Arlington Capital Management, Inc.
Q2 2026 13F filing
Updated 51 days ago112 disclosed positions worth $160.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $14M | 70.0K | 8.71% | Trimmed(-0.1%) |
| 2 | ? N/A VANECK ETF TRUST | $9.3M | 25.0K | 5.79% | — |
| 3 | E ETHA ISHARES INC | $8.4M | 41.7K | 5.23% | Added(+1968.2%) |
| 4 | E ETHA ISHARES TR | $8.1M | 93.5K | 5.03% | Trimmed(-6.7%) |
| 5 | E ETHA ISHARES INC | $6.4M | 151.5K | 3.99% | Trimmed(-1.0%) |
| 6 | E ETHA ISHARES TR | $5.9M | 153.5K | 3.69% | Trimmed(-0.1%) |
| 7 | J JJETF BARCLAYS BANK PLC | $5.7M | 256.3K | 3.52% | — |
| 8 | W WULF TERAWULF INC | $5.2M | 208.9K | 3.21% | Trimmed(-2.0%) |
| 9 | E ETHA ISHARES INC | $5M | 128.8K | 3.12% | — |
| 10 | ? N/A PROSHARES TR | $4.8M | 102.0K | 3.01% | — |
| 11 | E ENS ENERSYS | $4.3M | 18.5K | 2.70% | — |
| 12 | Y YPF YPF SOCIEDAD ANONIMA | $4.1M | 90.0K | 2.55% | — |
| 13 | ? N/A TRANSPORTADORA DE GAS DEL SU | $4M | 133.3K | 2.46% | — |
| 14 | P PUMP PROPETRO HLDG CORP | $3.8M | 267.1K | 2.38% | — |
| 15 | L LBRT LIBERTY ENERGY INC | $3.8M | 145.9K | 2.38% | — |
| 16 | ? N/A ISHARES TR | $3.7M | 68.3K | 2.27% | Trimmed(-0.2%) |
| 17 | ? N/A PIMCO ETF TR | $3.3M | 51.7K | 2.06% | Added(+0.7%) |
| 18 | N NBR NABORS INDUSTRIES LTD | $3.1M | 37.4K | 1.96% | — |
| 19 | J JJETF BARCLAYS BANK PLC | $2.8M | 56.4K | 1.77% | — |
| 20 | V VRT VERTIV HOLDINGS CO | $2.7M | 8.0K | 1.67% | Added(+10.5%) |
| 21 | R RIG TRANSOCEAN LTD | $2.6M | 534.3K | 1.62% | — |
| 22 | G GOOGN ALPHABET INC | $2.6M | 7.4K | 1.62% | Added(+2.8%) |
| 23 | ? N/A INVESCO ACTVELY MNGD ETC FD | $2M | 117.4K | 1.27% | — |
| 24 | ? N/A INVESCO ACTVELY MNGD ETC FD | $2M | 127.6K | 1.26% | — |
| 25 | E ETHA ISHARES TR | $2M | 29.6K | 1.26% | — |
| 26 | A AMD ADVANCED MICRO DEVICES INC | $1.5M | 2.6K | 0.94% | Unchanged |
| 27 | ? N/A INNOVATOR ETFS TRUST | $1.4M | 70.1K | 0.86% | Trimmed(-43.5%) |
| 28 | A AVGO BROADCOM INC | $1.3M | 3.5K | 0.82% | Added(+2.3%) |
| 29 | ? N/A ISHARES TR | $1.1M | 50.9K | 0.70% | Added(+7.8%) |
| 30 | F FSCO FS CREDIT OPPORTUNITIES CORP | $1.1M | 222.5K | 0.69% | — |
| 31 | D DELL DELL TECHNOLOGIES INC | $1M | 2.4K | 0.64% | Unchanged |
| 32 | X XFLT XAI FLOATING RATE & ALTER IN | $1M | 58.6K | 0.64% | — |
| 33 | ? N/A INNOVATOR ETFS TRUST | $1M | 39.6K | 0.63% | — |
| 34 | M MSFT MICROSOFT CORP | $957K | 2.6K | 0.59% | Trimmed(-8.1%) |
| 35 | A ACP-PA ABRDN INCOME CREDIT STRATEGI | $902K | 173.4K | 0.56% | Added(+7.1%) |
| 36 | ? N/A INNOVATOR ETFS TRUST | $874K | 24.3K | 0.54% | Added(+157.5%) |
| 37 | A AMZN AMAZON COM INC | $872K | 3.7K | 0.54% | Trimmed(-1.4%) |
| 38 | ? N/A INNOVATOR ETFS TRUST | $840K | 25.5K | 0.52% | Added(+138.8%) |
| 39 | R RA BROOKFIELD REAL ASSETS INCOM | $800K | 62.1K | 0.50% | Trimmed(-14.5%) |
| 40 | H HODL VANECK ETF TRUST | $774K | 1.2K | 0.48% | Unchanged |
| 41 | L LITE LUMENTUM HLDGS INC | $758K | 883 | 0.47% | Added(+196.3%) |
| 42 | S STT-PG SELECT SECTOR SPDR TR | $722K | 13.6K | 0.45% | Added(+2.6%) |
| 43 | B BLK ISHARES TR | $716K | 6.6K | 0.45% | Added(+10.1%) |
| 44 | ? N/A VANGUARD BD INDEX FDS | $677K | 9.8K | 0.42% | Trimmed(-0.9%) |
| 45 | A AGX ARGAN INC | $635K | 795 | 0.39% | — |
| 46 | ? N/A INNOVATOR ETFS TRUST | $617K | 23.2K | 0.38% | Added(+2.4%) |
| 47 | P PLTR PALANTIR TECHNOLOGIES INC | $611K | 5.2K | 0.38% | Trimmed(-23.0%) |
| 48 | A AAPL APPLE INC | $607K | 2.1K | 0.38% | Added(+0.1%) |
| 49 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $584K | 1.2K | 0.36% | Unchanged |
| 50 | C CSWC CAPITAL SOUTHWEST CORP | $575K | 24.2K | 0.36% | Added(+12.2%) |