Institutional
Arnold Financial Planning LLC
CIK 0002107020
$134.1M
Reported AUM
41
Positions
Q2 2026
Period
2026-07-14
Filed
Editorial summary
Summary for Arnold Financial Planning LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $29.25 | 1.53% | 19.85% | 71.32% | $16.3M | 12.15% | — | HELD |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $22.83 | 0.04% | 2.05% | -1.73% | $15.9M | 11.85% | — | HELD |
| 3 | SCHO | SCHWAB STRATEGIC TR | $24.11 | 0.08% | 2.67% | 9.78% | $13.2M | 9.86% | — | HELD |
| 4 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | 27.58% | 55.74% | $12.3M | 9.15% | — | HELD |
| 5 | SCHA | SCHWAB STRATEGIC TR | $33.69 | 2.53% | 31.48% | 35.93% | $10.2M | 7.58% | — | HELD |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $44.33 | 1.34% | 23.18% | 68.21% | $8.9M | 6.62% | — | HELD |
| 7 | SCHV | SCHWAB STRATEGIC TR | $34.16 | 1.18% | 24.73% | 60.52% | $8.8M | 6.59% | — | HELD |
| 8 | SLYV | SPDR SERIES TRUST | $108.31 | -0.06% | 39.39% | 43.58% | $8.2M | 6.14% | — | HELD |
| 9 | SCHC | SCHWAB STRATEGIC TR | $48.54 | 2.58% | 17.95% | 29.15% | $6.7M | 4.96% | — | HELD |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $41.62 | 0.17% | 2.55% | 0.39% | $5.7M | 4.26% | — | HELD |
| 11 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $5.2M | 3.86% | — | HELD |
| 12 | SCHE | SCHWAB STRATEGIC TR | $35.72 | 2.41% | 18.34% | 28.02% | $3.7M | 2.77% | — | HELD |
| 13 | TSLA | TESLA INC | $308.80 | 3.51% | -1.42% | 21.64% | $2.6M | 1.93% | — | HELD |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $42.37 | 2.44% | 24.48% | 58.30% | $2.0M | 1.49% | — | HELD |
| 15 | VTI | VANGUARD INDEX FDS | $366.33 | 1.64% | 19.26% | 65.80% | $1.4M | 1.06% | — | HELD |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $36.59 | 2.93% | 27.53% | 59.60% | $1.2M | 0.90% | — | HELD |
| 17 | FLOT | ISHARES TR | $51.07 | 0.12% | 4.45% | 23.39% | $1.2M | 0.88% | — | HELD |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $37.35 | 3.78% | 30.87% | 46.95% | $940K | 0.70% | — | HELD |
| 19 | SGOV | ISHARES TR | $100.68 | 0.00% | 3.80% | 19.64% | $912K | 0.68% | — | HELD |
| 20 | QQQ | INVESCO QQQ TR | $683.36 | 3.27% | 20.05% | 79.46% | $854K | 0.64% | — | HELD |
| 21 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $854K | 0.64% | — | HELD |
| 22 | IVV | ISHARES TR | $745.23 | 1.65% | 20.00% | 75.17% | $749K | 0.56% | — | HELD |
| 23 | IWP | ISHARES TR | $137.48 | 2.35% | -2.05% | 18.01% | $710K | 0.53% | — | HELD |
| 24 | IJR | ISHARES TR | $145.50 | 0.82% | 34.80% | 39.06% | $690K | 0.51% | — | HELD |
| 25 | DFAR | DIMENSIONAL ETF TRUST | $26.93 | -1.43% | 21.97% | 12.81% | $482K | 0.36% | — | HELD |
| 26 | XBI | SPDR SERIES TRUST | $151.46 | 2.40% | 74.55% | 13.11% | $430K | 0.32% | — | HELD |
| 27 | VEA | VANGUARD TAX-MANAGED FDS | $71.11 | 3.13% | 26.64% | 53.50% | $424K | 0.32% | — | HELD |
| 28 | KRE | SPDR SERIES TRUST | $75.90 | -0.37% | 32.66% | 32.58% | $398K | 0.30% | — | HELD |
| 29 | IWN | ISHARES TR | $221.79 | 0.09% | 43.44% | 48.71% | $319K | 0.24% | — | HELD |
| 30 | META | META PLATFORMS INC | $539.74 | -7.83% | -21.66% | 55.72% | $296K | 0.22% | — | HELD |
| 31 | T | AT&T INC | $23.21 | -3.05% | — | — | $272K | 0.20% | — | HELD |
| 32 | IEMG | ISHARES INC | $77.05 | 3.91% | — | — | $260K | 0.19% | — | HELD |
| 33 | VTIP | VANGUARD MALVERN FDS | $49.66 | -0.04% | — | — | $256K | 0.19% | — | HELD |
| 34 | BSV | VANGUARD BD INDEX FDS | $77.64 | 0.03% | — | — | $247K | 0.18% | — | HELD |
| 35 | FNDA | SCHWAB STRATEGIC TR | $37.20 | 0.32% | — | — | $241K | 0.18% | — | HELD |
| 36 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | — | — | $231K | 0.17% | — | HELD |
| 37 | IBDU | ISHARES TR | $23.08 | 0.09% | — | — | $228K | 0.17% | — | HELD |
| 38 | IBDT | ISHARES TR | $25.21 | 0.04% | — | — | $225K | 0.17% | — | HELD |
| 39 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $223K | 0.17% | — | HELD |
| 40 | AMZN | AMAZON COM INC | $235.66 | 3.98% | — | — | $220K | 0.16% | — | HELD |
| 41 | SCHM | SCHWAB STRATEGIC TR | $34.79 | 1.90% | — | — | $217K | 0.16% | — | HELD |
Source: SEC EDGAR · accession 0001754960-26-000493. 13F discloses long positions only — shorts, foreign equities, and options are excluded.