Arlington Financial Advisors, LLC Top Holdings and 13F Report (2026) About Arlington Financial Advisors, LLCInvestment ActivityArlington Financial Advisors, LLC has $701.94 million in total holdings as of March 31, 2026.Arlington Financial Advisors, LLC owns shares of 95 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 5.39% of the portfolio was sold this quarter.This quarter, Arlington Financial Advisors, LLC has purchased 106 new stocks and bought additional shares in 32 stocks.Arlington Financial Advisors, LLC sold shares of 35 stocks and completely divested from 17 stocks this quarter.Largest Holdings Capital Group Global Growth Equity ETF $49,291,428Harbor International Compounders ETF $48,863,814DIMENSIONAL ETF TRUST $47,812,170J P MORGAN EXCHANGE TRADED F $37,613,029Schwab Fundamental International Equity ETF $37,180,306 Largest New Holdings this Quarter H1467J104 - Chubb $4,481,212 Holding78464A672 - SPDR Portfolio Intermediate Term Treasury ETF $1,110,002 Holding452327109 - Illumina $369,780 Holding47804J107 - John Hancock Multifactor Large Cap ETF $255,786 Holding464287119 - iShares Morningstar Growth ETF $215,021 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 200,661 shares (about $10.79M)Vanguard Short-Term Inflation-Protected Securities ETF 127,450 shares (about $6.37M)Chubb 13,749 shares (about $4.48M)Dimensional US High Profitability ETF 70,746 shares (about $2.60M)Capital Group Global Growth Equity ETF 76,626 shares (about $2.56M) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 36,370 shares (about $3.76M)First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 20,529 shares (about $3.36M)Schwab Fundamental International Equity ETF 48,620 shares (about $2.38M)Avantis Emerging Markets Equity ETF 24,466 shares (about $1.97M)Invesco RAFI Developed Markets ex-U.S. ETF 28,139 shares (about $1.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArlington Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGGOCapital Group Global Growth Equity ETF$49,291,428$2,557,010 â–²5.5%1,477,1187.0%ETFOSEAHarbor International Compounders ETF$48,863,814$2,121,775 â–²4.5%1,687,8697.0%ETFDIMENSIONAL ETF TRUST$47,812,170$567,073 â–²1.2%648,0376.8%WORLD EQUITY ETFJ P MORGAN EXCHANGE TRADED F$37,613,029$10,789,542 â–²40.2%699,5175.4%ACTIVE BOND ETFFNDFSchwab Fundamental International Equity ETF$37,180,306$2,378,977 â–¼-6.0%759,8675.3%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$34,595,684$3,358,132 â–¼-8.8%211,4914.9%ETFAVEMAvantis Emerging Markets Equity ETF$33,106,691$1,971,470 â–¼-5.6%410,8554.7%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$30,948,953$1,392,072 â–²4.7%534,7094.