13F HOLDINGS REPORT

Arlington Capital Management, Inc.

Quarter ended Q4 2025 · Filed January 6, 2026 · Accession 0001606507-26-000001

Total Value

$162.7M

Positions

107

Other Managers

Confidential Omitted

Yes

View on SEC.gov

Holdings (107)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES GOLD TR	IAU	197,853	$16.1M	9.87%
2	NVIDIA CORPORATION	NVDA	69,552	$13.0M	7.97%
3	ISHARES TR	464287432	98,831	$8.6M	5.29%
4	VANECK ETF TRUST	92189F106	70,027	$6.0M	3.69%
5	ISHARES TR	46429B606	156,608	$5.5M	3.39%
6	ISHARES INC	464286202	153,235	$5.4M	3.34%
7	ISHARES INC	464286764	99,419	$5.4M	3.29%
8	FIRST TR EXCH TRD ALPHDX FD	33737J190	84,859	$5.3M	3.25%
9	GLOBAL X FDS	37954Y319	77,903	$5.1M	3.16%
10	ISHARES TR	464289180	125,717	$4.7M	2.87%
11	NEW GOLD INC CDA	644535106	521,905	$4.5M	2.79%
12	ANGLOGOLD ASHANTI PLC	AU	47,476	$4.0M	2.49%
13	BANCO SANTANDER SA	BCDRF	340,204	$4.0M	2.45%
14	SIBANYE STILLWATER LTD	SBYSF	275,386	$3.9M	2.41%
15	BANCO BILBAO VIZCAYA ARGENTA	BBVXF	161,776	$3.8M	2.32%
16	ISHARES TR	46429B515	70,726	$3.4M	2.08%
17	DEUTSCHE BANK A G	D18190898	86,583	$3.3M	2.05%
18	ISHARES INC	46434G830	60,524	$3.3M	2.02%
19	PIMCO ETF TR	72201R882	50,675	$3.3M	2.00%
20	GLOBAL X FDS	37954Y848	37,175	$3.1M	1.91%
21	FIRST TR EXCHANGE-TRADED FD	33733E849	135,494	$2.3M	1.42%
22	ALPHABET INC	GOOG	7,257	$2.3M	1.40%
23	TERAWULF INC	WULF	184,105	$2.1M	1.30%
24	ISHARES TR	464288877	28,759	$2.1M	1.26%
25	ISHARES TR	464288430	20,874	$2.0M	1.25%
26	VANGUARD INDEX FDS	922908736	4,020	$2.0M	1.21%
27	INNOVATOR ETFS TRUST	INHD	93,544	$1.9M	1.14%
28	MICROSOFT CORP	MSFT	2,837	$1.4M	0.84%
29	VERTIV HOLDINGS CO	VRT	7,883	$1.3M	0.79%
30	BROADCOM INC	AVGO	3,536	$1.2M	0.75%
31	PALANTIR TECHNOLOGIES INC	PLTR	6,802	$1.2M	0.74%
32	OXFORD LANE CAP CORP	OXLCZ	70,929	$1.0M	0.64%
33	INNOVATOR ETFS TRUST	INHD	19,271	$1.0M	0.64%
34	ISHARES TR	46435G342	46,109	$1.0M	0.63%
35	DNP SELECT INCOME FD INC	23325P104	97,280	$971,827	0.60%
36	BROOKFIELD REAL ASSETS INCOM	RA	70,268	$910,673	0.56%
37	HIGHLAND OPPS & INCOME FD	HFRO-PB	151,205	$904,206	0.56%
38	PIMCO CORPORATE & INCM STRG	72200U100	68,319	$871,750	0.54%
39	AMAZON COM INC	AMZN	3,709	$856,111	0.53%
40	ABRDN INCOME CREDIT STRATEGI	ACP-PA	155,636	$841,991	0.52%
41	INNOVATOR ETFS TRUST	INHD	42,381	$838,906	0.52%
42	INNOVATOR ETFS TRUST	INHD	10,524	$764,253	0.47%
43	VANGUARD BD INDEX FDS	921937793	10,378	$721,479	0.44%
44	VANGUARD CHARLOTTE FDS	92203J407	14,792	$714,749	0.44%
45	META PLATFORMS INC	META	1,006	$664,338	0.41%
46	PIMCO DYNAMIC INCOME FD	72201Y101	36,385	$644,378	0.40%
47	ISHARES TR	464287242	5,578	$614,640	0.38%
48	APPLE INC	AAPL	2,095	$569,588	0.35%
49	ADVANCED MICRO DEVICES INC	AMD	2,603	$557,458	0.34%
50	CALAMOS CONV & HIGH INCOME F	12811P108	48,774	$551,634	0.34%
51	SELECT SECTOR SPDR TR	81369Y803	3,682	$530,061	0.33%
52	INNOVATOR ETFS TRUST	INHD	9,048	$524,060	0.32%
53	NORTHERN LTS FD TR IV	NTRSO	13,138	$470,603	0.29%
