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Arlington Financial Advisors, Llc

13F Holdings
Filed: 2025-01-28
Portfolio Value
502.89M arrow_upward 3.29%
Number of Holdings
lock info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001716539
Filing Date
2025-01-28 00:00:00
Address
100 E. De La Guerra St.
Santa Barbara
CA
Prior Value
486.88M
Top 10 Holdings %
lock
Portfolio Value
Arlington Financial Advisors, Llc
(13F - 2024-12-31)
Capital Group Gbl Growth Eqt
-
2025-01-28
Value
33.61M
Shares
1.15M
Portfolio %
6.68%
Dimensional Etf Trust
-
2025-01-28
Value
32.10M
Shares
514.00K
Portfolio %
6.38%
Schwab Strategic Tr
-
2025-01-28
Value
27.47M
Shares
827.23K
Portfolio %
5.46%
First Tr Exchange Traded Fd
-
2025-01-28
Value
26.06M
Shares
218.40K
Portfolio %
5.18%
Etf Ser Solutions
-
2025-01-28
Value
24.84M
Shares
452.18K
Portfolio %
4.94%
American Centy Etf Tr
-
2025-01-28
Value
24.24M
Shares
412.40K
Portfolio %
4.82%
Apple Inc
-
2025-01-28
Value
22.73M
Shares
90.78K
Portfolio %
4.52%
Vanguard Tax-Managed Fds
-
2025-01-28
Value
21.16M
Shares
442.52K
Portfolio %
4.21%
Harbor Etf Trust
-
2025-01-28
Value
18.57M
Shares
718.31K
Portfolio %
3.69%
J P Morgan Exchange Traded F
-
2025-01-28
Value
16.66M
Shares
263.20K
Portfolio %
3.31%
Top Increases | Arlington Financial Advisors, Llc
(2024-09-30 → 2024-12-31)
Tesla Inc
-
2025-01-28
Value Change
arrow_upward 2.22M
Shares
arrow_upward -232.00
Portfolio % Change
arrow_upward 0.41%
Portfolio %
1.29%
Invesco Exch Traded Fd Tr Ii
-
2025-01-28
Value Change
arrow_upward 1.46M
Shares
arrow_upward 46.62K
Portfolio % Change
arrow_upward 0.23%
Portfolio %
2.18%
Amazon Com Inc
-
2025-01-28
Value Change
arrow_upward 1.21M
Shares
arrow_upward -344.00
Portfolio % Change
arrow_upward 0.19%
Portfolio %
1.68%
Salesforce Inc
-
2025-01-28
Value Change
arrow_upward 905.70K
Shares
arrow_upward -57.00
Portfolio % Change
arrow_upward 0.15%
Portfolio %
1.01%
Jpmorgan Chase & Co.
-
2025-01-28
Value Change
arrow_upward 680.05K
Shares
arrow_upward -191.00
Portfolio % Change
arrow_upward 0.10%
Portfolio %
1.19%
Alphabet Inc
-
2025-01-28
Value Change
arrow_upward 640.10K
Shares
arrow_upward -11.00
Portfolio % Change
arrow_upward 0.10%
Portfolio %
1.03%
Alphabet Inc
-
2025-01-28
Value Change
arrow_upward 625.33K
Shares
arrow_upward -27.00
Portfolio % Change
arrow_upward 0.09%
Portfolio %
1.03%
J P Morgan Exchange Traded F
-
2025-01-28
Value Change
arrow_upward 830.42K
Shares
arrow_upward 1.71K
Portfolio % Change
arrow_upward 0.08%
Portfolio %
2.71%
Gilead Sciences Inc
-
2025-01-28
Value Change
arrow_upward 477.79K
Shares
arrow_upward 915.00
Portfolio % Change
arrow_upward 0.07%
Portfolio %
0.86%
Exxon Mobil Corp
-
2025-01-28
Value Change
arrow_upward 230.44K
Shares
arrow_upward 2.69K
Portfolio % Change
arrow_upward 0.04%
Portfolio %
0.19%
Top Decreases | Arlington Financial Advisors, Llc
(2024-09-30 → 2024-12-31)
Fair Isaac Corp
-
2025-01-28
Value Change
arrow_downward 10.67K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
Eli Lilly & Co
-
2025-01-28
Value Change
arrow_downward 8.56K
Shares
arrow_downward 75.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
Veeva Sys Inc
-
2025-01-28
Value Change
arrow_downward 445.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Intuitive Surgical Inc
-
2025-01-28
Value Change
arrow_downward 216.06K
Shares
arrow_downward -403.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
1.40%
Ishares Inc
-
2025-01-28
Value Change
arrow_downward 5.64K
Shares
arrow_downward 73.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.13%
Spdr Ser Tr
-
2025-01-28
Value Change
arrow_downward -11487.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Vanguard Scottsdale Fds
-
2025-01-28
Value Change
arrow_downward -13136.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.06%
Vertex Pharmaceuticals Inc
-
2025-01-28
Value Change
arrow_downward -17095.00
Shares
arrow_downward 35.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Schwab Strategic Tr
-
2025-01-28
Value Change
arrow_downward -17393.00
Shares
arrow_downward 5.29K
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.05%
Gartner Inc
-
2025-01-28
Value Change
arrow_downward -17364.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.08%
Arlington Financial Advisors, Llc (13F - 2024-12-31) Comparing to 2024-09-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Arlington Financial Advisors, Llc
(2024-09-30 → 2024-12-31)
Vanguard Tax-Managed Fds
-
2025-01-28
Value
add_circle 21.16M
Shares
442.52K
Portfolio %
4.21%
% Change
4.21%
Ishares Tr
-
2025-01-28
Value
add_circle 5.73M
Shares
54.98K
Portfolio %
1.14%
% Change
1.14%
Blackrock Inc
-
2025-01-28
Value
add_circle 4.85M
Shares
4.73K
Portfolio %
0.96%
% Change
0.96%
Ishares Tr
-
2025-01-28
Value
add_circle 2.05M
Shares
15.52K
Portfolio %
0.41%
% Change
0.41%
Vanguard Scottsdale Fds
-
2025-01-28
Value
add_circle 1.36M
Shares
17.00K
Portfolio %
0.27%
% Change
0.27%
Ishares Inc
-
2025-01-28
Value
add_circle 1.20M
Shares
22.98K
Portfolio %
0.24%
% Change
0.24%
Vanguard Index Fds
-
2025-01-28
Value
add_circle 727.99K
Shares
4.30K
Portfolio %
0.14%
% Change
0.14%
Ishares Tr
-
2025-01-28
Value
add_circle 669.91K
Shares
16.02K
Portfolio %
0.13%
% Change
0.13%
Vanguard Index Fds
-
2025-01-28
Value
add_circle 661.65K
Shares
1.61K
Portfolio %
0.13%
% Change
0.13%
Ishares Tr
-
2025-01-28
Value
add_circle 585.56K
Shares
12.61K
Portfolio %
0.12%
% Change
0.12%
Closed Positions | Arlington Financial Advisors, Llc
(2024-09-30 → 2024-12-31)
Crispr Therapeutics Ag
CRSP
2024-11-01
Value
remove_circle 200.28K
Shares
4.26K
Previous %
6.81%
% Change
-6.81%