ARLINGTON FINANCIAL ADVISORS, LLC

Filed: 4/9/2025ACC: 0001085146-25-001964

📋 What this filing means

ARLINGTON FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $568.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

108

Positions

$568.94M

Total AUM (reported)

9.98M

Total Shares

Allocation by class

COM$100.91M17.7%

SHS CREATION UNI$33.82M5.9%

WORLD EQUITY ETF$32.23M5.7%

AVANTIS EMGMKT$25.62M4.5%

FUNDAMENTAL INTL$25.21M4.4%

NASDQ CLN EDGE$25.11M4.4%

DISTILLATE US$24.93M4.4%

Portfolio Concentration

Top 3$91.67M16.1%

4–10$161.28M28.3%

11–25$184.02M32.3%

Rest$131.98M23.2%

Top 3 weight

16.1%

Top 10 weight

44.5%

Voting Authority Distribution

Total shares with voting rights: 9.98M

Sole

Full voting authority

9.98M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole108

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings108

Rows:

CAPITAL GROUP GBL GROWTH EQT

SOLE

SHS CREATION UNI

Shares1.19M

TypeSH

Market value$33.82M

5.94%

Sole

1.19M

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

WORLD EQUITY ETF

Shares525.91K

TypeSH

Market value$32.23M

5.66%

Sole

525.91K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares425.73K

TypeSH

Market value$25.62M

4.50%

Sole

425.73K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares697.50K

TypeSH

Market value$25.21M

4.43%

Sole

697.50K

Shared

0.00

None

0.00

FIRST TR EXCHANGE TRADED FD

SOLE

NASDQ CLN EDGE

Shares221.98K

TypeSH

Market value$25.11M

4.41%

Sole

221.98K

Shared

0.00

None

0.00

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares459.69K

TypeSH

Market value$24.93M

4.38%

Sole

459.69K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares510.68K

TypeSH

Market value$24.02M

4.22%

Sole

510.68K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares95.48K

TypeSH

Market value$21.21M

3.73%

Sole

95.48K

Shared

0.00

None

0.00

HARBOR ETF TRUST

SOLE

INTERNATNAL COMP

Shares792.07K

TypeSH

Market value$21.02M

3.69%

Sole

792.07K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares311.19K

TypeSH

Market value$19.77M

3.48%

Sole

311.19K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares388.78K

TypeSH

Market value$19.40M

3.41%

Sole

388.78K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares355.86K

TypeSH

Market value$18.09M

3.18%

Sole

355.86K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

GLOBAL SEL EQUIT

Shares271.46K

TypeSH

Market value$16.00M

2.81%

Sole

271.46K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares482.69K

TypeSH

Market value$16.00M

2.81%

Sole

482.69K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares241.36K

TypeSH

Market value$15.74M

2.77%

Sole

241.36K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares170.40K

TypeSH

Market value$12.57M

2.21%

Sole

170.40K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares137.25K

TypeSH

Market value$11.96M

2.10%

Sole

137.25K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares22.03K

TypeSH

Market value$11.73M

2.06%

Sole

22.03K

Shared

0.00

None

0.00

INVESCO EXCH TRADED FD TR II

SOLE

FTSE RAFI DEV

Shares217.36K

TypeSH

Market value$11.30M

1.99%

Sole

217.36K

Shared

0.00

None

0.00

COSTCO WHSL CORP NEW

SOLE

COM

Shares9.98K

TypeSH

Market value$9.44M

1.66%

Sole

9.98K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares383.88K

TypeSH

Market value$9.06M

1.59%

Sole

383.88K

Shared

0.00

None

0.00

INTUITIVE SURGICAL INC

SOLE

COM NEW

Shares16.97K

TypeSH

Market value$8.40M

1.48%

Sole

16.97K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

FTSE RAFI 1000

Shares203.75K

TypeSH

Market value$8.23M

1.45%

Sole

203.75K

Shared

0.00

None

0.00

AMGEN INC

SOLE

COM

Shares26.25K

TypeSH

Market value$8.18M

1.44%

Sole

26.25K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares41.56K

TypeSH

Market value$7.91M

1.39%

Sole

41.56K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
CAPITAL GROUP GBL GROWTH EQTSOLE	SHS CREATION UNI	1.19M	SH	$33.82M 5.94%	1.19M
DIMENSIONAL ETF TRUSTSOLE	WORLD EQUITY ETF	525.91K	SH	$32.23M 5.66%	525.91K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	425.73K	SH	$25.62M 4.50%	425.73K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	697.50K	SH	$25.21M 4.43%	697.50K
FIRST TR EXCHANGE TRADED FDSOLE	NASDQ CLN EDGE	221.98K	SH	$25.11M 4.41%	221.98K
ETF SER SOLUTIONSSOLE	DISTILLATE US	459.69K	SH	$24.93M 4.38%	459.69K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	510.68K	SH	$24.02M 4.22%	510.68K
APPLE INCSOLE	COM	95.48K	SH	$21.21M 3.73%	95.48K
HARBOR ETF TRUSTSOLE	INTERNATNAL COMP	792.07K	SH	$21.02M 3.69%	792.07K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	311.19K	SH	$19.77M 3.48%	311.19K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	388.78K	SH	$19.40M 3.41%	388.78K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	355.86K	SH	$18.09M 3.18%	355.86K
J P MORGAN EXCHANGE TRADED FSOLE	GLOBAL SEL EQUIT	271.46K	SH	$16.00M 2.81%	271.46K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	482.69K	SH	$16.00M 2.81%	482.69K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	241.36K	SH	$15.74M 2.77%	241.36K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	170.40K	SH	$12.57M 2.21%	170.40K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	137.25K	SH	$11.96M 2.10%	137.25K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	22.03K	SH	$11.73M 2.06%	22.03K
INVESCO EXCH TRADED FD TR IISOLE	FTSE RAFI DEV	217.36K	SH	$11.30M 1.99%	217.36K
COSTCO WHSL CORP NEWSOLE	COM	9.98K	SH	$9.44M 1.66%	9.98K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	383.88K	SH	$9.06M 1.59%	383.88K
INTUITIVE SURGICAL INCSOLE	COM NEW	16.97K	SH	$8.40M 1.48%	16.97K
INVESCO EXCHANGE TRADED FD TSOLE	FTSE RAFI 1000	203.75K	SH	$8.23M 1.45%	203.75K
AMGEN INCSOLE	COM	26.25K	SH	$8.18M 1.44%	26.25K
AMAZON COM INCSOLE	COM	41.56K	SH	$7.91M 1.39%	41.56K

Page 1 of 5

…