Arlington Financial Advisors, LLC Top Holdings and 13F Report (2025) About Arlington Financial Advisors, LLCInvestment ActivityArlington Financial Advisors, LLC has $568.94 million in total holdings as of March 31, 2025.Arlington Financial Advisors, LLC owns shares of 108 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 16.90% of the portfolio was purchased this quarter.About 3.84% of the portfolio was sold this quarter.This quarter, Arlington Financial Advisors, LLC has purchased 92 new stocks and bought additional shares in 58 stocks.Arlington Financial Advisors, LLC sold shares of 21 stocks and completely divested from 7 stocks this quarter.Largest Holdings Capital Group Global Growth Equity ETF $33,821,062DIMENSIONAL ETF TRUST $32,228,071Avantis Emerging Markets Equity ETF $25,615,930Schwab Fundamental International Large Company Index ETF $25,207,631First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $25,112,281 Largest New Holdings this Quarter 46641Q670 - JPMorgan Core Plus Bond ETF $24,022,293 Holding46654Q740 - J P MORGAN EXCHANGE TRADED F $16,000,029 Holding922908769 - Vanguard Total Stock Market ETF $2,881,697 Holding921908844 - Vanguard Dividend Appreciation ETF $2,559,400 Holding084670108 - Berkshire Hathaway $1,596,883 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 510,678 shares (about $24.02M)Vanguard Short-Term Inflation-Protected Securities ETF 368,465 shares (about $18.39M)J P MORGAN EXCHANGE TRADED F 271,463 shares (about $16.00M)JPMorgan Active Value ETF 47,986 shares (about $3.05M)Vanguard Total Stock Market ETF 10,485 shares (about $2.88M) Largest Sales this Quarter Schwab Fundamental International Large Company Index ETF 129,734 shares (about $4.69M)Vanguard FTSE Developed Markets ETF 86,659 shares (about $4.40M)Avantis U.S. Small Cap Value ETF 16,242 shares (about $1.42M)Invesco FTSE RAFI Developed Markets ex-U.S. ETF 11,205 shares (about $582.55K)Invesco FTSE RAFI US 1500 Small-Mid ETF 8,669 shares (about $328.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArlington Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGGOCapital Group Global Growth Equity ETF$33,821,062$1,232,213 ▲3.8%1,193,8255.9%ETFDIMENSIONAL ETF TRUST$32,228,071$730,274 ▲2.3%525,9155.7%WORLD EQUITY ETFAVEMAvantis Emerging Markets Equity ETF$25,615,930$801,825 ▲3.2%425,7264.5%ETFFNDFSchwab Fundamental International Large Company Index ETF$25,207,631$4,688,590 ▼-15.7%697,4994.4%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$25,112,281$404,327 ▲1.6%221,9774.4%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$24,933,524$407,125 ▲1.7%459,6894.4%ETFJCPBJPMorgan Core Plus Bond ETF$24,022,293$24,022,293 ▲New Holding510,6784.2%ETFAAPLApple$21,209,759$1,045,339 ▲5.2%95,4843.7%Computer and TechnologyOSEAHarbor International Compounders ETF$21,017,479$1,957,090 ▲10.3%792,0663.7%ETFJAVAJPMorgan Active Value ETF$19,772,922$3,049,026 ▲18.2%311,1893.