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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 11  ·  209 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 AAPL Apple Inc Technology 25,230.0 $7.3M 0.62% +4K +20.1% $289.36 +7.1%
7 VOO Vanguard S&P 500 ETF 8,685.0 $6.0M 0.50% +3K +63.4% $686.81 +2.7%
8 IVV iShares Core S&P 500 (Mkt) 7,136.0 $5.3M 0.45% +840.0 +13.3% $748.90 +2.9%
9 NVDA Nvidia Corp Technology 19,390.0 $3.9M 0.33% +4K +22.4% $200.09 +9.8%
10 GOOGL Alphabet Inc. Stock Class A Communication Services 8,865.0 $3.2M 0.27% +2K +26.0% $357.37 -3.7%
11 TSLA Tesla Motors Inc Consumer Cyclical 6,461.0 $2.7M 0.23% +301.0 +4.9% $420.60 -19.9%
12 VTWO Vanguard Russell 2000 Index Fund ETF 17,749.0 $2.2M 0.18% +175.0 +1.0% $121.42 -0.0%
13 AMZN Amazon.com Inc Consumer Cyclical 8,145.0 $1.9M 0.16% +2K +24.6% $238.34 +8.9%
14 AVGO Broadcom Inc. Technology 5,083.0 $1.9M 0.16% +694.0 +15.8% $377.75 +0.6%
15 V Visa Inc Class A Shares Financial Services 4,408.0 $1.5M 0.13% +720.0 +19.5% $343.09 +6.2%
16 JPM JP Morgan Chase & Co Financial Services 3,846.0 $1.3M 0.11% +992.0 +34.8% $327.33 +11.0%
17 QQQ Invesco QQQ Trust Financial Services 1,668.0 $1.2M 0.10% +1K +465.4% $736.40 -2.6%
18 IWF iShares Russell 1000 Growth 6,268.0 $778K 0.07% +5K +508.5% $124.17 -0.9%
19 CSCO Cisco Systems Inc Technology 6,122.0 $719K 0.06% +347.0 +6.0% $117.46 -5.0%
20 SFBS Servisfirst Bancshares Financial Services 8,100.0 $703K 0.06% +5K +141.8% $86.75 +3.8%
Page 1 of 11  ·  209 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%