Arlington Partners LLC
CIK 1389848 · Holdings on Sep 30, 2023 · First reported Oct 24, 2023
Top ten holdings
Q3 2023- 46436E88227.87%
- VYM3.48%
- VEA3.41%
- IJR2.61%
- BIL2.42%
- MSFT2.25%
- VIG1.95%
- IEFA1.64%
- PG1.30%
- IFF1.26%
Share classes counted separately48.19%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 46436E882iShares iBonds Dec 2023 Term Tr ETF View history and evidence | $67.89M | 27.87% | 2.74M shares | — | ↗▾ | |
| 02 | VYMVANGUARD HIGH DVD YIELD ETF View history and evidence | $8.47M | 3.48% | 81.97K shares | — | ↗▾ | |
| 03 | VEAVANGUARD FTSE DEVELOPED ETF View history and evidence | $8.30M | 3.41% | 189.91K shares | — | ↗▾ | |
| 04 | IJRISHARES CORE S&P SMALL-CAP E View history and evidence | $6.36M | 2.61% | 67.39K shares | — | ↗▾ | |
| 05 | BILSS SPDR BB 1-3M T-BILL ETF View history and evidence | $5.89M | 2.42% | 64.15K shares | — | ↗▾ | |
| 06 | MSFTMICROSOFT CORP View history and evidence | $5.48M | 2.25% | 17.37K shares | — | ↗▾ | |
| 07 | VIGVANGUARD DIVIDEND APPREC ETF View history and evidence | $4.76M | 1.95% | 30.61K shares | — | ↗▾ | |
| 08 | IEFAISHARES CORE MSCI EAFE ETF View history and evidence | $4.01M | 1.64% | 62.25K shares | — | ↗▾ | |
| 09 | PGPROCTER & GAMBLE CO/THE View history and evidence | $3.16M | 1.30% | 21.64K shares | — | ↗▾ | |
| 10 | IFFINTL FLAVORS & FRAGRANCES View history and evidence | $3.07M | 1.26% | 45.05K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 289
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BRK.B BERKSHIRE HATHAWAY INC-CL B | Non-derivative | — | — | SEC filing ↗ | |
| AAPL APPLE INC | Non-derivative | — | — | SEC filing ↗ | |
| GOOGL ALPHABET INC-CL A | Non-derivative | — | — | SEC filing ↗ |
3 / 289 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1389848 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 243562086
}Research all 323 reported holdings.
This page includes 30 of 323 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 323 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1389848","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1389848","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.