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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Arlington Financial Advisors, LLC

Quarter ended Q4 2025 · Filed January 12, 2026 · Accession 0001716539-26-000002

Total Value
$698.1M
Positions
106
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (106)

#IssuerTicker / CUSIPSharesValue% of Filing
1HARBOR ETF TRUST41151J8851,614,578$48.8M7.00%
2CAPITAL GROUP GBL GROWTH EQT14020X1041,400,492$48.5M6.95%
3DIMENSIONAL ETF TRUST25434V617640,351$47.4M6.79%
4SCHWAB STRATEGIC TR808524755808,487$36.6M5.24%
5FIRST TR EXCHANGE TRADED FD33737A108232,020$35.5M5.09%
6AMERICAN CENTY ETF TR025072604435,321$33.5M4.80%
7ETF SER SOLUTIONS26922A321510,658$30.1M4.31%
8J P MORGAN EXCHANGE TRADED F46654Q716498,856$27.0M3.86%
9J P MORGAN EXCHANGE TRADED F46641Q167362,453$26.0M3.72%
10VANGUARD MALVERN FDS922020805463,471$22.9M3.28%
11DIMENSIONAL ETF TRUST25434V831602,225$22.9M3.28%
12J P MORGAN EXCHANGE TRADED F46654Q740317,216$21.5M3.07%
13AMERICAN CENTY ETF TR025072349259,385$19.7M2.82%
14APPLE INCAAPL66,219$18.0M2.58%
15J P MORGAN EXCHANGE TRADED F46654Q609192,536$17.9M2.56%
16AMERICAN CENTY ETF TR025072877157,087$16.0M2.29%
17INVESCO EXCH TRADED FD TR IIIVZ229,222$15.0M2.15%
18BERKSHIRE HATHAWAY INC DELBRK-A22,396$11.3M1.61%
19SCHWAB STRATEGIC TR808524771374,530$10.2M1.46%
20AMAZON COM INCAMZN41,920$9.7M1.39%
21ALPHABET INCGOOG30,365$9.5M1.36%
22INVESCO EXCHANGE TRADED FD TIVZ199,409$9.4M1.34%
23SCHWAB STRATEGIC TR808524763295,147$9.3M1.33%
24ALPHABET INCGOOG27,531$8.6M1.24%
25AMGEN INCAMGN25,799$8.4M1.21%
26J P MORGAN EXCHANGE TRADED F46641Q670169,772$8.0M1.15%
27JPMORGAN CHASE & CO.VYLD23,436$7.6M1.08%
28INVESCO EXCHANGE TRADED FD TIVZ163,370$7.5M1.07%
29COSTCO WHSL CORP NEW22160K1058,518$7.3M1.05%
30INTUITIVE SURGICAL INCISRG12,662$7.2M1.03%
31FIRST TR EXCHANGE-TRADED FD33733E20327,620$5.7M0.82%
32GILEAD SCIENCES INCGILD45,121$5.5M0.79%
33ISHARES TR46429B74753,953$5.5M0.79%
34PIMCO EQUITY SER72201T342127,322$5.3M0.77%
35CALAMOS ETF TR12811T209151,138$5.1M0.73%
36BLACKROCK INCBLK4,723$5.1M0.72%
37CHEVRON CORP NEWCVX33,137$5.1M0.72%
38DEERE & CODE10,470$4.9M0.70%
39DISNEY WALT CO25468710638,681$4.4M0.63%
40SALESFORCE INCCRM15,936$4.2M0.60%
41ISHARES TR46435G243160,039$4.0M0.58%
42MONGODB INCMDB8,335$3.5M0.50%
43MICROSOFT CORPMSFT7,121$3.4M0.49%
44STARBUCKS CORPSBUX30,206$2.5M0.36%
45NUSHARES ETF TRNU56,291$2.5M0.36%
46ISHARES TR46428857019,099$2.5M0.35%
47VANGUARD INDEX FDS92290861110,477$2.2M0.32%
48NIKE INCNKE25,958$1.7M0.24%
49VISA INCV2,720$953,9310.14%
50MCDONALDS CORPMCD2,931$895,6890.13%
