Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arnold Financial Planning LLC (CIK 2107020) reported $134.1M across 41 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($16.3M, 12.15%), SCHZ ($15.9M, 11.85%), SCHO ($13.2M, 9.86%), SCHF ($12.3M, 9.15%), SCHA ($10.2M, 7.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $16.3M | 12.15% | 553,571 | Added |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $15.9M | 11.85% | 686,760 | Added |
| 3 | SCHO | SCHWAB STRATEGIC TR | $13.2M | 9.86% | 547,509 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $12.3M | 9.15% | 442,962 | Added |
| 5 | SCHA | SCHWAB STRATEGIC TR | $10.2M | 7.58% | 281,147 | Added |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $8.9M | 6.62% | 199,973 | Trimmed |
| 7 | SCHV | SCHWAB STRATEGIC TR | $8.8M | 6.59% | 253,746 | Added |
| 8 | SLYV | SPDR SERIES TRUST | $8.2M | 6.14% | 75,505 | Added |
| 9 | SCHC | SCHWAB STRATEGIC TR | $6.7M | 4.96% | 138,331 | Added |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $5.7M | 4.26% | 135,325 | Added |
| 11 | AAPL | APPLE INC | $5.2M | 3.86% | 17,885 | Added |
| 12 | SCHE | SCHWAB STRATEGIC TR | $3.7M | 2.77% | 102,585 | Added |
| 13 | TSLA | TESLA INC | $2.6M | 1.93% | 6,159 | New |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $2.0M | 1.49% | 48,277 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $1.4M | 1.06% | 3,840 | Added |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $1.2M | 0.90% | 32,577 | Added |
| 17 | FLOT | ISHARES TR | $1.2M | 0.88% | 23,138 | New |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $940,055 | 0.70% | 23,379 | Trimmed |
| 19 | SGOV | ISHARES TR | $912,272 | 0.68% | 9,062 | Added |
| 20 | QQQ | INVESCO QQQ TR | $854,224 | 0.64% | 1,160 | New |
| 21 | NVDA | NVIDIA CORPORATION | $853,584 | 0.64% | 4,266 | Added |
| 22 | IVV | ISHARES TR | $748,890 | 0.56% | 1,000 | New |
| 23 | IWP | ISHARES TR | $710,381 | 0.53% | 4,852 | New |
| 24 | IJR | ISHARES TR | $690,214 | 0.51% | 4,654 | Hold |
| 25 | DFAR | DIMENSIONAL ETF TRUST | $482,090 | 0.36% | 18,429 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30