54	SELECT SECTOR SPDR TR	81369Y605	8,305	$454,865	0.28%
55	VANECK ETF TRUST	92189F676	1,261	$454,047	0.28%
56	SELECT SECTOR SPDR TR	81369Y852	3,853	$453,575	0.28%
57	SELECT SECTOR SPDR TR	81369Y704	2,880	$446,746	0.27%
58	ARISTA NETWORKS INC	ANET	3,387	$443,799	0.27%
59	SUPER MICRO COMPUTER INC	SMCI	14,813	$433,577	0.27%
60	ISHARES TR	464287515	3,694	$390,420	0.24%
61	VERTEX PHARMACEUTICALS INC	VRTX	800	$362,688	0.22%
62	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,130	$343,368	0.21%
63	DELL TECHNOLOGIES INC	DELL	2,719	$342,268	0.21%
64	HUBBELL INC	HUBB	760	$337,524	0.21%
65	ABBVIE INC	ABBV	1,380	$315,331	0.19%
66	IDEXX LABS INC	45168D104	457	$309,174	0.19%
67	NU HLDGS LTD	NU	18,192	$304,534	0.19%
68	EATON VANCE RISK-MANAGED DIV	ETN	34,118	$300,921	0.18%
69	NATWEST GROUP PLC	RBSPF	17,180	$300,650	0.18%
70	ARGAN INC	AGX	940	$294,521	0.18%
71	GRAYSCALE BITCOIN TRUST ETF	GBTC	4,301	$294,016	0.18%
72	MONSTER BEVERAGE CORP NEW	MNST	3,802	$291,499	0.18%
73	LLOYDS BANKING GROUP PLC	LLOBF	53,534	$283,730	0.17%
74	INNOVATOR ETFS TRUST	INHD	5,054	$277,566	0.17%
75	NOVO-NORDISK A S	NONOF	5,422	$275,871	0.17%
76	FIRST TR EXCHNG TRADED FD VI	33740F318	7,276	$268,011	0.16%
77	CELESTICA INC	CLS	905	$267,527	0.16%
78	RIVERNORTH OPPORTUNISTIC MUN	RMI	18,442	$263,905	0.16%
79	BLACKROCK INVT QUALITY MUN T	BLK	23,344	$261,453	0.16%
80	NYLI MACKAY DEFINEDTERM MUNI	MMD	17,359	$258,128	0.16%
81	FIRST TR EXCHNG TRADED FD VI	33740U729	9,660	$256,280	0.16%
82	FIRST TR EXCHNG TRADED FD VI	33740F284	10,807	$256,276	0.16%
83	HANCOCK JOHN PREM DIVID FD	41013T105	19,892	$252,628	0.16%
84	FIRST TR EXCHNG TRADED FD VI	33740F425	6,443	$251,836	0.15%
85	NORTHERN LTS FD TR IV	NTRSO	6,976	$249,322	0.15%
86	BIONTECH SE	BNTX	2,600	$247,520	0.15%
87	FIRST TR EXCHNG TRADED FD VI	33740F367	6,521	$246,126	0.15%
88	AMPHENOL CORP NEW	032095101	1,796	$242,711	0.15%
89	INNOVATOR ETFS TRUST	INHD	7,383	$240,464	0.15%
90	INNOVATOR ETFS TRUST	INHD	8,044	$238,907	0.15%
91	NORTHERN LTS FD TR IV	NTRSO	5,493	$237,338	0.15%
92	FIRST TR EXCHNG TRADED FD VI	33740U596	6,502	$236,965	0.15%
93	BITMINE IMMERSION TECNOLOGIE	09175A206	8,622	$234,087	0.14%
94	IREN LIMITED	IREN	6,167	$232,928	0.14%
95	ABBOTT LABS	ABLZF	1,841	$230,643	0.14%
96	COHEN & STEERS SELECT PFD &	19248Y107	11,277	$228,698	0.14%
97	PROGRESSIVE CORP	743315103	991	$225,671	0.14%
98	INSULET CORP	PODD	758	$215,454	0.13%
99	ROYAL CARIBBEAN GROUP	V7780T103	761	$212,135	0.13%
100	INVESCO MUNI INCOME OPP TRST	IVZ	34,139	$205,175	0.13%
101	EATON VANCE TAX-MANAGED GLOB	ETN	19,398	$184,863	0.11%
102	GABELLI CONV & INC SECS FD I	36240B109	42,226	$175,238	0.11%
103	BLACKROCK LONG-TERM MUN ADVA	BLK	18,667	$173,230	0.11%
104	XAI MADISON EQUITY PREMIUM I	MCN	24,830	$148,980	0.09%
105	VIRTUS STONE HBR EMRG MKTS I	86164T107	29,972	$148,961	0.09%
106	EAGLE POINT CREDIT COMPANY I	ECCW	10,360	$59,674	0.04%
107	RYDE GROUP LTD	RYDE	20,790	$5,405	0.00%