Arlington Partners LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $14.1 Billion distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $8.43B and Palmer Square Capital Bdc Inc with a value of $5.63B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $259M to 14.1B.

Below you can find more details about Arlington Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $14.1 Billion
ETFs: $8.43 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $14.1 Billion
  • Prior Value $259 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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