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.
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 |