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John Lorenz

Arlington Financial Advisors, Llc

Assets Managed
$787.469M
Holdings
107
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.19%(2Q avg: 6.37%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Arlington Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 107 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 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 787.469M in assets, with a quarterly growth rate of 12.19% and a 2-quarter average growth rate of 6.37%. The portfolio is managed by John Lorenz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGGO
Cap Group Global Growth
Recent Activity
Decreased -1.19%
7.85%
$61.781M
1.46M shares@ $42.33 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Increased 1.63%
6.93%
$54.523M
658,572 shares@ $82.8 avg price
OSEA
Harbor Intl Compounders Etf
Recent Activity
Increased 1.87%
6.67%
$52.51M
1.719M shares@ $30.55 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -0.41%
5.07%
$39.923M
756,692 shares@ $52.76 avg price
GRID
First Trst Nasd Cl Edg Sgiif
Recent Activity
Decreased -2.25%
5.04%
$39.638M
206,718 shares@ $191.76 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -1.96%
4.94%
$38.863M
402,768 shares@ $96.49 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 2.86%
4.89%
$38.491M
719,463 shares@ $53.51 avg price
DSTL
Distillate Us Fundamental St
Recent Activity
Increased 4.24%
4.24%
$33.386M
557,358 shares@ $59.91 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 10.57%
4.17%
$32.819M
653,370 shares@ $50.23 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 1.59%
3.78%
$29.712M
374,162 shares@ $79.41 avg price

1-10 of 107