Arnold Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Arnold Financial Planning Llc disclosed 41 stock positions valued at approximately $134.09M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 41
- Portfolio Value
- $134.09M
Holdings by Sector
Arnold Financial Planning Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 12.15% | 553,571 | +25,065 | +4.74% | $16,291,586 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 11.85% | 686,760 | +47,955 | +7.51% | $15,884,751 |
| SCHWAB STRATEGIC TR | SCHO | Other | 9.86% | 547,509 | +29,557 | +5.71% | $13,216,879 |
| SCHWAB STRATEGIC TR | SCHF | Other | 9.15% | 442,962 | +13,016 | +3.03% | $12,270,059 |
| SCHWAB STRATEGIC TR | SCHA | Other | 7.58% | 281,147 | +8,938 | +3.28% | $10,157,835 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 6.62% | 199,973 | -2,281 | -1.13% | $8,870,791 |
| SCHWAB STRATEGIC TR | SCHV | Other | 6.59% | 253,746 | +14,343 | +5.99% | $8,832,898 |
| SPDR SERIES TRUST | SLYV | Other | 6.14% | 75,505 | +1,248 | +1.68% | $8,238,380 |
| SCHWAB STRATEGIC TR | SCHC | Other | 4.96% | 138,331 | +3,641 | +2.70% | $6,656,478 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 4.26% | 135,325 | +1,323 | +0.99% | $5,712,087 |
| APPLE INC | AAPL | Technology | 3.86% | 17,885 | +12,732 | +247.08% | $5,175,204 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.77% | 102,585 | +3,845 | +3.89% | $3,719,742 |
| TESLA INC | TSLA | Consumer Cyclical | 1.93% | 6,159 | +6,159 | +100.00% | $2,590,475 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.49% | 48,277 | -1,372 | -2.76% | $1,991,435 |
| VANGUARD INDEX FDS | VTI | Other | 1.06% | 3,840 | +16 | +0.42% | $1,420,954 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.90% | 32,577 | +59 | +0.18% | $1,200,127 |
| ISHARES TR | FLOT | Other | 0.88% | 23,138 | +23,138 | +100.00% | $1,181,195 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.70% | 23,379 | -1,977 | -7.80% | $940,055 |
| ISHARES TR | SGOV | Other | 0.68% | 9,062 | +2,366 | +35.33% | $912,272 |
| INVESCO QQQ TR | QQQ | Other | 0.64% | 1,160 | +1,160 | +100.00% | $854,224 |
| NVIDIA CORPORATION | NVDA | Technology | 0.64% | 4,266 | +1,046 | +32.48% | $853,584 |
| ISHARES TR | IVV | Other | 0.56% | 1,000 | +1,000 | +100.00% | $748,890 |
| ISHARES TR | IWP | Other | 0.53% | 4,852 | +4,852 | +100.00% | $710,381 |
| ISHARES TR | IJR | Other | 0.51% | 4,654 | - | - | $690,214 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.36% | 18,429 | -799 | -4.16% | $482,090 |
| SPDR SERIES TRUST | XBI | Other | 0.32% | 2,718 | +2,718 | +100.00% | $430,124 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.32% | 5,954 | +5,954 | +100.00% | $424,223 |
| SPDR SERIES TRUST | KRE | Other | 0.30% | 5,317 | +5,317 | +100.00% | $397,977 |
| ISHARES TR | IWN | Other | 0.24% | 1,444 | +1,444 | +100.00% | $319,413 |
| META PLATFORMS INC | META | Communication Services | 0.22% | 525 | +58 | +12.42% | $295,727 |
Showing 30 of 41 holdings in the latest reporting period.