Arlington Financial Advisors, LLC Purchases in Q3 2025

Arlington Financial Advisors, LLC

  • $538 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
76.4K
+ 6.01%
$31.71 - $34.17 $2.42M - $2.61M
1.35M $46.1M
AAPL
Apple Inc.

Technology
916
+ 0.98%
$202.38 - $256.87 $185K - $235K
94.8K $24.1M
AVEM
American Centy ETF Tr Avantis

ETFs
13.4K
+ 3.16%
$68.33 - $75.41 $915K - $1.01M
437K $32.9M
FNDF
Schwab Fundamental Intl Large

ETFs
33.2K
+ 4.37%
$39.84 - $43.15 $1.32M - $1.43M
791K $34M
DUHP
Dimensional ETF Tr Dimensional

ETFs
59.9K
+ 11.17%
$35.76 - $37.93 $2.14M - $2.27M
597K $22.5M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.43K
+ 1.06%
$138.08 - $151.2 $336K - $368K
232K $35.1M
GOOGL
Alphabet Inc.

Communication Services
3.72K
+ 13.48%
$174.36 - $254.72 $648K - $947K
31.3K $7.61M
DSTL
ETF Ser Solution Distillate Us

ETFs
26.4K
+ 5.68%
$54.44 - $58.24 $1.44M - $1.54M
491K $28.5M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
17.3K
+ 5.18%
$64.75 - $69.05 $1.12M - $1.2M
352K $24.3M
GOOG
Alphabet Inc.

Communication Services
1.81K
+ 6.76%
$175.16 - $255.24 $317K - $461K
28.6K $6.96M
AVLV
American Centy ETF Tr Avantis
16K
+ 6.87%
$68.33 - $72.69 $1.09M - $1.16M
248K $17.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.3K
+ 5.12%
$49.78 - $50.75 $1.31M - $1.33M
540K $27.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.65K
New
$236.25 - $257.69 $862K - $940K
3.65K $935K
NFLX
Netflix Inc

Communication Services
774
New
$1147.87 - $1297.18 $888K - $1M
774 $927K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.05K
+ 5.07%
$459.11 - $506.91 $481K - $531K
21.7K $10.9M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
17.9K
New
$41.91 - $44.87 $750K - $803K
17.9K $800K
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.13K
+ 1.31%
$46.37 - $47.77 $423K - $436K
704K $33.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.98K
New
$78.11 - $79.07 $701K - $710K
8.98K $708K
JPM
Jpmorgan Chase & CO

Financial Services
149
+ 0.64%
$282.78 - $316.06 $42.1K - $47.1K
23.5K $7.41M
FBT
First Trust Nyse Arca Biotechn

ETFs
829
+ 3.1%
$159.46 - $180.52 $132K - $150K
27.5K $4.94M
AMZN
Amazon Com Inc

Consumer Cyclical
2.78K
+ 6.97%
$211.65 - $238.24 $587K - $661K
42.6K $9.35M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
55K
New
$10.02 - $10.85 $551K - $597K
55K $596K
PRF
Invesco Exchange Traded Fd Tr

ETFs
120
+ 0.06%
$42.04 - $45.23 $5.04K - $5.43K
201K $9.07M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.7K
New
$97.75 - $100.75 $557K - $574K
5.7K $571K
CVX
Chevron Corp

Energy
1.01K
+ 3.26%
$145.57 - $161.83 $147K - $164K
32K $4.98M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.04K
New
$87.29 - $93.61 $440K - $472K
5.04K $470K
MSFT
Microsoft Corp

Technology
624
+ 9.78%
$491.09 - $535.64 $306K - $334K
7.01K $3.63M
IEFA
Ishares Tr

ETFs
5.02K
New
$81.7 - $87.53 $410K - $440K
5.02K $438K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
9K
New
$44.58 - $48.01 $401K - $432K
9K $431K
DFIV
Dimensional ETF Tr

ETFs
8.36K
New
$42.66 - $46.53 $357K - $389K
8.36K $385K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.4K
New
$53.81 - $57.52 $344K - $368K
6.4K $368K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4K
New
$43.07 - $91.37 $172K - $365K
4K $365K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.26K
New
$224.68 - $282.71 $284K - $357K
1.26K $352K
NCA
Nuveen California Municipal Value Fund

Financial Services
40K
New
$8.41 - $8.79 $336K - $352K
40K $351K
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.5K
New
$28.69 - $30.59 $330K - $352K
11.5K $350K
MLPA
Global X Mlp ETF

ETFs
7.2K
New
$48.25 - $51.56 $347K - $371K
7.2K $348K
AVSC
American Centy ETF Tr Avantis
5.59K
New
$51.33 - $58.63 $287K - $328K
5.59K $320K
STX
Seagate Technology Holdings PLC

Technology
1.33K
New
$142.01 - $236.06 $189K - $315K
1.33K $314K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.91K
New
$49.09 - $50.58 $290K - $299K
5.91K $298K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.38K
New
N/A
3.38K $290K
NVO
Novo Nordisk A S

Healthcare
5.15K
New
$45.38 - $71.7 $234K - $369K
5.15K $285K
IEMG
Ishares Inc

ETFs
5.28K
New
N/A
5.28K $283K
JNJ
Johnson & Johnson

Healthcare
1.31K
New
$155.17 - $185.42 $202K - $242K
1.31K $241K
BNDX
Vanguard Total International B

ETFs
4.8K
New
$49.0 - $49.51 $235K - $238K
4.8K $237K
META
Meta Platforms, Inc.

Communication Services
315
+ 75.0%
$695.21 - $791.73 $219K - $249K
735 $539K
BFZ
Blackrock California Municipal Income Trust

Financial Services
20K
New
$10.27 - $10.98 $205K - $220K
20K $219K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.19K
New
$92.26 - $97.51 $202K - $214K
2.19K $211K
AMGN
Amgen Inc

Healthcare
471
+ 1.89%
$271.18 - $309.22 $128K - $146K
25.4K $7.16M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
922
New
$201.83 - $230.93 $186K - $213K
922 $204K
Activity Summary
Buys All Purchases 74 New Holdings 30 Increased Positions 44 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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