Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Arnold Financial Planning

Latest statistics and disclosures from Arnold Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHZ, SCHO, SCHF, SCHA, and represent 50.58% of Arnold Financial Planning's stock portfolio.
Added to shares of these 10 stocks: AAPL, TSLA, FLOT, SCHZ, QQQ, IVV, SCHX, SCHO, IWP, SCHV.
Started 16 new stock positions in IWN, IWP, SCHM, IEMG, KRE, QQQ, IVV, BRK.B, VEA, TSLA. AMZN, FLOT, MSFT, XBI, BSV, T.
Reduced shares in these 5 stocks: IBDS, DFAC, DFAE, DFAI, DFAR.
Sold out of its position in IBDS.
Arnold Financial Planning was a net buyer of stock by $17M.
Arnold Financial Planning has $134M in assets under management (AUM), dropping by 25.28%.
Central Index Key (CIK): 0002107020

Tip: Access up to 7 years of quarterly data

Positions held by Arnold Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Arnold Financial Planning

Arnold Financial Planning holds 41 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.1	$16M	+4%	554k	29.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	11.8	$16M	+7%	687k	23.13	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	9.9	$13M	+5%	548k	24.14	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.2	$12M	+3%	443k	27.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	7.6	$10M	+3%	281k	36.13	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	6.6	$8.9M		200k	44.36	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	6.6	$8.8M	+5%	254k	34.81	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	6.1	$8.2M		76k	109.11	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	5.0	$6.7M	+2%	138k	48.12	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	4.3	$5.7M		135k	42.21	View chart
Apple (AAPL)	3.9	$5.2M	+247%	18k	289.36	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.8	$3.7M	+3%	103k	36.26	View chart
Tesla Motors (TSLA)	1.9	$2.6M	NEW	6.2k	420.60	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$2.0M	-2%	48k	41.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.4M		3.8k	370.04	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$1.2M		33k	36.84	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$1.2M	NEW	23k	51.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$940k	-7%	23k	40.21	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.7	$912k	+35%	9.1k	100.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$854k	NEW	1.2k	736.40	View chart
NVIDIA Corporation (NVDA)	0.6	$854k	+32%	4.3k	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$749k	NEW	1.0k	748.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$710k	NEW	4.9k	146.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$690k		4.7k	148.31	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.4	$482k	-4%	18k	26.16	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.3	$430k	NEW	2.7k	158.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$424k	NEW	6.0k	71.25	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.3	$398k	NEW	5.3k	74.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$319k	NEW	1.4k	221.20	View chart
Meta Platforms Cl A (META)	0.2	$296k	+12%	525.00	563.29	View chart
At&t (T)	0.2	$272k	NEW	13k	20.70	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$260k	NEW	3.1k	82.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$256k		5.1k	50.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$247k	NEW	3.2k	77.91	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$241k		6.3k	38.06	View chart
Microsoft Corporation (MSFT)	0.2	$231k	NEW	620.00	373.02	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$228k		9.9k	23.16	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$225k		8.9k	25.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$223k	NEW	445.00	500.39	View chart
Amazon (AMZN)	0.2	$220k	NEW	924.00	238.34	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$217k	NEW	5.9k	36.87	View chart

Past Filings by Arnold Financial Planning

SEC 13F filings are viewable for Arnold Financial Planning going back to 2025

Arnold Financial Planning 2026 Q2 filed July 14, 2026
Arnold Financial Planning 2026 Q1 filed April 14, 2026
Arnold Financial Planning 2025 Q4 filed Jan. 27, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z