Arlington Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Arlington Financial Advisors, LLC held in its portfolio 105 assets valued at $698,086,494 (i.e. $698.09M).
The most valuable assets in the portfolio included: HARBOR ETF TRUST ($48.84M), CAPITAL GROUP GBL GROWTH EQT ($48.53M), and DIMENSIONAL ETF TRUST ($47.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 105 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Arlington Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| HARBOR ETF TRUST | 1614578 | 48840991 | INTERNATNAL COMP |
| CAPITAL GROUP GBL GROWTH EQT | 1400492 | 48527048 | SHS CREATION UNI |
| DIMENSIONAL ETF TRUST | 640351 | 47373167 | WORLD EQUITY ETF |
| SCHWAB STRATEGIC TR | 808487 | 36551710 | FUNDAMENTAL INTL |
| FIRST TR EXCHANGE TRADED FD | 232020 | 35503682 | NASDQ CLN EDGE |
| AMERICAN CENTY ETF TR | 435321 | 33528419 | AVANTIS EMGMKT |
| ETF SER SOLUTIONS | 510658 | 30077736 | DISTILLATE US |
| J P MORGAN EXCHANGE TRADED F | 498856 | 26973144 | ACTIVE BOND ETF |
| J P MORGAN EXCHANGE TRADED F | 362453 | 25995098 | ACTIVE VALUE ETF |
| VANGUARD MALVERN FDS | 463471 | 22923266 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 602225 | 22902617 | US HIGH PROFITAB |
| J P MORGAN EXCHANGE TRADED F | 317216 | 21466007 | GLOBAL SEL EQUIT |
| AMERICAN CENTY ETF TR | 259385 | 19653601 | US LARGE CAP VLU |
| APPLE INC | 66219 | 18002318 | COM |
| J P MORGAN EXCHANGE TRADED F | 192536 | 17867341 | ACTIVE GROWTH |
| AMERICAN CENTY ETF TR | 157087 | 16019732 | US SML CP VALU |
| INVESCO EXCH TRADED FD TR II | 229222 | 15024324 | RAFI DVLPD MRKTS |
| BERKSHIRE HATHAWAY INC DEL | 22396 | 11257349 | CL B NEW |
| SCHWAB STRATEGIC TR | 374530 | 10190962 | FUNDAMENTAL US L |
| AMAZON COM INC | 41920 | 9675974 | COM |
| ALPHABET INC | 30365 | 9504145 | CAP STK CL A |
| INVESCO EXCHANGE TRADED FD T | 199409 | 9356268 | RAFI US 1000 ETF |
| SCHWAB STRATEGIC TR | 295147 | 9300085 | FUNDAMENTAL US S |
| ALPHABET INC | 27531 | 8639228 | CAP STK CL C |
| AMGEN INC | 25799 | 8444143 | COM |
| J P MORGAN EXCHANGE TRADED F | 169772 | 8038717 | CORE PLUS BD ETF |
| JPMORGAN CHASE & CO. | 23436 | 7551548 | COM |
| INVESCO EXCHANGE TRADED FD T | 163370 | 7497052 | RAFI US 1500 |
| COSTCO WHSL CORP NEW | 8518 | 7345479 | COM |
| INTUITIVE SURGICAL INC | 12662 | 7171250 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 27620 | 5704082 | NY ARCA BIOTECH |
| GILEAD SCIENCES INC | 45121 | 5538152 | COM |
| ISHARES TR | 53953 | 5524248 | 0-5 YR TIPS ETF |
| PIMCO EQUITY SER | 127322 | 5346251 | RAFI ESG US |
| CALAMOS ETF TR | 151138 | 5069561 | ANTETOKOUNMPO GL |
| BLACKROCK INC | 4723 | 5055216 | COM |
| CHEVRON CORP NEW | 33137 | 5050410 | COM |
| DEERE & CO | 10470 | 4874518 | COM |
| DISNEY WALT CO | 38681 | 4400711 | COM |
| SALESFORCE INC | 15936 | 4221606 | COM |
| ISHARES TR | 160039 | 4039384 | ESG AWRE 1 5 YR |
| MONGODB INC | 8335 | 3498116 | CL A |
| MICROSOFT CORP | 7121 | 3443668 | COM |
| STARBUCKS CORP | 30206 | 2543669 | COM |
| NUSHARES ETF TR | 56291 | 2513393 | NUVEEN ESG SMLCP |
| ISHARES TR | 19099 | 2460524 | ESG MSCI KLD 400 |
