Institutional Fund
Arlington Financial Advisors, LLC
Santa Barbara, CACIK 17165395 filings on record
Portfolio Value
$701.94M
Q1 2026
Holdings
95
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+0.6%
from $698.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Capital Group Gbl Growth Eqt7.0%
- Harbor ETF Trust7.0%
- Dimensional World Equity6.8%
- J P Morgan Exchange Traded F5.4%
- Schwab Strategic Tr5.3%
- First Tr Exchange Traded Fd4.9%
- Other63.6%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Gbl Growth Eqt | 1.48M | $49.29M | 7.0% | +76.6K | Added |
| 2 | Harbor ETF Trust | 1.69M | $48.86M | 7.0% | +73.3K | Added |
| 3 | Dimensional World Equity | 648.0K | $47.81M | 6.8% | +7.7K | Added |
| 4 | J P Morgan Exchange Traded F | 699.5K | $37.61M | 5.4% | +200.7K | Added |
| 5 | Schwab Strategic Tr | 759.9K | $37.18M | 5.3% | −48.6K | Reduced |
| 6 | First Tr Exchange Traded Fd | 211.5K | $34.60M | 4.9% | −20.5K | Reduced |
| 7 | American Centy ETF Tr | 410.9K | $33.11M | 4.7% | −24.5K | Reduced |
| 8 | ETF Ser Solutions | 534.7K | $30.95M | 4.4% | +24.1K | Added |
| 9 | Vanguard Malvern Fds | 590.9K | $29.52M | 4.2% | +127.5K | Added |
| 10 | J P Morgan Exchange Traded F | 368.3K | $26.43M | 3.8% | +5.9K | Added |
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