Arkolith/Funds/Arlington Trust Co LLC

Arlington Trust Co LLC

CIK 1997685
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Arlington Trust Co LLC holds a concentrated book of 846 stocks worth $1.2B as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened BNY Mellon US Large Cap Core Equity ETF and trimmed AQE Core ETF. Their largest long position is AQE Core ETF at 47% of the equity book.

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Use Arkolith to show Arlington Trust Co LLC's latest
holdings, largest changes, and filing provenance.
Opened
68
new positions
Added to
150
existing
Trimmed
110
reduced
Sold out
65
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
81%
Top 10 holdings
89%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • Vanguard Short-Term Government Bond Index Fund ETF
    +7.4%$13.3M
  • Invesco S&P 500 Equal Weighted ETF
    +8.4%$4.8M
  • Vanguard S&P 500 ETF
    +32%$1.5M
  • Cipher Digital Inc
    3k×$1.0M
  • BNY Mellon US Large Cap Core Equity ETF
    New$814K
  • Vanguard Total Stock Market (ETF)
    +1.1%$795K
Trimmed / exited
  • Vanguard FTSE Developed Markets ETF
    −22%$13.4M
  • Servisfirst Bancshares
    −93%$9.2M
  • iShares S&P 500 Value ETF
    −20%$2.3M
  • Vanguard S&P 500 Value ETF
    −26%$813K
  • AQE Core ETF
    −0.1%$799K
  • SPDR S&P 500 ETF
    −29%$623K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

846 positions
#SecurityValueShares% PortLast moveHistory
1AQE Core ETF
COM
$551.9M23.12M
46.6%
−0.1%
Reduced · −33K sh
2Vanguard Short-Term Government Bond Index Fund ETF
COM
$193.3M3.32M
16.3%
+7.4%
Added · +229K sh
3Vanguard High Dividend Yield Index ETF
COM
$72.6M459.4K
6.1%
+0.4%
Added · +2K sh
4Vanguard Total Stock Market (ETF)
COM
$72.5M196.0K
6.1%
+1.1%
Added · +2K sh
5Invesco S&P 500 Equal Weighted ETF
COM
$62.7M294.5K
5.3%
+8.4%
Added · +23K sh
6Vanguard FTSE Developed Markets ETF
COM
$48.0M673.2K
4.1%
−22%
Reduced · −188K sh
7Vanguard Dividend Appreciation ETF
COM
$31.5M133.0K
2.7%
+0.5%
Added · +609 sh
8ProShares Russell 2000 Dividend Growers ETF
COM
$9.7M126.4K
0.8%
−2.1%
Reduced · −3K sh
9iShares S&P 500 Value ETF
COM
$8.9M39.3K
0.8%
−20%
Reduced · −10K sh
10Apple Inc
COM
$7.3M25.2K
0.6%
+9.8%
Added · +2K sh
11Vanguard S&P 500 ETF
COM
$6.0M8.7K
0.5%
+32%
Added · +2K sh
12iShares Core S&P 500 (Mkt)
COM
$5.3M7.1K
0.5%
+13%
Added · +840 sh
13iShares Core S&P MidCap
COM
$4.1M52.8K
0.3%
+0.1%
Added · +70 sh
14Berkshire Hathaway Inc B
COM
$4.1M8.1K
0.3%
+0.8%
Added · +64 sh
15Nvidia Corp
COM
$3.9M19.4K
0.3%
+1.3%
Added · +248 sh
16Alphabet Inc. Stock Class A
COM
$3.2M8.9K
0.3%
+11%
Added · +910 sh
17Microsoft Corp
COM
$2.8M7.5K
0.2%
+10%
Added · +715 sh
18Tesla Motors Inc
COM
$2.7M6.5K
0.2%
~0%
Added · +1 sh
19iShares Gold Trust
COM
$2.5M33.6K
0.2%
−8.6%
Reduced · −3K sh
20SPDR Gold Trust
COM
$2.5M6.8K
0.2%
−3.1%
Reduced · −220 sh
21Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn
COM
$2.3M18.0K
0.2%
Held
22Vanguard S&P 500 Value ETF
COM
$2.3M10.4K
0.2%
−26%
Reduced · −4K sh
23Vanguard Russell 2000 Index Fund ETF
COM
$2.2M17.7K
0.2%
+1.4%
Added · +249 sh
24Alphabet Inc
COM
$2.0M5.6K
0.2%
+2.7%
Added · +146 sh
25Amazon.com Inc
COM
$1.9M8.1K
0.2%
+7.3%
Added · +556 sh
26iShares MSCI ACWI Index ETF
COM
$1.9M12.3K
0.2%
−2.0%
Reduced · −250 sh
27Broadcom Inc.
COM
$1.9M5.1K
0.2%
−2.6%
Reduced · −138 sh
28Vanguard Total Intl Stock Idx ETF
COM
$1.9M22.0K
0.2%
Held
29iShares Core MSCI Total Intl Stock Mkt ETF
COM
$1.8M18.7K
0.2%
−12%
Reduced · −3K sh
30Global X MLP & Energy Infrastructure
COM
$1.6M22.3K
0.1%
−4.7%
Reduced · −1K sh
31iShares Core S&P Small-Cap
COM
$1.6M10.9K
0.1%
+0.2%
Added · +18 sh
32M&T Bank Corp
COM
$1.6M6.8K
0.1%
Held
33Arthur J Gallagher & Co
COM
$1.6M6.9K
0.1%
Held
34SPDR S&P 500 ETF
COM
$1.5M2.1K
0.1%
−29%
Reduced · −834 sh
35Visa Inc Class A Shares
COM
$1.5M4.4K
0.1%
+8.4%
Added · +343 sh
36Flexshares M Star Dev Mkt ETF
COM
$1.5M15.1K
0.1%
−12%
Reduced · −2K sh
37JP Morgan Chase & Co
COM
$1.3M3.8K
0.1%
+8.4%
Added · +298 sh
38Invesco QQQ Trust
COM
$1.2M1.7K
0.1%
Held
39SPdr Prtflo SP 500 GW
COM
$1.2M10.2K
0.1%
Held
40Vanguard Total World Stock Index ETF
COM
$1.1M7.2K
0.1%
−15%
Reduced · −1K sh
41Cipher Digital Inc
COM
$1.0M41.5K
0.1%
3k×
Added · +42K sh
42SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF
COM
$943K10.3K
0.1%
−32%
Reduced · −5K sh
43Meta Platforms Inc
COM
$894K1.6K
0.1%
+7.8%
Added · +115 sh
44BNY Mellon US Large Cap Core Equity ETF
COM
$814K5.7K
0.1%
New
New position
45SPDR Portfolio S&P 500
COM
$812K9.2K
0.1%
Held
46iShares Russell 1000 Growth
COM
$778K6.3K
0.1%
+672%
Added · +5K sh
47SPDR Portfolio S&P 1500
COM
$765K8.4K
0.1%
Held
48Berkshire Hathaway Inc Cl A
COM
$749K1
0.1%
New
New position
49iShares MSCI Emerging Markets ETF
COM
$723K10.6K
0.1%
Held
50Cisco Systems Inc
COM
$719K6.1K
0.1%
+1.2%
Added · +72 sh
Showing 50 of 846 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 2026846$1.2B13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026844$1.1B13F-HR
Q4 2025Dec 31, 2025Jan 30, 2026431$980.8M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025585$555.7M13F-HR
Q2 2025Jun 30, 2025Jul 8, 2025700$512.4M13F-HR
Q1 2025Mar 31, 2025Apr 28, 2025615$471.7M13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025551$476.5M13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024554$459.1M13F-HR

Data source

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.