Arnold Financial Planning LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Arnold Financial Planning LLC reported 26 stock positions worth $107.0 million. Its top holding was Schwab US Aggregate Bond ETF (SCHZ) at 13.9% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 12.7%) and Schwab Short-Term US Treas (SCHO, 11.7%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 13 and reduced 8. The biggest buy was Schwab Short-Term US Treas (SCHO, shares +19%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HIAWATHA, IA
- CIK
- 0002107020
- Portfolio Value
- $107.0M (Q1 2026)
- SEC Filing
- 0001754960-26-000250 ↗ filed Apr 14, 2026
Holdings Value
Holdings 26 stocks · $107.0M
| SCHZ Schwab US Aggregate Bond ETF | 13.86% | 638,805 | $14.8M | Add +13.2% |
| SCHX Schwab US Large-Cap ETF | 12.66% | 528,506 | $13.6M | Add +16.4% |
| SCHO Schwab Short-Term US Treas | 11.75% | 517,952 | $12.6M | Add +19.4% |
| SCHF Schwab Intl Equity ETF | 9.94% | 429,946 | $10.6M | Add +9.2% |
| SCHA Schwab US Small-Cap ETF | 7.40% | 272,209 | $7.9M | Add +14.5% |
| DFAC Dimensional US Core Equity 2 | 7.34% | 202,254 | $7.9M | Reduce -0.5% |
| SCHV Schwab US Large-Cap Value | 6.82% | 239,403 | $7.3M | Add +15.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 6.56% | 74,257 | $7.0M | Reduce -1.1% |
| SCHC Schwab Intl Small-Cap Equity | 5.88% | 134,690 | $6.3M | Add +5.6% |
| DFCF Dimensional Core Fixed Inc. | 5.29% | 134,002 | $5.7M | Reduce -2.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.04% | 98,740 | $3.3M | Add +13.6% |
| DFAI Dimensional International Co. | 1.81% | 49,649 | $1.9M | Reduce -0.7% |
| AAPL Apple Inc. | 1.22% | 5,153 | $1.3M | Add +38.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.15% | 3,824 | $1.2M | Reduce -5.0% |
| DFAX Dimensional World Ex US Core | 1.03% | 32,518 | $1.1M | Add +0.0% |
| DFAE Dimensional Emerging Core Eq | 0.80% | 25,356 | $859K | Reduce -4.3% |
| SGOV iShares 0-3 Month Treasury B | 0.63% | 6,696 | $674K | Add +114.1% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 4,654 | $579K | Reduce -12.4% |
| NVDA Nvidia Corp. | 0.52% | 3,220 | $562K | No change |
| DFAR Dimensional US Real Est ETF | 0.42% | 19,228 | $455K | Add +3.5% |
| META Meta Platforms Inc. Class A | 0.25% | 467 | $267K | Add +34.6% |
| VTIP Vanguard Short-Term Tips | 0.24% | 5,094 | $254K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.23% | 10,003 | $242K | New |
| IBDU iShares Ibonds Dec 2029 Term | 0.21% | 9,857 | $229K | New |
| IBDT iShares Ibonds Dec 2028 ETF | 0.21% | 8,910 | $226K | New |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.19% | 6,341 | $206K | Reduce -0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Reduce -0.5% | 7.34% | −0.95 |
| DFCF Dimensional Core Fixed Inc. | Reduce -2.9% | 5.29% | −0.77 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -1.1% | 6.56% | −0.48 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.41 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.0% | 1.15% | −0.24 |
| DFAI Dimensional International Co. | Reduce -0.7% | 1.81% | −0.16 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.4% | 0.54% | −0.12 |
| DFAE Dimensional Emerging Core Eq | Reduce -4.3% | 0.80% | −0.09 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -0.1% | 0.19% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHO Schwab Short-Term US Treas | Add +19.4% | 11.75% | +0.85 |
| SCHV Schwab US Large-Cap Value | Add +15.3% | 6.82% | +0.48 |
| SCHA Schwab US Small-Cap ETF | Add +14.5% | 7.40% | +0.42 |
| SGOV iShares 0-3 Month Treasury B | Add +114.1% | 0.63% | +0.31 |
| SCHZ Schwab US Aggregate Bond ETF | Add +13.2% | 13.86% | +0.27 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.23% | +0.23 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.21% | +0.21 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.21% | +0.21 |
| SCHF Schwab Intl Equity ETF | Add +9.2% | 9.94% | +0.19 |
| AAPL Apple Inc. | Add +38.0% | 1.22% | +0.18 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +13.6% | 3.04% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +16.4% | 12.66% | +0.07 |
| META Meta Platforms Inc. Class A | Add +34.6% | 0.25% | +0.01 |
| DFAR Dimensional US Real Est ETF | Add +3.5% | 0.42% | −0.01 |
| DFAX Dimensional World Ex US Core | Add +0.0% | 1.03% | −0.06 |
| SCHC Schwab Intl Small-Cap Equity | Add +5.6% | 5.88% | −0.11 |