,087$16.0M2.29%+7K
17
PXFINVESCO EXCH TRADED FD TR II
229,222$15.0M2.15%-1,541
18
BRK/BBERKSHIRE HATHAWAY INC DEL
22,396$11.3M1.61%+687
19
FNDXSCHWAB STRATEGIC TR
374,530$10.2M1.46%-2,675
20
AMZNAMAZON COM INC
41,920$9.7M1.39%-663
21
GOOGLALPHABET INC
30,365$9.5M1.36%-935
22
PRFINVESCO EXCHANGE TRADED FD T
199,409$9.4M1.34%-1,212
23
FNDASCHWAB STRATEGIC TR
295,147$9.3M1.33%+5K
24
GOOGALPHABET INC
27,531$8.6M1.24%-1,034
25
AMGNAMGEN INC
25,799$8.4M1.21%+444

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CGGO1.4M+52K
OSEA1.6M+39K
DFAW640K+22K
DSTL511K+19K
FNDF808K+17K
AVLV259K+11K
JAVA362K+10K
JGLO317K+10K
AVUV157K+7K
DUHP602K+6K

Decreased Positions

NameSharesChange
JCPB170K-533822
VTIP463K-76538
TTD6K-70610
NKE26K-33173
AAPL66K-28563
SBUX30K-7989
SROI151K-5763
RAFE127K-5668
SUSB160K-4177
NUSC56K-2715

Sector Breakdown

Financial Services0.0% ($4.8840485274737335e+215T)
Technology0.0% ($1.8002422134983445e+52T)
Healthcare0.0% ($844471715538545408.0T)
Consumer Cyclical0.0% ($967525431.7T)
Communication Services0.0% ($950486.4T)
Industrials0.0% ($4874.2T)
Energy0.0% ($5.1T)
Unknown0.0% ($11.3B)
Consumer Defensive0.0% ($7.3B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 12, 2026$698.1M106
Q3 2025Oct 10, 2025$679.8B110
Q2 2025Jul 28, 2025$610.8B85
Q1 2025Apr 9, 2025$568.9B108

Fund Information

CIK0001716539
Most Recent FilingJan 12, 2026
Number of Filings4

Arlington Financial Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $698.1M across 106 holdings. The largest position is HARBOR ETF TRUST (OSEA), representing 7.0% of the portfolio. Compared to the previous quarter, the fund opened 14 new positions and closed 18 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.