DOSSIER · 13F-HR · Q2 2026

Arlington Partners LLC

$55M in tracked AUM across 64 positions as of Q2 2026.

AP
CIK 0001389848 · last filed Jun 30, 2026
Total AUM
$55M
as of Q2 2026
Holdings
64
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Arlington Partners LLC 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
VEA
Vanguard FTSE Developed Markets ETF
$21M298K38.4%
02
VGSH
Vanguard Short-Term Government Bond Index Fund ETF
$13M226K23.7%
03
PSBD
Palmer Square Capital BDC Inc
$5M510K9.6%
04
AQEC
AQE Core ETF
$768K32K1.4%
05
NVO
Novo Nordisk A/S Spons Adr
$325K7K0.6%
06
HD
Home Depot Inc
$313K8870.6%
07
TMO
Thermo Fisher Scientific Inc
$310K6180.6%
08
N07059210
ASML Holding NV ADR
$306K1540.6%
09
AJG
Arthur J Gallagher & Co
$304K1K0.5%
10
G0403H108
Aon PLC
$294K8870.5%

Filing history

2026Q2Jun 30
$55M 10.5%
64 positionsView →
2026Q1Mar 31
$50M 256.3%
62 positionsView →
2025Q4Dec 31
$14M 87.7%
2 positionsView →
2025Q3Sep 30
$114M 57.9%
25 positionsView →
2025Q2Jun 30
$271M 6.4%
66 positionsLocked
2025Q1Mar 31
$255M 1.1%
58 positionsLocked
2024Q4Dec 31
$258M 0.8%
58 positionsLocked
2024Q3Sep 30
$256M 26.9%
58 positionsLocked
2024Q2Jun 30
$201M 2.6%
58 positionsLocked
2024Q1Mar 31
$196M 19.4%
60 positionsLocked
2023Q3Sep 30
$244M 62.4%
323 positionsLocked
2023Q2Jun 30
$648M 7.8%
600 positionsLocked
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