0001085146-25-001964.txt : 20250409
0001085146-25-001964.hdr.sgml : 20250409
20250409135642
ACCESSION NUMBER: 0001085146-25-001964
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250331
FILED AS OF DATE: 20250409
DATE AS OF CHANGE: 20250409
EFFECTIVENESS DATE: 20250409
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Arlington Financial Advisors, LLC
CENTRAL INDEX KEY: 0001716539
ORGANIZATION NAME:
EIN: 274186845
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18243
FILM NUMBER: 25824751
BUSINESS ADDRESS:
STREET 1: 100 E. DE LA GUERRA ST.
CITY: SANTA BARBARA
STATE: CA
ZIP: 93101
BUSINESS PHONE: 805-699-7300
MAIL ADDRESS:
STREET 1: 100 E. DE LA GUERRA ST.
CITY: SANTA BARBARA
STATE: CA
ZIP: 93101
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001716539
XXXXXXXX
03-31-2025
03-31-2025
false
Arlington Financial Advisors, LLC
100 E. DE LA GUERRA ST.
SANTA BARBARA
CA
93101
13F HOLDINGS REPORT
028-18243
N
John Lorenz
Chief Compliance Officer
805-699-7300
/s/ John Lorenz
Santa Barbara
CA
04-09-2025
0
108
568938831
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
4309508
27868
SH
SOLE
27868
0
0
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
4332883
27734
SH
SOLE
27734
0
0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
7906445
41556
SH
SOLE
41556
0
0
AMERICAN CENTY ETF TR
AVANTIS ALL EQT
025072232
BBG019T9ZBN0
269197
3781
SH
SOLE
3781
0
0
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
BBG00Q6ZDXT0
25615930
425726
SH
SOLE
425725
0
0
AMERICAN CENTY ETF TR
AVANTIS US MID C
025072125
BBG01JYBR2Z3
1210160
19525
SH
SOLE
19525
0
0
AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
BBG012NL46D0
15739346
241364
SH
SOLE
241364
0
0
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
BBG00Q9MQZW3
11964344
137253
SH
SOLE
137253
0
0
AMGEN INC
COM
031162100
BBG001S5NNL6
8177253
26247
SH
SOLE
26247
0
0
APPFOLIO INC
COM CL A
03783C100
BBG008GC8CS3
209345
952
SH
SOLE
952
0
0
APPLE INC
COM
037833100
BBG001S5N8V8
21209759
95484
SH
SOLE
95483
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
BBG001SCG0R3
327339
494
SH
SOLE
494
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
BBG001S902J2
1596883
2
SH
SOLE
2
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
11734335
22033
SH
SOLE
22033
0
0
BLACKROCK INC
COM
09290D101
BBG01PSW2WR0
4483476
4737
SH
SOLE
4737
0
0
BLACKSTONE INC
COM
09260D107
BBG001S7H949
244615
1750
SH
SOLE
1750
0
0
BOEING CO
COM
097023105
BBG001S5P0V3
675037
3958
SH
SOLE
3958
0
0
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
271922
1624
SH
SOLE
1624
0
0
CALAMOS ETF TR
ANTETOKOUNMPO GL
12811T209
BBG01DZBX162
4524941
157813
SH
SOLE
157813
0
0
CAPITAL GROUP GBL GROWTH EQT
SHS CREATION UNI
14020X104
BBG015DN3GR4
33821062
1193825
SH
SOLE
1193825
0
0
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
5248891
31376
SH
SOLE
31376
0
0
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
9437762
9979
SH
SOLE
9978
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
BBG00BLYKRZ7
638170
1810
SH
SOLE
1810
0
0
DECKERS OUTDOOR CORP
COM
243537107
BBG001S7GXB9
321677
2877
SH
SOLE
2877
0
0
DEERE & CO
COM
244199105
BBG001S5QFF7
4879832
10397
SH
SOLE
10397
0
0
DICKS SPORTING GOODS INC
COM
253393102
