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CIK: 0002107020
Total reported value
$134.1M
$134.1M
24 檔
39.9%
During the Q4 2025 filing period, Arnold Financial Planning LLC (CIK: 0002107020) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $134.1M across 24 reported positions.
During Q4 2025, Arnold Financial Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 13.59% | -2.01% | — | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.59% | -0.51% | — | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 10.90% | -1.89% | — | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.76% | -0.79% | — | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.29% | -0.72% | — | |
| 6 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 7.04% | -0.42% | — | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 6.98% | +0.18% | — | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 6.34% | -0.23% | — | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.06% | -1.03% | — | |
| 10 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 5.99% | -0.92% | — | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.94% | -0.27% | — | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 1.96% | -0.32% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.39% | -0.09% | — | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.10% | -0.13% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.05% | +2.64% | — | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.89% | -0.10% | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | -0.03% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.12% | — | |
| 19 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.44% | -0.06% | — | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | — | — | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.32% | +0.05% | — | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.26% | -0.05% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.03% | — | |
| 24 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.21% | -0.01% | — |
According to official SEC Form 13F filings, Arnold Financial Planning LLC reported a total U.S. public equity portfolio value of $134.1M across 24 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHZ, SCHX, SCHO) accounted for 39.9% of total reported equity market value during Q4 2025.
During Q4 2025, Arnold Financial Planning LLC's top holdings by market value included SCHZ (13.6%)、SCHX (12.6%)、SCHO (10.9%). The largest single position, SCHZ, represented 13.6% of total portfolio value.
In Q4 2025, Arnold Financial Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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