Arlington Capital Management, Inc. Portfolio Stock Holdings

Arlington Capital Management, Inc. disclosed 111 stock positions valued at approximately $177.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and ISHARES GOLD TR. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.

Report Period
March 31, 2026
No. of Stocks
111
Portfolio Value
$177.3M
Holdings by Sector
Arlington Capital Management, Inc. Portfolio Holdings in Q1 2026

103 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRACWIOther13.35%171,025+171,025+100.00%$23,664,790
NVIDIA CORPORATIONNVDATechnology6.89%70,076+524+0.75%$12,221,243
ISHARES GOLD TRIAUOther5.91%118,869-78,984-39.92%$10,479,483
ISHARES TRTLTOther4.90%100,222+1,391+1.41%$8,688,253
ISHARES TREPOLOther3.16%153,657-2,951-1.88%$5,594,644
ISHARES INCEWIOther3.08%102,278+41,754+68.99%$5,463,691
ISHARES INCEWOOther3.06%153,034-201-0.13%$5,425,059
ISHARES INCEWPOther3.01%98,389-1,030-1.04%$5,343,526
FIRST TR EXCH TRD ALPHDX FDFGMOther2.83%83,731-1,128-1.33%$5,025,359
GLOBAL X FDSGREKOther2.74%76,125-1,778-2.28%$4,862,131
STATE STR SPDR S&P 500 ETF TSPYOther2.70%7,359+7,359+100.00%$4,785,668
ISHARES TREUFNOther2.44%124,124-1,593-1.27%$4,325,721
SIBANYE STILLWATER LTDSBSWBasic Materials2.21%318,285+42,899+15.58%$3,921,271
BANCO SANTANDER SASANFinancial Services2.15%338,496-1,708-0.50%$3,818,235
ISHARES TREFNLOther1.89%68,422-2,304-3.26%$3,351,310
PIMCO ETF TRZROZOther1.85%51,377+702+1.39%$3,288,671
CENTRUS ENERGY CORPLEUEnergy1.76%17,945+17,945+100.00%$3,115,073
TERAWULF INCWULFFinancial Services1.73%213,115+29,010+15.76%$3,075,249
FIRST TR EXCHANGE-TRADED FDBGLDOther1.56%161,794+26,300+19.41%$2,773,149
DEUTSCHE BK AGDBOther1.46%86,685+102+0.12%$2,581,479
VALKYRIE ETF TRUST IIWGMIOther1.41%71,547+71,547+100.00%$2,491,267
OKLO INCOKLOUtilities1.38%49,490+49,490+100.00%$2,454,209
ISHARES TREFVOther1.25%29,878+1,119+3.89%$2,221,429
ISHARES TRAIAOther1.22%20,389-485-2.32%$2,164,292
ALPHABET INCGOOGCommunication Services1.16%7,159-98-1.35%$2,053,705
VERTIV HOLDINGS COVRTIndustrials1.03%7,269-614-7.79%$1,821,476
DNP SELECT INCOME FD INCDNPFinancial Services0.60%102,550+5,270+5.42%$1,056,265
BROADCOM INCAVGOTechnology0.59%3,403-133-3.76%$1,053,156
MICROSOFT CORPMSFTTechnology0.58%2,790-47-1.66%$1,032,869
ISHARES TRREMOther0.57%47,214+1,105+2.40%$1,013,685
PALANTIR TECHNOLOGIES INCPLTRTechnology0.56%6,802--$994,997
BROOKFIELD REAL ASSETS INCOMRAFinancial Services0.53%72,645+2,377+3.38%$934,215
GABELLI UTIL TRGUTFinancial Services0.50%147,065+147,065+100.00%$889,743
HIGHLAND OPPS & INCOME FDHFROFinancial Services0.50%154,306+3,101+2.05%$881,087
NUVEEN FLOATING RATE INCOMEJFRFinancial Services0.48%112,678+112,678+100.00%$847,339
ABRDN INCOME CREDIT STRATEGIACPFinancial Services0.47%161,911+6,275+4.03%$825,746
SELECT SECTOR SPDR TRXLEOther0.46%13,258+13,258+100.00%$812,185
AMAZON COM INCAMZNConsumer Cyclical0.44%3,709--$772,473
VANGUARD CHARLOTTE FDSBNDXOther0.42%15,441+649+4.39%$741,940
PIMCO DYNAMIC INCOME FDPDIFinancial Services0.39%40,098+3,713+10.20%$686,077
VANGUARD BD INDEX FDSBLVOther0.38%9,920-458-4.41%$682,298
ISHARES TRLQDOther0.37%5,961+383+6.87%$649,689
NORTHERN LTS FD TR IVBLESOther0.35%13,849+8,356+152.12%$614,259
SELECT SECTOR SPDR TRXLREOther0.32%13,898+13,898+100.00%$567,455
SELECT SECTOR SPDR TRXLBOther0.32%11,342+11,342+100.00%$566,760
APPLE INCAAPLTechnology0.30%2,097+2+0.10%$532,223
ADVANCED MICRO DEVICES INCAMDTechnology0.30%2,603--$529,528
META PLATFORMS INCMETACommunication Services0.29%908-98-9.74%$519,332