BBG001SK2651
418237
2075
SH
SOLE
2075
0
0
DIMENSIONAL ETF TRUST
EMERGING MARKETS
25434V682
BBG01B92W7S9
305511
9071
SH
SOLE
9071
0
0
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
BBG015DLMLQ7
15996247
482687
SH
SOLE
482687
0
0
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
25434V617
BBG01J9W24S6
32228071
525915
SH
SOLE
525915
0
0
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
3524953
35714
SH
SOLE
35713
0
0
ELI LILLY & CO
COM
532457108
BBG001S5STL8
536842
650
SH
SOLE
650
0
0
ETF SER SOLUTIONS
DISTILLATE US
26922A321
BBG00MC56321
24933524
459689
SH
SOLE
459688
0
0
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
1222748
10281
SH
SOLE
10281
0
0
FAIR ISAAC CORP
COM
303250104
BBG001S8ZT61
833560
452
SH
SOLE
452
0
0
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
33737A108
BBG001T61KB4
25112281
221977
SH
SOLE
221977
0
0
GARTNER INC
COM
366651107
BBG001S5SD60
351322
837
SH
SOLE
837
0
0
GILEAD SCIENCES INC
COM
375558103
BBG001S6Y1X7
5214695
46539
SH
SOLE
46539
0
0
HARBOR ETF TRUST
INTERNATNAL COMP
41151J885
BBG019FG0845
21017479
792066
SH
SOLE
792066
0
0
IDEXX LABS INC
COM
45168D104
BBG001S5S4Y9
258269
615
SH
SOLE
615
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
558242
2245
SH
SOLE
2245
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
BBG001S7XR78
8403246
16967
SH
SOLE
16967
0
0
INVESCO EXCH TRADED FD TR II
FTSE RAFI DEV
46138E743
BBG001SS8729
11300677
217363
SH
SOLE
217362
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
BBG001S6H5N8
8233738
203755
SH
SOLE
203754
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
BBG001SPSDJ2
6117118
161572
SH
SOLE
161572
0
0
ISHARES INC
MSCI WORLD ETF
464286392
BBG002D9R378
649957
4243
SH
SOLE
4243
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
BBG001SFC7W9
227858
2179
SH
SOLE
2179
0
0
ISHARES TR
CORE S&P TTL STK
464287150
BBG001SHTRL5
620421
5085
SH
SOLE
5085
0
0
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
3067187
5459
SH
SOLE
5458
0
0
ISHARES TR
ESG AWR US AGRGT
46435U549
BBG00MC0P0K7
645301
13591
SH
SOLE
13591
0
0
ISHARES TR
ESG AWRE 1 5 YR
46435G243
BBG00H4BFM35
4269891
170864
SH
SOLE
170864
0
0
ISHARES TR
GLOBAL 100 ETF
464287572
BBG001SGL748
209623
2177
SH
SOLE
2177
0
0
ISHARES TR
ISHARES BIOTECH
464287556
BBG001SGYSW7
2156522
16861
SH
SOLE
16861
0
0
ISHARES TR
MSCI KLD400 SOC
464288570
BBG001SRYH02
2029971
19822
SH
SOLE
19822
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
BBG001S56320
1022968
2833
SH
SOLE
2833
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
BBG001S562P7
624691
3320
SH
SOLE
3320
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
BBG001S561Q8
408081
4396
SH
SOLE
4396
0
0
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
46654Q609
BBG018R2GN27
12573964
170402
SH
SOLE
170402
0
0
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
46641Q167
BBG012NLLCC9
19772922
311189
SH
SOLE
311188
0
0
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
46641Q670
BBG00N6W8XF5
24022293
510678
SH
SOLE
510678
0
0
J P MORGAN EXCHANGE TRADED F
GLOBAL SEL EQUIT
46654Q740
BBG01J1LP500
16000029
271463
SH
SOLE
271463
0
0
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
885917
5342
SH
SOLE
5342
0
0
JPMORGAN CHASE & CO.
