Arnold Financial Planning LLC
CIK 2107020 · View on SEC EDGAR ↗
- Portfolio value
- $134.1M
- Positions
- 41
- As of
- June 30, 2026
#7,738 of 9,443 by 13F value · top 81.9%
Portfolio value QoQ: +25.3% 13F does not disclose cash
- Top 10 holdings weight
- 79.15%
- Top 25 holdings weight
- 96.65%
- Positions above 1%
- 15
- Effective number of positions
- 13.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.42% Est. buys $17,748,604 · sells $500,649
- New positions
- 16
- Increased
- 17
- Decreased
- 4
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
4.7%
Consumer Discretionary
1.9%
Communication Services
0.2%
Telecommunication
0.2%
Retail
0.2%
Other/Unmapped
92.8%
Full portfolio 41 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $16,291,586 | 12.15% | 553,571 | $2,740,697 | Up ×2 | ||
| SCHZ | $15,884,751 | 11.85% | 686,760 | $1,051,704 | Up ×2 | ||
| SCHO | $13,216,879 | 9.86% | 547,509 | $646,189 | Up ×2 | ||
| SCHF | $12,270,059 | 9.15% | 442,962 | $1,628,892 | Up ×2 | ||
| SCHA | $10,157,835 | 7.58% | 281,147 | $2,241,989 | Up ×2 | ||
| DFAC | $8,870,791 | 6.62% | 199,973 | $1,011,203 | Down ×2 | ||
| SCHV | $8,832,898 | 6.59% | 253,746 | $1,531,094 | Up ×2 | ||
| SLYV | $8,238,380 | 6.14% | 75,505 | $1,215,116 | Up ×1 | ||
| SCHC | $6,656,478 | 4.96% | 138,331 | $361,072 | Up ×2 | ||
| DFCF | $5,712,087 | 4.26% | 135,325 | $54,509 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $5,175,204 | 3.86% | 17,885 | $3,867,424 | Up ×2 | ||
| SCHE | $3,719,742 | 2.77% | 102,585 | $466,273 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2,590,475 | 1.93% | 6,159 | Up ×1 | |||
| DFAI | $1,991,435 | 1.49% | 48,277 | $57,117 | Down ×2 | ||
| VTI | $1,420,954 | 1.06% | 3,840 | $194,177 | Up ×1 | ||
| DFAX | $1,200,127 | 0.90% | 32,577 | $95,503 | Up ×2 | ||
| FLOT | $1,181,195 | 0.88% | 23,138 | Up ×1 | |||
| DFAE | $940,055 | 0.70% | 23,379 | $81,491 | Down ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $912,272 | 0.68% | 9,062 | $238,253 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $854,224 | 0.64% | 1,160 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $853,584 | 0.64% | 4,266 | $292,016 | Up ×1 | ||
| IVV | $748,890 | 0.56% | 1,000 | Up ×1 | |||
| IWP | $710,381 | 0.53% | 4,852 | Up ×1 | |||
| IJR | $690,214 | 0.51% | 4,654 | $111,693 | |||
| DFAR | $482,090 | 0.36% | 18,429 | $27,344 | Down ×1 | ||
| XBI XBI | $430,124 | 0.32% | 2,718 | Up ×1 | |||
| VEA | $424,223 | 0.32% | 5,954 | Up ×1 | |||
| KRE | $397,977 | 0.30% | 5,317 | Up ×1 | |||
| IWN | $319,413 | 0.24% | 1,444 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $295,727 | 0.22% | 525 | $28,542 | Up ×2 | ||
| T AT&T Inc. | $271,501 | 0.20% | 13,116 | Up ×1 | |||
| IEMG | $259,703 | 0.19% | 3,135 | Up ×1 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $255,978 | 0.19% | 5,096 | $1,542 | Up ×1 | ||
| BSV | $246,741 | 0.18% | 3,167 | Up ×1 | |||
| FNDA | $241,338 | 0.18% | 6,341 | $35,699 | |||
| MSFT Microsoft Corporation - Common Stock | $231,272 | 0.17% | 620 | Up ×1 | |||
| IBDU | $228,288 | 0.17% | 9,857 | $-986 | |||
| IBDT | $224,978 | 0.17% | 8,910 | $-712 | |||
| BRKB | $222,674 | 0.17% | 445 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $220,226 | 0.16% | 924 | Up ×1 | |||
| SCHM | $217,349 | 0.16% | 5,895 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| TSLA | $2,590,475 | 6,159 | 1.93% |
| FLOT | $1,181,195 | 23,138 | 0.88% |
| QQQ | $854,224 | 1,160 | 0.64% |
| IVV | $748,890 | 1,000 | 0.56% |
| IWP | $710,381 | 4,852 | 0.53% |
| XBI | $430,124 | 2,718 | 0.32% |
| VEA | $424,223 | 5,954 | 0.32% |
| KRE | $397,977 | 5,317 | 0.30% |
| IWN | $319,413 | 1,444 | 0.24% |
| T | $271,501 | 13,116 | 0.20% |
| IEMG | $259,703 | 3,135 | 0.19% |
| BSV | $246,741 | 3,167 | 0.18% |
| MSFT | $231,272 | 620 | 0.17% |
| BRKB | $222,674 | 445 | 0.17% |
| AMZN | $220,226 | 924 | 0.16% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AAPL | Bought more | +13K | +$3.9M |
| SCHX | Bought more | +25K | +$2.7M |
| SCHA | Bought more | +9K | +$2.2M |
| SCHF | Bought more | +13K | +$1.6M |
| SCHV | Bought more | +14K | +$1.5M |
| SLYV | Bought more | +1K | +$1.2M |
| SCHZ | Bought more | +48K | +$1.1M |
| DFAC | Trimmed | -2K | +$1.0M |
| SCHO | Bought more | +30K | +$646K |
| SCHE | Bought more | +4K | +$466K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EFA | March 31, 2026 | 4,115 | $395,163 | No longer tracked |
| IBDS | June 30, 2026 | 10,003 | $242,473 | No longer tracked |