Arlington Financial Advisors, LLC

CIK 0001716539 • 7 13F filings • Apr 9, 2025 – Oct 19, 2026

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Filer information

Filed by: Arlington Financial Advisors, LLC, Chief Compliance Officer
Address: 100 E. DE LA GUERRA ST., SANTA BARBARA, CA, 93101
Phone: 805-699-7300
AUM: $698.1M

AUM over time

$796.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $610.8M85 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$4.9M	0.8%Prev: 1.2%	27,583 SH	Decreased-1,141 SH
ALPHABET INC	CAP STK CL C	$4.7M	0.8%Prev: 1.1%	26,757 SH	Decreased-47 SH
AMAZON COM INC	COM	$8.7M	1.4%Prev: 1.1%	39,808 SH	Increased+1,171 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$284K	0.0%Prev: 0.0%	3,659 SH	Decreased-97 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$29.1M	4.8%Prev: 4.7%	424,032 SH	Decreased+13,177 SH
AMERICAN CENTY ETF TR	AVANTIS MODERAT	$204K	0.0%Prev: 0.0%	3,324 SH	Decreased-350 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$201K	0.0%	3,035 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$15.8M	2.6%Prev: 2.9%	232,278 SH	Decreased-19,597 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$12.8M	2.1%Prev: 2.4%	140,718 SH	Decreased-13,479 SH
AMGEN INC	COM	$6.9M	1.1%Prev: 1.3%	24,884 SH	Decreased-191 SH
APPFOLIO INC	COM CL A	$219K	0.0%	952 SH	New
APPLE INC	COM	$19.3M	3.2%Prev: 2.4%	93,866 SH	Increased+28,516 SH
ASML HOLDING N V	N Y REGISTRY SHS	$393K	0.1%	490 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.0M	1.6%Prev: 1.6%	20,661 SH	Decreased-2,223 SH
BLACKROCK INC	COM	$4.9M	0.8%Prev: 0.7%	4,633 SH	Increased-184 SH
BOEING CO	COM	$837K	0.1%	3,996 SH	New
BROADCOM INC	COM	$351K	0.1%Prev: 0.1%	1,275 SH	Decreased+10 SH
CALAMOS ETF TR	ANTETOKOUNMPO GL	$5.0M	0.8%Prev: 0.7%	156,969 SH	Decreased+2,532 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$40.7M	6.7%Prev: 7.0%	1,271,734 SH	Decreased-205,384 SH
CHEVRON CORP NEW	COM	$4.4M	0.7%	31,025 SH	New
COSTCO WHSL CORP NEW	COM	$8.6M	1.4%	8,701 SH	New
CROWDSTRIKE HLDGS INC	CL A	$886K	0.1%	1,740 SH	New
DEERE & CO	COM	$5.2M	0.8%Prev: 0.8%	10,177 SH	Decreased-109 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$19.1M	3.1%Prev: 3.5%	536,724 SH	Decreased-136,247 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$39.1M	6.4%Prev: 6.8%	583,061 SH	Decreased-64,976 SH
DISNEY WALT CO	COM	$4.6M	0.8%Prev: 0.5%	37,018 SH	Increased-2,370 SH
ELI LILLY & CO	COM	$396K	0.1%Prev: 0.1%	508 SH	Decreased
ETF SER SOLUTIONS	DISTILLATE US	$25.7M	4.2%Prev: 4.4%	464,826 SH	Decreased-69,883 SH
EXXON MOBIL CORP	COM	$645K	0.1%Prev: 0.2%	5,981 SH	Decreased-1,534 SH
FAIR ISAAC CORP	COM	$411K	0.1%Prev: 0.0%	225 SH	Increased
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$31.9M	5.2%	229,685 SH	New
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$4.3M	0.7%Prev: 0.8%	26,710 SH	Decreased-404 SH
GARTNER INC	COM	$337K	0.1%	834 SH	New
GILEAD SCIENCES INC	COM	$4.9M	0.8%Prev: 0.9%	43,987 SH	Decreased+249 SH
HARBOR ETF TRUST	INTERNATNAL COMP	$44.2M	7.2%Prev: 7.0%	1,509,372 SH	Decreased-178,497 SH
IDEXX LABS INC	COM	$330K	0.1%Prev: 0.1%	615 SH	Decreased-29 SH
INTERNATIONAL BUSINESS MACHS	COM	$228K	0.0%	774 SH	New
INTUITIVE SURGICAL INC	COM NEW	$6.7M	1.1%Prev: 0.9%	12,263 SH	Increased-753 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$13.4M	2.2%Prev: 2.0%	232,516 SH	Decreased+31,433 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$8.5M	1.4%Prev: 1.3%	200,501 SH	Decreased+8,602 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$6.7M	1.1%Prev: 1.0%	164,608 SH	Decreased+8,226 SH
ISHARES INC	MSCI WORLD ETF	$504K	0.1%Prev: 0.1%	2,975 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$830K	0.1%Prev: 0.1%	1,337 SH	Increased+215 SH
ISHARES TR	CORE TOTAL USD	$248K	0.0%	5,366 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$4.1M	0.7%Prev: 0.6%	163,051 SH	Decreased-15,466 SH
