Q3 2026 13F · SEC CIK 2107020

Arnold Financial Planning LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $146.7M
Reported positions: 45
Holdings vs S&P 500, 3 yrs: —
Assets under management: $168.2M

Arnold Financial Planning LLC is a wealth manager that reported 45 positions worth $146.7M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Schwab Strategic Tr (SCHX, 13.3%), Schwab Strategic Tr (SCHZ, 12.0%), Schwab Strategic Tr (SCHO, 10.3%).

Arnold Financial Planning LLC holdings all 45 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Arnold Financial Planning LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	13.3%	12.2%	649,917	+17.4%	$19.5M
SCHZSchwab Strategic Tr	12.0%	11.8%	796,263	+15.9%	$17.6M
SCHOSchwab Strategic Tr	10.3%	9.9%	630,527	+15.2%	$15.0M
SCHFSchwab Strategic Tr	9.3%	9.2%	494,712	+11.7%	$13.6M
SCHASchwab Strategic Tr	7.1%	7.6%	320,730	+14.1%	$10.5M
SCHVSchwab Strategic Tr	6.7%	6.6%	294,802	+16.2%	$9.8M
DFACDimensional ETF Trust	6.0%	6.6%	198,032	-1.0%	$8.8M
SLYVSpdr Series Trust	5.7%	6.1%	81,370	+7.8%	$8.3M
SCHCSchwab Strategic Tr	5.3%	5.0%	155,521	+12.4%	$7.7M
DFCFDimensional ETF Trust	3.8%	4.3%	137,622	+1.7%	$5.5M
AAPLApple Inc	3.6%	3.9%	15,739	-12.0%	$5.2M
SCHESchwab Strategic Tr	3.0%	2.8%	118,793	+15.8%	$4.3M
TSLATesla Inc	1.5%	1.9%	6,050	-1.8%	$2.1M
DFAIDimensional ETF Trust	1.4%	1.5%	48,302	+0.1%	$2.0M
VTIVanguard Index Fds	0.9%	1.1%	3,716	-3.2%	$1.4M
DFAXDimensional ETF Trust	0.8%	0.9%	32,611	+0.1%	$1.2M
VOOVanguard Index Fds	0.8%	New	1,702	—	$1.2M
FLOTIshares Tr	0.8%	0.9%	23,138	+0.0%	$1.2M
NVDANvidia Corporation	0.7%	0.6%	4,344	+1.8%	$992K
DFAEDimensional ETF Trust	0.6%	0.7%	22,998	-1.6%	$904K
QQQInvesco Qqq Tr	0.6%	0.6%	1,160	+0.0%	$858K
BRK-BBerkshire Hathaway Inc Del	0.5%	0.2%	1,345	+202.2%	$670K
IWPIshares Tr	0.5%	0.5%	4,852	+0.0%	$668K
IJRIshares Tr	0.4%	0.5%	4,440	-4.6%	$604K
SGOVIshares Tr	0.4%	0.7%	5,911	-34.8%	$595K
VBILVanguard Instl Index Fd	0.3%	New	6,376	—	$483K
DFARDfa Invt Dimensions Group in	0.3%	New	18,432	—	$445K
XBISpdr Series Trust	0.3%	0.3%	2,718	+0.0%	$429K
IVVIshares Tr	0.3%	0.6%	540	-46.0%	$414K
METAMeta Platforms Inc	0.3%	0.2%	564	+7.4%	$409K
MSFTMicrosoft Corp	0.3%	0.2%	728	+17.4%	$373K
KRESpdr Series Trust	0.3%	0.3%	5,317	+0.0%	$369K
VEAVanguard Ftse Developed Markets Index Fu	0.2%	0.3%	4,905	-17.6%	$346K
TAt&t Inc	0.2%	0.2%	13,116	+0.0%	$320K
AMZNAmazon Com Inc	0.2%	0.2%	1,260	+36.4%	$314K
GOOGAlphabet Inc	0.2%	New	921	—	$314K
IWNIshares Tr	0.2%	0.2%	1,444	+0.0%	$302K
VTIPVanguard Malvern Fds	0.2%	0.2%	5,166	+1.4%	$254K
IBDSIshares Tr	0.2%	New	10,003	—	$241K
IBDUIshares Tr	0.2%	0.2%	9,857	+0.0%	$224K
IBDTIshares Ibonds Dec 2028 Term Corporate E	0.2%	0.2%	8,910	+0.0%	$222K
FNDASchwab Strategic Tr	0.2%	0.2%	6,341	+0.0%	$222K
AMDAdvanced Micro Devices Inc	0.1%	New	341	—	$209K
BSVVanguard Bd Index Fds	0.1%	0.2%	2,714	-14.3%	$207K
SCHMSchwab Strategic Tr	0.1%	0.2%	5,895	+0.0%	$201K

What Arnold Financial Planning LLC bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$146.7M	45
Q2 2026	$134.1M	41
Q1 2026	$107.0M	26
Q4 2025	$97.0M	24

Questions about Arnold Financial Planning LLC's portfolio

What stocks does Arnold Financial Planning LLC own?

Arnold Financial Planning LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 45 positions worth $146.7M. The largest are Schwab Strategic Tr (SCHX) at 13.3%, Schwab Strategic Tr (SCHZ) at 12.0%, Schwab Strategic Tr (SCHO) at 10.3%, Schwab Strategic Tr (SCHF) at 9.3% and Schwab Strategic Tr (SCHA) at 7.1%.

What did Arnold Financial Planning LLC buy last quarter?

In Q3 2026, Arnold Financial Planning LLC added a new position in Vanguard Index Fds (VOO), a new position in Vanguard Instl Index Fd (VBIL), a new position in Dfa Invt Dimensions Group in (DFAR), a new position in Alphabet Inc (GOOG), a new position in Ishares Tr (IBDS), Berkshire Hathaway Inc Del (BRK-B) (+202.2% shares), Amazon Com Inc (AMZN) (+36.4% shares) and Microsoft Corp (MSFT) (+17.4% shares), compared with its Q2 2026 filing.

What did Arnold Financial Planning LLC sell last quarter?

In Q3 2026, Arnold Financial Planning LLC sold all of Dimensional US Real (DFAR), sold all of Ishares Inc (IEMG), Ishares Tr (IVV) (-46.0% shares), Ishares Tr (SGOV) (-34.8% shares) and Vanguard Ftse Developed Markets Index Fu (VEA) (-17.6% shares), compared with its Q2 2026 filing.

When is Arnold Financial Planning LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Arnold Financial Planning LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Arnold Financial Planning LLC manage?

Arnold Financial Planning LLC reported $168.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $146.7M.