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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Arlington Financial Advisors LLC
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| CRD # | 283288 |
| SEC # | 801-107857 |
| CIK # | 0001716539, 0000017165 |
| AUM | $1.0 B (2025-07-30) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 805-699-7300 |
| Address | 100 E de La Guerra St Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.3 | ||
| Amazon Com Inc | 8.7 | ||
| Costco Wholesale Corp /NEW | 8.6 | ||
| Amgen Inc | 6.9 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Intuitive Surgical Inc | 6.7 | ||
| Trade Desk Inc | 5.4 | ||
| Deere & Co | 5.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 62.2 |
| (b) Individuals (high net worth individuals) | 338 | 905.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 76.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,707 | 1,044.0 |
| By Discretionary | ||
| Discretionary | 1,707 | 1,044.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,707 | 1,044.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,044.0 | |
| Total | 1,707 | 1,044.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001716539] |
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|---|---|---|
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Atlas Capital Advisors Inc
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CA | 1.1 |
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Private Portfolio Partners LLC
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NJ | 1.1 |
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L & S Advisors Inc
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CA | 1.1 |
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Redwood Investments LLC
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MA | 1.1 |
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TBFM LLP
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ID | 1.1 |
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Chequers Financial Management LLC
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CA | 1.1 |
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Stansberry Asset Management LLC
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TX | 1.0 |
|
Hill Investment Group Partners LLC
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MO | 1.0 |
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1834 Investment Advisors Co
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WI | 1.0 |