Arlington Financial Advisors, LLC
CIK: 1716539SEC EDGAR →
Portfolio Value
$548.8B
Holdings
112
As of
Q3 2026
New Positions
112
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP GBL GROWTH EQT | 1,515,156 | $60.3B | 10.98% |
| 2 | DIMENSIONAL ETF TRUST | 668,917 | $55.1B | 10.03% |
| 3 | AMERICAN CENTY ETF TR | 703,826 | $49.0B | 8.93% |
| 4 | SCHWAB STRATEGIC TR | 756,685 | $40.7B | 7.41% |
| 5 | AMERICAN CENTY ETF TR | 402,117 | $37.8B | 6.89% |
| 6 | J P MORGAN EXCHANGE TRADED F | 731,523 | $37.4B | 6.81% |
| 7 | ETF SER SOLUTIONS | 545,366 | $34.9B | 6.36% |
| 8 | SCHWAB STRATEGIC TR | 801,793 | $33.6B | 6.12% |
| 9 | VANGUARD MALVERN FDS | 628,624 | $30.9B | 5.64% |
| 10 | J P MORGAN EXCHANGE TRADED F | 345,370 | $25.0B | 4.56% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $534.8B | 97.5% |
| Consumer Cyclical | 5 | $6.2B | 1.1% |
| Unknown | 5 | $5.6B | 1.0% |
| Healthcare | 9 | $864.3M | 0.2% |
| Technology | 16 | $570.9M | 0.1% |
| Energy | 2 | $407.4M | 0.1% |
| Industrials | 3 | $246.6M | 0.0% |
| Communication Services | 4 | $22.5M | 0.0% |
| Consumer Defensive | 1 | $8.0M | 0.0% |
| Basic Materials | 1 | $256K | 0.0% |