Fund Holdings — Arlington Trust Co LLC

Total Portfolio Value
$1.13B
Total Bought
$277.38M
Total Sold
$46.61M
Net Transaction
+$230.77M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Vanguard Short-Term Government Bond Index Fund ETF
SHORT TERM TREAS
1,7253,092,443+3,090,718101181,03215.95%+180,930
Invesco S&P 500 Equal Weighted ETF
S&P500 EQL WGT
123,950271,711+147,76123,74452,1474.60%+28,403
Servisfirst Bancshares(SFBS)3,350113,765+110,4152408,2860.73%+8,045
Vanguard High Dividend Yield Index ETF434,636457,412+22,77662,37967,7435.97%+5,364
Vanguard FTSE Developed Markets ETF824,926861,007+36,08151,53355,1734.86%+3,640
Invesco QQQ Trust2951,668+1,3731819630.08%+782
Vanguard S&P 500 ETF5,3156,558+1,2433,3333,9190.35%+586
Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn(DB)18,00018,00002,8983,2940.29%+395
Nvidia Corp(NVDA)15,84819,142+3,2942,9563,3380.29%+383
Vanguard Small-Cap Index Fund ETF901,193+1,103233120.03%+289
Chevron Corp(CVX)3,4593,929+4705278130.07%+286
Freeport-Mcmoran Copper & Gold(FCX)4504,827+4,377232840.03%+261
Clear Secure Inc(YOU)05,345+5,34502590.02%+259
iShares Gold Trust(IAU)36,75636,75602,9833,2400.29%+257
Global X MLP & Energy Infrastructure
GLB X MLP ENRG I
24,36823,368-1,0001,4751,7280.15%+253
Global X Artificial Intelligence Technology ETF
ARTIFICIAL ETF
04,070+4,07001900.02%+190
Costco Wholesale Corp(COST)520638+1184486360.06%+187
Vanguard Mid-Cap ETF238847+609692430.02%+174
Southern Company(SO)3,6255,037+1,4123164860.04%+170
BNY Mellon Trust II Muni Opportunities ETF
MUN OPPTYS ETF
06,485+6,48501600.01%+160
SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF
ST STR BLO 1 ETF
13,58015,220+1,6401,2411,3950.12%+154
Caterpillar Inc(CAT)440572+1322524050.04%+153
JP Morgan Betabuilders Japan ETF
BETABULDRS JAPAN
02,163+2,16301490.01%+149
SPDR Gold Trust(GLD)7,2016,971-2302,8543,0000.26%+146
Financial Select Sector SPDR (Mkt)
ST STR FINL ETF
7903,825+3,035431890.02%+146
Avantis Emerging Market ETF01,570+1,57001270.01%+127
JP Morgan Chase & Co(JPM)2,8543,548+6949201,0440.09%+124
Apple Inc(AAPL)21,01722,979+1,9625,7145,8320.51%+118
Wal-Mart Stores Inc(WMT)4,6785,125+4475216370.06%+116
GE Vernova Inc. Com(GEV)29147+118191280.01%+109
Barclays BK PLC(DJP)17,50017,50005036020.05%+99
Dimensional US Small Cap Value ETF
US SMALL CAP ETF
02,813+2,8130990.01%+99
Avantis Intl Small Cap Value ETF0980+9800980.01%+98
Broadcom Inc.(AVGO)4,3895,221+8321,5191,6160.14%+97
General Electric Co(GE)84431+347261220.01%+96
Applied Materials, Inc.584713+1291502440.02%+94
Dimensional International High Profitability ETF
INTL HIGH PROFIT
02,871+2,8710930.01%+93
Alphabet Inc. Stock Class A(GOOG)7,0377,955+9182,2032,2880.20%+85
iShares Core S&P MidCap52,74852,74803,4813,5620.31%+81
United States Oil(USO)1,3561,3560941730.02%+79
Eli Lilly & Co(LLY)164277+1131762550.02%+79
Exxon Mobil Corp609893+284731520.01%+78
Genesis Energy LP(GEL)28,50028,50004455210.05%+77
JP Morgan Betabuilders Canada ETF
BETA CDA ETF NEW
0799+7990750.01%+75
Mckesson Corp(MCK)084+840730.01%+73
