You're signed outSign in or to get full access.
Arlington Financial Advisors, LLC
Arlington Financial Advisors, LLC is a registered investment adviser headquartered in Santa Barbara, California. Founded in 2017, the firm provides wealth management and financial advisory services to individuals, high net worth families, and a select set of institutional clients. With approximately 15 employees, Arlington focuses on personalized, objectives-driven investment solutions for its clients.
Investment Strategy
Arlington Financial Advisors, LLC constructs tailored portfolios for individuals, high net worth clients, and pension plans, emphasizing long-term wealth preservation and growth. The firm takes a discretionary approach, allocating capital across a diversified set of equities and fixed income assets based on extensive research, client risk tolerance, and specific goals. They frequently rebalance portfolios and closely monitor market conditions, aiming for tax efficiency and prudent risk management.
Latest 13F Filing Activity
Arlington Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 109 equity positions with a total 13F market value of $680M. The fund increased holdings in Capital Group GBL Growth EQT, Dimensional Etf Trust, Apple Inc. among other positions. Arlington Financial Advisors, LLC reduced exposure to The Trade Desk Inc., Intuitive Surgical Inc., Deere & Co. among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OSEA | HARBOR ETF TRUST | 6.86% | $46.6M | 1,575,987 | $28.28 | $29.57 | +$2.4M |
C CGGO | CAPITAL GROUP GBL GROWTH EQT | 6.78% | $46.1M | 1,348,117 | $29.03 | $34.17 | +$5.4M |
D DFAW | DIMENSIONAL ETF TRUST | 6.53% | $44.4M | 618,147 | $60.54 | $71.86 | +$5.3M |
G GRID | FIRST TR EXCHANGE TRADED FD | 5.16% | $35.1M | 232,118 | $109.29 | $151.08 | +$3.1M |
F FNDF | SCHWAB STRATEGIC TR | 5.00% | $34.0M | 791,251 | $31.23 | $42.96 | +$3.7M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more