Arlington Financial Advisors Q2 2026 Investment Activity

Arlington Financial Advisors, Llc (AFAL) demonstrated active investment management during Q2 2026, making observable changes to its substantial portfolio valued at $776 million. The firm increased positions in several Dimensional Fund ETFs and Vanguard funds while exiting some holdings.

Several existing positions saw significant growth this quarter:

• DSTL, the ETF SER SOLUTIONS fund, experienced a 4.24% increase in value and gained shares.
• The large-cap Dimensional Fund ETF trust holding DFAW saw its portfolio allocation rise by 1.63%, adding more exposure to this fund category.
• VANGUARD MALVERN FDS (VTIP), tracked via VTIP, increased in value by 10.57% and gained shares significantly.
• The Dimensional Fund ETF trust holding DUHP saw its allocation rise to 3.67%, indicating a strategic shift towards this specific fund within the Dimensional complex.
• J P MORGAN EXCHANGE TRADED FUND (JBND), represented by JBND, increased in value by 2.85% and gained shares moderately.
• The Dimensional Fund ETF trust holding DFAW also saw its allocation increase slightly to 6.92%, showing continued confidence in this fund provider.

In contrast, AFAL reduced or exited other positions:

• CAPITAL GROUP GBL GROWTH EQT (CGGO), the CAPITAL GROUP GBL GROWTH EQT fund, saw its portfolio allocation decrease by 1.19%.
• J P MORGAN EXCHANGE TRADED FUND (JAVA), the J P MORGAN EXCHANGE TRADED FUND fund, experienced a slight decrease of 1.59% in its allocation.
• SCHWAB STRATEGIC TR (FNDF), the SCHWAB STRATEGIC TR fund, saw a small decrease of 0.42% in its allocation.
• AMERICAN CENTY ETF TR (AVEM), the AMERICAN CENTY ETF TR fund, experienced a minor decrease of 1.97%.
• The firm exited its position in PXF, the INVESCO EXCH TRADED FD TR II fund.

Notably, AFAL added new positions during Q2:

• VANGUARD INDEX FDS (VUG), tracked via VUG, was a significant addition with a 100% increase in shares.
• The firm also initiated a position in INTC, the Intel Corporation stock.

Conversely, AFAL did not sell any positions that were previously held at the end of the prior quarter. The total portfolio value increased slightly during this period.