1y return+19.1%S&P 500 +20.9%
3y return+44.8%S&P 500 +68.5%
5y return+39.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $205 against $280 in the S&P 500.2
Arlington Financial Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CGGOCapital Group Gbl Growth Eqt | $61.8M | 7.8% | −1.2% |
| DFAWDimensional Etf Trust | $54.5M | 6.9% | +1.6% |
| OSEAHarbor Etf Trust | $52.5M | 6.7% | +1.9% |
| FNDFSchwab Strategic Tr | $39.9M | 5.1% | |
| GRIDFirst Tr Exchange-traded Fd | $39.6M | 5.0% | −2.3% |
| AVEMAmerican Centy Etf Tr | $38.9M | 4.9% | −2.0% |
| JBNDJ P Morgan Exchange Traded F | $38.5M | 4.9% | +2.9% |
| DSTLEtf Ser Solutions | $33.4M | 4.2% | +4.2% |
| VTIPVanguard Malvern Fds | $32.8M | 4.2% | +10.6% |
| JAVAJ P Morgan Exchange Traded F | $29.7M | 3.8% | +1.6% |
| Dimensional Etf TrustCUSIP 25434V831 | $28.9M | 3.7% | +2.9% |
| JGLOJ P Morgan Exchange Traded F | $24.3M | 3.1% | +2.0% |
| AVLVAmerican Centy Etf Tr | $23.1M | 2.9% | |
| JGROJ P Morgan Exchange Traded F | $21.1M | 2.7% | |
| AVUVAmerican Centy Etf Tr | $19.4M | 2.5% | |
| AAPLApple Inc | $18.9M | 2.4% | |
| PXFInvesco Exch Traded Fd Tr II | $14.5M | 1.8% | −4.4% |
| BRK/BBerkshire Hathaway Inc Del | $11.6M | 1.5% | |
| FNDXSchwab Strategic Tr | $10.8M | 1.4% | −1.5% |
| FNDASchwab Strategic Tr | $10.7M | 1.4% | |
| PRFInvesco Exchange Traded Fd T | $10.3M | 1.3% | |
| GOOGLAlphabet Inc | $9.8M | 1.2% | −4.1% |
| AMGNAmgen Inc | $9.2M | 1.2% | +1.5% |
| GOOGAlphabet Inc | $9.1M | 1.2% | −3.4% |
| AMZNAmazon Com Inc | $9.1M | 1.2% | −1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $9.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $9.1M |
| DEDeere & Co | June 30, 2020 | +303.7% | $6.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $8.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $18.9M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $8.3M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $11.6M |
| FNDXSchwab Strategic Tr | June 30, 2020 | +153.3% | $10.8M |
| PRFZInvesco Exchange Traded Fd T | June 30, 2020 | +149.6% | $8.6M |
| PRFInvesco Exchange Traded Fd T | June 30, 2020 | +149.4% | $10.3M |
Sold off last quarter
- STIPIshares Tr was $1.8M
- SPTISpdr Series Trust was $1.1M
- FICOFair Isaac Corp was $240K
- KTOSKratos Defense & Sec Solutio was $212K
- VEEVVeeva Sys Inc was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +4.1% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −5.1% | −3.6% |
| June 30, 2023 | +4.2% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −3.9% | −5.3% |
| June 30, 2022 | −15.9% | −16.5% |
| March 31, 2022 | −3.3% | −4.9% |
| December 31, 2021 | +5.4% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arlington Financial Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1716539&type=13F-HR&dateb=&owner=include&count=40CIK 1716539
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1716539/000171653926000004/Filed July 22, 2026 · accession 0001716539-26-000004