13F Insight
DOSSIER · 13F-HR · Q2 2026

Arlington Capital Management, Inc.

$161M in tracked AUM across 112 positions as of Q2 2026.

AC
CIK 0001606507 · last filed Jun 30, 2026
Total AUM
$161M
as of Q2 2026
Holdings
112
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Arlington Capital Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$14M70K8.7%02
OIH
VANECK ETF TRUST
$9M25K5.8%03
EWY
ISHARES INC
$8M42K5.2%04
TLT
ISHARES TR
$8M94K5.0%05
EWO
ISHARES INC
$6M152K4.0%06
EPOL
ISHARES TR
$6M153K3.7%07
VXX
BARCLAYS BANK PLC
$6M256K3.5%08
WULF
TERAWULF INC
$5M209K3.2%09
TUR
ISHARES INC
$5M129K3.1%10
OILK
PROSHARES TR
$5M102K3.0%

Filing history

2026Q2Jun 30
$161M▼ 9.3%
112 positionsView →2026Q1Mar 31
$177M▲ 9.0%
111 positionsView →2025Q4Dec 31
$163M▲ 54.6%
107 positionsView →2025Q3Sep 30
$105M▼ 8.6%
73 positionsView →2025Q2Jun 30
$115M▼ 12.8%
80 positionsLocked2025Q1Mar 31
$132M▼ 8.8%
75 positionsLocked2024Q4Dec 31
$145M▲ 19.0%
91 positionsLocked2024Q3Sep 30
$122M▲ 5.5%
85 positionsLocked2024Q2Jun 30
$115M▼ 4.3%
92 positionsLocked2024Q1Mar 31
$120M▲ 9.4%
95 positionsLocked2023Q4Dec 31
$110M▲ 15.3%
109 positionsLocked2023Q3Sep 30
$95M▼ 17.1%
72 positionsLocked
Showing 12 of 44