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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 2 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn Financial Services 18,000.0 $2.3M 0.20% $130.16 +19.8%
22 VOOV Vanguard S&P 500 Value ETF 10,426.0 $2.3M 0.19% -5K -33.2% $219.21 +4.2%
23 VTWO Vanguard Russell 2000 Index Fund ETF 17,749.0 $2.2M 0.18% +175.0 +1.0% $121.42 -0.0%
24 GOOG Alphabet Inc Communication Services 5,595.0 $2.0M 0.17% -243.0 -4.2% $353.33 -3.4%
25 AMZN Amazon.com Inc Consumer Cyclical 8,145.0 $1.9M 0.16% +2K +24.6% $238.34 +8.9%
26 ACWI iShares MSCI ACWI Index ETF 12,250.0 $1.9M 0.16% -250.0 -2.0% $156.97 +2.0%
27 AVGO Broadcom Inc. Technology 5,083.0 $1.9M 0.16% +694.0 +15.8% $377.75 +0.6%
28 VXUS Vanguard Total Intl Stock Idx ETF 21,998.0 $1.9M 0.16% $85.49 +1.1%
29 IXUS iShares Core MSCI Total Intl Stock Mkt ETF 18,664.0 $1.8M 0.15% -3K -12.9% $95.44 +1.1%
30 MLPX Global X MLP & Energy Infrastructure 22,268.0 $1.6M 0.14% -2K -8.6% $73.66 +3.7%
31 IJR iShares Core S&P Small-Cap 10,880.0 $1.6M 0.14% -134.0 -1.2% $148.31 -0.4%
32 MTB M&T Bank Corp Financial Services 6,758.0 $1.6M 0.14% $238.01 +5.7%
33 AJG Arthur J Gallagher & Co Financial Services 6,949.0 $1.6M 0.14% $229.57 +8.2%
34 SPY SPDR S&P 500 ETF Financial Services 2,073.0 $1.5M 0.13% -912.0 -30.6% $746.77 +2.8%
35 V Visa Inc Class A Shares Financial Services 4,408.0 $1.5M 0.13% +720.0 +19.5% $343.09 +6.2%
36 TLTD Flexshares M Star Dev Mkt ETF 15,056.0 $1.5M 0.12% -2K -12.5% $98.08 +5.6%
37 JPM JP Morgan Chase & Co Financial Services 3,846.0 $1.3M 0.11% +992.0 +34.8% $327.33 +11.0%
38 QQQ Invesco QQQ Trust Financial Services 1,668.0 $1.2M 0.10% +1K +465.4% $736.40 -2.6%
39 SPYG SPdr Prtflo SP 500 GW 10,166.0 $1.2M 0.10% $118.99 +1.6%
40 VT Vanguard Total World Stock Index ETF 7,220.0 $1.1M 0.10% -1K -15.4% $156.95 +2.0%
Page 2 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%