Fund Holdings

Arlington Financial Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
CAPITAL GROUP GBL GROWTH EQT1,271,7341,348,117+76,38340,657,33646,065,1586.78%+5,407,822
DIMENSIONAL ETF TRUST583,061618,147+35,08639,111,73244,420,0436.53%+5,308,311
APPLE INC(AAPL)93,86694,782+91619,258,50324,134,3823.55%+4,875,879
AMERICAN CENTY ETF TR424,032437,429+13,39729,063,14932,855,2884.83%+3,792,139
SCHWAB STRATEGIC TR758,098791,251+33,15330,339,08133,992,1425.00%+3,653,061
DIMENSIONAL ETF TRUST536,724596,664+59,94019,085,90522,535,9993.32%+3,450,094
FIRST TR EXCHANGE TRADED FD229,685232,118+2,43331,930,75635,068,3465.16%+3,137,590
ALPHABET INC(GOOG)27,58331,300+3,7174,860,9527,608,9481.12%+2,747,996
ETF SER SOLUTIONS464,826491,232+26,40625,728,12728,471,8304.19%+2,743,703
HARBOR ETF TRUST1,509,3721,575,987+66,61544,179,32446,601,9416.86%+2,422,617
J P MORGAN EXCHANGE TRADED F334,644351,972+17,32821,919,15424,271,9593.57%+2,352,805
ALPHABET INC(GOOG)26,75728,565+1,8084,746,4246,957,0421.02%+2,210,618
AMERICAN CENTY ETF TR140,718150,029+9,31112,819,41014,932,3862.20%+2,112,976
AMERICAN CENTY ETF TR232,278248,246+15,96815,843,68217,938,2562.64%+2,094,574
J P MORGAN EXCHANGE TRADED F182,309188,272+5,96315,691,33617,650,5002.60%+1,959,164
J P MORGAN EXCHANGE TRADED F294,736307,397+12,66118,963,31420,832,2953.06%+1,868,981
VANGUARD MALVERN FDS513,725540,009+26,28425,824,94627,340,6454.02%+1,515,699
ISHARES TR03,648+3,6480935,5300.14%+935,530
NETFLIX INC(NFLX)0774+7740927,9640.14%+927,964
BERKSHIRE HATHAWAY INC DEL20,66121,709+1,04810,036,49410,913,9831.61%+877,489
DIMENSIONAL ETF TRUST017,905+17,9050800,1740.12%+800,174
J P MORGAN EXCHANGE TRADED F694,467703,594+9,12732,681,63033,455,9084.92%+774,278
INVESCO EXCH TRADED FD TR II232,516230,763-1,75313,351,04014,116,8972.08%+765,857
INVESCO EXCHANGE TRADED FD T164,608164,230-3786,694,6107,459,3291.10%+764,719
SCHWAB STRATEGIC TR290,758290,110-6488,330,2219,039,8181.33%+709,597
VANGUARD BD INDEX FDS08,978+8,9780708,4540.10%+708,454
SCHWAB STRATEGIC TR377,760377,205-5559,270,2319,920,4931.46%+650,262
J P MORGAN EXCHANGE TRADED F013,895+13,8950648,4800.10%+648,480
JPMORGAN CHASE & CO.(JPM)23,35123,500+1496,769,6887,412,6051.09%+642,917
FIRST TR EXCHANGE-TRADED FD26,71027,539+8294,309,1244,937,4670.73%+628,343
AMAZON COM INC(AMZN)39,80842,583+2,7758,733,4779,349,9491.38%+616,472
BLACKROCK MUNIHLDNGS CALI QL(MUC)055,000+55,0000596,7500.09%+596,750
INVESCO EXCHANGE TRADED FD T200,501200,621+1208,475,1759,070,0731.33%+594,898
ISHARES TR05,698+5,6980571,2250.08%+571,225
BLACKROCK INC(BLK)4,6334,640+74,861,1755,409,6370.80%+548,462
CHEVRON CORP NEW(CVX)31,02532,037+1,0124,442,4704,975,0260.73%+532,556
ISHARES TR05,040+5,0400470,5850.07%+470,585
MICROSOFT CORP(MSFT)6,3817,005+6243,174,1873,628,0520.53%+453,865
ISHARES TR05,023+5,0230438,5610.06%+438,561
ISHARES TR09,004+9,0040431,1120.06%+431,112
DIMENSIONAL ETF TRUST08,363+8,3630385,7020.06%+385,702
J P MORGAN EXCHANGE TRADED F06,400+6,4000368,1280.05%+368,128
KRATOS DEFENSE & SEC SOLUTIO(KTOS)04,000+4,0000365,4800.05%+365,480
NUVEEN CALIFORNIA MUNI VLU F040,000+40,0000356,0000.05%+356,000
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,263+1,2630352,7430.05%+352,743
