Arlington Capital Management, Inc. — 13F holdings

Arlington Capital Management, Inc. reported 112 holdings worth $161M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $14.0M (8.7%)
2. OIH VANECK ETF TRUST — $9.32M (5.8%)
3. EWY ISHARES INC — $8.41M (5.2%)
4. TLT ISHARES TR — $8.08M (5.0%)
5. EWO ISHARES INC — $6.41M (4.0%)
6. EPOL ISHARES TR — $5.93M (3.7%)
7. VXX BARCLAYS BANK PLC — $5.66M (3.5%)
8. WULF TERAWULF INC — $5.16M (3.2%)
9. TUR ISHARES INC — $5.01M (3.1%)
10. OILK PROSHARES TR — $4.85M (3.0%)