13F HOLDINGS REPORT

Arlington Capital Management, Inc.

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001606507-25-000008

Total Value

$156.6M

Positions

103

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (103)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES GOLD TR	IAU	197,460	$14.4M	9.18%
2	PROSHARES TR	74349Y753	331,634	$12.3M	7.83%
3	ISHARES TR	464287432	97,816	$8.7M	5.58%
4	NVIDIA CORPORATION	NVDA	42,013	$7.8M	5.01%
5	VANECK ETF TRUST	92189F106	70,990	$5.4M	3.46%
6	BARCLAYS BANK PLC	VXZ	162,630	$5.4M	3.44%
7	GLOBAL X FDS	37954Y319	78,477	$5.1M	3.23%
8	PIMCO ETF TR	72201R882	62,126	$4.2M	2.70%
9	BANCO SANTANDER S A	BCDRF	341,096	$3.6M	2.28%
10	IREN LIMITED	IREN	76,117	$3.6M	2.28%
11	VALKYRIE ETF TRUST II	91917A207	77,575	$3.4M	2.19%
12	SAP SE	SAPGF	12,835	$3.4M	2.19%
13	ISHARES TR	46429B606	104,902	$3.4M	2.16%
14	ANGLOGOLD ASHANTI PLC	AU	46,658	$3.3M	2.10%
15	AMER SPORTS INC	AS	92,121	$3.2M	2.04%
16	BANCO BILBAO VIZCAYA ARGENTA	BBVXF	163,509	$3.1M	2.01%
17	ISHARES INC	46434G830	60,164	$3.1M	2.00%
18	ISHARES INC	464286764	62,973	$3.1M	1.99%
19	ISHARES INC	464286202	99,104	$3.1M	1.96%
20	FIRST TR EXCH TRD ALPHDX FD	33737J190	51,741	$3.0M	1.94%
21	ISHARES TR	46429B515	69,613	$3.0M	1.90%
22	OKLO INC	OKLO	23,524	$2.6M	1.68%
23	FIRST TR EXCHANGE-TRADED FD	33733E849	96,500	$2.3M	1.47%
24	INNOVATOR ETFS TRUST	INHD	102,923	$2.1M	1.32%
25	ISHARES TR	464288877	28,749	$2.0M	1.25%
26	ALPHABET INC	GOOG	7,842	$1.9M	1.22%
27	VANGUARD INDEX FDS	922908736	3,957	$1.9M	1.21%
28	MICROSOFT CORP	MSFT	2,917	$1.5M	0.96%
29	PALANTIR TECHNOLOGIES INC	PLTR	7,261	$1.3M	0.85%
30	OXFORD LANE CAP CORP	OXLCZ	78,082	$1.3M	0.84%
31	VERTIV HOLDINGS CO	VRT	8,762	$1.3M	0.84%
32	NEW MTN FIN CORP	647551100	127,521	$1.2M	0.78%
33	INNOVATOR ETFS TRUST	INHD	15,504	$1.1M	0.70%
34	FIRST TR EXCHNG TRADED FD VI	33740F169	50,051	$1.1M	0.69%
35	INNOVATOR ETFS TRUST	INHD	20,423	$1.1M	0.69%
36	ISHARES TR	46435G342	47,931	$1.1M	0.67%
37	HIGHLAND OPPS & INCOME FD	HFRO-PB	158,438	$1.0M	0.64%
38	BROOKFIELD REAL ASSETS INCOM	RA	73,555	$982,695	0.63%
39	INNOVATOR ETFS TRUST	INHD	47,692	$967,852	0.62%
40	PIMCO CORPORATE & INCM STRG	72200U100	71,421	$955,613	0.61%
41	BARCLAYS BANK PLC	VXZ	16,890	$936,551	0.60%
42	AMAZON COM INC	AMZN	4,009	$880,256	0.56%
43	META PLATFORMS INC	META	1,085	$796,912	0.51%
44	SUPER MICRO COMPUTER INC	SMCI	15,793	$757,116	0.48%
45	BROADCOM INC	AVGO	2,162	$713,256	0.46%
46	VANGUARD SCOTTSDALE FDS	92206C771	14,798	$694,914	0.44%
47	ISHARES TR	464287242	5,851	$652,211	0.42%
48	SELECT SECTOR SPDR TR	81369Y506	6,653	$594,379	0.38%
49	SELECT SECTOR SPDR TR	81369Y100	6,399	$573,478	0.37%
50	INNOVATOR ETFS TRUST	INHD	9,654	$548,444	0.35%
51	APPLE INC	AAPL	2,133	$543,184	0.35%
52	ARISTA NETWORKS INC	ANET	3,555	$517,999	0.33%
