SEC 13F Intelligence

Managers / Q1 2026

Arlington Financial Advisors, LLC

CIK 0001716539 · 100 E. DE LA GUERRA ST., SANTA BARBARA, CA, 93101 · 805-699-7300

Reported Value
$702M
Q1 2026
Positions
95
Filings on Record
30
2019–present window
Filed
Apr 15, 2026
original filing

Summary

Arlington Financial Advisors, Llc reported $702M in U.S.-listed holdings across 95 positions for Q1 2026.

Its largest position, CGGO, represents 7.0% of the portfolio.

Compared with Q4 2025, the fund opened 6 new positions and exited 17.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $235MQ4 ’18Q1 ’19: $176MQ2 ’19: $175MQ3 ’19: $175MQ4 ’19: $180MQ4 ’19Q1 ’20: $140MQ2 ’20: $177MQ3 ’20: $195MQ4 ’20: $237MQ4 ’20Q1 ’21: $247MQ2 ’21: $263MQ3 ’21: $255MQ4 ’21: $295MQ4 ’21Q1 ’22: $264MQ2 ’22: $223MQ3 ’22: $197MQ4 ’22: $237.2BQ4 ’22Q1 ’23: $260MQ2 ’23: $274MQ3 ’23: $282MQ4 ’23: $335MQ4 ’23Q1 ’24: $456MQ2 ’24: $456MQ3 ’24: $487MQ4 ’24: $503MQ4 ’24Q1 ’25: $569MQ2 ’25: $611MQ3 ’25: $680MQ4 ’25: $698MQ4 ’25Q1 ’26: $702Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$702M95Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$698M106Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$680M110Oct 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$611M85Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$569M108Apr 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$503M92Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$487M71Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$456M68Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$456M74Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$335M78Jan 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$282M58Nov 3, 202313F-HRchanges · EDGAR ↗
Q2 2023$274M59Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$260M59May 8, 202313F-HRchanges · EDGAR ↗
Q4 2022$237.2B65Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$197M52Oct 19, 202213F-HRchanges · EDGAR ↗
Q2 2022$223M49Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$264M53Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$295M80Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$255M61Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$263M63Jul 30, 202113F-HRchanges · EDGAR ↗
Q1 2021$247M57Apr 23, 202113F-HRchanges · EDGAR ↗
Q4 2020$237M60Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$195M57Nov 3, 202013F-HRchanges · EDGAR ↗
Q2 2020$177M56Jul 15, 202013F-HRchanges · EDGAR ↗
Q1 2020$140M51Apr 9, 202013F-HRchanges · EDGAR ↗
Q4 2019$180M53Jan 15, 202013F-HRchanges · EDGAR ↗
Q3 2019$175M54Nov 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$175M55Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$176M57May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$235M78Jan 17, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.