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Arnold Financial Planning

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

Top 5 stock holdings are SCHZ, SCHX, SCHO, SCHF, SCHA, and represent 55.60% of Arnold Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SCHO, SCHX, SCHZ, SCHA, SCHV, SCHF, SCHE, AAPL, SGOV, SCHC.
Started 3 new stock positions in IBDS, IBDT, IBDU.
Reduced shares in these 9 stocks: EFA, DFCF, IJR, SLYV, VTI, DFAE, DFAC, DFAI, FNDA.
Sold out of its position in EFA.
Arnold Financial Planning was a net buyer of stock by $9.9M.
Arnold Financial Planning has $107M in assets under management (AUM), dropping by 10.34%.
Central Index Key (CIK): 0002107020

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Portfolio Holdings for Arnold Financial Planning

Arnold Financial Planning holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ)	13.9	$15M	+13%	639k	23.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.7	$14M	+16%	529k	25.64	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	11.7	$13M	+19%	518k	24.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.9	$11M	+9%	430k	24.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	7.4	$7.9M	+14%	272k	29.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.3	$7.9M		202k	38.86	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	6.8	$7.3M	+15%	239k	30.50	View chart
Spdr Series Trust State Street Spd (SLYV)	6.6	$7.0M		74k	94.58	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	5.9	$6.3M	+5%	135k	46.74	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.3	$5.7M	-2%	134k	42.22	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.0	$3.3M	+13%	99k	32.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$1.9M		50k	38.96	View chart
Apple (AAPL)	1.2	$1.3M	+38%	5.2k	253.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.2M	-4%	3.8k	320.81	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$1.1M		33k	33.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$859k	-4%	25k	33.86	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$674k	+114%	6.7k	100.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$579k	-12%	4.7k	124.31	View chart
NVIDIA Corporation (NVDA)	0.5	$562k		3.2k	174.40	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$455k	+3%	19k	23.65	View chart
Meta Platforms Cl A (META)	0.2	$267k	+34%	467.00	572.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$254k		5.1k	49.95	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$243k	NEW	10k	24.24	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$229k	NEW	9.9k	23.26	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$226k	NEW	8.9k	25.33	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$206k		6.3k	32.43	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 Q1 filed April 14, 2026
Arnold Financial Planning 2025 Q4 filed Jan. 27, 2026

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