Arlington Financial Advisors, LLC
CIK
1716539
City
SANTA BARBARA
State / Country
CA
Top Portfolio Positions
41 positions ·
$128,540,548 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
65,350 | $16,585,176 | 12.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
22,884 | $10,966,012 | 8.53% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
8,946 | $8,914,062 | 6.93% | |
| AMGN |
Amgen Inc
Healthcare
|
25,075 | $8,822,638 | 6.86% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
28,724 | $8,259,873 | 6.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,637 | $8,046,927 | 6.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,024 | $7,361,059 | 5.73% | |
| CVX |
Chevron Corp
Energy
|
31,069 | $6,428,176 | 5.00% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
43,738 | $6,095,765 | 4.74% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
13,016 | $6,000,245 | 4.67% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PPIH
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,309 | 7,793 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $236,595 | 7,793 | Shares | Sole | 2026-01-12 | |
| 2024-03-31 | $118,500 | 15,000 | Shares | Sole | 2024-04-18 | |
| No 13F history on record for this holder in this stock. | ||||||