53	SELECT SECTOR SPDR TR	81369Y803	1,813	$511,117	0.33%
54	ISHARES TR	464287515	4,101	$471,657	0.30%
55	BITMINE IMMERSION TECNOLOGIE	09175A206	8,966	$465,604	0.30%
56	VANECK ETF TRUST	92189F676	1,418	$462,809	0.30%
57	SELECT SECTOR SPDR TR	81369Y852	3,782	$447,675	0.29%
58	SELECT SECTOR SPDR TR	81369Y605	8,158	$439,471	0.28%
59	ADVANCED MICRO DEVICES INC	AMD	2,703	$437,318	0.28%
60	SELECT SECTOR SPDR TR	81369Y704	2,747	$423,670	0.27%
61	GRAYSCALE BITCOIN TRUST ETF	GBTC	4,593	$412,314	0.26%
62	DNP SELECT INCOME FD INC	23325P104	41,073	$411,141	0.26%
63	DELL TECHNOLOGIES INC	DELL	2,889	$409,574	0.26%
64	INNOVATOR ETFS TRUST	INHD	14,386	$408,562	0.26%
65	INNOVATOR ETFS TRUST	INHD	11,518	$405,316	0.26%
66	STRATEGY INC	STRK	1,135	$365,708	0.23%
67	SELECT SECTOR SPDR TR	81369Y407	1,500	$359,460	0.23%
68	ABBVIE INC	ABBV	1,506	$348,714	0.22%
69	NU HLDGS LTD	NU	21,442	$343,286	0.22%
70	HUBBELL INC	HUBB	760	$327,036	0.21%
71	EATON VANCE RISK-MANAGED DIV	ETN	35,213	$316,565	0.20%
72	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,064	$297,139	0.19%
73	INNOVATOR ETFS TRUST	INHD	5,258	$279,678	0.18%
74	CARLYLE CREDIT INCOME FUND	CCID	47,730	$277,789	0.18%
75	SELECT SECTOR SPDR TR	81369Y860	6,469	$272,539	0.17%
76	IDEXX LABS INC	45168D104	422	$269,612	0.17%
77	FIRST TR EXCHNG TRADED FD VI	33740F284	11,328	$264,013	0.17%
78	FIRST TR EXCHNG TRADED FD VI	33740U729	10,086	$261,227	0.17%
79	FIRST TR EXCHNG TRADED FD VI	33740F425	6,661	$255,550	0.16%
80	RIVERNORTH OPPORTUNISTIC MUN	RMI	17,301	$252,941	0.16%
81	ARGAN INC	AGX	930	$251,147	0.16%
82	BLACKROCK INVT QUALITY MUN T	BLK	21,875	$248,063	0.16%
83	ABBOTT LABS	ABLZF	1,841	$246,567	0.16%
84	SEA LTD	SE	1,373	$245,396	0.16%
85	ROYAL CARIBBEAN GROUP	V7780T103	758	$245,326	0.16%
86	ELI LILLY & CO	LLY	320	$244,160	0.16%
87	FIRST TR EXCHNG TRADED FD VI	33740U596	6,806	$243,793	0.16%
88	NYLI MACKAY DEFINEDTERM MUNI	MMD	16,020	$242,383	0.15%
89	MONSTER BEVERAGE CORP NEW	MNST	3,516	$236,662	0.15%
90	HANCOCK JOHN PREM DIVID FD	41013T105	17,149	$228,768	0.15%
91	PROGRESSIVE CORP	743315103	910	$224,725	0.14%
92	LLOYDS BANKING GROUP PLC	LLOBF	49,476	$224,621	0.14%
93	NATWEST GROUP PLC	RBSPF	15,862	$224,447	0.14%
94	COHEN & STEERS SELECT PFD &	19248Y107	10,574	$219,728	0.14%
95	HANCOCK JOHN PFD INCOME FD	41013W108	12,594	$218,506	0.14%
96	INSULET CORP	PODD	700	$216,111	0.14%
97	FIRST TR EXCHNG TRADED FD VI	33740F367	5,673	$209,107	0.13%
98	PROSHARES TR II	74347W338	12,728	$201,357	0.13%
99	INVESCO MUNI INCOME OPP TRST	IVZ	30,109	$181,557	0.12%
100	GABELLI CONV & INC SECS FD I	36240B109	42,217	$174,356	0.11%
101	XAI MADISON EQUITY PREMIUM I	MCN	26,491	$163,449	0.10%
102	VIRTUS STONE HBR EMRG MKTS I	86164T107	32,252	$162,873	0.10%
103	RYDE GROUP LTD	RYDE	20,790	$7,879	0.01%