51ISHARES TR4642872001,304$893,4420.13%
52CROWDSTRIKE HLDGS INCCRWD1,754$822,2050.12%
53J P MORGAN EXCHANGE TRADED F46641Q24117,696$821,4480.12%
54VANGUARD INDEX FDS9229087361,626$793,2600.11%
55EXXON MOBIL CORPXOM6,059$729,1690.10%
56VANGUARD INDEX FDS9229087443,570$681,8340.10%
57VANGUARD BD INDEX FDS9219378198,243$641,9650.09%
58BLACKROCK MUNIHLDNGS CALI QLBLK55,000$583,0000.08%
59ISHARES TR4642876141,190$563,2270.08%
60ISHARES INC4642863922,975$552,6660.08%
61ELI LILLY & COLLY508$545,9370.08%
62ASML HOLDING N VASMLF490$524,2310.08%
63SCHWAB STRATEGIC TR80852420118,742$504,3380.07%
64WALMART INCWMT4,491$500,3420.07%
65TAIWAN SEMICONDUCTOR MFG LTD8740391001,593$484,0970.07%
66ISHARES TR4642874655,040$483,9910.07%
67NVIDIA CORPORATIONNVDA2,593$483,6740.07%
68BROADCOM INCAVGO1,275$441,3090.06%
69IDEXX LABS INC45168D104644$435,6850.06%
70SELECT SECTOR SPDR TR81369Y8523,318$390,5950.06%
71PROCORE TECHNOLOGIES INCPCOR5,240$381,1580.05%
72FAIR ISAAC CORPFICO225$380,3900.05%
73J P MORGAN EXCHANGE TRADED F46654Q2036,400$371,9680.05%
74SEAGATE TECHNOLOGY HLDNGS PLSE1,333$367,0950.05%
75KINDER MORGAN INC DELEP-PC13,306$365,7800.05%
76VANGUARD INTL EQUITY INDEX F9220427754,894$360,0030.05%
77NUVEEN CALIFORNIA MUNI VLU FNU40,000$358,0000.05%
78J P MORGAN EXCHANGE TRADED F46641Q6476,989$352,9450.05%
79ALPS ETF TR00162Q4527,500$352,6500.05%
80META PLATFORMS INCMETA524$345,8870.05%
81WISDOMTREE TRWT4,887$336,0300.05%
82VANGUARD SCOTTSDALE FDS92206C7065,454$326,8580.05%
83AMERICAN CENTY ETF TR0250722323,786$325,2540.05%
84ISHARES TR46432F8423,463$309,8000.04%
85ISHARES TR4642875981,434$301,6280.04%
86JOHNSON & JOHNSONJNJ1,379$285,3840.04%
87VEEVA SYS INCVEEV1,251$279,2610.04%
88ISHARES INC46434G1034,109$276,2070.04%
89ORACLE CORPORCL-PD1,380$269,0560.04%
90TESLA INCTSLA591$265,7850.04%
91THE TRADE DESK INC88339J1056,446$244,6900.04%
92SPDR SERIES TRUST78464A1448,264$242,4660.03%
93PERMA-PIPE INTL HLDGS INC7141671037,793$236,5950.03%
94ISHARES TR46434V6135,062$235,5850.03%
95INTERNATIONAL BUSINESS MACHSINTR774$229,2670.03%
96KRATOS DEFENSE & SEC SOLUTIO50077B2073,000$227,7300.03%
97VERTEX PHARMACEUTICALS INCVRTX500$226,6800.03%
98SPDR SERIES TRUST78464A8701,849$225,4490.03%
99AMERICAN CENTY ETF TR0250721823,362$222,9530.03%
100APPFOLIO INCAPPF952$221,4830.03%
101SCHWAB STRATEGIC TR8085245087,204$216,6240.03%
102CORNING INCGLW2,428$212,5960.03%
103AMERICAN CENTY ETF TR0250721253,008$212,4850.03%
104ACUITY INCAYI583$209,9030.03%
105NUVEEN CA QUALTY MUN INCOMENU10,023$118,3720.02%
106BLACKROCK MUNIHLDGS NY QLTYBLK10,540$107,8240.02%