| VANGUARD INDEX FDS | 10477 | 2218924 | SM CP VAL ETF |
| NIKE INC | 25958 | 1653784 | CL B |
| VISA INC | 2720 | 953931 | COM CL A |
| MCDONALDS CORP | 2931 | 895689 | COM |
| ISHARES TR | 1304 | 893442 | CORE S&P500 ETF |
| CROWDSTRIKE HLDGS INC | 1754 | 822205 | CL A |
| J P MORGAN EXCHANGE TRADED F | 17696 | 821448 | BETABUILDERS US |
| VANGUARD INDEX FDS | 1626 | 793260 | GROWTH ETF |
| EXXON MOBIL CORP | 6059 | 729169 | COM |
| VANGUARD INDEX FDS | 3570 | 681834 | VALUE ETF |
| VANGUARD BD INDEX FDS | 8243 | 641965 | INTERMED TERM |
| BLACKROCK MUNIHLDNGS CALI QL | 55000 | 583000 | COM |
| ISHARES TR | 1190 | 563227 | RUS 1000 GRW ETF |
| ISHARES INC | 2975 | 552666 | MSCI WORLD ETF |
| ELI LILLY & CO | 508 | 545937 | COM |
| ASML HOLDING N V | 490 | 524231 | N Y REGISTRY SHS |
| SCHWAB STRATEGIC TR | 18742 | 504338 | US LRG CAP ETF |
| WALMART INC | 4491 | 500342 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1593 | 484097 | SPONSORED ADS |
| ISHARES TR | 5040 | 483991 | MSCI EAFE ETF |
| NVIDIA CORPORATION | 2593 | 483674 | COM |
| SPDR SERIES TRUST | 10113 | 467915 | STATE STREET SPD |
| BROADCOM INC | 1275 | 441309 | COM |
| IDEXX LABS INC | 644 | 435685 | COM |
| SELECT SECTOR SPDR TR | 3318 | 390595 | STATE STREET COM |
| PROCORE TECHNOLOGIES INC | 5240 | 381158 | COM |
| FAIR ISAAC CORP | 225 | 380390 | COM |
| J P MORGAN EXCHANGE TRADED F | 6400 | 371968 | NASDAQ EQT PREM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1333 | 367095 | ORD SHS |
| KINDER MORGAN INC DEL | 13306 | 365780 | COM |
| VANGUARD INTL EQUITY INDEX F | 4894 | 360003 | ALLWRLD EX US |
| NUVEEN CALIFORNIA MUNI VLU F | 40000 | 358000 | COM STK |
| J P MORGAN EXCHANGE TRADED F | 6989 | 352945 | MUNICIPAL ETF |
| ALPS ETF TR | 7500 | 352650 | ALERIAN MLP |
| META PLATFORMS INC | 524 | 345887 | CL A |
| WISDOMTREE TR | 4887 | 336030 | INTL EQUITY FD |
| VANGUARD SCOTTSDALE FDS | 5454 | 326858 | INTER TERM TREAS |
| AMERICAN CENTY ETF TR | 3786 | 325254 | AVANTIS ALL EQT |
| ISHARES TR | 3463 | 309800 | CORE MSCI EAFE |
| ISHARES TR | 1434 | 301628 | RUS 1000 VAL ETF |
| JOHNSON & JOHNSON | 1379 | 285384 | COM |
| VEEVA SYS INC | 1251 | 279261 | CL A COM |
| ISHARES INC | 4109 | 276207 | CORE MSCI EMKT |
| ORACLE CORP | 1380 | 269056 | COM |
| TESLA INC | 591 | 265785 | COM |
| THE TRADE DESK INC | 6446 | 244690 | COM CL A |
| PERMA-PIPE INTL HLDGS INC | 7793 | 236595 | COM |
| ISHARES TR | 5062 | 235585 | CORE UNIVRSL USD |
| INTERNATIONAL BUSINESS MACHS | 774 | 229267 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 3000 | 227730 | COM NEW |
| VERTEX PHARMACEUTICALS INC | 500 | 226680 | COM |
| AMERICAN CENTY ETF TR | 3362 | 222953 | AVANTIS MODERAT |
| APPFOLIO INC | 952 | 221483 | COM CL A |
| SCHWAB STRATEGIC TR | 7204 | 216624 | US MID-CAP ETF |
| CORNING INC | 2428 | 212596 | COM |
| AMERICAN CENTY ETF TR | 3008 | 212485 | AVANTIS US MID C |
| ACUITY INC | 583 | 209903 | COM |
| NUVEEN CA QUALTY MUN INCOME | 10023 | 118372 | COM |
| BLACKROCK MUNIHLDGS NY QLTY | 10540 | 107824 | COM |
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