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$29,516,494$6,366,125 â–²27.5%590,9214.2%ManufacturingJAVAJPMorgan Active Value ETF$26,426,642$420,670 â–²1.6%368,3163.8%ETFDUHPDimensional US High Profitability ETF$24,738,414$2,600,623 â–²11.7%672,9713.5%ETFJ P MORGAN EXCHANGE TRADED F$21,811,341$1,106,653 â–²5.3%334,1713.1%GLOBAL SEL EQUITAVLVAvantis U.S. Large Cap Value ETF$20,303,644$605,381 â–¼-2.9%251,8752.9%ETFJGROJPMorgan Active Growth ETF$17,885,277$1,612,134 â–²9.9%211,6102.5%ETFAVUVAvantis U.S. Small Cap Value ETF$17,034,143$319,258 â–¼-1.8%154,1972.4%ETFAAPLApple$16,585,275$220,545 â–¼-1.3%65,3502.4%Computer and TechnologyPXFInvesco RAFI Developed Markets ex-U.S. ETF$14,055,667$1,966,911 â–¼-12.3%201,0832.0%ETFBRK.BBerkshire Hathaway$10,966,013$233,850 â–²2.2%22,8841.6%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$9,810,714$619,941 â–¼-5.9%352,2701.4%ETFFNDASchwab Fundamental U.S. Small Company ETF$9,231,637$339,997 â–¼-3.6%284,6631.3%ETFPRFInvesco RAFI US 1000 ETF$9,120,957$356,950 â–¼-3.8%191,8991.3%ETFCOSTCostco Wholesale$8,914,140$426,476 â–²5.0%8,9461.3%Retail/WholesaleAMGNAmgen$8,822,589$254,738 â–¼-2.8%25,0751.3%MedicalGOOGLAlphabet$8,259,992$471,893 â–¼-5.4%28,7241.2%Computer and TechnologyAMZNAmazon.com$8,046,928$683,750 â–¼-7.8%38,6371.1%Retail/WholesaleGOOGAlphabet$7,688,995$208,547 â–¼-2.6%26,8041.1%Computer and TechnologyJPMJPMorgan Chase & Co.$7,361,060$467,126 â–²6.8%25,0241.0%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$7,173,245$320,540 â–¼-4.3%156,3821.0%ManufacturingCVXChevron$6,428,176$427,869 â–¼-6.2%31,0690.9%EnergyGILDGilead Sciences$6,095,765$192,749 â–¼-3.1%43,7380.9%MedicalISRGIntuitive Surgical$6,000,246$163,190 â–²2.8%13,0160.9%MedicalDEDeere & Company$5,794,104$103,647 â–¼-1.8%10,2860.8%IndustrialsFBTFirst Trust NYSE Arca Biotechnology Index Fund$5,445,033$101,615 â–¼-1.8%27,1140.8%ETFRAFEPimco Rafi Esg U.S. Etf$5,122,614$175,649 â–¼-3.3%123,1010.7%ETFSROICalamos Antetokounmpo Global Sustainable Equities ETF$5,049,657$107,868 â–²2.2%154,4370.7%ETFBLACKROCK INC$4,632,557$90,401 â–²2.0%4,8170.7%COMCBChubb$4,481,212$4,481,212 â–²New Holding13,7490.6%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$4,474,529$463,151 â–²11.5%178,5170.6%ManufacturingDISWalt Disney$3,796,193$68,140 â–²1.8%39,3880.5%Consumer DiscretionarySBUXStarbucks$3,737,449$1,031,277 â–²38.1%41,7170.5%Retail/WholesaleCRMSalesforce$3,285,392$310,619 â–²10.4%17,6000.5%Computer and TechnologyNKENIKE$3,246,423$1,875,321 â–²136.8%61,4620.5%Consumer DiscretionaryNUSCNuveen ESG Small-Cap ETF$2,456,040$80,432 â–¼-3.2%54,5060.3%ETFMSFTMicrosoft$2,393,416$242,451 â–¼-9.2%6,4660.3%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$2,298,974$15,634 â–¼-0.7%18,9700.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,818,610$3,761,750 â–¼-67.4%17,5830.3%ETFXOMExxonMobil$1,274,995$247,025 â–²24.0%7,5150.2%EnergyBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$1,261,322$444,475 â–²54.4%27,3250.2%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,110,002$1,110,002 â–²New Holding38,7300.2%ETFVVisa$822,0930.0%2,7200.1%Business ServicesSCHXSchwab US Large-Cap ETF$805,009$324,470 â–²67.5%31,3970.1%ETFIVViShares Core S&P 500 ETF$733,226$118,937 â–¼-14.0%1,1220.1%ETFVUGVanguard Growth ETF$704,979$5,241 â–¼-0.7%1,6140.1%ETFVTVVanguard Value ETF$690,624$9,810 â–¼-1.4%3,5200.1%ETFASMLASML$647,2070.0%4900.1%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$636,658$463 â–²0.1%8,2490.1%ETFMUCBlackRock MuniHoldings California Quality Fund$572,0000.0%55,0000.1%FinanceTSMTaiwan Semiconductor Manufacturing$541,058$2,704 â–²0.5%1,6010.1%Computer and TechnologyURTHiShares MSCI World ETF$535,5600.0%2,9750.1%ETFSTXSeagate Technology$522,2160.0%1,3330.