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Arnold Financial Planning LLC — 13F Holdings & Portfolio

CIK 2107020 · latest 13F-HR filed 2026-07-14

Backtest portfolio

Arnold Financial Planning LLC manages $134.1M in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHX (12.15%), SCHZ (11.85%), SCHO (9.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 1, added to 20, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1202 DINA CT
HIAWATHA, IA 52233
Phone
(319) 393-4020
Filing Manager
Arnold Financial Planning LLC
HIAWATHA, IA
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$134.1M

Long-equity book

Holdings

41

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+16 / −1 / ↑20 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$3.9M +295.7%
  • SCHWAB STRATEGIC TR$2.7M +20.2%
  • SCHWAB STRATEGIC TR$2.2M +28.3%
  • SCHWAB STRATEGIC TR$1.6M +15.3%
  • SCHWAB STRATEGIC TR$1.5M +21.0%
Show all 20 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • TESLA INC$2.6M
  • ISHARES TR$1.2M
  • INVESCO QQQ TR$854.2K
  • ISHARES TR$748.9K
  • ISHARES TR$710.4K
Show all 16 →

Exited Positions

  • ISHARES TR$242.5K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHX 808524201 $16.3M 12.15% 553,571 SH
2 SCHWAB STRATEGIC TR SCHZ 808524839 $15.9M 11.85% 686,760 SH
3 SCHWAB STRATEGIC TR SCHO 808524862 $13.2M 9.86% 547,509 SH
4 SCHWAB STRATEGIC TR SCHF 808524805 $12.3M 9.15% 442,962 SH
5 SCHWAB STRATEGIC TR SCHA 808524607 $10.2M 7.58% 281,147 SH
6 DIMENSIONAL ETF TRUST DFAC 25434V708 $8.9M 6.62% 199,973 SH
7 SCHWAB STRATEGIC TR SCHV 808524409 $8.8M 6.59% 253,746 SH
8 SPDR SERIES TRUST SLYV 78464A300 $8.2M 6.14% 75,505 SH
9 SCHWAB STRATEGIC TR SCHC 808524888 $6.7M 4.96% 138,331 SH
10 DIMENSIONAL ETF TRUST DFCF 25434V872 $5.7M 4.26% 135,325 SH
11 APPLE INC AAPL 037833100 $5.2M 3.86% 17,885 SH
12 SCHWAB STRATEGIC TR SCHE 808524706 $3.7M 2.77% 102,585 SH
13 TESLA INC TSLA 88160R101 $2.6M 1.93% 6,159 SH
14 DIMENSIONAL ETF TRUST DFAI 25434V203 $2.0M 1.49% 48,277 SH
15 VANGUARD INDEX FDS VTI 922908769 $1.4M 1.06% 3,840 SH
16 DIMENSIONAL ETF TRUST DFAX 25434V880 $1.2M 0.90% 32,577 SH
17 ISHARES TR FLOT 46429B655 $1.2M 0.88% 23,138 SH
18 DIMENSIONAL ETF TRUST DFAE 25434V302 $940.1K 0.70% 23,379 SH
19 ISHARES TR SGOV 46436E718 $912.3K 0.68% 9,062 SH
20 INVESCO QQQ TR QQQ 46090E103 $854.2K 0.64% 1,160 SH
21 NVIDIA CORPORATION NVDA 67066G104 $853.6K 0.64% 4,266 SH
22 ISHARES TR IVV 464287200 $748.9K 0.56% 1,000 SH
23 ISHARES TR IWP 464287481 $710.4K 0.53% 4,852 SH
24 ISHARES TR IJR 464287804 $690.2K 0.51% 4,654 SH
25 DIMENSIONAL ETF TRUST DFAR 25434V823 $482.1K 0.36% 18,429 SH
26 SPDR SERIES TRUST XBI 78464A870 $430.1K 0.32% 2,718 SH
27 VANGUARD TAX-MANAGED FDS VEA 921943858 $424.2K 0.32% 5,954 SH
28 SPDR SERIES TRUST KRE 78464A698 $398.0K 0.30% 5,317 SH
29 ISHARES TR IWN 464287630 $319.4K 0.24% 1,444 SH
30 META PLATFORMS INC META 30303M102 $295.7K 0.22% 525 SH
31 AT&T INC T 00206R102 $271.5K 0.20% 13,116 SH
32 ISHARES INC IEMG 46434G103 $259.7K 0.19% 3,135 SH
33 VANGUARD MALVERN FDS VTIP 922020805 $256.0K 0.19% 5,096 SH
34 VANGUARD BD INDEX FDS BSV 921937827 $246.7K 0.18% 3,167 SH
35 SCHWAB STRATEGIC TR FNDA 808524763 $241.3K 0.18% 6,341 SH
36 MICROSOFT CORP MSFT 594918104 $231.3K 0.17% 620 SH
37 ISHARES TR IBDU 46436E205 $228.3K 0.17% 9,857 SH
38 ISHARES TR IBDT 46435U515 $225.0K 0.17% 8,910 SH
39 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $222.7K 0.17% 445 SH
40 AMAZON COM INC AMZN 023135106 $220.2K 0.16% 924 SH
41 SCHWAB STRATEGIC TR SCHM 808524508 $217.3K 0.16% 5,895 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $134.1M 41 0001754960-26-000493
2026-03-31 2026-04-14 $107.0M 26 0001754960-26-000250
2025-12-31 2026-01-27 $97.0M 24 0001754960-26-000126