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Portfolio (Quarterly) Guide ↗

Arlington Trust Co LLC

· CIK 0001997685
13F Portfolio $981M AUM 431 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 60 New 36 Added 205 Reduced 214 Exited
Page 1 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VYM Vanguard High Dividend Yield Index ETF 434,636.0 $62.4M 6.36% -6K -1.3% $143.52 +9.6%
2 VEA Vanguard FTSE Developed Markets ETF 824,926.0 $51.5M 5.25% -18K -2.1% $62.47 +13.2%
3 VIG Vanguard Dividend Appreciation ETF 167,220.0 $36.8M 3.75% -15K -8.2% $219.78 +5.1%
4 VYMI Vanguard International High Dividend Yield Index ETF 304,208.0 $27.4M 2.79% -3K -0.8% $90.00 +11.3%
5 Berkshire Hathaway Inc B 21,445.0 $10.8M 1.10% -4K -15.0% $502.66
6 IVE iShares S&P 500 Value ETF 48,904.0 $10.4M 1.06% -4K -6.9% $212.07 +6.6%
7 SMDV ProShares Russell 2000 Dividend Growers ETF 133,613.0 $8.8M 0.90% -1K -1.1% $66.08 +8.8%
8 AAPL Apple Inc Technology 21,017.0 $5.7M 0.58% -46K -68.4% $271.86 +12.2%
9 IVV iShares Core S&P 500 (Mkt) 6,296.0 $4.3M 0.44% -874.0 -12.2% $684.95 +8.9%
10 MSFT Microsoft Corp Technology 7,958.0 $3.8M 0.39% -20K -71.9% $483.62 -13.3%
11 VOO Vanguard S&P 500 ETF 5,315.0 $3.3M 0.34% -211.0 -3.8% $627.13 +8.9%
12 VOOV Vanguard S&P 500 Value ETF 15,620.0 $3.2M 0.33% -2K -9.8% $204.85 +6.6%
13 NVDA Nvidia Corp Technology 15,848.0 $3.0M 0.30% -36K -69.5% $186.50 +17.7%
14 DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn Financial Services 18,000.0 $2.9M 0.30% -2K -10.0% $161.01 +5.6%
15 GOOGL Alphabet Inc. Stock Class A Communication Services 7,037.0 $2.2M 0.23% -21K -75.1% $313.00 +23.9%
16 SPY SPDR S&P 500 ETF Financial Services 2,985.0 $2.0M 0.21% -15K -83.1% $681.92 +8.9%
17 GOOG Alphabet Inc Communication Services 5,838.0 $1.8M 0.19% -12K -67.7% $313.80 +22.2%
18 AJG Arthur J Gallagher & Co Financial Services 6,950.0 $1.8M 0.18% -432.0 -5.8% $258.79 -19.9%
19 VTWO Vanguard Russell 2000 Index Fund ETF 17,574.0 $1.7M 0.18% -200.0 -1.1% $99.52 +14.7%
20 VXUS Vanguard Total Intl Stock Idx ETF 21,998.0 $1.7M 0.17% -800.0 -3.5% $75.44 +12.1%
Page 1 of 11  ·  205 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 36.8%
Technology 29.0%
Communication Services 9.5%
Consumer Cyclical 9.2%
Healthcare 4.5%
Energy 3.2%
Industrials 2.8%
Consumer Defensive 2.5%
Basic Materials 1.2%
Utilities 0.9%