Arnold Financial Planning LLC
Arnold Financial Planning LLC reported 45 holdings worth US$147M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 20, 2026
Arnold Financial Planning LLC reported 45 holdings worth US$147M as of Sep 30, 2026. Largest: Schwab U.S. Large-Cap ETF, Schwab US Aggregate Bond ETF and Schwab Short-Term US Treasury ETF. Filed Oct 20, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$147M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Schwab U.S. Large-Cap ETF | 650K | US$19.5M | 13.3% |
| Schwab US Aggregate Bond ETF | 796K | US$17.6M | 12.0% |
| Schwab Short-Term US Treasury ETF | 631K | US$15M | 10.3% |
| Schwab International Equity ETF | 495K | US$13.6M | 9.3% |
| Schwab U.S. Small-Cap ETF | 321K | US$10.5M | 7.1% |
| Schwab U.S. Large-Cap Value ETF | 295K | US$9.82M | 6.7% |
| State Street SPDR S&P 600 Small Cap Value ETF | 81,370 | US$8.31M | 5.7% |
| Schwab International Small-Cap Equity ETF | 156K | US$7.74M | 5.3% |
| Dimensional Core Fixed Income ETF | 138K | US$5.52M | 3.8% |
| Apple Inc | 15,739 | US$5.24M | 3.6% |
| Schwab Emerging Markets Equity ETF | 119K | US$4.33M | 3.0% |
| Tesla, Inc. | 6,050 | US$2.15M | 1.5% |
| Dimensional International Core Equity Market ETF | 48,302 | US$2M | 1.4% |
| Vanguard Morningstar Total Stock Market ETF | 3,716 | US$1.39M | 0.95% |
| Dimensional World ex U.S. Core Equity 2 ETF | 32,611 | US$1.21M | 0.82% |
| Vanguard S&P 500 ETF | 1,702 | US$1.19M | 0.81% |
| iShares Floating Rate Bond ETF | 23,138 | US$1.18M | 0.81% |
| Nvidia Corporation | 4,344 | US$992K | 0.68% |
| Dimensional Emerging Core Equity Market ETF | 22,998 | US$904K | 0.62% |
| Invesco QQQ Trust | 1,160 | US$858K | 0.59% |
| Berkshire Hathaway Inc. | 1,345 | US$670K | 0.46% |
| iShares Russell Mid-Cap Growth ETF | 4,852 | US$668K | 0.46% |
| iShares Core S&P Small Cap ETF | 4,440 | US$604K | 0.41% |
| iShares 0-3 Month Treasury Bond ETF | 5,911 | US$595K | 0.41% |
| Vanguard 0-3 Month Treasury Bill ETF | 6,376 | US$483K | 0.33% |
| DFA Real Estate Securities Portfolio: ETF Class Shares | 18,432 | US$445K | 0.30% |
| State Street SPDR S&P Biotech ETF | 2,718 | US$429K | 0.29% |
| iShares Core S&P 500 ETF | 540 | US$414K | 0.28% |
| Meta Platforms, Inc. | 564 | US$409K | 0.28% |
| Microsoft Corp. | 728 | US$373K | 0.25% |
| State Street SPDR S&P Regional Banking ETF | 5,317 | US$369K | 0.25% |
| Vanguard FTSE Developed Markets ETF | 4,905 | US$346K | 0.24% |
| At&t Inc. | 13,116 | US$320K | 0.22% |
| Amazon.com, Inc. | 1,260 | US$314K | 0.21% |
| Alphabet Inc (google) Class C | 921 | US$314K | 0.21% |
| iShares Russell 2000 Value ETF | 1,444 | US$302K | 0.21% |
| Vanguard Short-Term Inflation-Protected Securities ETF | 5,166 | US$254K | 0.17% |
| iShares iBonds Dec 2027 Term Corporate ETF | 10,003 | US$241K | 0.16% |
| iShares iBonds Dec 2029 Term Corporate ETF | 9,857 | US$224K | 0.15% |
| iShares iBonds Dec 2028 Term Corporate ETF | 8,910 | US$222K | 0.15% |
| Schwab Fundamental U.S. Small Company ETF | 6,341 | US$222K | 0.15% |
| Advanced Micro Devices Inc | 341 | US$209K | 0.14% |
| Vanguard Short-Term Bond ETF | 2,714 | US$207K | 0.14% |
| Schwab U.S. Mid-Cap ETF | 5,895 | US$201K | 0.14% |
Source
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