Arlington Financial Advisors, LLC
Annual return '25
+2.4%
SPY '25
+17.7%
Alpha
-15.4ptsvs SPY
Invested
$701.9M
Holdings
95
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGGO
CAPITAL GROUP GBL GROWTH EQT
Q1 2026: Exited (was 1.40M shares)
7.0%
02
$OSEA
HARBOR ETF TRUST
Q1 2026: Exited (was 1.61M shares)
7.0%
03
$DFAW
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 640.4k shares)
6.8%
04
$JBND
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 498.9k shares)
5.4%
05
$FNDF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 808.5k shares)
5.3%
06
$GRID
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 232.0k shares)
4.9%
07
$AVEM
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 435.3k shares)
4.7%
08
$DSTL
ETF SER SOLUTIONS
Q1 2026: Exited (was 510.7k shares)
4.4%
09
$VTIP
VANGUARD MALVERN FDS
Q1 2026: Exited (was 463.5k shares)
4.2%
10
$JAVA
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 362.5k shares)
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:09 UTC.