§ 13F · FUND PROFILE
Arnold Financial Planning LLC.
AUM · $134M (13F)Positions · 41Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 554K | $16M | 12.1% | +5% |
| 2 | SCHZ | SCHWAB STRATEGIC TR | 687K | $16M | 11.8% | +8% |
| 3 | SCHO | SCHWAB STRATEGIC TR | 548K | $13M | 9.9% | +6% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 443K | $12M | 9.2% | +3% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 281K | $10M | 7.6% | +3% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 200K | $9M | 6.6% | −1% |
| 7 | SCHV | SCHWAB STRATEGIC TR | 254K | $9M | 6.6% | +6% |
| 8 | SLYV | SPDR SERIES TRUST | 76K | $8M | 6.1% | +2% |
| 9 | SCHC | SCHWAB STRATEGIC TR | 138K | $7M | 5.0% | +3% |
| 10 | DFCF | DIMENSIONAL ETF TRUST | 135K | $6M | 4.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARNOLD SIGNAL
AC read
Arnold Financial Planning LLC is a Other fund managing $134 million in assets. The fund runs a portfolio of 41 positions.
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