Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arlington Financial Advisors, LLC (CIK 1716539) reported $701.9M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGGO ($49.3M, 7.02%), OSEA ($48.9M, 6.96%), DFAW ($47.8M, 6.81%), JBND ($37.6M, 5.36%), FNDF ($37.2M, 5.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $49.3M | 7.02% | 1.5M | Added |
| 2 | OSEA | HARBOR ETF TRUST | $48.9M | 6.96% | 1.7M | Added |
| 3 | DFAW | DIMENSIONAL ETF TRUST | $47.8M | 6.81% | 648,037 | Added |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | $37.6M | 5.36% | 699,517 | Added |
| 5 | FNDF | SCHWAB STRATEGIC TR | $37.2M | 5.30% | 759,867 | Trimmed |
| 6 | GRID | FIRST TR EXCHANGE-TRADED FD | $34.6M | 4.93% | 211,491 | Trimmed |
| 7 | AVEM | AMERICAN CENTY ETF TR | $33.1M | 4.72% | 410,855 | Trimmed |
| 8 | DSTL | ETF SER SOLUTIONS | $30.9M | 4.41% | 534,709 | Added |
| 9 | VTIP | VANGUARD MALVERN FDS | $29.5M | 4.20% | 590,921 | Added |
| 10 | JAVA | J P MORGAN EXCHANGE TRADED F | $26.4M | 3.76% | 368,316 | Added |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $24.7M | 3.52% | 672,971 | Added |
| 12 | JGLO | J P MORGAN EXCHANGE TRADED F | $21.8M | 3.11% | 334,171 | Added |
| 13 | AVLV | AMERICAN CENTY ETF TR | $20.3M | 2.89% | 251,875 | Trimmed |
| 14 | JGRO | J P MORGAN EXCHANGE TRADED F | $17.9M | 2.55% | 211,610 | Added |
| 15 | AVUV | AMERICAN CENTY ETF TR | $17.0M | 2.43% | 154,197 | Trimmed |
| 16 | AAPL | APPLE INC | $16.6M | 2.36% | 65,350 | Trimmed |
| 17 | PXF | INVESCO EXCH TRADED FD TR II | $14.1M | 2.00% | 201,083 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.0M | 1.56% | 22,884 | Added |
| 19 | FNDX | SCHWAB STRATEGIC TR | $9.8M | 1.40% | 352,270 | Trimmed |
| 20 | FNDA | SCHWAB STRATEGIC TR | $9.2M | 1.32% | 284,663 | Trimmed |
| 21 | PRF | INVESCO EXCHANGE TRADED FD T | $9.1M | 1.30% | 191,899 | Trimmed |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $8.9M | 1.27% | 8,946 | Added |
| 23 | AMGN | AMGEN INC | $8.8M | 1.26% | 25,075 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $8.3M | 1.18% | 28,724 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $8.0M | 1.15% | 38,637 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31