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CIK: 0002107020
Total reported value
$134.1M
$134.1M
26 檔
44.4%
At the close of Q1 2026, Arnold Financial Planning LLC disclosed equity holdings valued at approximately $134.1M, spread across 26 reported holdings.
In Q1 2026, Arnold Financial Planning LLC displayed an active expansion posture, initiating 3 new positions and adding to 13 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHZ, SCHX, SCHO) accounted for 44.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBDS
市值: $242.5K
Top Position Liquidated / Trimmed
EFA
前期市值: $395.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 13.86% | -2.01% | +13.22% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.66% | -0.51% | +16.45% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 11.75% | -1.89% | +19.44% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.94% | -0.79% | +9.23% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 7.40% | +0.18% | +14.49% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.34% | -0.72% | -0.45% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 6.82% | -0.23% | +15.31% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 6.56% | -0.42% | -1.09% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 5.88% | -0.92% | +5.58% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.29% | -1.03% | -2.92% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.04% | -0.27% | +13.55% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 1.81% | -0.32% | -0.65% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.22% | +2.64% | +38.00% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | -0.09% | -4.99% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.03% | -0.13% | +0.03% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.80% | -0.10% | -4.26% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.63% | +0.05% | +114.14% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | -0.03% | -12.40% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.12% | — | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.42% | -0.06% | +3.48% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.03% | +34.58% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.24% | -0.05% | — | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.23% | -0.23% | EXIT | |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.21% | -0.04% | — | |
| 25 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.21% | -0.04% | — | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.19% | -0.01% | -0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | +0.9% | +19.44% | Add |
| 2 | SCHV | Schwab US Large-cap Value | +0.5% | +15.31% | Add |
| 3 | SCHA | Schwab US Small-cap ETF | +0.4% | +14.49% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +114.14% | Add |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | +0.3% | +13.22% | Add |
| 6 | SCHF | Schwab Intl Equity ETF | +0.2% | +9.23% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +38.00% | Add |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +13.55% | Add |
| 9 | SCHX | Schwab US Large-cap ETF | +0.1% | +16.45% | Add |
| 10 | META | Meta Platforms Inc-class A | 0% | +34.58% | Add |
| 11 | DFAR | Dimensional US Real Est ETF | 0% | +3.48% | Add |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | -0.11% | Trim |
| 13 | VTIP | Vanguard Short-term Tips | 0% | — | Unchanged |
| 14 | DFAX | Dimensional World Ex US Core | -0.1% | +0.03% | Add |
| 15 | DFAE | Dimensional Emerging Core Eq | -0.1% | -4.26% | Trim |
| 16 | NVDA | Nvidia CORP | -0.1% | — | Unchanged |
| 17 | SCHC | Schwab Intl Small-cap Equity | -0.1% | +5.58% | Add |
| 18 | IJR | Ishares Core S&p Small-cap E | -0.1% | -12.40% | Trim |
| 19 | DFAI | Dimensional International Co | -0.2% | -0.65% | Trim |
| 20 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -4.99% | Trim |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.5% | -1.09% | Trim |
| 22 | DFCF | Dimensional Core Fixed Inc | -0.8% | -2.92% | Trim |
| 23 | DFAC | Dimensional US Core Equity 2 | -1% | -0.45% | Trim |
| 24 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | NEW | New buy |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | — | NEW | New buy |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Arnold Financial Planning LLC reported a total U.S. public equity portfolio value of $134.1M across 26 disclosed positions in Q1 2026.
During Q1 2026, Arnold Financial Planning LLC's top holdings by market value included SCHZ (13.9%)、SCHX (12.7%)、SCHO (11.8%). The largest single position, SCHZ, represented 13.9% of total portfolio value.
In Q1 2026, Arnold Financial Planning LLC made 25 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 8 holdings, and fully liquidating 1 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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