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$507,4160.0%1,1900.1%ETFAMLPAlerian MLP ETF$500,080$105,280 â–²26.7%9,5000.1%ETFEFAiShares MSCI EAFE ETF$489,5350.0%5,0400.1%FinanceLLYEli Lilly and Company$467,2430.0%5080.1%MedicalNVDANVIDIA$454,561$2,268 â–²0.5%2,6060.1%Computer and TechnologyKMIKinder Morgan$446,1480.0%13,3060.1%EnergyJMUBJPMorgan Municipal ETF$437,313$87,933 â–²25.2%8,7480.1%ETFAVGOBroadcom$391,558$3,095 â–¼-0.8%1,2650.1%Computer and TechnologyNCANuveen California Municipal Va$375,2000.0%40,0000.1%FinanceILMNIllumina$369,780$369,780 â–²New Holding3,0000.1%MedicalXLCCommunication Services Select Sector SPDR Fund$367,8330.0%3,3180.1%ETFIDXXIDEXX Laboratories$361,8570.0%6440.1%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$355,3280.0%6,4000.1%ETFDWMWisdomTree International Equity Fund$341,5550.0%4,8870.0%FinanceJNJJohnson & Johnson$335,331$1,711 â–¼-0.5%1,3720.0%MedicalAVGEAvantis All Equity Markets ETF$330,626$2,641 â–¼-0.8%3,7560.0%ETFGLWCorning$330,1350.0%2,4280.0%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$314,305$10,481 â–¼-3.2%5,2780.0%ETFIEFAiShares Core MSCI EAFE ETF$313,5050.0%3,4630.0%ETFIWDiShares Russell 1000 Value ETF$306,4030.0%1,4340.0%ETFVEUVanguard FTSE All-World ex-US ETF$301,752$65,788 â–¼-17.9%4,0180.0%ETFMETAMeta Platforms$297,508$2,289 â–¼-0.8%5200.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$294,275$7,672 â–²2.7%4,2190.0%ETFTSLATesla$267,288$47,584 â–²21.7%7190.0%Auto/Tires/TrucksJHMLJohn Hancock Multifactor Large Cap ETF$255,786$255,786 â–²New Holding3,2680.0%ETFAVMAAvantis Moderate Allocation ETF$246,954$20,972 â–²9.3%3,6740.0%ETFFICOFair Isaac$240,1970.0%2250.0%Computer and TechnologySPBOSPDR Portfolio Corporate Bond ETF$239,9040.0%8,2640.0%ETFPPIHPerma-Pipe International$232,3090.0%7,7930.0%IndustrialsXBISPDR S&P Biotech ETF$231,064$5,109 â–¼-2.2%1,8090.0%ETFVRTXVertex Pharmaceuticals$223,2700.0%5000.0%MedicalILCGiShares Morningstar Growth ETF$215,021$215,021 â–²New Holding2,2520.0%ETFKTOSKratos Defense & Security Solutions$211,5300.0%3,0000.0%AerospaceVEEVVeeva Systems$206,049$13,701 â–¼-6.2%1,1730.0%MedicalMYNBlackRock MuniYield New York Quality Fund$104,304$104,304 â–²New Holding10,8650.0%FinanceJCPBJPMorgan Core Plus Bond ETF$0$8,038,717 â–¼-100.0%00.0%ETFMDBMongoDB$0$3,498,116 â–¼-100.0%00.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$0$2,218,924 â–¼-100.0%00.0%ETFMCDMcDonald's$0$895,689 â–¼-100.0%00.0%Retail/WholesaleCRWDCrowdStrike$0$822,205 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
