DOSSIER · 13F-HR · Q1 2026

Arlington Financial Advisors, LLC

Arlington Financial's family office based in Chicago, IL — $702M in tracked AUM across 95 positions as of Q1 2026.

AF

Arlington Financial·Chicago, IL·Family Office

CIK 0001716539 · last filed Mar 31, 2026

Total AUM

$702M

▲ 3.5%

vs prior

Holdings

95

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

Top sector

Tech

14% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive SEC 13F Analysis: Arlington Financial Advisors, LLC

1. Portfolio Overview

Arlington Financial Advisors, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 68.9%, rising from $413.36 million to $698.09 million. This substantial increase indicates a combination of strong market performance on existing assets and likely significant net capital inflows during the quarter. ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

CAPITAL GROUP GBL GROWTH EQT

$49M1.5M7.0%

02

HARBOR ETF TRUST

$49M1.7M7.0%

03

DIMENSIONAL ETF TRUST

$48M648K6.8%

04

J P MORGAN EXCHANGE TRADED F

$38M700K5.4%

05

SCHWAB STRATEGIC TR

$37M760K5.3%

06

FIRST TR EXCHANGE-TRADED FD

$35M211K4.9%

07

AMERICAN CENTY ETF TR

$33M411K4.7%

08

ETF SER SOLUTIONS

$31M535K4.4%

09

VANGUARD MALVERN FDS

$30M591K4.2%

10

J P MORGAN EXCHANGE TRADED F

$26M368K3.8%

Filing history

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