FIRST TR EXCHNG TRADED FD VIBUFROther0.29%14,977+14,977+100.00%$505,773
INNOVATOR ETFS TRUSTBUFBOther0.28%14,061+14,061+100.00%$504,931
INNOVATOR ETFS TRUSTBSTPOther0.28%13,896+13,896+100.00%$500,374
NORTHERN LTS FD TR IVGLRYOther0.28%13,243+105+0.80%$491,448
CAPITAL SOUTHWEST CORPCSWCFinancial Services0.27%21,565+21,565+100.00%$477,018
SELECT SECTOR SPDR TRXLIOther0.27%2,935+55+1.91%$474,678
VANECK ETF TRUSTSMHOther0.26%1,181-80-6.34%$452,623
INNOVATOR ETFS TRUSTNAPROther0.24%7,847-11,424-59.28%$428,603
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.23%1,222+92+8.14%$412,944
INNOVATOR ETFS TRUSTEJULOther0.23%13,703+13,703+100.00%$409,529
CIENA CORPCIENTechnology0.23%1,043+1,043+100.00%$404,924
DELL TECHNOLOGIES INCDELLTechnology0.22%2,394-325-11.95%$392,927
ARISTA NETWORKS INCANETOther0.22%3,119-268-7.91%$382,951
BIONTECH SEBNTXHealthcare0.21%4,100+1,500+57.69%$364,408
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.20%800--$357,232
INNOVATOR ETFS TRUSTEOCTOther0.20%10,896+10,896+100.00%$348,124
PCM FD INCPCMFinancial Services0.19%57,488+57,488+100.00%$328,256
INNOVATOR ETFS TRUSTEJANOther0.18%9,432+9,432+100.00%$320,028
INNOVATOR ETFS TRUSTEAPROther0.18%10,690+2,646+32.89%$319,419
SUPER MICRO COMPUTER INCSMCIOther0.18%13,883-930-6.28%$316,116
ABBVIE INCABBVHealthcare0.17%1,380--$300,150
EATON VANCE RISK-MANAGED DIVETJFinancial Services0.17%35,843+1,725+5.06%$292,837
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.16%3,980+178+4.68%$288,391
PIMCO MUN INCOME FD IIPMLFinancial Services0.16%37,383+37,383+100.00%$282,989
LLOYDS BANKING GROUP PLCLYGFinancial Services0.16%56,043+2,509+4.69%$281,896
INNOVATOR ETFS TRUSTNJANOther0.16%5,280+226+4.47%$281,794
FIRST TR EXCHNG TRADED FD VIXJANOther0.16%7,773+497+6.83%$280,800
RIVERNORTH FLEXIBLE MUNI INCRFMZOther0.16%22,069+22,069+100.00%$279,173
INVESCO EXCH TRD SLF IDX FDBSMSOther0.15%11,618+11,618+100.00%$271,805
EATON VANCE TAX-MANAGED GLOBETWFinancial Services0.15%30,849+30,849+100.00%$270,854
IDEXX LABS INCIDXXHealthcare0.15%479+22+4.81%$269,145
FIRST TR EXCHNG TRADED FD VIBUFZOther0.15%10,228+568+5.88%$268,690
FIRST TR EXCHNG TRADED FD VIXJULOther0.15%6,902+459+7.12%$268,434
NATWEST GROUP PLCNWGFinancial Services0.15%18,003+823+4.79%$268,245
FIRST TR EXCHNG TRADED FD VIQCAPOther0.15%11,167+360+3.33%$267,954
ISHARES TRIGVOther0.15%3,334-360-9.75%$266,888
HANCOCK JOHN PREM DIVID FDPDTFinancial Services0.15%19,999+107+0.54%$261,987
FIRST TR EXCHNG TRADED FD VIXOCTOther0.15%6,956+435+6.67%$259,236
NYLI MACKAY DEFINEDTERM MUNIMMDFinancial Services0.15%17,441+82+0.47%$258,999
INNOVATOR ETFS TRUSTZALTOther0.14%7,781+398+5.39%$252,571
ISHARES INCEWYOther0.14%2,014+2,014+100.00%$247,742
COEUR MNG INCCDEBasic Materials0.14%12,912+12,912+100.00%$242,358
AMPHENOL CORPAPHTechnology0.13%1,878+82+4.57%$237,285
NU HLDGS LTDG6683N103Other0.13%16,292-1,900-10.44%$234,116
CELESTICA INCCLSTechnology0.13%795-110-12.15%$223,936
COHEN & STEERS SELECT PFD &PSFFinancial Services0.12%11,254-23-0.20%$218,215
INVESCO MUNI INCOME OPP TRSTOIAFinancial Services0.12%34,852+713+2.09%$213,991
ROYAL CARIBBEAN GROUPRCLOther0.12%763+2+0.26%$210,048
LUMENTUM HLDGS INCLITETechnology0.12%298+298+100.00%$209,422
PROGRESSIVE CORPPGRFinancial Services0.12%1,040+49+4.94%$206,170
SERVE ROBOTICS INCSERVIndustrials0.11%23,000+23,000+100.00%$194,120
BLACKROCK MUNIASSETS FD INCMUAFinancial Services0.10%16,795+16,795+100.00%$178,195
Arlington Capital Management, Inc. Portfolio Stock Holdings | InsiderSet