Arlington Financial Advisors, LLC Q4 2025 Filing

Filed January 12, 2026

Portfolio Value

$698.1M

Holdings

106

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
1
OSEAHARBOR ETF TRUST
1,614,578$48.8M7.00%
2
CGGOCAPITAL GROUP GBL GROWTH EQT
1,400,492$48.5M6.95%
3
DFAWDIMENSIONAL ETF TRUST
640,351$47.4M6.79%
4
FNDFSCHWAB STRATEGIC TR
808,487$36.6M5.24%
5
GRIDFIRST TR EXCHANGE TRADED FD
232,020$35.5M5.09%
6
AVEMAMERICAN CENTY ETF TR
435,321$33.5M4.80%
7
DSTLETF SER SOLUTIONS
510,658$30.1M4.31%
8
JBNDJ P MORGAN EXCHANGE TRADED F
498,856$27.0M3.86%
9
JAVAJ P MORGAN EXCHANGE TRADED F
362,453$26.0M3.72%
10
VTIPVANGUARD MALVERN FDS
463,471$22.9M3.28%
11
DUHPDIMENSIONAL ETF TRUST
602,225$22.9M3.28%
12
JGLOJ P MORGAN EXCHANGE TRADED F
317,216$21.5M3.07%
13
AVLVAMERICAN CENTY ETF TR
259,385$19.7M2.82%
14
AAPLAPPLE INC
66,219$18.0M2.58%
15
JGROJ P MORGAN EXCHANGE TRADED F
192,536$17.9M2.56%
16
AVUVAMERICAN CENTY ETF TR
157,087$16.0M2.29%
17
PXFINVESCO EXCH TRADED FD TR II
229,222$15.0M2.15%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
22,396$11.3M1.61%
19
FNDXSCHWAB STRATEGIC TR
374,530$10.2M1.46%
20
AMZNAMAZON COM INC
41,920$9.7M1.39%
21
GOOGLALPHABET INC
30,365$9.5M1.36%
22
PRFINVESCO EXCHANGE TRADED FD T
199,409$9.4M1.34%
23
FNDASCHWAB STRATEGIC TR
295,147$9.3M1.33%
24
GOOGALPHABET INC
27,531$8.6M1.24%
25
AMGNAMGEN INC
25,799$8.4M1.21%
26
JCPBJ P MORGAN EXCHANGE TRADED F
169,772$8.0M1.15%
27
JPMJPMORGAN CHASE & CO.
23,436$7.6M1.08%
28
PRFZINVESCO EXCHANGE TRADED FD T
163,370$7.5M1.07%
29
COSTCOSTCO WHSL CORP NEW
8,518$7.3M1.05%
30
ISRGINTUITIVE SURGICAL INC
12,662$7.2M1.03%
31
FBTFIRST TR EXCHANGE-TRADED FD
27,620$5.7M0.82%
32
GILDGILEAD SCIENCES INC
45,121$5.5M0.79%
33
STIPISHARES TR
53,953$5.5M0.79%
34
RAFEPIMCO EQUITY SER
127,322$5.3M0.77%
35
SROICALAMOS ETF TR
151,138$5.1M0.73%
36
BLKBLACKROCK INC
4,723$5.1M0.72%
37
CVXCHEVRON CORP NEW
33,137$5.0M0.72%
38
DEDEERE & CO
10,470$4.9M0.70%
39
DISDISNEY WALT CO
38,681$4.4M0.63%
40
CRMSALESFORCE INC
15,936$4.2M0.60%
41
SUSBISHARES TR
160,039$4.0M0.58%
42
MDBMONGODB INC
8,335$3.5M0.50%
43
MSFTMICROSOFT CORP
7,121$3.4M0.49%
44
SBUXSTARBUCKS CORP
30,206$2.5M0.36%
45
NUSCNUSHARES ETF TR
56,291$2.5M0.36%
46
DSIISHARES TR
19,099$2.5M0.35%
47
VBRVANGUARD INDEX FDS
