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§ 13F · FUND PROFILE

Arlington Partners LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289.4T (13F)Positions · 57Turnover · · Q4Filed · Jan 29, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$8.4T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED JAN 29, 2026
#TickerNameShares$ value% portΔ Q4
1VEAVanguard FTSE Developed Markets ETF135K$8.4T60.0%NEW
2PSBDPalmer Square Capital BDC Inc462K$5.6T40.0%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE ARLINGTON SIGNAL

AC read

Arlington Partners LLC is a Other fund managing $289408.8 trillion in assets. The fund runs a portfolio of 57 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed
Arlington Partners LLC 13F Holdings & Portfolio Analysis | Acid Capitalist