DOSSIER · 13F-HR · Q3 2026

Arnold Financial Planning LLC

$147M in tracked AUM across 45 positions as of Q3 2026.

AF
CIK 0002107020 · last filed Sep 30, 2026
Total AUM
$147M
as of Q3 2026
Holdings
45
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Arnold Financial Planning LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$19M650K13.3%
02
SCHZ
SCHWAB STRATEGIC TR
$18M796K12.0%
03
SCHO
SCHWAB STRATEGIC TR
$15M631K10.3%
04
SCHF
SCHWAB STRATEGIC TR
$14M495K9.3%
05
SCHA
SCHWAB STRATEGIC TR
$10M321K7.1%
06
SCHV
SCHWAB STRATEGIC TR
$10M295K6.7%
07
DFAC
DIMENSIONAL ETF TRUST
$9M198K6.0%
08
SLYV
SPDR SERIES TRUST
$8M81K5.7%
09
SCHC
SCHWAB STRATEGIC TR
$8M156K5.3%
10
DFCF
DIMENSIONAL ETF TRUST
$6M138K3.8%

Filing history

2026Q3Sep 30
$147M▲ 9.4%
45 positionsView →
2026Q2Jun 30
$134M▲ 25.3%
41 positionsView →
2026Q1Mar 31
$107M▲ 10.3%
26 positionsView →
2025Q4Dec 31
$97M—
24 positionsView →