Arlington Financial Advisors, LLC holds a focused book of 107 stocks worth $787.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened J P Morgan Exchange Traded F and trimmed Cap Group Global Growth. Their largest long position is Cap Group Global Growth at 8% of the equity book. Cloning the disclosed picks since 2025 would be +15% (+18.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1716539/holdings"
Use Arkolith to show Arlington Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.7 points over this window.
Growth of $10,000 cloning Arlington Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $61.8M | 1.46M | 7.8% | ▼−1.2% Reduced · −18K sh | |
| 2 | Dimensional ETF Trust WORLD EQUITY ETF | $54.5M | 658.6K | 6.9% | ▲+1.6% Added · +11K sh | |
| 3 | Harbor ETF Trust INTERNATNAL COMP | $52.5M | 1.72M | 6.7% | ▲+1.9% Added · +32K sh | |
| 4 | Schwab Strategic TR FUNDAMENTAL INTL | $39.9M | 756.7K | 5.1% | ▼−0.4% Reduced · −3K sh | |
| 5 | First TR Exchange-Traded FD NASDQ CLN EDGE | $39.6M | 206.7K | 5.0% | ▼−2.3% Reduced · −5K sh | |
| 6 | American Centy ETF TR AVANTIS EMGMKT | $38.9M | 402.8K | 4.9% | ▼−2.0% Reduced · −8K sh | |
| 7 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $38.5M | 719.5K | 4.9% | ▲+2.9% Added · +20K sh | |
| 8 | ETF Ser Solutions DISTILLATE US | $33.4M | 557.4K | 4.2% | ▲+4.2% Added · +23K sh | |
| 9 | Vanguard Malvern FDS STRM INFPROIDX | $32.8M | 653.4K | 4.2% | ▲+11% Added · +62K sh | |
| 10 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $29.7M | 374.2K | 3.8% | ▲+1.6% Added · +6K sh | |
| 11 | Dimensional ETF Trust US HIGH PROF ETF | $28.9M | 692.3K | 3.7% | ▲+2.9% Added · +19K sh | |
| 12 | J P Morgan Exchange Traded F GLOBAL SEL EQUIT | $24.3M | 341.0K | 3.1% | ▲+2.0% Added · +7K sh | |
| 13 | American Centy ETF TR US LARGE CAP VLU | $23.1M | 253.8K | 2.9% | ▲+0.8% Added · +2K sh | |
| 14 | J P Morgan Exchange Traded F ACTIVE GROWTH | $21.1M | 213.6K | 2.7% | ▲+0.9% Added · +2K sh | |
| 15 | American Centy ETF TR US SML CP VALU | $19.4M | 155.1K | 2.5% | ▲+0.6% Added · +944 sh | |
| 16 | Apple Inc COM | $18.9M | 65.2K | 2.4% | ▼−0.2% Reduced · −160 sh | |
| 17 | Invesco Exch Traded FD TR II RAFI DVLPD MRKTS | $14.5M | 192.3K | 1.8% | ▼−4.4% Reduced · −9K sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $11.6M | 23.1K | 1.5% | ▲+0.9% Added · +202 sh | |
| 19 | Schwab Strategic TR FUNDAMENTAL US L | $10.8M | 347.1K | 1.4% | ▼−1.5% Reduced · −5K sh | |
| 20 | Schwab Strategic TR FUNDAMENTAL US S | $10.7M | 281.9K | 1.4% | ▼−0.9% Reduced · −3K sh | |
