Arnold Financial Planning Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$107.0M
Q ending 2026-03-31
Prior quarter
$97.0M
Q ending 2025-12-31
Change
+10.3% QoQ
Positions
26
reported holdings
Largest positions
All 26 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHZ | Shares | $14.8M | 639K |
| Schwab Strategic Tr | SCHX | Shares | $13.6M | 529K |
| Schwab Strategic Tr | SCHO | Shares | $12.6M | 518K |
| Schwab Strategic Tr | SCHF | Shares | $10.6M | 430K |
| Schwab Strategic Tr | SCHA | Shares | $7.9M | 272K |
| Dimensional Etf Trust | DFAC | Shares | $7.9M | 202K |
| Schwab Strategic Tr | SCHV | Shares | $7.3M | 239K |
| Spdr Series Trust | SLYV | Shares | $7.0M | 74K |
| Schwab Strategic Tr | SCHC | Shares | $6.3M | 135K |
| Dimensional Etf Trust | DFCF | Shares | $5.7M | 134K |
| Schwab Strategic Tr | SCHE | Shares | $3.3M | 99K |
| Dimensional Etf Trust | DFAI | Shares | $1.9M | 50K |
| Apple Inc | AAPL | Shares | $1.3M | 5K |
| Vanguard Index Fds | VTI | Shares | $1.2M | 4K |
| Dimensional Etf Trust | DFAX | Shares | $1.1M | 33K |
| Dimensional Etf Trust | DFAE | Shares | $859K | 25K |
| Ishares Tr | SGOV | Shares | $674K | 7K |
| Ishares Tr | IJR | Shares | $579K | 5K |
| Nvidia Corporation | NVDA | Shares | $562K | 3K |
| Dimensional Etf Trust | DFAR | Shares | $455K | 19K |
| Meta Platforms Inc | META | Shares | $267K | 467 |
| Vanguard Malvern Fds | VTIP | Shares | $254K | 5K |
| Ishares Tr | IBDS | Shares | $242K | 10K |
| Ishares Tr | IBDU | Shares | $229K | 10K |
| Ishares Tr | IBDT | Shares | $226K | 9K |
| Schwab Strategic Tr | FNDA | Shares | $206K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.