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CIK: 0002107020
Total reported value
$146.7M
$146.7M
41 檔
46.2%
The Q2 2026 SEC filing reveals that Arnold Financial Planning LLC held a total portfolio value of $146.7M, covering 41 public equity positions.
In Q2 2026, Arnold Financial Planning LLC displayed an active expansion posture, initiating 16 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHZ, SCHO) accounted for 46.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
TSLA
市值: $2.6M
Top Position Liquidated / Trimmed
IBDS
前期市值: $242.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.15% | +1.14% | +4.74% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 11.85% | +0.15% | +7.51% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 9.86% | +0.40% | +5.71% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.15% | +0.12% | +3.03% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 7.58% | -0.44% | +3.28% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.62% | -0.62% | -1.13% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 6.59% | +0.11% | +5.99% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 6.14% | -0.47% | +1.68% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 4.96% | +0.31% | +2.70% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.26% | -0.50% | +0.99% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.86% | -0.29% | +247.08% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.77% | +0.18% | +3.89% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.93% | -0.47% | — | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 1.49% | -0.13% | -2.76% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.06% | -0.11% | +0.42% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.90% | -0.08% | +0.18% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.88% | -0.07% | — | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.70% | -0.08% | -7.80% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.68% | -0.27% | +35.33% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | -0.05% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.04% | +32.48% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.28% | — | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.53% | -0.07% | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | -0.10% | — | |
| 25 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.36% | -0.36% | EXIT | |
| 26 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.32% | -0.03% | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.32% | -0.08% | — | |
| 28 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.30% | -0.05% | — | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.24% | -0.03% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | +0.06% | +12.42% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.20% | +0.02% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.19% | -0.19% | EXIT | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.19% | -0.02% | +0.04% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.18% | -0.04% | — | |
| 35 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.18% | -0.03% | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | +0.08% | — | |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.17% | -0.02% | — | |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.17% | -0.02% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | +0.29% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.05% | — | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.16% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.6% | +247.08% | Add |
| 2 | TSLA | Tesla Inc | +1.9% | NEW | New buy |
| 3 | FLOT | Ishares Floating Rate Bond E | +0.9% | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | NEW | New buy |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.6% | NEW | New buy |
| 6 | IWP | Ishares Russell Mid-cap Grow | +0.5% | NEW | New buy |
| 7 | XBI | Ss Spdr S&p Biotech ETF | +0.3% | NEW | New buy |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.3% | NEW | New buy |
| 9 | KRE | Ss Spdr S&p Regional Bank | +0.3% | NEW | New buy |
| 10 | IWN | Ishares Russell 2000 Value E | +0.2% | NEW | New buy |
| 11 | T | At&t Inc | +0.2% | NEW | New buy |
| 12 | IEMG | Ishares Core Msci Emerging | +0.2% | NEW | New buy |
| 13 | SCHA | Schwab US Small-cap ETF | +0.2% | +3.28% | Add |
| 14 | BSV | Vanguard Short-term Bond ETF | +0.2% | NEW | New buy |
| 15 | MSFT | Microsoft CORP | +0.2% | NEW | New buy |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.2% | NEW | New buy |
| 18 | SCHM | Schwab US Mid Cap ETF | +0.2% | NEW | New buy |
| 19 | NVDA | Nvidia CORP | +0.1% | +32.48% | Add |
| 20 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +35.33% | Add |
| 21 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | — | Unchanged |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 23 | META | Meta Platforms Inc-class A | 0% | +12.42% | Add |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | — | Unchanged |
| 25 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | — | Unchanged |
| 26 | VTIP | Vanguard Short-term Tips | -0.1% | +0.04% | Add |
| 27 | DFAR | Dimensional US Real Est ETF | -0.1% | -4.16% | Trim |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.42% | Add |
| 29 | DFAE | Dimensional Emerging Core Eq | -0.1% | -7.80% | Trim |
| 30 | DFAX | Dimensional World Ex US Core | -0.1% | +0.18% | Add |
| 31 | SCHV | Schwab US Large-cap Value | -0.2% | +5.99% | Add |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.2% | EXIT | Sold out |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.3% | +3.89% | Add |
| 34 | DFAI | Dimensional International Co | -0.3% | -2.76% | Trim |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.4% | +1.68% | Add |
| 36 | SCHX | Schwab US Large-cap ETF | -0.5% | +4.74% | Add |
| 37 | DFAC | Dimensional US Core Equity 2 | -0.7% | -1.13% | Trim |
| 38 | SCHF | Schwab Intl Equity ETF | -0.8% | +3.03% | Add |
| 39 | SCHC | Schwab Intl Small-cap Equity | -0.9% | +2.70% | Add |
| 40 | DFCF | Dimensional Core Fixed Inc | -1% | +0.99% | Add |
| 41 | SCHO | Schwab Short-term US Treas | -1.9% | +5.71% | Add |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | -2% | +7.51% | Add |
According to official SEC Form 13F filings, Arnold Financial Planning LLC reported a total U.S. public equity portfolio value of $146.7M across 41 disclosed positions in Q2 2026.
During Q2 2026, Arnold Financial Planning LLC's top holdings by market value included SCHX (12.2%)、SCHZ (11.8%)、SCHO (9.9%). The largest single position, SCHX, represented 12.2% of total portfolio value.
In Q2 2026, Arnold Financial Planning LLC made 38 total portfolio adjustments, initiating 16 new buys, adding to 17 positions, trimming 4 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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