Fund Holdings — Arlington Financial Advisors, LLC

Total Portfolio Value
$698.09M
Total Bought
$63.65M
Total Sold
$67.33M
Net Transaction
-$3.68M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
0498,856+498,856026,9733.86%+26,973
ISHARES TR
0-5 YR TIPS ETF
053,953+53,95305,5240.79%+5,524
MONGODB INC(MDB)08,335+8,33503,4980.50%+3,498
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
618,147640,351+22,20444,42047,3736.79%+2,953
SCHWAB STRATEGIC TR791,251808,487+17,23633,99236,5525.24%+2,560
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
1,348,1171,400,492+52,37546,06548,5276.95%+2,462
HARBOR ETF TRUST
INTERNATNAL COMP
1,575,9871,614,578+38,59146,60248,8417.00%+2,239
VANGUARD INDEX FDS010,477+10,47702,2190.32%+2,219
ALPHABET INC(GOOG)31,30030,365-9357,6099,5041.36%+1,895
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
351,972362,453+10,48124,27225,9953.72%+1,723
AMERICAN CENTY ETF TR248,246259,385+11,13917,93819,6542.82%+1,715
ALPHABET INC(GOOG)28,56527,531-1,0346,9578,6391.24%+1,682
ETF SER SOLUTIONS
DISTILLATE US
491,232510,658+19,42628,47230,0784.31%+1,606
AMGEN INC(AMGN)25,35525,799+4447,1558,4441.21%+1,289
AMERICAN CENTY ETF TR150,029157,087+7,05814,93216,0202.29%+1,087
INVESCO EXCH TRADED FD TR II230,763229,222-1,54114,11715,0242.15%+907
MCDONALDS CORP(MCD)02,931+2,93108960.13%+896
FIRST TR EXCHANGE-TRADED FD27,53927,620+814,9375,7040.82%+767
AMERICAN CENTY ETF TR437,429435,321-2,10832,85533,5284.80%+673
J P MORGAN EXCHANGE TRADED F
GLOBAL SEL EQUIT
307,397317,216+9,81920,83221,4663.07%+634
GILEAD SCIENCES INC(GILD)44,73445,121+3874,9655,5380.79%+573
WALMART INC(WMT)04,491+4,49105000.07%+500
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
232,118232,020-9835,06835,5045.09%+435
SALESFORCE INC(CRM)16,11815,936-1823,8204,2220.60%+402
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
596,664602,225+5,56122,53622,9033.28%+367
ALPS ETF TR
ALERIAN MLP
07,500+7,50003530.05%+353
BERKSHIRE HATHAWAY INC DEL21,70922,396+68710,91411,2571.61%+343
AMAZON COM INC(AMZN)42,58341,920-6639,3509,6761.39%+326
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
200,621199,409-1,2129,0709,3561.34%+286
SCHWAB STRATEGIC TR377,205374,530-2,6759,92010,1911.46%+270
ORACLE CORP(ORCL)01,380+1,38002690.04%+269
SCHWAB STRATEGIC TR290,110295,147+5,0379,0409,3001.33%+260
PERMA-PIPE INTL HLDGS INC(PPIH)07,793+7,79302370.03%+237
VERTEX PHARMACEUTICALS INC(VRTX)0500+50002270.03%+227
SPDR SERIES TRUST
ST STR SP BIOT
01,849+1,84902250.03%+225
AMERICAN CENTY ETF TR03,362+3,36202230.03%+223
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
188,272192,536+4,26417,65117,8672.56%+217
CORNING INC(GLW)02,428+2,42802130.03%+213
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
13,89517,696+3,8016488210.12%+173
ELI LILLY & CO(LLY)50850803885460.08%+158
JPMORGAN CHASE & CO.(JPM)23,50023,436-647,4137,5521.08%+139
DISNEY WALT CO(DIS)37,23838,681+1,4434,2644,4010.63%+137
DEERE & CO(DE)10,37010,470+1004,7424,8750.70%+133
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2631,593+3303534840.07%+131
NUVEEN CA QUALTY MUN INCOME(NAC)010,023+10,02301180.02%+118