ISHARES TR	ESG MSCI KLD 400	$2.3M	0.4%Prev: 0.3%	20,110 SH	Increased+1,140 SH
ISHARES TR	RUS 1000 GRW ETF	$505K	0.1%Prev: 0.1%	1,190 SH	Decreased
ISHARES TR	RUS 1000 VAL ETF	$279K	0.0%Prev: 0.0%	1,434 SH	Decreased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$15.7M	2.6%Prev: 2.5%	182,309 SH	Decreased-29,301 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$21.9M	3.6%Prev: 3.8%	334,644 SH	Decreased-33,672 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$32.7M	5.4%	694,467 SH	New
J P MORGAN EXCHANGE TRADED F	GLOBAL SEL EQUIT	$19.0M	3.1%Prev: 3.1%	294,736 SH	Decreased-39,435 SH
JPMORGAN CHASE & CO.	COM	$6.8M	1.1%	23,351 SH	New
KINDER MORGAN INC DEL	COM	$391K	0.1%Prev: 0.1%	13,306 SH	Decreased
META PLATFORMS INC	CL A	$310K	0.1%Prev: 0.0%	420 SH	Increased-100 SH
MICROSOFT CORP	COM	$3.2M	0.5%Prev: 0.3%	6,381 SH	Increased-85 SH
NIKE INC	CL B	$4.1M	0.7%Prev: 0.5%	57,947 SH	Increased-3,515 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$2.4M	0.4%Prev: 0.3%	59,224 SH	Decreased+4,718 SH
NVIDIA CORPORATION	COM	$386K	0.1%Prev: 0.1%	2,445 SH	Decreased-161 SH
PIMCO EQUITY SER	RAFI ESG US	$5.1M	0.8%Prev: 0.7%	133,098 SH	Decreased+9,997 SH
PROCORE TECHNOLOGIES INC	COM	$359K	0.1%	5,240 SH	New
SALESFORCE INC	COM	$4.2M	0.7%Prev: 0.5%	15,558 SH	Increased-2,042 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$30.3M	5.0%Prev: 5.3%	758,098 SH	Decreased-1,769 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$9.3M	1.5%Prev: 1.4%	377,760 SH	Decreased+25,490 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$8.3M	1.4%Prev: 1.3%	290,758 SH	Decreased+6,095 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$464K	0.1%Prev: 0.1%	18,975 SH	Decreased-12,422 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$206K	0.0%	7,340 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$360K	0.1%	3,318 SH	New
SPDR SERIES TRUST	PORTFOLIO CRPORT	$241K	0.0%	8,264 SH	New
STARBUCKS CORP	COM	$3.4M	0.5%Prev: 0.5%	36,664 SH	Decreased-5,053 SH
TESLA INC	COM	$415K	0.1%Prev: 0.0%	1,306 SH	Increased+587 SH
THE TRADE DESK INC	COM CL A	$5.4M	0.9%	75,213 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$647K	0.1%Prev: 0.1%	8,368 SH	Increased+119 SH
VANGUARD INDEX FDS	GROWTH ETF	$713K	0.1%Prev: 0.1%	1,626 SH	Increased+12 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$357K	0.1%	1,175 SH	New
VANGUARD INDEX FDS	VALUE ETF	$631K	0.1%Prev: 0.1%	3,570 SH	Decreased+50 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$334K	0.1%Prev: 0.0%	4,974 SH	Increased+956 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$25.8M	4.2%Prev: 4.2%	513,725 SH	Decreased-77,196 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$326K	0.1%Prev: 0.0%	5,454 SH	Increased+176 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$204K	0.0%	1,530 SH	New
VEEVA SYS INC	CL A COM	$338K	0.1%Prev: 0.0%	1,173 SH	Increased
VERISK ANALYTICS INC	COM	$479K	0.1%	1,538 SH	New
VERTEX PHARMACEUTICALS INC	COM	$223K	0.0%Prev: 0.0%	500 SH	Decreased
VISA INC	COM CL A	$966K	0.2%Prev: 0.1%	2,720 SH	Increased
WISDOMTREE TR	INTL EQUITY FD	$311K	0.1%Prev: 0.0%	4,887 SH	Decreased

Sold (vs prior filing)

ALPS ETF TR — $500K
ASML HLDG NV — $647K
BLACKROCK MUNIHLDNGS CALI — $572K
BLACKROCK MUNIYIELD N Y QUAL — $104K
CHEVRON CORPORATION — $6.4M
CHUBB LTD SWITZ — $4.5M
CORNING INC — $330K
COSTCO WHOLESALE CORPORATION — $8.9M
FIRST TR EXCHANGE-TRADED FD — $34.6M
ILLUMINA INC — $370K
ISHARES INC — $294K
ISHARES TR — $1.8M
ISHARES TR — $314K
ISHARES TR — $215K
ISHARES TR — $490K
J P MORGAN EXCHANGE TRADED F — $37.6M
J P MORGAN EXCHANGE TRADED F — $1.3M
J P MORGAN EXCHANGE TRADED F — $437K
J P MORGAN EXCHANGE TRADED F — $355K
JOHN HANCOCK EXCHANGE TRADED — $256K
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001716539-26-000002	$698.1M	View
Oct 19, 2026	Q3 2026	13F-HR	0001716539-26-000005	$796.3M	View
Oct 10, 2025	Q3 2025