Arlington Partners
Arlington Partners reported 3 stocks worth $65.4M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VEA (48.0%), VGSH (44.3%) and PSBD (7.7%). Compared with Q2 2026, the fund added to VEA and VGSH and sold out of AQEC, NVO and HD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $31.4M | 48.0% | 444K | +146K (+49%) | 4 of 8 | |
| 2 |  VGSH Vanguard Scottsdale Fds | $29M | 44.3% | 503K | +278K (+123%) | 3 of 8 | |
| 3 |  PSBD Palmer Square Capital Bdc in | $5M | 7.7% | 510K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AQEC ETF Opportunities Trust | $768K | 32K |
 NVO Novo-Nordisk A S F | $325K | 6,777 |
 HD Home Depot Inc | $313K | 887 |
 TMO Thermo Fisher Scientific Inc | $310K | 618 |
 ASML Asml Holding N V | $306K | 154 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Arlington Partners 13F FAQ
What does Arlington Partners own?
Arlington Partners reported 3 stocks worth $65.4M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VEA (48.0%), VGSH (44.3%) and PSBD (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Arlington Partners buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 2 added to, 0 trimmed and 61 sold out. It sold all of AQEC, NVO and HD.
When will Arlington Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Arlington Partners's portfolio worth?
The Q3 2026 filing reports $65.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.