StockDriftsStockDriftsTop 50 Arlington Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 7.85% | 1.46M | $61.8M | -1.19%(-17.61K) | $28.22(+44.02%) | 2026-06-30 | |
| DFAW | DIMENSIONAL ETF TRUST | 6.92% | 658.6K | $54.5M | +1.63%(+10.54K) | $59.58(+43.58%) | 2026-06-30 | |
| OSEA | HARBOR ETF TRUST | 6.67% | 1.72M | $52.5M | +1.87%(+31.52K) | $27.59(+12.73%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 5.07% | 756.7K | $39.9M | -0.42%(-3.17K) | $30.99(+78.43%) | 2026-06-30 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 5.03% | 206.7K | $39.6M | -2.26%(-4.77K) | $107.98(+74.10%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.94% | 402.8K | $38.9M | -1.97%(-8.09K) | $57.79(+60.07%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 4.89% | 719.5K | $38.5M | +2.85%(+19.95K) | $54.05(-2.50%) | 2026-06-30 | |
| DSTL | ETF SER SOLUTIONS | 4.24% | 557.4K | $33.4M | +4.24%(+22.65K) | $48.58(+40.06%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 4.17% | 653.4K | $32.8M | +10.57%(+62.45K) | $49.51(+0.37%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 3.77% | 374.2K | $29.7M | +1.59%(+5.85K) | $56.56(+48.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.36% | +49.56% | +6.82% | +39.11% |
| Top 20 Holdings Unweighted | +15.10% | +52.49% | +6.54% | +37.29% |
Arlington Financial Advisors, LLC reports $787.47M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are CGGO (7.8%), DFAW (6.9%) and OSEA (6.7%). The top 20 holdings account for 76.82% of reported assets. Its disclosed equity book has returned +49.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arlington Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1716539). View Arlington Financial Advisors, LLC’s 13F filings on SEC