Arlington Partners LLC - Portfolio Stock Holdings

Arlington Partners LLC disclosed 64 stock positions in a recent SEC 13F filing. $65,389,107 of stock holdings were filed, with the largest holdings including VEA, VGSH, and PSBD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,311,652,119 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.