Fund HoldingsArlington Capital Management, Inc.

Total Portfolio Value
$162.69M
Total Bought
$52.08M
Total Sold
$50.11M
Net Transaction
+$1.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)42,01369,552+27,5397,83912,9717.97%+5,133
ISHARES TR0125,717+125,71704,6632.87%+4,663
NEW GOLD INC CDA0521,905+521,90504,5462.79%+4,546
SIBANYE STILLWATER LTD(SBSW)0275,386+275,38603,9242.41%+3,924
DEUTSCHE BANK A G
NAMEN AKT
086,583+86,58303,3392.05%+3,339
GLOBAL X FDS
GLOBAL X SILVER
037,175+37,17503,1051.91%+3,105
ISHARES INC0153,235+153,23505,4353.34%+5,435
FIRST TR EXCH TRD ALPHDX FD
GERMANY ALPHA
51,74184,859+33,1183,0435,2923.25%+2,249
ISHARES INC62,97399,419+36,4463,1175,3603.29%+2,243
ISHARES TR
MSCI POLAND ETF
0156,608+156,60805,5113.39%+5,511
TERAWULF INC(WULF)0184,105+184,10502,1151.30%+2,115
ISHARES TR020,874+20,87402,0351.25%+2,035
ISHARES GOLD TR(IAU)197,460197,853+39314,36916,0609.87%+1,691
ABRDN INCOME CREDIT STRATEGI0155,636+155,63608420.52%+842
ANGLOGOLD ASHANTI PLC(AU)46,65847,476+8183,2814,0492.49%+767
VANGUARD BD INDEX FDS010,378+10,37807210.44%+721
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
014,792+14,79207150.44%+715
PIMCO DYNAMIC INCOME FD(PDI)036,385+36,38506440.40%+644
BANCO BILBAO VIZCAYA ARGENTA(BBVA)163,509161,776-1,7333,1483,7712.32%+623
VANECK ETF TRUST
GOLD MINERS ETF
70,99070,027-9635,4246,0063.69%+583
DNP SELECT INCOME FD INC(DNP)41,07397,280+56,2074119720.60%+561
CALAMOS CONV & HIGH INCOME F
COM SHS
048,774+48,77405520.34%+552
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,682+3,68205300.33%+530
BROADCOM INC(AVGO)2,1623,536+1,3747131,2240.75%+511
NORTHERN LTS FD TR IV
INSPI GROWT ETF
013,138+13,13804710.29%+471
SELECT SECTOR SPDR TR
ST STR FINL ETF
08,305+8,30504550.28%+455
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,853+3,85304540.28%+454
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,880+2,88004470.27%+447
BANCO SANTANDER SA(SAN)341,096340,204-8923,5753,9912.45%+416
ISHARES TR
MSCI FINLAND ETF
070,726+70,72603,3822.08%+3,382
ALPHABET INC(GOOG)7,8427,257-5851,9102,2771.40%+367
VERTEX PHARMACEUTICALS INC(VRTX)0800+80003630.22%+363
NOVO-NORDISK A S(NVO)05,422+5,42202760.17%+276
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT E
07,276+7,27602680.16%+268
CELESTICA INC(CLS)0905+90502680.16%+268
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
06,443+6,44302520.15%+252
NORTHERN LTS FD TR IV
INSPIRE FIDELIS
06,976+6,97602490.15%+249
BIONTECH SE(BNTX)02,600+2,60002480.15%+248
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
06,521+6,52102460.15%+246
AMPHENOL CORP NEW01,796+1,79602430.15%+243
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
07,383+7,38302400.15%+240
INNOVATOR ETFS TRUST
EMRGNG MKT APRIL
08,044+8,04402390.15%+239
NORTHERN LTS FD TR IV
INSPIRE GBL HOPE
05,493+5,49302370.15%+237
EATON VANCE TAX-MANAGED GLOB
COM
019,398+19,39801850.11%+185
BLACKROCK LONG-TERM MUN ADVA018,667+18,66701730.11%+173
ISHARES INC
MSCI ITALY ETF
060,524+60,52403,2882.02%+3,288
ADVANCED MICRO DEVICES INC(AMD)2,7032,603-1004375570.34%+120