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$19,399,922$18,386,403 ▲1,814.1%388,7763.4%ManufacturingVEAVanguard FTSE Developed Markets ETF$18,088,516$4,404,877 ▼-19.6%355,8633.2%ETFJ P MORGAN EXCHANGE TRADED F$16,000,029$16,000,029 ▲New Holding271,4632.8%GLOBAL SEL EQUITDUHPDimensional US High Profitability ETF$15,996,247$311,483 ▲2.0%482,6872.8%ETFAVLVAvantis U.S. Large Cap Value ETF$15,739,346$268,665 ▲1.7%241,3642.8%ETFJGROJPMorgan Active Growth ETF$12,573,964$141,972 ▲1.1%170,4022.2%ETFAVUVAvantis U.S. Small Cap Value ETF$11,964,344$1,415,815 ▼-10.6%137,2532.1%ETFBRK.BBerkshire Hathaway$11,734,335$83,082 ▲0.7%22,0332.1%FinancePXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$11,300,677$582,547 ▼-4.9%217,3632.0%ETFCOSTCostco Wholesale$9,437,762$506,929 ▲5.7%9,9791.7%Retail/WholesaleFNDXSchwab Fundamental U.S. Large Company Index ETF$9,063,384$85,350 ▼-0.9%383,8791.6%ETFISRGIntuitive Surgical$8,403,246$1,721,559 ▲25.8%16,9671.5%MedicalPRFInvesco FTSE RAFI US 1000 ETF$8,233,738$74,516 ▼-0.9%203,7551.4%ETFAMGNAmgen$8,177,253$752,705 ▲10.1%26,2471.4%MedicalAMZNAmazon.com$7,906,445$600,651 ▲8.2%41,5561.4%Retail/WholesaleFNDASchwab Fundamental U.S. Small Company Index ETF$7,849,921$318,655 ▼-3.9%286,5981.4%ETFJPMJPMorgan Chase & Co.$6,139,089$14,473 ▲0.2%25,0271.1%FinancePRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$6,117,118$328,208 ▼-5.1%161,5721.1%ManufacturingCVXChevron$5,248,891$577,150 ▲12.4%31,3760.9%EnergyGILDGilead Sciences$5,214,695$53,896 ▼-1.0%46,5390.9%MedicalDEDeere & Company$4,879,832$32,855 ▼-0.7%10,3970.9%IndustrialsRAFEPimco Rafi Esg U.S. Etf$4,779,974$4,178 ▼-0.1%131,5710.8%ETFSROICalamos Antetokounmpo Global Sustainable Equities ETF$4,524,941$10,265 ▼-0.2%157,8130.8%ETFBLACKROCK INC$4,483,476$2,839 ▲0.1%4,7370.8%COMGOOGAlphabet$4,332,883$100,612 ▲2.4%27,7340.8%Computer and TechnologyGOOGLAlphabet$4,309,508$76,392 ▲1.8%27,8680.8%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$4,269,891$50,805 ▲1.2%170,8640.8%ManufacturingCRMSalesforce$4,092,758$14,223 ▲0.3%15,2510.7%Computer and TechnologyTSLATesla$3,961,404$197,215 ▼-4.7%15,2860.7%Auto/Tires/TrucksDISWalt Disney$3,524,953$275,865 ▲8.5%35,7140.6%Consumer DiscretionarySBUXStarbucks$3,277,207$486,922 ▲17.5%33,4100.6%Retail/WholesaleIVViShares Core S&P 500 ETF$3,067,187$715,808 ▲30.4%5,4590.5%ETFNKENIKE$2,883,150$1,650,171 ▲133.8%45,4180.5%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$2,881,697$2,881,697 ▲New Holding10,4850.5%ETFMSFTMicrosoft$2,807,670$653,208 ▲30.3%7,4790.5%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$2,559,400$2,559,400 ▲New Holding13,1930.4%ETFBIVVanguard Intermediate-Term Bond ETF$2,324,818$51,761 ▼-2.2%30,3620.4%ETFIBBiShares Biotechnology ETF$2,156,522$171,002 ▲8.6%16,8610.4%FinanceNUSCNuveen ESG Small-Cap ETF$2,067,024$18,940 ▼-0.9%53,9130.4%ETFDSIiShares ESG MSCI KLD 400 ETF$2,029,971$19,970 ▲1.0%19,8220.4%ETFXBISPDR S&P Biotech ETF$1,839,754$14,679 ▲0.8%22,6850.3%ETFBRK.ABerkshire Hathaway$1,596,883$1,596,883 ▲New Holding20.3%FinanceVWOVanguard FTSE Emerging Markets ETF$1,430,488$1,430,488 ▲New Holding31,6060.3%ETFVTVVanguard Value ETF$1,294,341$551,559 ▲74.3%7,4930.2%ETFXOMExxon Mobil$1,222,748$183,513 ▲17.7%10,2810.2%EnergyVCITVanguard