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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $1.2B AUM 846 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 452 New 209 Added 62 Reduced 37 Exited
Page 1 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AQE Core ETF 23,119,018.0 $551.9M 46.64% +573K +2.5% $23.87
2 VGSH Vanguard Short-Term Government Bond Index Fund ETF 3,321,662.0 $193.3M 16.34% +3.3M +10000.0% $58.20 -0.1%
3 VYM Vanguard High Dividend Yield Index ETF 459,352.0 $72.6M 6.13% +25K +5.7% $158.03 +4.8%
4 VTI Vanguard Total Stock Market (ETF) 195,998.0 $72.5M 6.13% +4K +2.1% $370.04 +2.4%
5 RSP Invesco S&P 500 Equal Weighted ETF 294,484.0 $62.7M 5.29% +171K +137.6% $212.77 +3.3%
6 VEA Vanguard FTSE Developed Markets ETF 673,164.0 $48.0M 4.05% -152K -18.4% $71.25 +1.6%
7 VIG Vanguard Dividend Appreciation ETF 132,966.0 $31.5M 2.66% -34K -20.5% $236.62 +3.3%
8 SMDV ProShares Russell 2000 Dividend Growers ETF 126,427.0 $9.7M 0.82% -7K -5.4% $77.03 +0.8%
9 IVE iShares S&P 500 Value ETF 39,329.0 $8.9M 0.76% -10K -19.6% $227.06 +4.2%
10 AAPL Apple Inc Technology 25,230.0 $7.3M 0.62% +4K +20.1% $289.36 +7.1%
11 VOO Vanguard S&P 500 ETF 8,685.0 $6.0M 0.50% +3K +63.4% $686.81 +2.7%
12 IVV iShares Core S&P 500 (Mkt) 7,136.0 $5.3M 0.45% +840.0 +13.3% $748.90 +2.9%
13 IJH iShares Core S&P MidCap 52,818.0 $4.1M 0.34% $77.11 +0.2%
14 Berkshire Hathaway Inc B 8,096.0 $4.1M 0.34% -13K -62.2% $500.41
15 NVDA Nvidia Corp Technology 19,390.0 $3.9M 0.33% +4K +22.4% $200.09 +9.8%
16 GOOGL Alphabet Inc. Stock Class A Communication Services 8,865.0 $3.2M 0.27% +2K +26.0% $357.37 -3.7%
17 MSFT Microsoft Corp Technology 7,547.0 $2.8M 0.24% -411.0 -5.2% $373.02 +29.1%
18 TSLA Tesla Motors Inc Consumer Cyclical 6,461.0 $2.7M 0.23% +301.0 +4.9% $420.60 -19.9%
19 IAU iShares Gold Trust Financial Services 33,600.0 $2.5M 0.21% -3K -8.6% $75.51 +8.2%
20 GLD SPDR Gold Trust Financial Services 6,751.0 $2.5M 0.21% -450.0 -6.2% $368.38 +8.2%
Page 1 of 43  ·  846 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
Financial Services 32.6%
Technology 29.2%
Consumer Cyclical 9.2%
Communication Services 8.8%
Healthcare 5.1%
Industrials 4.6%
Energy 3.3%
Consumer Defensive 3.0%
Basic Materials 2.3%
Utilities 1.4%