Arnold Financial Planning LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Arnold Financial Planning LLC reported 41 stock positions worth $134.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 12.1% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 11.8%) and Schwab Short-Term US Treas (SCHO, 9.9%). Compared with Q1 2026, it opened 16 new positions, sold out of 1, added to 17 and reduced 4. The biggest buy was Apple (AAPL, shares +247%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HIAWATHA, IA
- CIK
- 0002107020
- Portfolio Value
- $134.1M (Q2 2026)
- SEC Filing
- 0001754960-26-000493 ↗ filed Jul 14, 2026
Holdings Value
Holdings 41 stocks · $134.1M
| SCHX Schwab US Large-Cap ETF | 12.15% | 553,571 | $16.3M | Add +4.7% |
| SCHZ Schwab US Aggregate Bond ETF | 11.85% | 686,760 | $15.9M | Add +7.5% |
| SCHO Schwab Short-Term US Treas | 9.86% | 547,509 | $13.2M | Add +5.7% |
| SCHF Schwab Intl Equity ETF | 9.15% | 442,962 | $12.3M | Add +3.0% |
| SCHA Schwab US Small-Cap ETF | 7.58% | 281,147 | $10.2M | Add +3.3% |
| DFAC Dimensional US Core Equity 2 | 6.62% | 199,973 | $8.9M | Reduce -1.1% |
| SCHV Schwab US Large-Cap Value | 6.59% | 253,746 | $8.8M | Add +6.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 6.14% | 75,505 | $8.2M | Add +1.7% |
| SCHC Schwab Intl Small-Cap Equity | 4.96% | 138,331 | $6.7M | Add +2.7% |
| DFCF Dimensional Core Fixed Inc. | 4.26% | 135,325 | $5.7M | Add +1.0% |
| AAPL Apple Inc. | 3.86% | 17,885 | $5.2M | Add +247.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.77% | 102,585 | $3.7M | Add +3.9% |
| TSLA Tesla Inc. | 1.93% | 6,159 | $2.6M | New |
| DFAI Dimensional International Co. | 1.49% | 48,277 | $2.0M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.06% | 3,840 | $1.4M | Add +0.4% |
| DFAX Dimensional World Ex US Core | 0.90% | 32,577 | $1.2M | Add +0.2% |
| FLOT iShares Floating Rate Bond E | 0.88% | 23,138 | $1.2M | New |
| DFAE Dimensional Emerging Core Eq | 0.70% | 23,379 | $940K | Reduce -7.8% |
| SGOV iShares 0-3 Month Treasury B | 0.68% | 9,062 | $912K | Add +35.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 1,160 | $854K | New |
| NVDA Nvidia Corp. | 0.64% | 4,266 | $854K | Add +32.5% |
| IVV iShares Core S&P 500 ETF | 0.56% | 1,000 | $749K | New |
| IWP iShares Russell Mid-Cap Grow | 0.53% | 4,852 | $710K | New |
| IJR iShares Core S&P Small-Cap E | 0.51% | 4,654 | $690K | No change |
| DFAR Dimensional US Real Est ETF | 0.36% | 18,429 | $482K | Reduce -4.2% |
| XBI SS SPDR S&P Biotech ETF | 0.32% | 2,718 | $430K | New |
| VEA Vanguard Ftse Developed ETF | 0.32% | 5,954 | $424K | New |
| KRE SS SPDR S&P Regional Bank | 0.30% | 5,317 | $398K | New |
| IWN iShares Russell 2000 Value E | 0.24% | 1,444 | $319K | New |
| META Meta Platforms Inc. Class A | 0.22% | 525 | $296K | Add +12.4% |
| T AT&T Inc. | 0.20% | 13,116 | $272K | New |
| IEMG iShares Core MSCI Emerging | 0.19% | 3,135 | $260K | New |
| VTIP Vanguard Short-Term Tips | 0.19% | 5,096 | $256K | Add +0.0% |
| BSV Vanguard Short-Term Bond ETF | 0.18% | 3,167 | $247K | New |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.18% | 6,341 | $241K | No change |
| MSFT Microsoft Corp. | 0.17% | 620 | $231K | New |
| IBDU iShares Ibonds Dec 2029 Term | 0.17% | 9,857 | $228K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.17% | 8,910 | $225K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 445 | $223K | New |
| AMZN Amazon.com Inc. | 0.16% | 924 | $220K | New |
| SCHM Schwab US Mid Cap ETF | 0.16% | 5,895 | $217K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | Add +247.1% | 3.86% | +2.64 |
| TSLA Tesla Inc. | New | 1.93% | +1.93 |
| FLOT iShares Floating Rate Bond E | New | 0.88% | +0.88 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.64% | +0.64 |
| IVV iShares Core S&P 500 ETF | New | 0.56% | +0.56 |
| IWP iShares Russell Mid-Cap Grow | New | 0.53% | +0.53 |
| XBI SS SPDR S&P Biotech ETF | New | 0.32% | +0.32 |
| VEA Vanguard Ftse Developed ETF | New | 0.32% | +0.32 |
| KRE SS SPDR S&P Regional Bank | New | 0.30% | +0.30 |
| IWN iShares Russell 2000 Value E | New | 0.24% | +0.24 |
| T AT&T Inc. | New | 0.20% | +0.20 |
| IEMG iShares Core MSCI Emerging | New | 0.19% | +0.19 |
| BSV Vanguard Short-Term Bond ETF | New | 0.18% | +0.18 |
| SCHA Schwab US Small-Cap ETF | Add +3.3% | 7.58% | +0.18 |
| MSFT Microsoft Corp. | New | 0.17% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.17% | +0.17 |
| AMZN Amazon.com Inc. | New | 0.16% | +0.16 |
| SCHM Schwab US Mid Cap ETF | New | 0.16% | +0.16 |
| NVDA Nvidia Corp. | Add +32.5% | 0.64% | +0.11 |
| SGOV iShares 0-3 Month Treasury B | Add +35.3% | 0.68% | +0.05 |
| META Meta Platforms Inc. Class A | Add +12.4% | 0.22% | −0.03 |
| VTIP Vanguard Short-Term Tips | Add +0.0% | 0.19% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 1.06% | −0.09 |
| DFAX Dimensional World Ex US Core | Add +0.2% | 0.90% | −0.14 |
| SCHV Schwab US Large-Cap Value | Add +6.0% | 6.59% | −0.23 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.9% | 2.77% | −0.27 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +1.7% | 6.14% | −0.42 |
| SCHX Schwab US Large-Cap ETF | Add +4.7% | 12.15% | −0.51 |
| SCHF Schwab Intl Equity ETF | Add +3.0% | 9.15% | −0.79 |
| SCHC Schwab Intl Small-Cap Equity | Add +2.7% | 4.96% | −0.92 |
| DFCF Dimensional Core Fixed Inc. | Add +1.0% | 4.26% | −1.03 |
| SCHO Schwab Short-Term US Treas | Add +5.7% | 9.86% | −1.89 |
| SCHZ Schwab US Aggregate Bond ETF | Add +7.5% | 11.85% | −2.01 |