Arlington Financial Advisors, LLC

Est. AUM

$701.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$49.3M	1477118	7.02%	SOLE
2	HARBOR ETF TRUST	INTERNATNAL COMP	$48.9M	1687869	6.96%	SOLE
3	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$47.8M	648037	6.81%	SOLE
4	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$37.6M	699517	5.36%	SOLE
5	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$37.2M	759867	5.30%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$34.6M	211491	4.93%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$33.1M	410855	4.72%	SOLE
8	ETF SER SOLUTIONS	DISTILLATE US	$30.9M	534709	4.41%	SOLE
9	VANGUARD MALVERN FDS	STRM INFPROIDX	$29.5M	590921	4.20%	SOLE
10	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$26.4M	368316	3.76%	SOLE
11	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$24.7M	672971	3.52%	SOLE
12	J P MORGAN EXCHANGE TRADED F	GLOBAL SEL EQUIT	$21.8M	334171	3.11%	SOLE
13	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$20.3M	251875	2.89%	SOLE
14	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$17.9M	211610	2.55%	SOLE
15	AMERICAN CENTY ETF TR	US SML CP VALU	$17.0M	154197	2.43%	SOLE
16	APPLE INC	COM	$16.6M	65350	2.36%	SOLE
17	INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$14.1M	201083	2.00%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.0M	22884	1.56%	SOLE
19	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$9.8M	352270	1.40%	SOLE
20	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$9.2M	284663	1.32%	SOLE
21	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$9.1M	191899	1.30%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$8.9M	8946	1.27%	SOLE
23	AMGEN INC	COM	$8.8M	25075	1.26%	SOLE
24	ALPHABET INC	CAP STK CL A	$8.3M	28724	1.18%	SOLE
25	AMAZON COM INC	COM	$8.0M	38637	1.15%	SOLE
26	ALPHABET INC	CAP STK CL C	$7.7M	26804	1.10%	SOLE
27	JPMORGAN CHASE & CO	COM	$7.4M	25024	1.05%	SOLE
28	INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$7.2M	156382	1.02%	SOLE
29	CHEVRON CORPORATION	COM	$6.4M	31069	0.92%	SOLE
30	GILEAD SCIENCES INC	COM	$6.1M	43738	0.87%	SOLE
31	INTUITIVE SURGICAL INC	COM NEW	$6.0M	13016	0.85%	SOLE
32	DEERE & CO	COM	$5.8M	10286	0.83%	SOLE
33	FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$5.4M	27114	0.78%	SOLE
34	PIMCO EQUITY SER	RAFI ESG US	$5.1M	123101	0.73%	SOLE
35	CALAMOS ETF TR	ANTETOKOUNMPO GL	$5.0M	154437	0.72%	SOLE
36	BLACKROCK INC	COM	$4.6M	4817	0.66%	SOLE
37	CHUBB LTD SWITZ	COM	$4.5M	13749	0.64%	SOLE
38	ISHARES TR	ESG AWRE 1 5 YR	$4.5M	178517	0.64%	SOLE
39	DISNEY WALT CO	COM	$3.8M	39388	0.54%	SOLE
40	STARBUCKS CORP	COM	$3.7M	41717	0.53%	SOLE
41	SALESFORCE INC	COM	$3.3M	17600	0.47%	SOLE
42	NIKE INC	CL B	$3.2M	61462	0.46%	SOLE
43	NUSHARES ETF TR	NUVEEN ESG SMLCP	$2.5M	54506	0.35%	SOLE
44	MICROSOFT CORP	COM	$2.4M	6466	0.34%	SOLE
45	ISHARES TR	ESG MSCI KLD 400	$2.3M	18970	0.33%	SOLE
46	ISHARES TR	0-5 YR TIPS ETF	$1.8M	17583	0.26%	SOLE
47	EXXON MOBIL CORP	COM	$1.3M	7515	0.18%	SOLE
48	J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$1.3M	27325	0.18%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	38730	0.16%	SOLE
50	VISA INC	COM CL A	$822K	2720	0.12%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.