Arnold Financial Planning LLC

Portfolio Overview

Arnold Financial Planning LLC disclosed 41 positions worth $134.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 1 — including a new stake in $TSLA. The portfolio is most concentrated in Other (92.5% of disclosed assets). All figures are sourced directly from Arnold Financial Planning LLC’s Form 13F-HR filing with the SEC under CIK 2107020.

• SCHWAB STRATEGIC TR - US LRG CAP ETF

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  Quality

  $16.3M553,571 sh

• SCHWAB STRATEGIC TR - US AGGREGATE B

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  Quality

  $15.9M686,760 sh

• SCHWAB STRATEGIC TR - SHT TM US TRES

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  Quality

  $13.2M547,509 sh

• SCHWAB STRATEGIC TR - INTL EQTY ETF

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  Quality

  $12.3M442,962 sh

• SCHWAB STRATEGIC TR - US SML CAP ETF

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  Quality

  $10.2M281,147 sh

• DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

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  Quality

  $8.9M199,973 sh

• SCHWAB STRATEGIC TR - US LCAP VA ETF

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  Quality

  $8.8M253,746 sh

• SPDR SERIES TRUST - ST STR SP600SM C

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  Quality

  $8.2M75,505 sh

• SCHWAB STRATEGIC TR - INTL SCEQT ETF

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  Quality

  $6.7M138,331 sh

• DIMENSIONAL ETF TRUST - CORE FIXE IN ETF

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  Quality

  $5.7M135,325 sh

Showing top 10 of 41 holdings.

Full Holdings — Arnold Financial Planning LLC (Q2 2026)

All 41 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$16.3M	12.2%	+5%	—
2	—	SCHWAB STRATEGIC TR - US AGGREGATE B	$15.9M	11.8%	+8%	—
3	—	SCHWAB STRATEGIC TR - SHT TM US TRES	$13.2M	9.9%	+6%	—
4	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$12.3M	9.2%	+3%	—
5	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$10.2M	7.6%	+3%	—
6	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$8.9M	6.6%	-1%	—
7	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$8.8M	6.6%	+6%	—
8	—	SPDR SERIES TRUST - ST STR SP600SM C	$8.2M	6.1%	+2%	—
9	—	SCHWAB STRATEGIC TR - INTL SCEQT ETF	$6.7M	5.0%	+3%	—
10	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$5.7M	4.3%	+1%	—
11	$AAPL	Apple Inc.	$5.2M	3.9%	+247%	76.3
12	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$3.7M	2.8%	+4%	—
13	$TSLA	Tesla, Inc.	$2.6M	1.9%	NEW	53.6
14	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$2.0M	1.5%	-3%	—
15	—	VANGUARD INDEX FDS - TOTAL STK MKT	$1.4M	1.1%	+0%	—
16	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$1.2M	0.9%	+0%	—
17	—	ISHARES TR - FLTG RATE NT ETF	$1.2M	0.9%	NEW	—
18	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	$940,055	0.7%	-8%	—
19	—	ISHARES TR - 0-3 MTH TREASURY	$912,272	0.7%	+35%	—
20	$QQQ	INVESCO QQQ TRUST, SERIES 1	$854,224	0.6%	NEW	—
21	$NVDA	NVIDIA CORP	$853,584	0.6%	+32%	85.9
22	—	ISHARES TR - CORE S&P500 ETF	$748,890	0.6%	NEW	—
23	—	ISHARES TR - RUS MD CP GR ETF	$710,381	0.5%	NEW	—
24	—	ISHARES TR - CORE S&P SCP ETF	$690,214	0.5%	+0%	—
25	—	DIMENSIONAL ETF TRUST - US REAL ESTA ETF	$482,090	0.4%	-4%	—
26	—	SPDR SERIES TRUST - ST STR SP BIOT	$430,124	0.3%	NEW	—
27	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$424,223	0.3%	NEW	—
28	—	SPDR SERIES TRUST - ST STR SP REGBNK	$397,977	0.3%	NEW	—
29	—	ISHARES TR - RUS 2000 VAL ETF	$319,413	0.2%	NEW	—
30	$META	Meta Platforms, Inc.	$295,727	0.2%	+12%	79.6
31	$T	AT&T INC.	$271,501	0.2%	NEW	65.5
32	—	ISHARES INC - CORE MSCI EMKT	$259,703	0.2%	NEW	—
33	—	VANGUARD MALVERN FDS - STRM INFPROIDX	$255,978	0.2%	+0%	—
34	$META	Meta Platforms, Inc.	$246,741	0.2%	NEW	79.6
35	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US S	$241,338	0.2%	+0%	—
36	$MSFT	MICROSOFT CORP	$231,272	0.2%	NEW	79.7
37	—	ISHARES TR - IBONDS DEC 29	$228,288	0.2%	+0%	—
38	—	ISHARES TR - IBDS DEC28 ETF	$224,978	0.2%	+0%	—
39	$BRK.B	BERKSHIRE HATHAWAY INC	$222,674	0.2%	NEW	73.6
40	$AMZN	AMAZON COM INC	$220,226	0.2%	NEW	68.4
41	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	$217,349	0.2%	NEW	—