Amazon.com Inc(AMZN)6,5377,589+1,0521,5091,5810.14%+72
ASML Holding NV ADR
N Y REGISTRY SHS
053+530700.01%+70
Abbvie Inc Com(ABBV)530864+3341211880.02%+67
Vanguard Total Bond Market ETF2,3803,244+8641762390.02%+63
TJX Cos Inc(TJX)1,2521,582+3301922530.02%+60
Global X Rbtcs Artfl Intelligence ETF
RBTCS ARTFL INTE
01,768+1,7680590.01%+59
iShares S&P GSCI Commodity-Indexed Trust(GSG)6,2506,25001442020.02%+57
Home Depot Inc(HD)1,0041,223+2193454020.04%+57
Micron Tech Inc(MU)120266+14634900.01%+56
ProShares Russell 2000 Dividend Growers ETF
RUSS 2000 DIVD
133,613129,147-4,4668,8298,8840.78%+55
Nextera Energy Inc(NEE)1,1151,541+426901430.01%+54
Johnson & Johnson(JNJ)794891+971642180.02%+53
Dimensional International Value ETF
INTERNATNAL VAL
01,010+1,0100530.00%+53
Dimensional Short Duration Fixed Income ETF
SHOR DUR FIX ETF
01,111+1,1110530.00%+53
JPMorgan US Quality Factor ETF
US QUALTY FCTR
0839+8390510.00%+51
Vanguard Total International Bond Index ETF
TOTAL INT BD ETF
01,066+1,0660510.00%+51
RBC Bearings Inc(RBC)094+940510.00%+51
Merck & Co Inc(MRK)615962+347651160.01%+51
Procter & Gamble Co(PG)595943+348851360.01%+51
Wells Fargo & Company(WFC)0631+6310500.00%+50
JP Morgan Betabuilders Dev Asia Ex-Japan ETF
BETA DEVE EX ETF
0833+8330500.00%+50
UnitedHealth Group Inc(UNH)163364+20154980.01%+45
First Trust NASDAQ Cyber Security ETF
NASDAQ CYB ETF
0695+6950440.00%+44
Deere & Company(DE)350366+161632060.02%+43
Amgen Inc(AMGN)170279+10956980.01%+43
CF Industries Holdings Inc(CF)750772+22581000.01%+42
Goldman Sachs(GS)74126+52651070.01%+42
EOG Resources Inc(EOG)0282+2820410.00%+41
Corteva, Inc.(CTVA)2,0002,088+881341750.02%+41
West Pharmaceutical Services Inc(WST)0162+1620410.00%+41
Howmet Aerospace Inc(HWM)80245+16516560.00%+40
Conocophillips(COP)100373+2739490.00%+40
Texas Roadhouse Inc(TXRH)0241+2410400.00%+40
Targa Resources Corp(TRGP)60060001111500.01%+40
Vertex Pharmaceuticals Inc(VRTX)12101+895450.00%+40
Pepsico Inc(PEP)565777+212811210.01%+40
Raytheon Technologies Corp(RTX)2,1892,286+974014410.04%+40
iShares S&P 500 Value ETF48,90449,297+39310,37110,4090.92%+38
M&T Bank Corp(MTB)6,7506,758+81,3601,3970.12%+37
Vertiv Holdings Co.(VRT)20160+1403400.00%+37
Vanguard Total Intl Stock Idx ETF21,99821,99801,6601,6960.15%+37
Bank Of America Corp5,7317,213+1,4823153520.03%+36
Vanguard Short-Term Inflation Protected Securities Index Fund ETF0710+7100350.00%+35
Coca Cola Co(KO)1,8872,190+3031321670.01%+35
Mastercard Inc Class A(MA)363484+1212072420.02%+35
KLA-Tencor Corp(KLAC)830+2210440.00%+34
TE Connectivity Plc(TEL)27194+1676410.00%+34
SPDR Industrial Select Sector
ST STR INDL ETF
150356+20623580.01%+34
Grayscale Bitcoin Trust(GBTC)200904+70414480.00%+34
JP Morgan Income ETF
INCOME ETF
0738+7380340.00%+34
Ameriprise Financial Inc(AMP)183278+95901240.01%+34
Dimensional Core Fixed Income ETF
CORE FIXE IN ETF
0795+7950340.00%+34
Northrop Grumman Corp(NOC)1360+477410.00%+34
UFP Industries, Inc.(UFPI)0363+3630330.00%+33
Linde PLC(LIN)066+660330.00%+33
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