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John Lorenz

Arlington Financial Advisors, Llc

Assets Managed
$701.942M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
0.56%(2Q avg: 1.63%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Arlington Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Arlington Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 701.942M in assets, with a quarterly growth rate of 0.56% and a 2-quarter average growth rate of 1.63%. The portfolio is managed by John Lorenz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGGO
Cap Group Global Growth
Recent Activity
Increased 5.48%
7.03%
$49.291M
1.477M shares@ $33.38 avg price
OSEA
Harbor Intl Compounders Etf
Recent Activity
Increased 4.54%
6.97%
$48.864M
1.688M shares@ $28.96 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Increased 1.21%
6.82%
$47.812M
648,037 shares@ $73.79 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 40.23%
5.36%
$37.613M
699,517 shares@ $53.77 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -6.01%
5.3%
$37.18M
759,867 shares@ $48.94 avg price
GRID
First Trst Nasd Cl Edg Sgiif
Recent Activity
Decreased -8.84%
4.93%
$34.596M
211,491 shares@ $163.58 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -5.62%
4.72%
$33.107M
410,855 shares@ $80.58 avg price
DSTL
Distillate Us Fundamental St
Recent Activity
Increased 4.71%
4.41%
$30.949M
534,709 shares@ $57.88 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 27.5%
4.21%
$29.516M
590,921 shares@ $49.95 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 1.62%
3.77%
$26.427M
368,316 shares@ $71.75 avg price

1-10 of 95