DOSSIER · 13F-HR · Q2 2026

Arnold Financial Planning LLC

$134M in tracked AUM across 41 positions as of Q2 2026.

AF
CIK 0002107020 · last filed Jun 30, 2026
Total AUM
$134M
as of Q2 2026
Holdings
41
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Arnold Financial Planning LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$16M554K12.1%
02
SCHZ
SCHWAB STRATEGIC TR
$16M687K11.8%
03
SCHO
SCHWAB STRATEGIC TR
$13M548K9.9%
04
SCHF
SCHWAB STRATEGIC TR
$12M443K9.2%
05
SCHA
SCHWAB STRATEGIC TR
$10M281K7.6%
06
DFAC
DIMENSIONAL ETF TRUST
$9M200K6.6%
07
SCHV
SCHWAB STRATEGIC TR
$9M254K6.6%
08
SLYV
SPDR SERIES TRUST
$8M76K6.1%
09
SCHC
SCHWAB STRATEGIC TR
$7M138K5.0%
10
DFCF
DIMENSIONAL ETF TRUST
$6M135K4.3%

Filing history

2026Q2Jun 30
$134M 25.3%
41 positionsView →
2026Q1Mar 31
$107M 10.3%
26 positionsView →
2025Q4Dec 31
$97M
24 positionsView →