CHEVRON CORP NEW(CVX)32,03733,137+1,1004,9755,0500.72%+75
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
5,9076,989+1,0822983530.05%+55
EXXON MOBIL CORP5,9836,059+766757290.10%+55
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,3331,33303153670.05%+52
ASML HOLDING N V
N Y REGISTRY SHS
495490-54795240.08%+45
FAIR ISAAC CORP(FICO)22522503373800.05%+44
JOHNSON & JOHNSON(JNJ)1,3051,379+742422850.04%+43
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
164,230163,370-8607,4597,4971.07%+38
VISA INC(V)2,7202,72009299540.14%+25
AMERICAN CENTY ETF TR3,6393,786+1473043250.05%+22
BROADCOM INC(AVGO)1,2751,27504214410.06%+21
IDEXX LABS INC(IDXX)651644-74164360.06%+20
VANGUARD INDEX FDS3,5703,57006666820.10%+16
VANGUARD INDEX FDS1,6261,62607807930.11%+13
ISHARES TR5,0405,04004714840.07%+13
ISHARES INC2,9752,97505405530.08%+13
WISDOMTREE TR(WT)4,8874,88703243360.05%+12
SCHWAB STRATEGIC TR18,68718,742+554925040.07%+12
INTERNATIONAL BUSINESS MACHS(IBM)77477402182290.03%+11
ISHARES TR1,3201,304-168848930.13%+10
ISHARES TR1,4341,43402923020.04%+10
ACUITY INC(AYI)58358302012100.03%+9
VANGUARD INTL EQUITY INDEX F4,9444,894-503533600.05%+7
ISHARES TR1,1901,19005575630.08%+6
TESLA INC(TSLA)586591+52612660.04%+5
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
6,4006,40003683720.05%+4
AMERICAN CENTY ETF TR3,0033,008+52092120.03%+4
NUVEEN CALIFORNIA MUNI VLU F(NCA)40,00040,00003563580.05%+2
SCHWAB STRATEGIC TR7,2807,204-762162170.03%+1
BLACKROCK MUNIHLDGS NY QLTY10,54010,54001081080.02%0
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
5,4545,45403273270.05%-1
PROCORE TECHNOLOGIES INC(PCOR)5,2405,24003823810.05%-1
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,3183,31803933910.06%-2
SPDR SERIES TRUST
ST STR CORPO ETF
8,2648,26402452420.03%-2
VANGUARD BD INDEX FDS8,3068,243-636496420.09%-7
NVIDIA CORPORATION(NVDA)2,6332,593-404914840.07%-8
KINDER MORGAN INC DEL(KMI)13,30613,30603773660.05%-11
ISHARES TR
CORE UNIVRSL USD
5,3135,062-2512482360.03%-13
BLACKROCK MUNIHLDNGS CALI QL(MUC)55,00055,00005975830.08%-14
CROWDSTRIKE HLDGS INC(CRWD)1,7541,75408608220.12%-38
APPFOLIO INC(APPF)95295202622210.03%-41
PIMCO EQUITY SER
RAFI ESG US
132,990127,322-5,6685,4135,3460.77%-66
ISHARES TR20,09519,099-9962,5312,4610.35%-70
ISHARES INC
CORE MSCI EMKT
5,2814,109-1,1723482760.04%-72
NUSHARES ETF TR
NUVEEN ESG SMLCP
59,00656,291-2,7152,6022,5130.36%-89
VEEVA SYS INC(VEEV)1,2721,251-213792790.04%-100
CALAMOS ETF TR
ANTE GLOB SU ETF
156,901151,138-5,7635,1845,0700.73%-115
ISHARES TR
ESG AWRE 1 5 YR
164,216160,039-4,1774,1564,0390.58%-117
ISHARES TR
CORE MSCI EAFE
5,0233,463-1,5604393100.04%-129
KRATOS DEFENSE & SEC SOLUTIO(KTOS)4,0003,000-1,0003652280.03%-138
MICROSOFT CORP(MSFT)7,0057,121+1163,6283,4440.49%-184
META PLATFORMS INC(META)735524-2115403460.05%-194
DICKS SPORTING GOODS INC(DKS)9220-9222050—-205
ISHARES TR2,1910-2,1912120—-212
BLACKROCK CALIF MUN INCOME T20,0000-20,0002190—-219
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Arlington Financial Advisors, LLC — 13F Holdings — Q4 2025 | TickerTrail