COM
46625H100
BBG001S8CRC3
6139089
25027
SH
SOLE
25026
0
0
KINDER MORGAN INC DEL
COM
49456B101
BBG001TG2YZ5
405838
14225
SH
SOLE
14224
0
0
MANULIFE FINL CORP
COM
56501R106
BBG001S76KD6
313431
10062
SH
SOLE
10062
0
0
MATSON INC
COM
57686G105
BBG001S5NL21
243523
1900
SH
SOLE
1900
0
0
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
601720
1044
SH
SOLE
1044
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
2807670
7479
SH
SOLE
7479
0
0
NEOVOLTA INC
COM
640655106
BBG00QN90LV6
125860
58000
SH
SOLE
58000
0
0
NETFLIX INC
COM
64110L106
BBG001SF6L46
234065
251
SH
SOLE
251
0
0
NIKE INC
CL B
654106103
BBG001S6NTK2
2883150
45418
SH
SOLE
45418
0
0
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
BBG00FJ5HWZ7
2067024
53913
SH
SOLE
53913
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
614109
5666
SH
SOLE
5666
0
0
PHILLIPS EDISON & CO INC
COMMON STOCK
71844V201
BBG011RJST56
359135
9842
SH
SOLE
9842
0
0
PIMCO EQUITY SER
RAFI ESG US
72201T342
BBG00QQF57H1
4779974
131571
SH
SOLE
131571
0
0
PROCORE TECHNOLOGIES INC
COM
74275K108
BBG0026ZJ313
353867
5360
SH
SOLE
5360
0
0
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
274098
1608
SH
SOLE
1608
0
0
RTX CORPORATION
COM
75513E101
BBG001S5X5Q9
266982
2016
SH
SOLE
2015
0
0
SALESFORCE INC
COM
79466L302
BBG001SDLP09
4092758
15251
SH
SOLE
15251
0
0
SCHWAB STRATEGIC TR
FUNDAMENTAL INTL
808524755
BBG0051K49J8
25207631
697499
SH
SOLE
697499
0
0
SCHWAB STRATEGIC TR
FUNDAMENTAL US L
808524771
BBG0051J0PJ9
9063384
383879
SH
SOLE
383879
0
0
SCHWAB STRATEGIC TR
FUNDAMENTAL US S
808524763
BBG0051NXNX3
7849921
286598
SH
SOLE
286598
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
BBG001T5XQY3
222327
11240
SH
SOLE
11240
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
BBG001T5XQV6
397086
17984
SH
SOLE
17983
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
BBG001V036R6
209941
8013
SH
SOLE
8013
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
BBG00L5F9FV7
342494
3551
SH
SOLE
3551
0
0
SPDR SER TR
PORTFOLIO CRPORT
78464A144
BBG001V10544
239904
8264
SH
SOLE
8264
0
0
SPDR SER TR
S&P BIOTECH
78464A870
BBG001SQDKG3
1839754
22685
SH
SOLE
22685
0
0
STARBUCKS CORP
COM
855244109
BBG001S72KH6
3277207
33410
SH
SOLE
33410
0
0
TESLA INC
COM
88160R101
BBG001SQKGD7
3961404
15286
SH
SOLE
15285
0
0
THE TRADE DESK INC
COM CL A
88339J105
BBG00629NGW8
409962
7492
SH
SOLE
7492
0
0
TOWNEBANK PORTSMOUTH VA
COM
89214P109
BBG001S5WTN1
419340
12265
SH
SOLE
12265
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
BBG001ST39R1
2324818
30362
SH
SOLE
30362
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
BBG001SHTTS4
1054638
2844
SH
SOLE
2844
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
BBG001SHTTV0
794530
3583
SH
SOLE
3583
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
2881697
10485
SH
SOLE
10485
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
1294341
7493
SH
SOLE
7493
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
BBG001SP7T00
332417
5480
SH
SOLE
5480
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
BBG001SHTTZ6
1430488
31606
SH
SOLE
31606
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
BBG003H12XS7
19399922
388776
SH
SOLE
388776
0
0
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
BBG001T62M92
322423
5428
SH
SOLE
5428
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
BBG001T62M38
1210702
14808
SH
SOLE
14808
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
2559400
13193
SH
SOLE
13193
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
BBG001SSPWL4
18088516
355863
SH
SOLE
355863
0
0
VEEVA SYS INC
CL A COM
922475108
BBG001TX0CB4
364354
1573
SH
SOLE
1573
0
0
VERISK ANALYTICS INC
COM
92345Y106
BBG001SBRX64
457740
1538
SH
SOLE
1538
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
BBG001S68LJ8
261803
540
SH
SOLE
540
0
0
VISA INC
COM CL A
92826C839
BBG001SRCFY3
969723
2767
SH
SOLE
2767
0
0
WISDOMTREE TR
INTL EQUITY FD
97717W703
BBG001SHKSW0
284203
4887
SH
SOLE
4887
0
0