Arnold Financial Planning LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Arnold Financial Planning LLC reported 24 stock positions worth $97.0 million. Its top holding was Schwab US Aggregate Bond ETF (SCHZ) at 13.6% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 12.6%) and Schwab Short-Term US Treas (SCHO, 10.9%).
- Most Recent 13F
- Q2 2026
- Location
- HIAWATHA, IA
- CIK
- 0002107020
- Portfolio Value
- $97.0M (Q4 2025)
- SEC Filing
- 0001754960-26-000126 ↗ filed Jan 27, 2026
Holdings Value
Holdings 24 stocks · $97.0M
| SCHZ Schwab US Aggregate Bond ETF | 13.59% | 564,204 | $13.2M | — |
| SCHX Schwab US Large-Cap ETF | 12.59% | 453,850 | $12.2M | — |
| SCHO Schwab Short-Term US Treas | 10.90% | 433,668 | $10.6M | — |
| SCHF Schwab Intl Equity ETF | 9.76% | 393,633 | $9.5M | — |
| DFAC Dimensional US Core Equity 2 | 8.29% | 203,159 | $8.0M | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 7.04% | 75,073 | $6.8M | — |
| SCHA Schwab US Small-Cap ETF | 6.98% | 237,749 | $6.8M | — |
| SCHV Schwab US Large-Cap Value | 6.34% | 207,609 | $6.1M | — |
| DFCF Dimensional Core Fixed Inc. | 6.06% | 138,026 | $5.9M | — |
| SCHC Schwab Intl Small-Cap Equity | 5.99% | 127,575 | $5.8M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.94% | 86,958 | $2.8M | — |
| DFAI Dimensional International Co. | 1.96% | 49,976 | $1.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.39% | 4,025 | $1.3M | — |
| DFAX Dimensional World Ex US Core | 1.10% | 32,508 | $1.1M | — |
| AAPL Apple Inc. | 1.05% | 3,734 | $1.0M | — |
| DFAE Dimensional Emerging Core Eq | 0.89% | 26,485 | $863K | — |
| IJR iShares Core S&P Small-Cap E | 0.66% | 5,313 | $638K | — |
| NVDA Nvidia Corp. | 0.62% | 3,220 | $601K | — |
| DFAR Dimensional US Real Est ETF | 0.44% | 18,581 | $426K | — |
| EFA iShares MSCI Eafe ETF | 0.41% | 4,115 | $395K | — |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 3,127 | $314K | — |
| VTIP Vanguard Short-Term Tips | 0.26% | 5,094 | $252K | — |
| META Meta Platforms Inc. Class A | 0.24% | 347 | $229K | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.21% | 6,348 | $200K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.