ISHARES TR28,74928,759+101,9502,0541.26%+104
GLOBAL X FDS
MSCI GREECE ETF
78,47777,903-5745,0545,1353.16%+81
NATWEST GROUP PLC(NWG)15,86217,180+1,3182243010.18%+76
VANGUARD INDEX FDS3,9574,020+631,8981,9611.21%+63
EAGLE POINT CREDIT COMPANY I(ECC)010,360+10,3600600.04%+60
LLOYDS BANKING GROUP PLC(LYG)49,47653,534+4,0582252840.17%+59
MONSTER BEVERAGE CORP NEW(MNST)3,5163,802+2862372910.18%+55
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,0641,130+662973430.21%+46
ARGAN INC930940+102512950.18%+43
IDEXX LABS INC(IDXX)422457+352703090.19%+40
APPLE INC(AAPL)2,1332,095-385435700.35%+26
HANCOCK JOHN PREM DIVID FD(PDT)17,14919,892+2,7432292530.16%+24
INVESCO MUNI INCOME OPP TRST30,10934,139+4,0301822050.13%+24
FIRST TR EXCHANGE-TRADED FD0135,494+135,49402,3181.42%+2,318
NYLI MACKAY DEFINEDTERM MUNI(MMD)16,02017,359+1,3392422580.16%+16
BLACKROCK INVT QUALITY MUN T21,87523,344+1,4692482610.16%+13
RIVERNORTH OPPORTUNISTIC MUN17,30118,442+1,1412532640.16%+11
HUBBELL INC(HUBB)76076003273380.21%+10
COHEN & STEERS SELECT PFD &10,57411,277+7032202290.14%+9
PROGRESSIVE CORP(PGR)910991+812252260.14%+1
GABELLI CONV & INC SECS FD I42,21742,226+91741750.11%+1
INSULET CORP(PODD)700758+582162150.13%-1
INNOVATOR ETFS TRUST
GRWT100 PWR BF
5,2585,054-2042802780.17%-2
RYDE GROUP LTD20,79020,7900850.00%-2
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
10,0869,660-4262612560.16%-5
FIRST TR EXCHNG TRADED FD VI
VEST US EQU ENHA
6,8066,502-3042442370.15%-7
FIRST TR EXCHNG TRADED FD VI
FT VEST NASDAQ 1
11,32810,807-5212642560.16%-8
VANECK ETF TRUST
SEMICONDUCTR ETF
1,4181,261-1574634540.28%-9
VIRTUS STONE HBR EMRG MKTS I32,25229,972-2,2801631490.09%-14
XAI MADISON EQUITY PREMIUM I26,49124,830-1,6611631490.09%-14
EATON VANCE RISK-MANAGED DIV35,21334,118-1,0953173010.18%-16
ABBOTT LABS1,8411,84102472310.14%-16
AMAZON COM INC(AMZN)4,0093,709-3008808560.53%-24
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
9,6549,048-6065485240.32%-24
ISHARES TR
MORTGE REL ETF
47,93146,109-1,8221,0531,0230.63%-30
ROYAL CARIBBEAN GROUP
COM
758761+32452120.13%-33
ABBVIE INC(ABBV)1,5061,380-1263493150.19%-33
ISHARES TR5,8515,578-2736526150.38%-38
NU HLDGS LTD(NU)21,44218,192-3,2503433050.19%-39
INNOVATOR ETFS TRUST
GRWT100 PWR BF
20,42319,271-1,1521,0751,0350.64%-40
VERTIV HOLDINGS CO(VRT)8,7627,883-8791,3221,2770.79%-45
DELL TECHNOLOGIES INC(DELL)2,8892,719-1704103420.21%-67
BROOKFIELD REAL ASSETS INCOM73,55570,268-3,2879839110.56%-72
ARISTA NETWORKS INC(ANET)3,5553,387-1685184440.27%-74
ISHARES TR4,1013,694-4074723900.24%-81
PIMCO CORPORATE & INCM STRG(PCN)71,42168,319-3,1029568720.54%-84
HIGHLAND OPPS & INCOME FD158,438151,205-7,2331,0069040.56%-102
PALANTIR TECHNOLOGIES INC(PLTR)7,2616,802-4591,3251,2090.74%-115
GRAYSCALE BITCOIN TRUST ETF(GBTC)4,5934,301-2924122940.18%-118
ISHARES TR098,831+98,83108,6145.29%+8,614
INNOVATOR ETFS TRUST
INVTOR 2 PLS 5
47,69242,381-5,3119688390.52%-129
META PLATFORMS INC(META)1,0851,006-797976640.41%-133
MICROSOFT CORP(MSFT)2,9172,837-801,5111,3720.84%-139
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