Intermediate-Term Corporate Bond ETF$1,210,702$179,218 ▼-12.9%14,8080.2%ETFAMERICAN CENTY ETF TR$1,210,160$17,106 ▼-1.4%19,5250.2%AVANTIS US MID CVUGVanguard Growth ETF$1,054,638$456,861 ▲76.4%2,8440.2%ETFIWFiShares Russell 1000 Growth ETF$1,022,968$593,271 ▲138.1%2,8330.2%ETFVVisa$969,723$3,505 ▲0.4%2,7670.2%Business ServicesJNJJohnson & Johnson$885,917$885,917 ▲New Holding5,3420.2%MedicalFICOFair Isaac$833,560$418,624 ▲100.9%4520.1%Computer and TechnologyVBVanguard Small-Cap ETF$794,530$794,530 ▲New Holding3,5830.1%ETFBABoeing$675,037$2,047 ▲0.3%3,9580.1%AerospaceURTHiShares MSCI World ETF$649,957$8,425 ▲1.3%4,2430.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$645,301$46,625 ▲7.8%13,5910.1%ETFCRWDCrowdStrike$638,170$66,990 ▼-9.5%1,8100.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$624,691$354,870 ▲131.5%3,3200.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$620,421$620,421 ▲New Holding5,0850.1%ETFNVDANVIDIA$614,109$399,290 ▲185.9%5,6660.1%Computer and TechnologyMETAMeta Platforms$601,720$227,662 ▲60.9%1,0440.1%Computer and TechnologyIBMInternational Business Machines$558,242$558,242 ▲New Holding2,2450.1%Computer and TechnologyLLYEli Lilly and Company$536,842$117,279 ▲28.0%6500.1%MedicalVRSKVerisk Analytics$457,740$29,762 ▲7.0%1,5380.1%Business ServicesTOWNTowneBank$419,340$419,340 ▲New Holding12,2650.1%FinanceDKSDICK'S Sporting Goods$418,237$232,399 ▲125.1%2,0750.1%Retail/WholesaleTTDTrade Desk$409,962$15,595 ▲4.0%7,4920.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$408,081$408,081 ▲New Holding4,3960.1%ETFKMIKinder Morgan$405,838$26,219 ▲6.9%14,2250.1%EnergySCHXSchwab US Large-Cap ETF$397,086$1,214 ▲0.3%17,9840.1%ETFVEEVVeeva Systems$364,354$92,652 ▲34.1%1,5730.1%MedicalPECOPhillips Edison & Company, Inc.$359,135$359,135 ▲New Holding9,8420.1%FinancePCORProcore Technologies$353,867$7,922 ▲2.3%5,3600.1%Computer and TechnologyITGartner$351,322$24,345 ▲7.4%8370.1%Business ServicesXLCCommunication Services Select Sector SPDR Fund$342,4940.0%3,5510.1%ETFVEUVanguard FTSE All-World ex-US ETF$332,417$8,917 ▼-2.6%5,4800.1%ETFASMLASML$327,339$29,156 ▲9.8%4940.1%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$322,4230.0%5,4280.1%ETFDECKDeckers Outdoor$321,677$321,677 ▲New Holding2,8770.1%Retail/WholesaleMFCManulife Financial$313,431$313,431 ▲New Holding10,0620.1%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$305,511$40,989 ▼-11.8%9,0710.1%ETFDWMWisdomTree International Equity Fund$284,2030.0%4,8870.0%FinancePGProcter & Gamble$274,098$274,098 ▲New Holding1,6080.0%Consumer StaplesAVGOBroadcom$271,922$62,622 ▲29.9%1,6240.0%Computer and TechnologyAVGEAvantis All Equity Markets ETF$269,197$24,634 ▲10.1%3,7810.0%ETFRTXRTX$266,982$266,982 ▲New Holding2,0160.0%AerospaceVRTXVertex Pharmaceuticals$261,803$2,424 ▲0.9%5400.0%MedicalIDXXIDEXX Laboratories$258,269$27,297 ▲11.8%6150.0%MedicalBXBlackstone$244,615$244,615 ▲New Holding1,7500.0%FinanceMATXMatson$243,523$243,523 ▲New Holding1,9000.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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