Arlington Partners LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Arlington Partners LLC disclosed 2 US equity positions worth $14.1m in its Q4 2025 13F filing. The largest position was VEA at 60.0% of the reported book. Against the Q3 2025 filing, it opened 1 new position, added to 0 and reduced 0 among the top 2 holdings.
What did Arlington Partners LLC own in Q4 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VEA Vanguard FTSE Developed Markets ETF | 60.0% | $8.4m | 135,000 | – | new | |
| 2 | PSBD Palmer Square Capital BDC Inc | 40.0% | $5.6m | 461,609 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.