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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 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA Vanguard FTSE Developed Markets ETF 673,164.0 $48.0M 4.05% -152K -18.4% $71.25 +1.6%
2 VIG Vanguard Dividend Appreciation ETF 132,966.0 $31.5M 2.66% -34K -20.5% $236.62 +3.3%
3 SMDV ProShares Russell 2000 Dividend Growers ETF 126,427.0 $9.7M 0.82% -7K -5.4% $77.03 +0.8%
4 IVE iShares S&P 500 Value ETF 39,329.0 $8.9M 0.76% -10K -19.6% $227.06 +4.2%
5 Berkshire Hathaway Inc B 8,096.0 $4.1M 0.34% -13K -62.2% $500.41
6 MSFT Microsoft Corp Technology 7,547.0 $2.8M 0.24% -411.0 -5.2% $373.02 +29.1%
7 IAU iShares Gold Trust Financial Services 33,600.0 $2.5M 0.21% -3K -8.6% $75.51 +8.2%
8 GLD SPDR Gold Trust Financial Services 6,751.0 $2.5M 0.21% -450.0 -6.2% $368.38 +8.2%
9 VOOV Vanguard S&P 500 Value ETF 10,426.0 $2.3M 0.19% -5K -33.2% $219.21 +4.2%
10 GOOG Alphabet Inc Communication Services 5,595.0 $2.0M 0.17% -243.0 -4.2% $353.33 -3.4%
11 ACWI iShares MSCI ACWI Index ETF 12,250.0 $1.9M 0.16% -250.0 -2.0% $156.97 +2.0%
12 IXUS iShares Core MSCI Total Intl Stock Mkt ETF 18,664.0 $1.8M 0.15% -3K -12.9% $95.44 +1.1%
13 MLPX Global X MLP & Energy Infrastructure 22,268.0 $1.6M 0.14% -2K -8.6% $73.66 +3.7%
14 IJR iShares Core S&P Small-Cap 10,880.0 $1.6M 0.14% -134.0 -1.2% $148.31 -0.4%
15 SPY SPDR S&P 500 ETF Financial Services 2,073.0 $1.5M 0.13% -912.0 -30.6% $746.77 +2.8%
16 TLTD Flexshares M Star Dev Mkt ETF 15,056.0 $1.5M 0.12% -2K -12.5% $98.08 +5.6%
17 VT Vanguard Total World Stock Index ETF 7,220.0 $1.1M 0.10% -1K -15.4% $156.95 +2.0%
18 BIL SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF 10,294.0 $943K 0.08% -3K -24.2% $91.64 -0.1%
19 META Meta Platforms Inc Communication Services 1,587.0 $894K 0.08% -184.0 -10.4% $563.29 -3.5%
20 GOVT iShares US Treasury Bond ETF 31,361.0 $714K 0.06% -441.0 -1.4% $22.78 -1.4%
Page 1 of 4  ·  62 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%