Arnold Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Arnold Financial Planning LLC held in its portfolio 24 assets valued at $97,001,881 (i.e. $97.00M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($13.19M), SCHWAB STRATEGIC TR ($12.21M), and SCHWAB STRATEGIC TR ($10.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Arnold Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 564204 | 13185452 | US AGGREGATE B |
| SCHWAB STRATEGIC TR | 453850 | 12213110 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 433668 | 10568494 | SHT TM US TRES |
| SCHWAB STRATEGIC TR | 393633 | 9462936 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 203159 | 8043082 | US CORE EQUITY 2 |
| SPDR SERIES TRUST | 75073 | 6829382 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 237749 | 6771086 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 207609 | 6147317 | US LCAP VA ETF |
| DIMENSIONAL ETF TRUST | 138026 | 5874367 | CORE FIXED INCOM |
| SCHWAB STRATEGIC TR | 127575 | 5808500 | INTL SCEQT ETF |
| SCHWAB STRATEGIC TR | 86958 | 2847872 | EMRG MKTEQ ETF |
| DIMENSIONAL ETF TRUST | 49976 | 1904601 | INTL CORE EQT MK |
| VANGUARD INDEX FDS | 4025 | 1349328 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 32508 | 1063983 | WORLD EX US CORE |
| APPLE INC | 3734 | 1015125 | COM |
| DIMENSIONAL ETF TRUST | 26485 | 862627 | EMGR CRE EQT MNG |
| ISHARES TR | 5313 | 638499 | CORE S&P SCP ETF |
| NVIDIA CORPORATION | 3220 | 600530 | COM |
| DIMENSIONAL ETF TRUST | 18581 | 425523 | US REAL ESTATE E |
| ISHARES TR | 4115 | 395163 | MSCI EAFE ETF |
| ISHARES TR | 3127 | 313888 | 0-3 MNTH TREASRY |
| VANGUARD MALVERN FDS | 5094 | 251940 | STRM INFPROIDX |
| META PLATFORMS INC | 347 | 229051 | CL A |
| SCHWAB STRATEGIC TR | 6348 | 200025 | FUNDAMENTAL US S |
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