Arnold Financial Planning LLC Top Holdings and 13F Report (2026) About Arnold Financial Planning LLCInvestment ActivityArnold Financial Planning LLC has $134.09 million in total holdings as of June 30, 2026.Arnold Financial Planning LLC owns shares of 41 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.24% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Arnold Financial Planning LLC has purchased 26 new stocks and bought additional shares in 17 stocks.Arnold Financial Planning LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $16,291,586Schwab U.S. Aggregate Bond ETF $15,884,751Schwab Short-Term U.S. Treasury ETF $13,216,879Schwab International Equity ETF $12,270,059Schwab US Small-Cap ETF $10,157,835 Largest New Holdings this Quarter 88160R101 - Tesla $2,590,475 Holding46429B655 - iShares Floating Rate Bond ETF $1,181,195 Holding46090E103 - Invesco QQQ $854,224 Holding464287200 - iShares Core S&P 500 ETF $748,890 Holding464287481 - iShares Russell Mid-Cap Growth ETF $710,381 Holding Largest Purchases this Quarter Apple 12,732 shares (about $3.68M)Tesla 6,159 shares (about $2.59M)iShares Floating Rate Bond ETF 23,138 shares (about $1.18M)Schwab U.S. Aggregate Bond ETF 47,955 shares (about $1.11M)Invesco QQQ 1,160 shares (about $854.22K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 2,281 shares (about $101.19K)Dimensional Emerging Core Equity Market ETF 1,977 shares (about $79.49K)Dimensional International Core Equity Market ETF 1,372 shares (about $56.60K)Dimensional US Real Estate ETF 799 shares (about $20.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArnold Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$16,291,586$737,663 â–²4.7%553,57112.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$15,884,751$1,109,199 â–²7.5%686,76011.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$13,216,879$713,507 â–²5.7%547,5099.9%ETFSCHFSchwab International Equity ETF$12,270,059$360,544 â–²3.0%442,9629.2%ETFSCHASchwab US Small-Cap ETF$10,157,835$322,930 â–²3.3%281,1477.6%ETFDFACDimensional U.S. Core Equity 2 ETF$8,870,791$101,185 â–¼-1.1%199,9736.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$8,832,898$499,280 â–²6.0%253,7466.6%ETFSLYVSPDR S&P 600 Small Cap Value ETF$8,238,380$136,170 â–²1.7%75,5056.1%ETFSCHCSchwab International Small-Cap Equity ETF$6,656,478$175,205 â–²2.7%138,3315.0%ETFDFCFDimensional Core Fixed Income ETF$5,712,087$55,844 â–²1.0%135,3254.3%ETFAAPLApple$5,175,204$3,684,132 â–²247.1%17,8853.9%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$3,719,742$139,420 â–²3.9%102,5852.8%ETFTSLATesla$2,590,475$2,590,475 â–²New Holding6,1591.9%Auto/Tires/TrucksDFAIDimensional International Core Equity Market ETF$1,991,435$56,595 â–¼-2.8%48,2771.5%ETFVTIVanguard Total Stock Market ETF$1,420,954$5,921 â–²0.4%3,8401.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,200,127$2,174 â–²0.2%32,5770.9%ETFFLOTiShares Floating Rate Bond ETF$1,181,195$1,181,195 â–²New Holding23,1380.9%ETFDFAEDimensional Emerging Core Equity Market ETF$940,055$79,494 â–¼-7.8%23,3790.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$912,272$238,185 â–²35.3%9,0620.7%ETFQQQInvesco QQQ$854,224$854,224 â–²New Holding1,1600.6%FinanceNVDANVIDIA$853,584$209,294 â–²32.5%4,2660.6%Computer and TechnologyIVViShares Core S&P 500 ETF$748,890$748,890 â–²New Holding1,0000.6%ETFIWPiShares Russell Mid-Cap Growth ETF$710,381$710,381 â–²New Holding4,8520.5%ETFIJRiShares Core S&P Small-Cap ETF$690,2140.0%4,6540.5%ETFDFARDimensional US Real Estate ETF$482,090$20,901 â–¼-4.2%18,4290.4%ETFXBISPDR S&P Biotech ETF$430,124$430,124 â–²New Holding2,7180.3%ETFVEAVanguard FTSE Developed Markets ETF$424,223$424,223 â–²New Holding5,9540.3%ETFKRESPDR S&P Regional Banking ETF$397,977$397,977 â–²New Holding5,3170.3%ETFIWNiShares Russell 2000 Value ETF$319,413$319,413 â–²New Holding1,4440.2%ETFMETAMeta Platforms$295,727$32,671 â–²12.4%5250.2%Computer and TechnologyTAT&T$271,501$271,501 â–²New Holding13,1160.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$259,703$259,703 â–²New Holding3,1350.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$255,978$100 â–²0.0%5,0960.2%ManufacturingBSVVanguard Short-Term Bond ETF$246,741$246,741 â–²New Holding3,1670.2%ETFFNDASchwab Fundamental U.S. Small Company ETF$241,3380.0%6,3410.2%ETFMSFTMicrosoft$231,272$231,272 â–²New Holding6200.2%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$228,2880.0%9,8570.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$224,9780.0%8,9100.2%ETFBRK.BBerkshire Hathaway$222,674$222,674 â–²New Holding4450.2%FinanceAMZNAmazon.com$220,226$220,226 â–²New Holding9240.2%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$217,349$217,349 â–²New Holding5,8950.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$0$242,473 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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