DIMENSIONAL ETF TRUST011,517+11,5170350,0590.05%+350,059
GLOBAL X FDS07,200+7,2000348,6240.05%+348,624
ISHARES INC05,281+5,2810348,1510.05%+348,151
PIMCO EQUITY SER133,098132,990-1085,076,3585,412,6930.80%+336,335
VANECK ETF TRUST03,382+3,3820335,1670.05%+335,167
AMERICAN CENTY ETF TR05,589+5,5890319,9700.05%+319,970
SEAGATE TECHNOLOGY HLDNGS PL01,333+1,3330314,6680.05%+314,668
J P MORGAN EXCHANGE TRADED F05,907+5,9070298,1260.04%+298,126
NOVO-NORDISK A S(NVO)05,152+5,1520285,8840.04%+285,884
JOHNSON & JOHNSON(JNJ)01,305+1,3050241,9750.04%+241,975
VANGUARD CHARLOTTE FDS04,798+4,7980237,3090.03%+237,309
META PLATFORMS INC(META)420735+315309,998539,7990.08%+229,801
BLACKROCK CALIF MUN INCOME T020,000+20,0000219,0000.03%+219,000
ISHARES TR02,191+2,1910211,5130.03%+211,513
AMGEN INC(AMGN)24,88425,355+4716,947,8627,155,2761.05%+207,414
DICKS SPORTING GOODS INC(DKS)0922+9220204,8870.03%+204,887
ACUITY INC(AYI)0583+5830200,7790.03%+200,779
ISHARES TR20,11020,095-152,335,9782,530,9650.37%+194,987
NUSHARES ETF TR59,22459,006-2182,412,7862,602,1650.38%+189,379
CALAMOS ETF TR156,969156,901-685,009,6665,184,3070.76%+174,641
BLACKROCK MUNIHLDGS NY QLTY010,540+10,5400107,7190.02%+107,719
NVIDIA CORPORATION(NVDA)2,4452,633+188386,318491,3300.07%+105,012
GILEAD SCIENCES INC(GILD)43,98744,734+7474,876,8394,965,4740.73%+88,635
ASML HOLDING N V490495+5392,681479,2050.07%+86,524
IDEXX LABS INC(IDXX)615651+36329,849415,9170.06%+86,068
BROADCOM INC(AVGO)1,2751,2750351,479420,6650.06%+69,186
VANGUARD INDEX FDS1,6261,6260712,838779,8460.11%+67,008
ISHARES TR1,3371,320-17830,267883,6730.13%+53,406
ISHARES TR163,051164,216+1,1654,103,9944,156,3070.61%+52,313
ISHARES TR1,1901,1900505,250557,4080.08%+52,158
APPFOLIO INC(APPF)9529520219,227262,4280.04%+43,201
VEEVA SYS INC(VEEV)1,1731,272+99337,801378,9420.06%+41,141
ISHARES INC2,9752,9750503,906540,1410.08%+36,235
VANGUARD INDEX FDS3,5703,5700630,962665,7690.10%+34,807
SELECT SECTOR SPDR TR3,3183,3180360,103392,7520.06%+32,649
EXXON MOBIL CORP5,9815,983+2644,778674,6200.10%+29,842
SCHWAB STRATEGIC TR18,97518,687-288463,752492,2260.07%+28,474
PROCORE TECHNOLOGIES INC(PCOR)5,2405,2400358,521382,1010.06%+23,580
AMERICAN CENTY ETF TR3,6593,639-20283,504303,5340.04%+20,030
BOEING CO(BA)3,9963,971-25837,282857,0610.13%+19,779
VANGUARD INTL EQUITY INDEX F4,9744,944-30334,352352,8530.05%+18,501
ISHARES TR1,4341,4340278,526291,9480.04%+13,422
WISDOMTREE TR(WT)4,8874,8870310,618323,6070.05%+12,989
SCHWAB STRATEGIC TR7,3407,280-60205,887215,7790.03%+9,892
AMERICAN CENTY ETF TR3,0353,003-32200,887208,9530.03%+8,066
NIKE INC(NKE)57,94759,131+1,1844,116,5554,123,2050.61%+6,650
SPDR SERIES TRUST8,2648,2640241,474244,8620.04%+3,388
VANGUARD BD INDEX FDS8,3688,306-62647,181648,6160.10%+1,435
VANGUARD SCOTTSDALE FDS5,4545,4540326,204327,4040.05%+1,200
ISHARES TR5,3665,313-53248,070248,1700.04%+100
ELI LILLY & CO(LLY)5085080396,001387,6040.06%-8,397
INTERNATIONAL BUSINESS MACHS(IBM)7747740228,160218,3920.03%-9,768
KINDER MORGAN INC DEL(KMI)13,30613,3060391,195376,6910.06%-14,504
CROWDSTRIKE HLDGS INC(CRWD)1,7401,754+14886,199860,1270.13%-26,072
VISA INC(V)2,7202,7200965,736928,5540.14%-37,182
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