10,477$2.2M0.32%
48
NKENIKE INC
25,958$1.7M0.24%
49
VVISA INC
2,720$953K0.14%
50
MCDMCDONALDS CORP
2,931$895K0.13%
51
IVVISHARES TR
1,304$893K0.13%
52
CRWDCROWDSTRIKE HLDGS INC
1,754$822K0.12%
53
BBAGJ P MORGAN EXCHANGE TRADED F
17,696$821K0.12%
54
VUGVANGUARD INDEX FDS
1,626$793K0.11%
55
XOMEXXON MOBIL CORP
6,059$729K0.10%
56
VTVVANGUARD INDEX FDS
3,570$681K0.10%
57
BIVVANGUARD BD INDEX FDS
8,243$641K0.09%
58
MUCBLACKROCK MUNIHLDNGS CALI QL
55,000$583K0.08%
59
IWFISHARES TR
1,190$563K0.08%
60
URTHISHARES INC
2,975$552K0.08%
61
LLYELI LILLY & CO
508$545K0.08%
62
ASMLASML HOLDING N V
490$524K0.08%
63
SCHXSCHWAB STRATEGIC TR
18,742$504K0.07%
64
WMTWALMART INC
4,491$500K0.07%
65
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,593$484K0.07%
66
NVDANVIDIA CORPORATION
2,593$483K0.07%
67
EFAISHARES TR
5,040$483K0.07%
68
AVGOBROADCOM INC
1,275$441K0.06%
69
IDXXIDEXX LABS INC
644$435K0.06%
70
XLCSELECT SECTOR SPDR TR
3,318$390K0.06%
71
PCORPROCORE TECHNOLOGIES INC
5,240$381K0.05%
72
FICOFAIR ISAAC CORP
225$380K0.05%
73
JEPQJ P MORGAN EXCHANGE TRADED F
6,400$371K0.05%
74
STXSEAGATE TECHNOLOGY HLDNGS PL
1,333$367K0.05%
75
KMIKINDER MORGAN INC DEL
13,306$365K0.05%
76
VEUVANGUARD INTL EQUITY INDEX F
4,894$360K0.05%
77
NCANUVEEN CALIFORNIA MUNI VLU F
40,000$358K0.05%
78
JMUBJ P MORGAN EXCHANGE TRADED F
6,989$352K0.05%
79
AMLPALPS ETF TR
7,500$352K0.05%
80
METAMETA PLATFORMS INC
524$345K0.05%
81
DWMWISDOMTREE TR
4,887$336K0.05%
82
VGITVANGUARD SCOTTSDALE FDS
5,454$326K0.05%
83
AVGEAMERICAN CENTY ETF TR
3,786$325K0.05%
84
AQLTISHARES TR
3,463$309K0.04%
85
IWDISHARES TR
1,434$301K0.04%
86
JNJJOHNSON & JOHNSON
1,379$285K0.04%
87
VEEVVEEVA SYS INC
1,251$279K0.04%
88
IEMGISHARES INC
4,109$276K0.04%
89
ORCLORACLE CORP
1,380$269K0.04%
90
TSLATESLA INC
591$265K0.04%
91
TTDTHE TRADE DESK INC
6,446$244K0.03%
92
SPBOSPDR SERIES TRUST
8,264$242K0.03%
93
PPIHPERMA-PIPE INTL HLDGS INC
7,793$236K0.03%
94
IUSBISHARES TR
5,062$235K0.03%
95
IBMINTERNATIONAL BUSINESS MACHS
774$229K0.03%
96
KTOSKRATOS DEFENSE & SEC SOLUTIO
3,000$227K0.03%
97
VRTXVERTEX PHARMACEUTICALS INC
500$226K0.03%
98
XBISPDR SERIES TRUST
1,849$225K0.03%
99
AVMAAMERICAN CENTY ETF TR
3,362$222K0.03%
100
APPFAPPFOLIO INC
952$221K0.03%
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