Arnold Financial Planning Llc Portfolio Stock Holdings
Arnold Financial Planning Llc disclosed 41 stock positions valued at approximately $134.1 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 41
- Portfolio Value
- $134.1M
Holdings by Sector
Arnold Financial Planning Llc Portfolio Holdings in Q2 2026
41 holdings in the latest reporting period.
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| 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 |
| AT&T INC | T | Communication Services | 0.20% | 13,116 | +13,116 | +100.00% | $271,501 |
| ISHARES INC | IEMG | Other | 0.19% | 3,135 | +3,135 | +100.00% | $259,703 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.19% | 5,096 | +2 | +0.04% | $255,978 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.18% | 3,167 | +3,167 | +100.00% | $246,741 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.18% | 6,341 | - | - | $241,338 |
| MICROSOFT CORP | MSFT | Technology | 0.17% | 620 | +620 | +100.00% | $231,272 |
| ISHARES TR | IBDU | Other | 0.17% | 9,857 | - | - | $228,288 |
| ISHARES TR | IBDT | Other | 0.17% | 8,910 | - | - | $224,978 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 445 | +445 | +100.00% | $222,674 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.16% | 924 | +924 | +100.00% | $220,226 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.16% | 5,895 | +5,895 | +100.00% | $217,349 |