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Portfolio (Quarterly) Guide ↗

Arlington Financial Advisors, LLC

· CIK 0001716539
13F Portfolio $787M AUM 107 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 107 New
Page 1 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGGO CAPITAL GROUP GBL GROWTH EQT 1,459,504.0 $61.8M 7.84% NEW $42.33 -2.1%
2 DFAW DIMENSIONAL ETF TRUST 658,572.0 $54.5M 6.92% NEW $82.79 +3.8%
3 OSEA HARBOR ETF TRUST 1,719,394.0 $52.5M 6.67% NEW $30.54 +0.8%
4 FNDF SCHWAB STRATEGIC TR 756,692.0 $39.9M 5.07% NEW $52.76 +5.6%
5 GRID FIRST TR EXCHANGE-TRADED FD 206,718.0 $39.6M 5.03% NEW $191.75 -1.3%
6 AVEM AMERICAN CENTY ETF TR 402,768.0 $38.9M 4.93% NEW $96.49 -2.1%
7 JBND J P MORGAN EXCHANGE TRADED F 719,463.0 $38.5M 4.89% NEW $53.50 -1.7%
8 DSTL ETF SER SOLUTIONS 557,358.0 $33.4M 4.24% NEW $59.90 +12.9%
9 VTIP VANGUARD MALVERN FDS 653,370.0 $32.8M 4.17% NEW $50.23 -1.1%
10 JAVA J P MORGAN EXCHANGE TRADED F 374,162.0 $29.7M 3.77% NEW $79.41 +4.5%
11 DUHP DIMENSIONAL ETF TRUST 692,349.0 $28.9M 3.67% NEW $41.73 +2.0%
12 JGLO J P MORGAN EXCHANGE TRADED F 340,971.0 $24.3M 3.08% NEW $71.22 +4.3%
13 AVLV AMERICAN CENTY ETF TR 253,772.0 $23.1M 2.94% NEW $91.21 +3.7%
14 JGRO J P MORGAN EXCHANGE TRADED F 213,622.0 $21.1M 2.67% NEW $98.59 -1.6%
15 AVUV AMERICAN CENTY ETF TR 155,141.0 $19.4M 2.46% NEW $124.76 +2.8%
16 AAPL APPLE INC Technology 65,190.0 $18.9M 2.40% NEW $289.36 +5.6%
17 PXF INVESCO EXCH TRADED FD TR II 192,286.0 $14.5M 1.85% NEW $75.64 +5.2%
18 BERKSHIRE HATHAWAY INC DEL 23,086.0 $11.6M 1.47% NEW $500.39
19 FNDX SCHWAB STRATEGIC TR 347,092.0 $10.8M 1.37% NEW $31.10 +4.5%
20 FNDA SCHWAB STRATEGIC TR 281,940.0 $10.7M 1.36% NEW $38.06 +0.7%
Page 1 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Communication Services 17.0%
Healthcare 16.2%
Financial Services 15.0%
Consumer Cyclical 12.2%
Consumer Defensive 6.1%
Industrials 5.3%
Energy 4.8%
Basic Materials 0.2%