| 21 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $10.3M | 190.6K | 1.3% | ▼−0.7% Reduced · −1K sh | |
| 22 | Alphabet Inc CAP STK CL A | $9.8M | 27.5K | 1.2% | ▼−4.1% Reduced · −1K sh | |
| 23 | Amgen Inc COM | $9.2M | 25.5K | 1.2% | ▲+1.5% Added · +378 sh | |
| 24 | Alphabet Inc CAP STK CL C | $9.1M | 25.9K | 1.2% | ▼−3.4% Reduced · −919 sh | |
| 25 | Amazon Com Inc COM | $9.1M | 38.2K | 1.2% | ▼−1.0% Reduced · −389 sh | |
| 26 | Invesco Exchange Traded FD T RAFI US 1500 | $8.6M | 153.7K | 1.1% | ▼−1.7% Reduced · −3K sh | |
| 27 | Costco Wholesale Corporation COM | $8.3M | 8.9K | 1.1% | ▼−1.0% Reduced · −92 sh | |
| 28 | JPMorgan Chase & Co COM | $8.2M | 25.1K | 1.0% | ▲+0.2% Added · +57 sh | |
| 29 | First TR Exchange-Traded FD NY ARCA BIOTECH | $6.5M | 26.4K | 0.8% | ▼−2.7% Reduced · −737 sh | |
| 30 | Deere & Co COM | $6.5M | 10.3K | 0.8% | ▲+0.2% Added · +18 sh | |
| 31 | Pimco Equity Ser RAFI ESG US | $5.9M | 123.0K | 0.7% | ▼−0.1% Reduced · −130 sh | |
| 32 | Calamos ETF TR ANTE GLOB SU ETF | $5.8M | 154.0K | 0.7% | ▼−0.3% Reduced · −479 sh | |
| 33 | Gilead Sciences Inc COM | $5.5M | 43.4K | 0.7% | ▼−0.7% Reduced · −306 sh | |
| 34 | Intuitive Surgical Inc COM NEW | $5.3M | 13.4K | 0.7% | ▲+2.7% Added · +355 sh | |
| 35 | Chubb Limited COM | $5.2M | 15.3K | 0.7% | ▲+11% Added · +2K sh | |
| 36 | Chevron Corporation COM | $5.1M | 30.7K | 0.6% | ▼−1.1% Reduced · −344 sh | |
| 37 | J P Morgan Exchange Traded F CALIFORNIA TAX F | $4.9M | 97.1K | 0.6% | ▲New New position | |
| 38 | BlackRock Inc COM | $4.7M | 4.9K | 0.6% | ▲+1.3% Added · +62 sh | |
| 39 | Ishares TR ESG AWRE 1 5 YR | $4.5M | 179.5K | 0.6% | ▲+0.6% Added · +991 sh | |
| 40 | Starbucks Corp COM | $4.4M | 43.0K | 0.6% | ▲+3.0% Added · +1K sh | |
| 41 | Disney Walt Co COM | $3.8M | 39.7K | 0.5% | ▲+0.8% Added · +329 sh | |
| 42 | Salesforce Inc COM | $3.0M | 19.3K | 0.4% | ▲+9.8% Added · +2K sh | |
| 43 | Nushares ETF TR NUVEEN ESG SMLCP | $2.8M | 54.2K | 0.4% | ▼−0.5% Reduced · −297 sh | |
| 44 | Ishares TR ESG MSCI KLD ETF | $2.7M | 18.9K | 0.3% | ▼−0.2% Reduced · −34 sh | |
| 45 | Nike Inc CL B | $2.6M | 62.8K | 0.3% | ▲+2.2% Added · +1K sh | |
| 46 | Microsoft Corp COM | $2.5M | 6.6K | 0.3% | ▲+1.6% Added · +106 sh | |
| 47 | Seagate Technology HLDNGS PL ORD SHS | $1.3M | 1.3K | 0.2% | —Held | |
| 48 | J P Morgan Exchange Traded F BETABUILDERS US | $1.2M | 25.5K | 0.1% | ▼−6.8% Reduced · −2K sh | |
| 49 | Exxon Mobil Corp COM | $1.1M | 7.8K | 0.1% | ▲+3.5% Added · +264 sh | |
| 50 | ASML Hldg NV N Y REGISTRY SHS | $1.1M | 530 | 0.1% | ▲+8.2% Added · +40 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.